Investment
Features
FeesSafety
Academy
More
Pluang+

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

Analyst Insights
15 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

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% year-over-year, although its revenue impact is not yet disclosed. Workday's platform expansion, high gross retention rate of 97%, margin improvements, and significant share buybacks support profit growth. Key risks include slowing subscription backlog growth and heavy stock-based compensation, but stable cash flows and AI upsell potential provide upside opportunities.

More News (WDAY)

banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App