Ultime notizie per Workday (NASDAQ:WDAY) Azioni

WORKDAY INC-CLASS A

Workday

Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.

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Workday Inc

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer recommended staying away from Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>). &#8220;I'm worried. There's a lot of companies coming for Workday, and I don't <a href="https://www.benzinga.com/quote/WDAY">like that,&#8221; he added</a>.
Supporting his view, Workday, on May 22, issued second-quarter sales guidance below estimates.
Cramer said although Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) doesn't make any money, but it's a very good spec.
The recent amended Schedule 13G filing with the SEC revealed that AI hyperscaler CoreWeave Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWV#NASDAQ">CRWV</a>) has divested its entire stake in Applied Digital.
AST SpaceMobile, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) is straight up, Cramer said. &#8220;We've got to ring the register a little bit.&#8221;
As per the recent news, AST SpaceMobile, on June 25, announced a series of transactions that will result in the company issuing approximately 1.04 million incremental shares to the underlying shares of its 2032 convertible notes.
When asked about DocuSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOCU#NASDAQ">DOCU</a>), he said, &#8220;I'm going to go with the flow and tell you it's time to sell.&#8221;
On the earnings front, DocuSign, on June 5, reported quarterly earnings of 90 cents per share, which beat the analyst consensus estimate of 81 cents. Quarterly revenue came in at $763.7 million, beating the Street estimate of $748.13 million.
&#8220;I am horrified about what's happening at Danaher (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>),&#8221; Cramer said. &#8220;This stock has been such a disappointment for me.&#8221;
Danaher, meanwhile, will webcast its quarterly earnings conference call for the second quarter on Tuesday, July 22.
Cramer said SM Energy Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SM#NYSE">SM</a>) is doing not well and recommended buying Coterra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTRA#NYSE">CTRA</a>) in case of going with oil.
Supporting his view, Raymond James analyst John Freeman, on June 24, downgraded SM Energy from Outperform to Underperform.
Price Action:
<ul class="wp-block-list">
<li>Applied Digital shares fell 4.8% to settle at $9.82 on Wednesday.</li>
<li>AST SpaceMobile shares dipped 6.1% to close at $49.97.</li>
<li>Docusign slipped 0.8% to settle at $75.01 on Wednesday.</li>
<li>SM Energy shares fell 1.4% to close at24.68.</li>
<li>Workday shares fell 2.4% to close at $233.46.</li>
<li>Danaher shares gained 1.8% to settle at $201.00.</li>
</ul>
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Jim Cramer 'Worried' About Workday, Calls Applied Digital 'A Good Spec'

Workday's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NYSE">WDAY</a>) short percent of float has risen 8.1% since its last report. The company recently reported that it has 6.59 million shares sold short, which is 3.07% of all regular shares that are available for trading. Based on its trading volume, it would take traders 4.81 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Workday Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749582025_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Workday has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Workday's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Workday's peer group average for short interest as a percentage of float is 3.06%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Looking Into Workday's Recent Short Interest

