TLDR Workday stock fell ~10% in after-hours trading after issuing below-consensus guidance for fiscal 2027. Q4 revenue of $2.53B and adjusted EPS of $2.47 both TLDR Workday stock fell ~10% in after-hours trading after issuing below-consensus guidance for fiscal 2027. Q4 revenue of $2.53B and adjusted EPS of $2.47 both

Workday (WDAY) Stock Falls 10% After Fiscal 2027 Guidance Misses Estimates

2026/02/25 17:39
3 min read
For feedback or concerns regarding this content, please contact us at crypto.news@mexc.com

TLDR

  • Workday stock fell ~10% in after-hours trading after issuing below-consensus guidance for fiscal 2027.
  • Q4 revenue of $2.53B and adjusted EPS of $2.47 both beat expectations.
  • FY2027 subscription revenue guidance of $9.93B–$9.95B missed the $9.99B analyst consensus.
  • The company plans to increase AI investment, slowing near-term margin expansion.
  • WDAY is down 39% in 2026 and 50% over the past 12 months.

Workday reported a solid fiscal fourth quarter on Tuesday, but investors focused on what comes next — and they didn’t like what they saw.

The human resources and finance software company posted adjusted earnings per share of $2.47, beating the $2.32 consensus. Revenue came in at $2.53 billion, up 14.5% year over year, and just above the $2.52 billion estimate.

But guidance for the new fiscal year is what moved the stock.


WDAY Stock Card
Workday, Inc., WDAY

In after-hours trading, WDAY dropped roughly 10%, extending a brutal run for the stock in 2026.

For fiscal Q1, Workday guided to $2.335 billion in subscription revenue — up 13% from a year ago, but below the $2.35 billion analysts expected. The company had previously signaled around 14% growth for the quarter.

For the full fiscal year 2027, Workday sees subscription revenue of $9.925 billion to $9.95 billion, implying 12%–13% growth. The FactSet consensus had been $9.99 billion, and Workday’s own prior guidance pointed to about 13% growth.

Operating margin guidance also fell short. Workday expects a 30.5% adjusted operating margin in Q1 and 30% for the full year. Analysts were modeling 30.9% and 31.2%, respectively.

Leadership Change Adds to Uncertainty

Earlier this month, co-founder Aneel Bhusri stepped back into the CEO role, replacing Carl Eschenbach, who had been in the position for three years. Eschenbach was known for strong customer relationships, particularly in enterprise sales.

The transition raised eyebrows on Wall Street. Jefferies analyst Brent Thill downgraded WDAY to hold from buy on Monday, citing concerns about the “abrupt” departure of the well-regarded former CEO.

Workday’s annualized revenue from AI products now exceeds $400 million. During the quarter, the company said it would release an AI agent for handling shift modification requests and acquired Pipedream, a startup that connects AI agents to external services.

Deals Taking Longer to Close

Chief Commercial Officer Rob Enslin noted that some large deals — particularly in federal government and health care — are taking longer to close than expected.

That kind of sales cycle slowdown is a recurring concern across enterprise software right now.

WDAY is down 39.3% in 2026 so far, which would mark its steepest annual decline since going public in 2012. Over the past 12 months, the stock is off 50.1%.

Net income for Q4 came in at $145 million, or 55 cents per share, up from $94 million, or 35 cents per share, a year ago.

The post Workday (WDAY) Stock Falls 10% After Fiscal 2027 Guidance Misses Estimates appeared first on CoinCentral.

Market Opportunity
Audiera Logo
Audiera Price(BEAT)
$0.33885
$0.33885$0.33885
+2.76%
USD
Audiera (BEAT) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact crypto.news@mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

SOL Faces Pressure, DOT Climbs 2.3%, While BullZilla Presale Rockets Past $460K as the Top New Crypto to Join Now

SOL Faces Pressure, DOT Climbs 2.3%, While BullZilla Presale Rockets Past $460K as the Top New Crypto to Join Now

What if the next meme coin wasn’t just about culture but also structure? It’s the question many investors ask as meme coin volatility rises. Communities demand more than hype, and the search for the Top New cryptos to join now is heating up. In the past 24 hours, Solana fell 0.75% to $236.52 while Polkadot […] Continue Reading: SOL Faces Pressure, DOT Climbs 2.3%, While BullZilla Presale Rockets Past $460K as the Top New Crypto to Join Now
Share
Coinstats2025/09/18 05:15
Here’s How Consumers May Benefit From Lower Interest Rates

Here’s How Consumers May Benefit From Lower Interest Rates

The post Here’s How Consumers May Benefit From Lower Interest Rates appeared on BitcoinEthereumNews.com. Topline The Federal Reserve on Wednesday opted to ease interest rates for the first time in months, leading the way for potentially lower mortgage rates, bond yields and a likely boost to cryptocurrency over the coming weeks. Average long-term mortgage rates dropped to their lowest levels in months ahead of the central bank’s policy shift. Copyright{2018} The Associated Press. All rights reserved. Key Facts The central bank’s policymaking panel voted this week to lower interest rates, which have sat between 4.25% and 4.5% since December, to a new range of 4% and 4.25%. How Will Lower Interest Rates Impact Mortgage Rates? Mortgage rates tend to fall before and during a period of interest rate cuts: The average 30-year fixed-rate mortgage dropped to 6.35% from 6.5% last week, the lowest level since October 2024, mortgage buyer Freddie Mac reported. Borrowing costs on 15-year fixed-rate mortgages also dropped to 5.5% from 5.6% as they neared the year-ago rate of 5.27%. When the Federal Reserve lowered the funds rate to between 0% and 0.25% during the pandemic, 30-year mortgage rates hit record lows between 2.7% and 3% by the end of 2020, according to data published by Freddie Mac. Consumers who refinanced their mortgages in 2020 saved about $5.3 billion annually as rates dropped, according to the Consumer Financial Protection Bureau. Similarly, mortgage rates spiked around 7% as interest rates were hiked in 2022 and 2023, though mortgage rates appeared to react within weeks of the Fed opting to cut or raise rates. How Do Treasury Bonds Respond To Lower Interest Rates? Long-term Treasury yields are more directly influenced by interest rates, as lower rates tend to result in lower yields. When the Fed pushed rates to near zero during the pandemic, 10-year Treasury yields fell to an all-time low of 0.5%. As…
Share
BitcoinEthereumNews2025/09/18 05:59
Change “Waiting for Overnight Surges” to “Daily Deposits”—TALL MINER · 2025: Using Cloud Computing Power to Transform Volatility Into Your Second Cash Flow

Change “Waiting for Overnight Surges” to “Daily Deposits”—TALL MINER · 2025: Using Cloud Computing Power to Transform Volatility Into Your Second Cash Flow

Turn crypto volatility into steady daily income with TALL Miner. Cloud-based hashrate runs 24/7, daily payouts, $15 signup bonus, zero setup required.
Share
Blockchainreporter2025/09/18 17:38