Workday Inc Class A

WDAY: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Workday Earnings: High AI Expectations Overshadow Core Value Proposition; Shares Undervalued

Luke Yang

Nov 26, 2025

Workday's third-quarter subscription revenue growth of 15% was in line with our expectations. Recent labor market turbulence did not seem to affect Workday's growth trajectory, as the company reported a year-over-year net increase in headcount across its customer base.

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Workday Inc Class A

Workday Earnings: High AI Expectations Overshadow Core Value Proposition; Shares Undervalued

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