BofA Securities analyst Brad Sills disclosed its <a href="https://www.benzinga.com/topic/software" target="_blank" rel="noreferrer noopener">software spending survey</a> on Tuesday.
Since his last survey in December, Sills&#8217; IT professionals&#8217; survey suggested that software spending growth intentions have come down a bit for the second half of 2025 and 2026. Software spending is expected to grow +9.9% for 2025, down 100 basis points from his December survey, and +10.8% for 2026, down 40 basis points. He said this aligns with management and channel commentary that changing macro policies are muddling the demand environment.
However, Sills&#8217; survey still suggests an improving backdrop in 2026, which is backed by channel feedback that pipelines for new software projects remain healthy.
The analyst noted that Data Analytics regained the top spot as a spending priority, trading places with Cloud Communications and Videoconferencing, which slipped to second place. Security held the third position, he said. Sills said other categories with notably higher spending expectations include observability and financials/ERP.
Sills noted that the lower-scoring categories were front-office applications such as CRM Sales, Marketing, and Support. He suggested that this could be due to firms evaluating AI priorities for front-office application projects.
For Analytics, Security, and Public Cloud, Sills noted the positive data supports his thesis for Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Snowflake Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), and Datadog Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>), which are well positioned in these categories.
The analyst said Infrastructure and Back Office were the top software categories for AI investment (across Infrastructure, Back Office, Front Office, and Desktop Applications).
Back Office saw the largest increase since his year-end fiscal 2024 survey, he said. After LLMs, Workday Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) was the most selected, Sills noted.
The analyst noted that after LLMs, Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) registered the highest number of front-office vendors in which respondents plan to invest in AI offerings.
Front office apps scored lower for the second consecutive survey, Sills noted.
The lower result reflects that firms remain in the discovery phase, as pricing models for agentic offerings such as Salesforce&#8217;s Agentforce and HubSpot Inc&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBS#NYSE">HUBS</a>) Breeze AI agents are evolving, per the analyst.
Sills noted that Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Microsoft, and Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google were the most frequently selected vendors for AI in infrastructure.
The analyst said Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>) remains the market leader in AI investments in desktop applications.
Hiring expectations are down for 2025, again, Sills noted, and recession expectations are fairly high. DOGE is impacting spending plans more so than tariffs, leading to a lower weighted average spending as per the survey.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45746797/is-a-bond-market-crash-coming-jamie-dimon-blackrock-ray-dalio-and-others-sound-the-alarm">Is A Bond-Market Crash Coming? Jamie Dimon, BlackRock, Ray Dalio And Others Sound The Alarm</a></li>
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Photo: Shutterstock

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Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog

These large-cap stocks were the worst performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>Fair Isaac Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FICO#NYSE">FICO</a>) shares declined 23.05% due to comments from Bill Pulte, director of the Federal Housing Finance Agency. He expressed concerns over the company's decision to raise its wholesale <a href="https://www.benzinga.com//node/45567740" target="_blank" rel="noreferrer noopener">royalty fees for credit scores.</a></li>
<li>Deckers Outdoor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) stock tumbled 21.00% after the company reported fourth-quarter earnings and <a href="https://www.benzinga.com//node/45591758" target="_blank" rel="noreferrer noopener">analysts downgraded the stock</a>.</li>
<li>Booz Allen Hamilton Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) shares plummeted 16.32% after it reported <a href="https://www.benzinga.com//node/45587393" target="_blank" rel="noreferrer noopener">fiscal fourth-quarter results</a>.</li>
<li>Copart, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPRT#NASDAQ">CPRT</a>) shares decreased 15.93% after reporting a <a href="https://www.benzinga.com//node/45574729" target="_blank" rel="noreferrer noopener">third-quarter revenue miss</a>.</li>
<li>Hims &amp; Hers Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) stock declined 15.19% as the U.S. Food and Drug Administration's (FDA) ban on compounded drugs <a href="https://www.benzinga.com//node/45567780" target="_blank" rel="noreferrer noopener">with semaglutide takes effect</a>.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock fell 13.13%. the company announced that it is now taking orders for enterprise AI systems with Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) RTX PRO 6000 <a href="https://www.benzinga.com//node/45490921" target="_blank" rel="noreferrer noopener">Blackwell Server Edition GPUs</a>.</li>
<li>Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) shares dipped 12.83% after it reported its fiscal first-quarter results and <a href="https://www.benzinga.com//node/45591957" target="_blank" rel="noreferrer noopener">analysts revised the price forecast</a>.</li>
<li>Burlington Stores, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) shares were down 12.73%. The stock fell on pin action with Ross Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>), which issued second-quarter <a href="https://www.benzinga.com//node/45576055" target="_blank" rel="noreferrer noopener">EPS guidance below estimates</a>.</li>
<li>Aurora Innovation, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) stock fell 11.34% last week after Uber Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) announced plans to monetize part of its stake in the autonomous vehicle company through a $1 billion <a href="https://www.benzinga.com/news/offerings/25/05/45393539/aurora-innovation-stock-drops-after-the-bell-whats-going-on" target="_blank" rel="noreferrer noopener">conver</a><a href="https://www.benzinga.com//node/45414625" target="_blank" rel="noreferrer noopener">t</a><a href="https://www.benzinga.com/news/offerings/25/05/45393539/aurora-innovation-stock-drops-after-the-bell-whats-going-on" target="_blank" rel="noreferrer noopener">ible note offering</a>.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) stock fell 11.25% last week after the House <a href="https://www.benzinga.com//node/45568107" target="_blank" rel="noreferrer noopener">passed a tax bill</a> to end clean energy credits.</li>
</ol>
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Super Micro Computer, Hims & Hers And Aurora Innovation Are Among Top 10 Large-Cap Losers Last Week (May 19-May 23): Are The Others In Your Portfolio?

