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Home/News Feed/Workday shares fall 35% amid AI fears, but strong growth and AI adoption offer buying opportunity
WDAY
$141.82
+$2.01 +1.44%

Workday shares fall 35% amid AI fears, but strong growth and AI adoption offer buying opportunity

Market News
14 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Workday shares have dropped over 35% in the past year due to concerns that generative AI might replace its HR software platform. However, the company's Q1 2027 results showed a healthy 14.7% year-over-year growth in subscription revenue, indicating ongoing customer reliance. Workday is also developing its own AI agents, now used by more than 4,000 customers, which counters fears of the platform becoming obsolete. This suggests the market's pessimism may be overdone, presenting a potential discounted entry point for investors.

More News (WDAY)

Workday rated Strong Buy at $145 despite market pessimism, driven by AI growth and strong retention.

Workday rated Strong Buy at $145 despite market pessimism, driven by AI growth and strong retention.

Workday received a Strong Buy rating with a target price of $145, reflecting a valuation of 13.5x FY2027 and 11.5x FY2028 earnings amid market pessimism. The company is benefiting from Agentic AI, which has boosted new contract value by over 200% yea...

Analyst Insights
Bullish
19 hours ago
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