AI Spending Risks And Slower International Expansion Will Challenge Margins Yet Support Long-Term Potential

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

10 Feb 26

Updated

30 Jun 26

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Shared on 30 Jun 26

Fair value Decreased 40%

WDAY: AI Execution And Legal Risks Will Shape Balanced Outlook

Workday’s outlook shifts as slower growth expectations collide with the push to sell new AI features, even as some analysts warm up after the recent share pullback. A new court case over alleged bias in its AI hiring tools adds a fresh risk that could shape how customers and regulators view its products.

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Fair Value vs Share Price

US$115

vs US$135.417.7% overvalued

9.3%

Revenue growth

14%

Profit margin

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Company analysis

Flawless balance sheet with solid track record.

Market capUS$32.2b

PB5.0x

Estimated Growth9.6%

Dividend YieldN/A

Full analysis

CEO & management

Aneel Bhusri

CEO

3.3yrs

CEO Tenure

Provides enterprise cloud applications in the United States and internationally.