Oppenheimer analyst Brian Schwartz maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Outperform and lowers the price target from $320 to $300.

Price Target

Oppenheimer Maintains Outperform on Workday, Lowers Price Target to $300

Wall Street stumbled midday Friday, shaken by a fresh wave of trade war fears after President Donald Trump proposed aggressive new tariffs on Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom">and European imports.</a>
In a post on Truth Social, Trump threatened a 25% import duty on Apple Inc. if the tech giant doesn't repatriate its manufacturing to the United States. He also floated a 50% tariff on goods from the European Union, escalating concerns of a renewed transatlantic trade war.
Shares of Apple Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NYSE">AAPL</a>) dropped 2.6% in response. The S&amp;P 500 slipped 0.8% to fall below the key 5,800 mark, on track to close the week lower. 
Growth-oriented sectors like technology and consumer discretionary bore the brunt of the selling, while traditionally defensive sectors such as utilities and consumer staples remained in the green.
Volatility spiked as investors turned risk-averse. The CBOE Volatility Index, known as the VIX, climbed 8%, reflecting growing market anxiety. Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) wasn&#8217;t spared from the risk-off sentiment, shedding over 2% to trade around $108,700. 
Treasury yields edged down to 5.02%, pushing the iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) 0.3% higher as investors sought safer assets.
Gold prices surged 2.1% to $3,362 per ounce, boosted by safe-haven demand and a weakening U.S. dollar. The U.S. dollar index is down 1.8% this week, on pace to break a four-week winning streak.
<h3 class="wp-block-heading">Friday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>% Chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,037.33</td>
<td>-0.4%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>41,636.55</td>
<td>-0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,805.10</td>
<td>-0.6%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,942.13</td>
<td>-0.8%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:50 p.m.</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) slipped 0.7% to $579.36.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased 0.5% to $416.59.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;fell 0.8% to $509.67.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 0.4% to $202.51.</li>
<li>The&nbsp;Utilities Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) underperformed, down 0.7%; the&nbsp;Technology Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) lagged, down 1%.</li>
</ul>
<h3 class="wp-block-heading">Friday&#8217;s Stock Movers</h3>
<ul class="wp-block-list">
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) rallied 8% after reporting stronger-than-expected earnings. </li>
</ul>
Other stocks reacting to earnings report were: 
<ul class="wp-block-list">
<li>Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) down 11.3%</li>
<li>Autodesk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADSK#NASDAQ">ADSK</a>) down 0.5%</li>
<li>Ross Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) down 10.5%</li>
<li>Deckers Outdoor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) down 19.2%</li>
<li>Booz Allen Hamilton Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>) down 16%</li>
<li>Cavco Industries, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVCO#NASDAQ">CVCO</a>) down 3.1%</li>
</ul>
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Photo: Shutterstock

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Stocks, Bitcoin Fall On Trump's Tariff Threats, Gold Rallies: What's Driving Markets Friday?

