The Bull Case For Workday (WDAY) Could Change Following Gartner Leadership, Infosys and Metro Bank Deal

• In October 2025, Workday was named a Leader in the Gartner Magic Quadrant for Cloud ERP Finance and announced a new collaboration with Infosys and Metro Bank to modernize the bank's finance operations using Workday’s cloud-native AI solutions.
• This recognition and enterprise partnership highlight Workday’s growing influence in the financial software sector and showcase increasing enterprise adoption of its AI-powered platforms.
• We'll explore how Workday's expanded AI product suite and leadership recognition impact its long-term investment narrative and growth outlook.

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Workday Investment Narrative Recap

To be a Workday shareholder today, you need to believe that broad enterprise adoption of cloud-based AI solutions will drive recurring revenue and long-term profit expansion, despite intensifying competition and heavier near-term investment. Workday’s new Custom AI Model Library for its Contract Intelligence Agent strengthens its product capabilities, but does not materially alter the most important catalyst, continued conversion of legacy systems to Workday platforms, or address the biggest risk, which is competitive pricing pressure from disruptive SaaS start-ups. The short-term impact of this news event on these dynamics is limited.

Among recent updates, the announcement of the expansive AI Model Library stands out for directly supporting Workday’s focus on enterprise automation and process improvement. This rollout reinforces Workday’s core value proposition for clients in highly regulated and complex environments, which is a key catalyst as organizations demand more integrated, intelligent platforms to manage risk and compliance at scale.

However, in contrast, investors should also be aware that rapid innovation by emerging SaaS competitors could...

Read the full narrative on Workday (it's free!)

Workday's narrative projects $12.9 billion revenue and $1.8 billion earnings by 2028. This requires 13.0% yearly revenue growth and a $1.2 billion earnings increase from $583.0 million.

Uncover how Workday's forecasts yield a $282.05 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Across 10 Simply Wall St Community estimates, fair values for Workday range from US$233 to US$331, revealing wide disagreement on outlook. While many see upside tied to Workday’s AI automation momentum, others point to competitive threats that could impact future revenue growth, make sure to compare perspectives before deciding.

Explore 10 other fair value estimates on Workday - why the stock might be worth just $233.00!

Build Your Own Workday Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• 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.
• 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.

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This article by Simply Wall St is general in nature. 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. 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.

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