$WDAY — HOLD 📊 | 6 MONTHS THESIS

🎯 FQ2 FY2027 (ends Jul) | reported Aug 27 | Rev $2.6B | Adj EPS $2.75 vs $2.61 🟢 | GAAP EPS $3.22 | GAAP op margin 11.8% 💡 Consensus is anchored to a ~$206 12-month average target (range roughly $92-275 across 39 analysts) and to ~10% forward revenue growth, i.e. a decelerating single-digit-teens grower with no deal. 🏢 Business Quality: 7/10 📊 Valuation: At $190.99 with roughly 243M implied diluted shares, equity value is about $46.4B; net cash of roughly $6-8B puts EV near $38-40B. 🔮 Catalyst: Silver Lake take-private process (definitive agreement, withdrawn talks, or disclosed deal premium) plus FQ3 FY27 earnings ⚖️ Hold — prior Hold stands — a flip to Buy at confidence 5 (<7) was blocked with no material change. 📊 Our read: HOLD. Full analysis → https://stockduty.xyz/s/WDAY0924 Also in play: $NVDA $AAPL $MSFT $AVGO $MU

🎯 FQ2 FY2027 (ends Jul) | reported Aug 27 | Rev $2.6B | Adj EPS $2.75 vs $2.61 🟢 | GAAP EPS $3.22 | GAAP op margin 11.8%