Workday Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) tanked after the company on Thursday reported its <a href="https://www.benzinga.com/news/earnings/25/05/45575045/workday-shares-slide-after-q1-results-q2-reveue-guidance-below-estimates">fiscal first-quarter results</a>.
The announcement came amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
<h1 class="wp-block-heading">KeyBanc Capital Markets On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5af19c83ca26bd0001e8af36/jason-celino">Analyst Jason Celino</a> reiterated an Overweight rating, while reducing the price target from $335 to $325.
Workday reported 12-month subscription backlog (cRPO) growth of 15.6%, above Street expectations of 15.1%, Celino said in a note. He added, however, that this includes "0.5 points of contribution from ST tenant contracts, which were not previously included in the cRPO definition."
Management's cRPO growth guidance of 15%-16% for the fiscal second quarter also includes this contribution, representing "a slight miss on an apples-to-apples basis," the analyst wrote. He added that the price target is being lowered to reflect "incremental macro uncertainty."
<h1 class="wp-block-heading">Piper Sandler On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/586e4055351b9b00018beeab/brent-bracelin">Analyst Brent Bracelin</a> maintained a Neutral rating, while raising the price target from $230 to $255.
Workday delivered a topline beat of $9 million, versus $8 million in the prior four quarters, Bracelin said. Its revenues grew by 13.4% year-on-year, ahead of Piper Sandler's 13.0% estimate, he added.
Subscription revenue came in at $2.059 billion, the analyst stated. "Operating margin came in strong at 30% (vs. 26% last quarter) relative to the 28% guide, partially driven by moderated headcount growth," he further wrote.
<h1 class="wp-block-heading">Goldman Sachs On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58c6ab8db85e9300015f1ae0/kash-rangan">Analyst Kash Rangan</a> reaffirmed a Buy rating, while lifting the price target from $275 to $300.
Workday recorded subscription revenue growth of 13.4% and operating margins of 30.2%, both higher than consensus estimates, Rangan said. The stock came under pressure due to management's lower-than-expected guidance for the fiscal second quarter, of 13.5% subscription revenue growth versus consensus of 13.7%, he added.
The market reaction appears "overblown," given that Workday's revenue growth is back-half weighted, largely driven by already signed deals, while "continued prudence in the face of macro uncertainty makes sense," the analyst wrote.
<h1 class="wp-block-heading">WestPark Capital On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/67ebb02f9e8df500012fd424/curtis-shauger">Analyst Curtis Shauger</a> reiterated a Buy rating, while raising the price target from $315 to $328.
Workday delivered a performance that "demonstrated solid growth and exceptional profitability," Shauger said.
Although the company reported in-line revenues of $2.24 billion, its earnings of $2.23 per share came in significantly ahead of the consensus of $2.01 per share, the analyst stated. The upside was driven by higher-than-expected operating margins, "which we believe reflects the full impact of its recent headcount reductions," he wrote.
<h1 class="wp-block-heading">Stifel On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/585beadbb5a482000151d186/brad-reback">Analyst Brad Reback</a> maintained a Hold rating, while cutting the price target from $310 to $275.
Workday's stock plummeted after the results due to cRPO growth coming at the midpoint of management&#8217;s guided range and was aided by benefits from short-term tenant contracts "that were not historically included in cRPO," Reback said. "Going forward, these tenant contracts are expected to contribute a full 1pt of uplift to cRPO growth for each of the remaining FY26 quarters," he added.
