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Freedom Broker Downgrades Workday (WDAY) to Hold

Fri, 28 Aug 2026 13:38:47 -0400

Freedom Broker analyst Almas Almaganbetov downgraded Workday (NASDAQ: WDAY) from Buy to Hold with a price target of $200.00 (from $180.00).

The analyst comments "Workday, Inc. (WDAY) delivered solid FQ2'27 results: total revenue and subscription revenue modestly exceeded our expectations, while adjusted operating margin and EPS significantly beat forecasts on strict cost discipline and internal AI-driven automation. Despite surging interest in agentic solutions (AI ARR exceeded $600mn), financial returns remain delayed given the focus on early adoption and promotional Flex Credits. Along with a mix shift in bookings toward the installed base, this weighed on total subscription backlog growth (+8% YoY)

Freedom Broker Downgrades Workday (WDAY) to Hold

Fri, 28 Aug 2026 13:38:47 -0400

Freedom Broker analyst Almas Almaganbetov downgraded Workday (NASDAQ: WDAY) from Buy to Hold with a price target of $200.00 (from $180.00).

Freedom Broker Downgrades Workday (WDAY) to Hold

Fri, 28 Aug 2026 13:38:47 -0400

Freedom Broker analyst Almas Almaganbetov downgraded Workday (NASDAQ: WDAY) from Buy to Hold with a price target of $200.00 (from $180.00).

Workday (WDAY) PT Raised to $190 at DA Davidson

Fri, 28 Aug 2026 09:59:12 -0400

(Updated - August 28, 2026 9:59 AM EDT)

DA Davidson analyst Lucky Schreiner raised the price target on Workday (NASDAQ: WDAY) to $190.00 (from $135.00) while maintaining a Neutral rating.

The analyst commented, "We maintain our NEUTRAL rating and raise our price target to $190 after the company reported better than expected results though updated FY27 guidance implies a weaker 2H. Balancing out the FY27 outlook was initial FY28 commentary that came in above our expectations for both subscription revenue growth and profitability. AI products are showing early signs of momentum but with WDAY navigating a new monetization model and providing an

Workday (WDAY) PT Raised to $190 at DA Davidson

Fri, 28 Aug 2026 09:59:12 -0400

(Updated - August 28, 2026 9:59 AM EDT)

DA Davidson analyst Lucky Schreiner raised the price target on Workday (NASDAQ: WDAY) to $190.00 (from $135.00) while maintaining a Neutral rating.

Workday (WDAY) PT Raised to $215 at KeyBanc

Fri, 28 Aug 2026 09:19:03 -0400

(Updated - August 28, 2026 9:19 AM EDT)

KeyBanc analyst Jason Celino raised the price target on Workday (NASDAQ: WDAY) to $215.00 (from $158.00) while maintaining a Overweight rating.

The analyst commented: "Workday reported in-line F2Q results and mixed guidance. The F3Q cRPO growth guide of ~11.5% is a downtick, as is the initial FY28 subscription growth of 11%, but the 2pt margin expansion implied by the FY28 33% OM outlook is encouraging. When Aneel returned as CEO, the trajectory of margin improvement was called into question. Now, only two quarters later, we're encouraged to see margin improvement (albeit more modest) get

Workday (WDAY) PT Raised to $215 at KeyBanc

Fri, 28 Aug 2026 09:19:03 -0400

(Updated - August 28, 2026 9:19 AM EDT)

KeyBanc analyst Jason Celino raised the price target on Workday (NASDAQ: WDAY) to $215.00 (from $158.00) while maintaining a Overweight rating.

Workday (WDAY) PT Lowered to $205 at Cantor Fitzgerald on 'Underwhelming' Guidance

Fri, 28 Aug 2026 09:15:20 -0400

Cantor Fitzgerald analyst Matthew VanVliet lowered the price target on Workday (NASDAQ: WDAY) to $205.00 (from $220.00) while maintaining an Overweight rating.

The analyst commented, "On F2Q, Total and Sub rev beat by ~0.5% while cRPO was a touch above consensus. Op margin of 31.1% nicely beat VA consensus of 30%. Guidance was underwhelming, though, which we think is sending shares lower in AH trading. F3Q cRPO is guided to be 11-12%, well-below consensus of 13.6%, and the FY27 Sub rev guide was raised by less than the F2Q beat, implying a slight F2H guide down. Further, mgmt provided an initial

Workday (WDAY) PT Lowered to $205 at Cantor Fitzgerald on 'Underwhelming' Guidance

Fri, 28 Aug 2026 09:15:20 -0400

Cantor Fitzgerald analyst Matthew VanVliet lowered the price target on Workday (NASDAQ: WDAY) to $205.00 (from $220.00) while maintaining an Overweight rating.

Workday (WDAY) PT Raised to $238 at Bernstein SocGen Group

Fri, 28 Aug 2026 09:14:13 -0400

(Updated - August 28, 2026 9:14 AM EDT)

Bernstein SocGen Group analyst Mark Moerdler raised the price target on Workday (NASDAQ: WDAY) to $238.00 (from $216.00) while maintaining an Outperform rating.

The analyst commented: "In-line quarter with a floor set to next year's growth plus significant margin improvement; Workday delivered a good quarter with small beats, updated FY27 guidance and gave initial color on FY28 revenue and margins. Initially the stock was down 7% as Q3 guide was a bit light, but the stock recovered after management gave initial FY28 outlook during the call. The company is guiding to margin improvement in

Workday (WDAY) PT Raised to $238 at Bernstein SocGen Group

Fri, 28 Aug 2026 09:14:13 -0400

(Updated - August 28, 2026 9:14 AM EDT)

Bernstein SocGen Group analyst Mark Moerdler raised the price target on Workday (NASDAQ: WDAY) to $238.00 (from $216.00) while maintaining an Outperform rating.

