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Consensus Narrative from 36 Analysts
AI Investments And Competition Will Impact Future Margins In Enterprise Cloud Applications
Key Takeaways Workday's revenue targets may be overly ambitious due to increased competition and challenges in scaling growth sustainably. Investments in AI and government contracts pose uncertainties, potentially impacting margins and causing short-term revenue volatility.
View narrativeUS$292.30
FV
13.8% undervalued intrinsic discount13.70%
Revenue growth p.a.
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8 days ago author updated this narrative