Workday's Fiscal 2028 Growth Guide Reflects Delayed AI Payoff, UBS Says

MT Newswires Live00:46

Workday's (WDAY) fiscal 2028 growth guidance reflects a delayed payoff from AI investments rather than any softening in customer demand, UBS said in a note Friday.

The firm said Workday described fiscal 2027 as a catch-up year for AI, pointing to a late start and slower-than-expected monetization, especially from usage-based Flex Credits pricing.

UBS said it saw no evidence of demand stress in Workday's commentary, including no signs of longer sales cycles or seat pressure, though its own checks point to a highly penetrated core HR market.

On take-private speculation, UBS said it remains skeptical a deal is being discussed, adding that the CEO, who returned in February, is unlikely to consider a sale so soon into his tenure, and that his declining to comment on the matter does not imply talks are underway.

UBS maintained the company's neutral rating with a price target of $220.

Price: 206.65, Change: +13.08, Percent Change: +6.76

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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2663097775?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-29 00:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2663097775","market":"sh","top_or_hot":-1,"title":"Workday's Fiscal 2028 Growth Guide Reflects Delayed AI Payoff, UBS Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/WDAY\">Workday</a>'s (WDAY) fiscal 2028 growth guidance reflects a delayed payoff from AI investments rather than any softening in customer demand, UBS said in a note Friday.</p><p>The firm said Workday described fiscal 2027 as a catch-up year for AI, pointing to a late start and slower-than-expected monetization, especially from usage-based Flex Credits pricing.</p><p>UBS said it saw no evidence of demand stress in Workday's commentary, including no signs of longer sales cycles or seat pressure, though its own checks point to a highly penetrated core HR market.</p><p>On take-private speculation, UBS said it remains skeptical a deal is being discussed, adding that the CEO, who returned in February, is unlikely to consider a sale so soon into his tenure, and that his declining to comment on the matter does not imply talks are underway.</p><p>UBS maintained the company's neutral rating with a price target of $220.</p><p>Price: 206.65, Change: +13.08, Percent Change: +6.76</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Workday's Fiscal 2028 Growth Guide Reflects Delayed AI Payoff, UBS Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWorkday's Fiscal 2028 Growth Guide Reflects Delayed AI Payoff, UBS Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-08-29 00:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/WDAY\">Workday</a>'s (WDAY) fiscal 2028 growth guidance reflects a delayed payoff from AI investments rather than any softening in customer demand, UBS said in a note Friday.</p><p>The firm said Workday described fiscal 2027 as a catch-up year for AI, pointing to a late start and slower-than-expected monetization, especially from usage-based Flex Credits pricing.</p><p>UBS said it saw no evidence of demand stress in Workday's commentary, including no signs of longer sales cycles or seat pressure, though its own checks point to a highly penetrated core HR market.</p><p>On take-private speculation, UBS said it remains skeptical a deal is being discussed, adding that the CEO, who returned in February, is unlikely to consider a sale so soon into his tenure, and that his declining to comment on the matter does not imply talks are underway.</p><p>UBS maintained the company's neutral rating with a price target of $220.</p><p>Price: 206.65, Change: +13.08, Percent Change: +6.76</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CHAT","symbol_name":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2663097775","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2663097775","pubTimestamp":1787935603,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Workday's  fiscal 2028 growth guidance reflects a delayed payoff from AI investments rather than any softening in customer demand, UBS said in a note Friday.The firm said Workday described fiscal 2027 as a catch-up year for AI, pointing to a late start and slower-than-expected monetization, especially from usage-based Flex Credits pricing.UBS said it saw no evidence of demand stress in Workday's commentary, including no signs of longer sales cycles or seat pressure, though its own checks point to a highly penetrated core HR market.On take-private speculation, UBS said it remains skeptical a deal is being discussed, adding that the CEO, who returned in February, is unlikely to consider a sale so soon into his tenure, and that his declining to comment on the matter does not imply talks are underway.UBS maintained the company's neutral rating with a price target of $220.Price: 206.65, Change: +13.08, Percent Change: +6.76","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","VTHR":"Vanguard Russell 3000 ETF","BK4588":"碎股","BK4548":"巴美列捷福持仓","WDAY":"Workday","LU1046421795.USD":"富达环球科技A-ACC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1989763005.USD":"东方汇理教育基金A2 Acc","LU2517655374.HKD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","QTOC":"Innovator Growth Accelerated Plus ETF - October","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4023":"应用软件","BK4581":"高盛持仓","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2517655291.USD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (USD) ACC","AIPO":"Defiance AI and Power Infrastructure ETF","LU2517655028.SGD":"WELLINGTON NEXT GENERATION EDUCATION \"A\" (SGDHDG) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","AGIX":"通用人工智能 ETF-AGIX","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4528":"SaaS概念","BK4613":"AI应用软件","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC"},"translate_title":"瑞银表示，Workday 的 2028 财年增长指南反映了人工智能回报的延迟","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VTHR":1.5,"ARTY":1.5,"CHAT":1.5,"AGIX":1.5,"AIPO":1.5,"QTOC":1.5,"WDAY":1.5},"content_text":"Workday's (WDAY) fiscal 2028 growth guidance reflects a delayed payoff from AI investments rather than any softening in customer demand, UBS said in a note Friday.The firm said Workday described fiscal 2027 as a catch-up year for AI, pointing to a late start and slower-than-expected monetization, especially from usage-based Flex Credits pricing.UBS said it saw no evidence of demand stress in Workday's commentary, including no signs of longer sales cycles or seat pressure, though its own checks point to a highly penetrated core HR market.On take-private speculation, UBS said it remains skeptical a deal is being discussed, adding that the CEO, who returned in February, is unlikely to consider a sale so soon into his tenure, and that his declining to comment on the matter does not imply talks are underway.UBS maintained the company's neutral rating with a price target of $220.Price: 206.65, Change: +13.08, Percent Change: +6.76","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.48.0","shortVersion":"4.48.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2663097775","isCrawlerRequest":true}