<div id="readability-page-1"><div><ul> <li>In recent days, Workday has drawn fresh attention after analysts upgraded the company to a Buy rating, citing its attractive valuation, raised fiscal 2026 revenue guidance to US$9.54 billion, robust pro forma operating margins near 29%, and the launch of a US$4.00 billion share buyback program equal to about 7% of its market value.</li> <li>Alongside this, Workday reported that AI-related products contributed more than 1.5 points of annual recurring revenue growth, with AI embedded in most new deals and expansions, reinforcing the view that artificial intelligence is becoming a meaningful driver of its business mix.</li> <li>With Workday stepping up a US$4.00 billion share repurchase, we’ll now examine how this development influences its existing investment narrative.</li> </ul><p>Trump has pledged to &#34;unleash&#34; American oil and gas and these 22 US stocks have developments that are poised to benefit.</p><h2>Workday Investment Narrative Recap</h2><p>To own Workday, you need to believe its cloud-based HR and finance platform can keep winning enterprise budgets while AI strengthens, not erodes, its moat. The upgraded outlook, stronger AI contribution and US$4,000 million buyback support the near term catalyst of confidence in cash generation and capital returns, but do little to reduce the key risk of faster moving AI-first rivals compressing pricing power over time.</p> <p>The new US$4,000 million share repurchase authorization is the clearest development tied to this news, building on prior buyback tranches and underscoring Workday’s capacity to return capital while investing in AI products. For investors focused on catalysts, that combination of AI driven ARR gains and consistent repurchases puts more emphasis on whether ongoing R&amp;D and acquisition spending can translate into durable margin expansion rather than just near term earnings support.</p> <p>Yet against these supports, the risk that aggressive AI powered HCM and ERP entrants could pressure Workday’s pricing and long term growth is something investors should be aware of...</p> <p>Read the full narrative on Workday (it's free!)</p><p>Workday's narrative projects $12.9 billion revenue and $1.8 billion earnings by 2028. This requires 13.0% yearly revenue growth and roughly a $1.2 billion earnings increase from $583.0 million today.</p><p>Uncover how Workday's forecasts yield a $275.64 fair value, a 23% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/46a7daf8-45e2-446d-bb76-faf844ed0e54/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/46a7daf8-45e2-446d-bb76-faf844ed0e54/chart/quote-price"/><figcaption>WDAY 1-Year Stock Price Chart</figcaption></figure> <p>Thirteen members of the Simply Wall St Community value Workday between US$233 and about US$348 per share, showing a wide spread in individual expectations. That diversity sits alongside concerns that rising AI powered competition could still pressure Workday’s long term growth profile and is a reminder to review several viewpoints before forming your own.</p><p>Explore 13 other fair value estimates on Workday - why the stock might be worth just $233.00!</p><h2>Build Your Own Workday Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Workday research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.</li><li>Our free Workday research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Workday's overall financial health at a glance.</li></ul><h2>Ready For A Different Approach?</h2><p>Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:</p><ul><li>Find companies with promising cash flow potential yet trading below their fair value.</li><li>Uncover the next big thing with financially sound penny stocks that balance risk and reward.</li><li>We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p><div><p>Mobile Infrastructure for Defense and Disaster</p><p>The next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.</p><p>Get the investor briefing before the next round of contracts</p><p><span>Sponsored On Behalf of CiTech</span></p></div></div></div>

WDAY

<p>Workday has been upgraded to a Buy rating due to its attractive valuation, increased fiscal 2026 revenue guidance to $9.54 billion, and a $4 billion share buyback program. AI products have significantly contributed to revenue growth, reinforcing AI's role in Workday's business. The buyback and AI advancements support cash generation and capital returns, though competition from AI-driven rivals remains a risk. Workday's narrative projects $12.9 billion revenue and $1.8 billion earnings by 2028, requiring 13% annual revenue growth. Analysts value Workday between $233 and $348 per share.</p>

Did Workday’s (WDAY) AI-Fueled Buyback and Guidance Hike Just Shift Its Investment Narrative?