Workday (WDAY) PT Raised to $225 at JPMorgan

Fri, 28 Aug 2026 09:01:47 -0400

JPMorgan analyst Samik Chatterjee raised the price target on Workday (NASDAQ: WDAY) to $225.00 (from $190.00) while maintaining a Overweight rating.

Workday (WDAY) PT Raised to $180 at Morgan Stanley

Fri, 28 Aug 2026 08:25:26 -0400

Morgan Stanley analyst Adam Wood raised the price target on Workday (NASDAQ: WDAY) to $180.00 (from $145.00) while maintaining a Underweight rating.

BofA sees mixed signals for European software from US SaaS

Fri, 28 Aug 2026 07:56:03 -0400

Investing.com -- Bank of America analysts said Tuesday that European software companies face mixed signals from recent US SaaS earnings, following a solid second-quarter reporting season in Europe.

Salesforce (NYSE:CRM) shares jumped 22.6% after results, compared to a 0.7% gain in the S&P 500. The company's current remaining performance obligation grew 14% in constant currency, beating the 13% consensus estimate. Management guided to a similar growth rate in the third quarter and maintained its outlook for stronger second-half growth.

The company raised its fiscal 2027 revenue guidance modestly, primarily due to acquisitions, while keeping margin guidance unchanged. Bank of America said the

BofA sees mixed signals for European software from US SaaS

Fri, 28 Aug 2026 07:56:03 -0400

Investing.com -- Bank of America analysts said Tuesday that European software companies face mixed signals from recent US SaaS earnings, following a solid second-quarter reporting season in Europe.

The company raised its fiscal 2027 revenue guidance modestly, primarily due to acquisitions, while keeping margin guidance unchanged. Bank of America said the

BofA sees mixed signals for European software from US SaaS

Fri, 28 Aug 2026 07:56:03 -0400

Investing.com -- Bank of America analysts said Tuesday that European software companies face mixed signals from recent US SaaS earnings, following a solid second-quarter reporting season in Europe.

The company raised its fiscal 2027 revenue guidance modestly, primarily due to acquisitions, while keeping margin guidance unchanged. Bank of America said the

BofA sees mixed signals for European software from US SaaS

Fri, 28 Aug 2026 07:56:03 -0400

Investing.com -- Bank of America analysts said Tuesday that European software companies face mixed signals from recent US SaaS earnings, following a solid second-quarter reporting season in Europe.

The company raised its fiscal 2027 revenue guidance modestly, primarily due to acquisitions, while keeping margin guidance unchanged. Bank of America said the

Workday (WDAY) PT Raised to $160 at Stifel Amid Increased AI Adoption

Fri, 28 Aug 2026 07:40:35 -0400

Stifel analyst Brad Reback raised the price target on Workday (NASDAQ: WDAY) to $160.00 (from $115.00) while maintaining a Hold rating.

The analyst commented, "WDAY posted largely in-line results amid increased AI adoption among their customer base, with >5,500 customers using one or more organic agent (>35% Q/Q) and AI products now making up >25% of new ACV closed in the quarter. That said, while FY27 revenue guidance was slightly narrowed to the upside, management optimistically provided their initial FY28 revenue target at ~11%, which we believe implies a marginally softer outlook vs. their initial targets given at the September 2025

Workday (WDAY) PT Raised to $160 at Stifel Amid Increased AI Adoption

Fri, 28 Aug 2026 07:40:35 -0400

Stifel analyst Brad Reback raised the price target on Workday (NASDAQ: WDAY) to $160.00 (from $115.00) while maintaining a Hold rating.

Workday (WDAY) PT Lowered to $210 at TD Cowen

Fri, 28 Aug 2026 07:31:51 -0400

TD Cowen analyst J. Derrick Wood lowered the price target on Workday (NASDAQ: WDAY) to $210.00 (from $220.00) while maintaining a Hold rating.

Workday (WDAY) PT Raised to $240 at RBC Capital

Fri, 28 Aug 2026 07:27:16 -0400

RBC Capital analyst Rishi Jaluria raised the price target on Workday (NASDAQ: WDAY) to $240.00 (from $220.00) while maintaining a Outperform rating.

Workday (WDAY) PT Raised to $190 at Piper Sandler

Fri, 28 Aug 2026 07:20:58 -0400

Piper Sandler analyst Billy Fitzsimmons raised the price target on Workday (NASDAQ: WDAY) to $190.00 (from $145.00) while maintaining a Neutral rating.

Workday (WDAY) PT Raised to $230 at BMO Capital

Fri, 28 Aug 2026 07:15:13 -0400

BMO Capital analyst Daniel Jester raised the price target on Workday (NASDAQ: WDAY) to $230.00 (from $182.00) while maintaining a Outperform rating.

Workday (WDAY) PT Raised to $225 at Wells Fargo

Fri, 28 Aug 2026 06:56:21 -0400

Wells Fargo analyst Michael Turrin raised the price target on Workday (NASDAQ: WDAY) to $225.00 (from $215.00) while maintaining a Overweight rating.

Workday (WDAY) PT Raised to $230 at Needham

Fri, 28 Aug 2026 06:38:24 -0400

Needham analyst Scott Berg raised the price target on Workday (NASDAQ: WDAY) to $230.00 (from $180.00) while maintaining a Buy rating.

The analyst comments "Workday reported 2Q results slightly below expectations. While the revenue and profitability beats were roughly in-line, cRPO came in a bit lighter than recent results and barely beat Street numbers. The modest weakness continued with an ok 3Q guide and a very modest raise for the year. Our two key takeaways were, first, Agent use is likely ahead of expectations but monetization remains quite early with a minimal number of paid customers. Second, investor worries were likely