Movement Alert｜Workday Falls 5.68% in After-Hours Trading, Q2 Beat Overshadowed by Tax-Driven Earnings and Flat Guidance

Market Focus04:19

On August 28, Workday fell 5.68% in after-hours trading to $183.16 per share, with turnover of $64.57 million, following the release of its fiscal Q2 results.

Workday reported adjusted EPS of $2.75, beating the consensus estimate of $2.61 by 5.36%, while revenue of $2.649 billion also topped the $2.636 billion estimate. However, the quarter's EPS included a $1.52 per share tax benefit, raising concerns about underlying earnings quality. Excluding this one-time item, the beat narrows substantially.

Additionally, full-year subscription revenue guidance was only marginally raised to $9.94-$9.95 billion from $9.93-$9.95 billion previously, essentially matching analyst expectations of $9.95 billion and failing to demonstrate accelerating growth momentum. For fiscal Q3, subscription revenue guidance of $2.52 billion was exactly in line with consensus.

The muted guidance comes amid a backdrop of mixed analyst sentiment. Morgan Stanley had previously downgraded Workday to Underweight, citing slowing core growth and AI monetization still in pilot phase, while Oppenheimer maintained an Outperform rating citing agentic AI momentum.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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