Workday Inc Class A

WDAY: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Workday: We Lower Moat Rating to Narrow on Reduced Certainty Around AI; FVE Cut to $150 From $170

Luke Yang

Mar 5, 2026

We have lowered our economic moat rating for Workday to narrow from wide following a review of artificial intelligence's potential disruption to the global technology sector.

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Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

United States

Workday Inc Class A

Workday: We Lower Moat Rating to Narrow on Reduced Certainty Around AI; FVE Cut to $150 From $170

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