Workday Seen as Strong Pre-Earnings Bet Before August 27

Earnings
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

Workday enters its August 27 earnings report with a 91% beat probability, four straight EPS beats, and Silver Lake buyout talks anchoring the stock. The company guided Q2 fiscal 2027 subscription revenue to approximately $2.455 billion, growth of 13%, and CRPO growth of 13.5% to 14.5%, while new ACV from agentic AI products grew more than 200% year over year, approaching $500 million in ARR. A forward P/E of 18 and PEG of 0.75 reframe Workday as reasonably priced, with free cash flow yield at 7.00% and fiscal 2027 free cash flow guided to $3.180 billion, growth of 15%. Workday's 14% subscription revenue growth outpaces Salesforce, while 97% gross revenue retention and a pure cloud model give it an edge over Oracle. Shares are up 39.77% over the past month, and the average one-week post-earnings move is +7.83%.

Impact on stocks 3

Cloud & Digital Infrastructure▲ · 2 stocks
Workday Inc
WDAY
▲ PositiveCapitalDemandrelevance

Strong earnings beat probability, guidance, and Silver Lake buyout talks anchor the stock.

Oracle Corporation
ORCL
± MixedCompetitionrelevance

Workday's pure cloud model gives it an edge over Oracle, but no direct impact on Oracle.

Artificial Intelligence▲ · 1 stocks
Salesforce.com Inc
CRM
± MixedCompetitionrelevance

Workday's 14% subscription growth outpaces Salesforce, but no direct impact on Salesforce.

Off-coverage companies 1

Silver LakePrivate▲ Positive
Capitalrelevance

Silver Lake buyout talks anchor Workday's stock, implying potential deal.

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