Investors had expected Workday's core business to record an acceleration in bookings, the analyst stated. "With subscription/bookings growth likely to remain in the mid-to-low-teens area in the coming quarters, even as AI bookings accelerate, we do not expect op-margin upside alone to drive meaningful multiple expansion from current levels," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">RBC Capital Markets On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5846fffaee7bf6000154d142/rishi-jaluria">Analyst </a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5846fffaee7bf6000154d142/rishi-jaluria">Rishi Jaluria</a> maintained an Outperform rating and price target of $340.
The company reported revenue of $2,240 million, representing 12.6% year-on-year growth, beating consensus of $2,218 million, Jaluria said. "Partner traction continued in Q1, with partners representing more than 20% of net new ACV (up nicely from 15% in Q4)," he wrote.
Workday's non-GAAP earnings came in at $2.23 per share, "nicely above consensus" of $2.01 per share, the analyst stated. He added, however, that the total revenue beat was just by 1.0%, "driven by better-than expected services revenue and a slight beat on subscription revenue."
<h1 class="wp-block-heading">BofA Securities On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/59ca95686ab12400018386cb/brad-sillshttps:/www.benzinga.com/analyst-stock-ratings/analyst/59ca95686ab12400018386cb/brad-sills">Analyst Brad Sills</a> reaffirmed a Buy rating and price target of $295.
The company, including tenant deals in cRPO, raised questions, Sills said. He added, however, that Workday's transparency is appreciable and that the including is not "a negative, given the recurring nature of these deals."
The company achieved healthy results across geographies and executed well on generating balanced growth, the analyst stated. "The company is on pace to deliver a solid 260 basis points margin expansion this year, driven by the reduction in force and efforts to hire in lower cost geographies," he further wrote.
<h1 class="wp-block-heading">Citizens On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5846fffaee7bf6000154d141/patrick-walravens">Analyst Patrick Walravens</a> reiterated a Market Outperform rating and price target of $315.
Workday's first-quarter subscription revenue growth marks a deceleration from 15% in the previous quarter, Walravens said. However, management reiterated their subscription revenue guidance for the second quarter of $2.16 billion, representing 13.5% year-on-year growth, he added.
The company guided to non-GAAP operating margin of around 28.0%, better than consensus of 27.6%, the analyst stated. The full-year subscription revenue of $8.80 billion represents 14% year-on-year growth, he mentioned.
<h1 class="wp-block-heading">Needham On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587635595064ed000140010c/scott-berg">Analyst Scott Berg</a> maintained a Buy rating and price target of $300.
The company's cRPO growth reflects new tenants, which was not reflected in the 14.5%-15.5% guidance, Berg said. "AI sales continue to gain momentum and were included in 25% of 1Q expansion deals," he wrote.
Although management's commentary was broadly in-line with expectations, suggesting no material impact of macro uncertainty, the analyst stated. He added, however, that the guidance "reflects continued conservatism on the macro."
<h1 class="wp-block-heading">Guggenheim Securities On Workday</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587f78d077f9dd000126ef0f/john-difucci">Analyst </a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587f78d077f9dd000126ef0f/john-difucci">John DiFucci</a> reaffirmed a Neutral rating on the stock.
Workday's results reflected "a challenging IT spending environment," DiFucci said. About half the beat on subscription growth was due to a positive currency impact, he added.
This is why the second-quarter guidance came just in-line with expectations and "none of the F1Q beat flowed through to annual guide," the analyst stated.
WDAY Price Action: Shares of Workday had declined by 12.04% to $239.32 at the time of publication on Friday.
Read More: <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45262278/under-armour-faces-tough-road-ahead-says-analyst">&nbsp;</a> • <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45262278/under-armour-faces-tough-road-ahead-says-analyst">Workday Could Soar With AI Strategy, Says Analyst</a>

