Workday (WDAY) analysis: moat-driven ERP/HCM growth at a discount, FY’28 targets, ~39% upside and a bull put spread idea.
Revenues for YTD Dec’25 grew at 2.8% year on year in constant currency. Reported IFRS operating margin was at 20.0%. Adjusted ...
Revenues for YTD Dec'25 grew at 2.8% year on year in constant currency. Reported IFRS operating margin was at 20.0%. Adjusted ...
SharePoint . . . ServiceNow . . . Salesforce . . . Workday . . . pretty much every company in the world uses one or more of these enterprise software platforms. In fact, the average knowledge worker ...