Workday Inc faces slower growth with subscription revenue growth targets cut to 11% for fiscal 2028 and operating margin targets lowered to 33%. Despite a 13% growth in 2025, Jefferies expects growth to slow to 10% by 2028, trailing peers like SAP and Oracle. AI revenue contributes about $600 million annually, but international growth remains weak. Leadership changes, including departures of the CEO, CRO, and CTO, add uncertainty ahead of Workday's Rising conference.
Workday Inc (WDAY) shares are trading at USD 187.16 on Pluang as of Oct 09, 2026 00:21 WIB, showing a 1.57% gain in the last day. The stock's market capitalization stands at $44.41 billion, reflecting its significant presence in the technology sector despite growth concerns. Investors typically hold WDAY shares for about 38 days on Pluang, indicating moderate trading activity around this name.