Analyst Color

Earnings Beats

Reiteration

Workday: Solid Q1 Revenue, Earnings Beat, Stock Gets Punished For Cautious Guidance — These Analysts Revise Price Target

RBC Capital analyst Rishi Jaluria reiterates Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Outperform and maintains $340 price target.

RBC Capital Reiterates Outperform on Workday, Maintains $340 Price Target

RBC Capital analyst Rishi Jaluria maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Outperform and maintains $340 price target.

RBC Capital Maintains Outperform on Workday, Maintains $340 Price Target

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Piper Sandler raised Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) price target from $785 to $825. Piper Sandler analyst Arvind Ramnani maintained an Overweight rating. Intuit shares closed at $666.07 on Thursday. See how other analysts <a href="https://www.benzinga.com/quote/INTU/analyst-ratings">view this stock</a>.</li>
<li>Needham slashed the price target for Deckers Outdoor Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>) from $150 to $120. Needham analyst Tom Nikic maintained a Buy rating. Deckers Outdoor shares closed at $126.09 on Thursday. <a href="https://www.benzinga.com/quote/DECK/analyst-ratings">See how other analysts view this stock.</a></li>
<li>HC Wainwright &amp; Co raised U.S. Gold Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/USAU#NASDAQ">USAU</a>) price target from $14 to $15. HC Wainwright &amp; Co. analyst Heiko Ihle maintained a Buy rating. U.S. Gold shares closed at $10.44 on Thursday. See how other analysts vie<a href="https://www.benzinga.com/quote/USAU/analyst-ratings">w this stoc</a>k.</li>
<li>WestPark Capital increased the price target for Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) from $315 to $328. WestPark Capital analyst Curtis Shauger maintained a Buy rating. Workday shares closed at $272.07 on Thursday. <a href="https://www.benzinga.com/quote/WDAY/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Wedbush increased the price target for Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) from $350 to $500. Wedbush analyst Daniel Ives maintained an Outperform rating. Tesla shares closed at $341.04 on Thursday. See how other analysts v<a href="https://www.benzinga.com/quote/TSLA/analyst-ratings">iew this stock</a>.</li>
<li>Benchmark cut Analog Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>) price target from $275 to $260. Benchmark analyst David Williams maintained a Buy rating. Analog Devices shares settled at $211.93 on Thursday. <a href="https://www.benzinga.com/quote/ADI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. raised Delcath Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DCTH#NASDAQ">DCTH</a>) price target from $24 to $29. HC Wainwright &amp; Co. analyst Swayampakula Ramakanth maintained a Buy rating. Delcath shares closed at $16.15 on Thursday. <a href="https://www.benzinga.com/quote/DCTH/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Raymond James cut Toll Brothers, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>) price target from $145 to $130. Raymond James analyst Buck Horne reiterated a Strong Buy rating. Toll Brothers shares closed at $104.14 on Thursday.  <a href="https://www.benzinga.com/quote/TOL/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup increased the price target for Seagate Technology Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>) from $125 to $140. Citigroup analyst Asiya Merchant maintained a Buy rating. Seagate shares settled at $108.86 on Thursday. <a href="https://www.benzinga.com/quote/STX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Lake Street raised Titan Machinery Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TITN#NASDAQ">TITN</a>) price target from $15 to $18. Lake Street analyst Ben Klieve maintained a Hold rating. Titan Machinery shares closed at $20.13 on Thursday. <a href="https://www.benzinga.com/quote/TITN/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying TSLA stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="596" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23111258/image-307-1024x596.png" alt="" class="wp-image-926247" style="width:677px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23111258/image-307-1024x596.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23111258/image-307-300x175.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23111258/image-307-768x447.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/23111258/image-307.png 1082w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45585296/jim-cramer-says-medical-properties-trust-has-too-much-risk-likes-this-industrial-stock">Jim Cramer Says Medical Properties Trust Has &#8216;Too Much Risk,&#8217; Likes This Industrial Stock</a> </li>
</ul>
Photo via Shutterstock

Intraday Update

DCTH

TITN

TSLA

USAU

Tesla To Rally Around 47%? Here Are 10 Top Analyst Forecasts For Friday

Loop Capital analyst Yun Kim maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Hold and lowers the price target from $285 to $250.

Loop Capital Maintains Hold on Workday, Lowers Price Target to $250

Guggenheim analyst John Difucci reiterates Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) from Neutral to Neutral.

Guggenheim Reiterates Neutral on Workdayto Neutral

Stifel analyst Brad Reback maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Hold and lowers the price target from $310 to $275.

Stifel Maintains Hold on Workday, Lowers Price Target to $275

Morgan Stanley analyst Keith Weiss maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Equal-Weight and raises the price target from $250 to $255.

