Workday is rated Buy due to its 16% valuation discount and strong customer retention. The company aims for 13% subscription revenue growth and a 31% operating margin by fiscal 2027, with about 11% growth expected in 2028. Adoption of AI agents shows promise, though additional revenue and margin benefits from AI are still uncertain. Risks include slowing subscription growth, challenges in monetizing AI, restructuring impacts, and competitive pressures.
Workday's market cap stands at $47.70 billion as of Nov 05, 2026, 12:41 WIB, with a daily trading volume of 2,474,293 shares on Pluang. The stock price has risen 2.31% in the last day to USD 202.52, reflecting positive investor interest. Notably, Pluang users show strong buying sentiment with 100% buy orders and an average holding period of 38 days, indicating confidence in the stock's medium-term prospects.
