Workday, Inc. (WDAY) is set to release second-quarter fiscal 2025 results on Aug 22, after the closing bell. It pulled off a trailing four-quarter earnings surprise of 10.89%, on average.Based in Pleasanton, CA, WDAY is expected to have recorded higher revenues on the back of solid demand for its human capital management (HCM) and financial management solutions across different end markets.Factors at PlayDuring the quarter, Workday witnessed solid traction for the Workday Government Cloud solution as U.S. f ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Workday (WDAY) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Workday currently has an average b ...

Partnership Provides Protiviti Additional Strength to Deliver Technology Modernization and Business Transformations for ClientsMENLO PARK, Calif., Aug. 12, 2024 /PRNewswire/ -- Global consulting firm Protiviti today announced it has been named a Workday Services Partner by Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money.  As a Workday Services partner, Protiviti will collaborate with Workday to manage customers' workforce programs and impleme ...

文章核心观点 - 公司在最新的交易会话中收盘价为211.25美元,较前一交易日上涨1.68% [1] - 公司股价超过了标普500指数,后者当日上涨1.04% [1] - 公司过去一个月股价下跌8.29%,跑输了计算机和技术板块13.91%的跌幅以及标普500 6.74%的跌幅 [2] 公司业绩分析 - 公司将于2024年8月22日公布财报,预计每股收益为1.63美元,同比增长13.99% [3] - 预计收入将达到20.7亿美元,同比增长15.85% [3] - 全年预计每股收益6.77美元,同比增长15.92%;收入预计83.7亿美元,同比增长15.25% [4] 投资评级分析 - 分析师预测评级为3级(持有),过去一个月预测每股收益下调0.12% [7] - 公司当前市盈率为30.68倍,高于行业平均30.01倍 [8] - 公司PEG率为1.64,与行业平均水平一致 [9] - 公司所属的互联网软件行业在所有行业中排名前37% [10][11]

LAS VEGAS, Aug. 06, 2024 (GLOBE NEWSWIRE) -- WHAT: During Workday Rising 2024, Avaap will showcase two Workday transformation success stories to help leaders in the higher education and non-profit sectors prepare for change and modernization in their organizations and institutions. These sessions will address the benefits, preparation, and considerations required when transforming systems with Workday. Each session will address critical questions such as: What are best practices to gain executive buy-in? W ...

PLEASANTON, Calif., Aug. 2, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced that it will host its financial analyst day on Tuesday, September 17, 2024 in Las Vegas at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time. The event will take place during Workday Rising, the company's annual customer conference.A live webcast of the event will be available on the Workday Investor Relations site. The replay of th ...

PLEASANTON, Calif., Aug. 2, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, plans to announce its fiscal 2025 second quarter financial results after market close on Thursday, August 22, 2024. The company will host a conference call at 1:30 p.m. Pacific Time / 4:30 p.m. Eastern Time to review its financial results and business outlook.A live webcast of the event will be available on the Workday Investor Relations site. Th ...

HiredScore AI for Recruiting and Talent Mobility Solutions Are Now Available Through Workday to Boost Recruiter Productivity and Empower Hiring Managers and EmployeesCompany Unveils AI Enhancements to Workday Job Architecture to Accelerate Skills-Based Talent StrategiesPLEASANTON, Calif., Aug. 1, 2024 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), a leading provider of solutions to help organizations manage their people and money, today announced that HiredScore AI for Recruiting and HiredScore AI for Talent ...

文章核心观点 - Workday公司的股价在最近一个交易日上涨0.28%,但表现低于标普500指数1.08%的涨幅[1] - Workday公司股价在过去一个月内下跌0.12%,但表现优于计算机和技术板块5.77%的下跌和标普500指数0.44%的下跌[2] - Workday公司即将发布的财报业绩备受关注,预计每股收益将同比增长13.99%,收入将同比增长15.85%[3] - 全年来看,Workday公司的每股收益和收入预计将分别同比增长15.92%和15.25%[4] 公司相关 - 分析师对Workday公司的预测已经发生了一些修正,这反映了最新的业务趋势,可以视为对公司业务前景的乐观[5][6] - Workday公司目前的Zacks排名为3级(持有),这是一个可靠的评级系统[7] - Workday公司的市盈率为33.44倍,高于同行业平均水平31.79倍,显示其估值较高[8] - Workday公司的PEG率为1.78,与同行业平均水平一致[9] 行业相关 - Workday所在的互联网软件行业目前在250多个行业中排名前40%[10][11] - 研究显示,排名靠前的行业整体表现优于排名靠后的行业2倍[11]

文章核心观点 - Workday是一家领先的企业级软件公司,专注于人力资源管理(HCM)和财务管理(FINS)云解决方案 [3][4] - 公司拥有广阔的市场空间,但目前只占据了约5%的市场份额,有很大的增长潜力 [3] - 公司正在积极布局人工智能(AI)技术,通过多种方式实现AI的商业化 [11][12] 根据相关目录分别进行总结 公司基本面 - Workday采用"先占领市场,后提价"的商业模式,拥有较高的客户粘性和转换成本壁垒 [15][16] - 公司年度经常性收入(ARR)增长强劲,2021年至2025年复合年增长率达19% [17] - 公司的非GAAP经营利润率有望在2025财年达到25.9%,显示出良好的盈利能力 [18][21] - 公司现金流充沛,2023年第一季度经营活动现金流达22.44亿美元,自由现金流19.93亿美元 [24][26] - 公司资产负债表健康,现金和短期投资达71.82亿美元,长期债务仅29.81亿美元 [29] 估值分析 - 公司当前估值处于历史低位,价格/销售比仅为5.083倍,低于过去5年、7年和10年的中位数 [31][32] - 但相比同行业公司,Workday的市盈率和预期盈利增长率仍显得较高,存在一定的估值溢价 [33][35] - 根据折现现金流分析,公司未来10年需保持14%的收入增长和26%的自由现金流率才能合理定价 [36][37] 风险因素 - 短期内经济衰退和加息可能对公司业务造成不利影响 [8][9][38] - 公司存在一定的股权稀释风险,由于可转债的存在 [29][39] - 长期来看,AI技术发展和竞争加剧可能对公司业务构成挑战 [39] - 如果客户由于AI而大幅裁员,也可能影响公司基于员工人数的收费模式 [39]