Workday Q2 Preview: The Momentum Is Behind It, It Just Needs To Execute

Gytis Zizys 4.77K Followers Follow Summary Workday remains a buy, with a fair value of $221–$222 per share and a current ~27% discount. WDAY consistently beats top- and bottom-line estimates, but growth has decelerated to low-to-mid-teens; sustaining this pace is critical. AI initiatives, especially Agentic AI, show strong momentum and are expected to drive both revenue and profitability improvements. Risks include over-optimistic margin assumptions and potential SaaSpocalypse fears, but robust backlog and innovation support continued upside. hapabapa/iStock Editorial via Getty Images Workday ( WDAY ) is due to report its earnings at the end of the month, on the 27 th , so I thought I’d look into what to expect and what I’ll be looking out for. Since This article was written by Gytis Zizys 4.77K Followers Follow MSc in Finance. Long-term horizon investor mostly with 2-5 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.