What changed
$WDAY — AVOID 📊
Workday, Inc. provides enterprise cloud applications in the United States and internationally.
🎯 Q2 2026 | Rev $3B | EPS $2.66 vs $2.52 🟢
💡 The market expects the post-earnings momentum to continue with steady subscription revenue growth above 15% and further margin expansion. The variant view is that the EPS beat was driven by one-time items or aggressive cost management, and underlying subscription growth is slowing faster than consensus.
📉 Reward/risk: 2.36:1
🏢 Business Quality: 8/10
📊 Valuation: rich — The reported market cap implies a P/E of 11x based on run-rate EPS, which appears cheap but is likely distorted by non-GAAP metrics or an...
🔮 Catalyst: Q2 FY2027 earnings report
💰 Entry: $118.09, stop $130, target $90
📊 Our read: AVOID. Full analysis →
https://stockduty.xyz/s/WDAY0625
Also in play: $CRM $ORCL $SAP $NOW $ADSK $AMZN