Morgan Stanley Maintains Equal-Weight on Workday, Raises Price Target to $255

U.S. stocks traded lower this morning, with the Nasdaq Composite falling more than 1% on Friday.
The Dow traded down 0.70% to 41,566.04 while the NASDAQ fell 1.12% to 18,713.37. The S&amp;P 500 also fell, dropping, 0.87% to 5,791.25.
Check This Out: <a href="https://www.benzinga.com/25/05/45586356/wall-streets-most-accurate-analysts-give-their-take-on-3-industrial-stocks-delivering-high-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Industrial Stocks Delivering High-Dividend Yields</a>
Leading and Lagging Sectors Real estate shares fell by just 0.1% on Friday.
In trading on Friday, information technology stocks dipped by 1.4%.
Top Headline
Shares of Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) dipped more than 11% on Friday after the company released its first-quarter results.
Workday reported quarterly earnings of $2.23 per share, which beat the analyst consensus estimate of $2.01 by 10.95%. Quarterly revenue came in at $2.24 billion, which beat the Street estimate of $2.22 billion.
Workday sees second-quarter revenue of $2.16 billion, versus the $2.34 billion analyst estimate.
Equities Trading UP &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<ul class="wp-block-list">
<li>Imunon, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IMNN#NASDAQ">IMNN</a>) shares shot up 155% to $1.07 after the company announced new data from its Phase 2 OVATION 2 Study of IMNN-001.</li>
<li>Shares of Powell Max Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PMAX#NASDAQ">PMAX</a>) got a boost, surging 84% to $0.5956.</li>
<li>BloomZ Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLMZ#NASDAQ">BLMZ</a>) shares were also up, gaining 52% to $0.2033 after the company announced a business alliance with M-NEXT holdings.</li>
</ul>
Equities Trading DOWN
<ul class="wp-block-list">
<li>Golden Heaven Group Holdings Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDHG#NASDAQ">GDHG</a>) shares dropped 51% to $2.26.</li>
<li>Shares of Bicara Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BCAX#NASDAQ">BCAX</a>) were down 42% to $9.06 after the company announced a publication of phase 1/1b trial data for ficerafusp alfa showing mixed results, with median survival still unreached and limited clarity on long-term efficacy.</li>
<li>NetClass Technology Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTCL#NASDAQ">NTCL</a>) was down, falling 27% to $3.80.</li>
</ul>
Commodities In commodity news, oil traded up 0.4% to $61.42 while gold traded up 1.5% at $3,344.90.
Silver traded up 0.1% to $33.250 on Friday, while copper rose 1% to $4.7245.
Euro zone
European shares were lower today. The eurozone's STOXX 600 fell 1.1%, while Spain's IBEX 35 Index fell 1.5%. London's FTSE 100 dipped 0.85%, Germany's DAX 40 declined 1.6% and France's CAC 40 fell 1.9% during the session.
Asia Pacific Markets
Asian markets closed mostly higher on Friday, with Japan's Nikkei gaining 0.47%, Hong Kong's Hang Seng Index rising 0.24%, China's Shanghai Composite Index falling 0.94% and India's BSE Sensex gaining 0.95%.
Economics
U.S. sales of new single-family homes climbed by 10.9% from the previous month to an annualized rate of 743,000 units.
Now Read This: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45585296/jim-cramer-says-medical-properties-trust-has-too-much-risk-likes-this-industrial-stock">Jim Cramer Says Medical Properties Trust Has &#8216;Too Much Risk,&#8217; Likes This Industrial Stock</a> </li>
</ul>
Photo via Shutterstock

Eurozone

Commodities

BCAX

BLMZ

GDHG

IMNN

NTCL

PMAX

Nasdaq Down Over 1%; Workday Shares Tumble After Q1 Results

Keybanc analyst Jason Celino maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Overweight and lowers the price target from $335 to $325.

Keybanc Maintains Overweight on Workday, Lowers Price Target to $325

WIIM

Workday shares are trading lower after the company issued Q2 sales guidance below estimates.

JP Morgan analyst Mark Murphy maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Overweight and lowers the price target from $310 to $295.

JP Morgan Maintains Overweight on Workday, Lowers Price Target to $295

JMP Securities analyst Patrick Walravens reiterates Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Market Outperform and maintains $315 price target.

JMP Securities Reiterates Market Outperform on Workday, Maintains $315 Price Target

DA Davidson analyst Gil Luria maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Neutral and raises the price target from $230 to $250.

DA Davidson Maintains Neutral on Workday, Raises Price Target to $250

Press Releases

Workday Names Edward Charter Country Leader for Canada

Fintech

Workday Named a Leader in 2025 Gartner® Magic Quadrant™ for Cloud-Based ERP for U.S. Local Government

Workday Announces Fiscal 2026 First Quarter Financial Results

Workday Announces Rising 2025: Illuminating the AI-Powered Future of Work

Workday Announces New AI Agent Partner Network and Agent Gateway to Power the Next Generation of Human and Digital Workforces

Workday Unveils AI Developer Toolset, Empowering Developers to Customize and Connect AI Apps and Agents on the Workday Platform

Workday Named a Leader in 2025 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites

Workday Achieves Top AI Certifications, Reinforcing Commitment to Responsible AI

Workday VNDLY Named a Leader in Everest Group's Vendor Management Systems (VMS) PEAK Matrix® Assessment 2025

Payslip leads as first Workday partner on Global Payroll Connect, delivering 82% time savings

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