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Workday Shares Drop 10% Despite AI Growth and Acquisition

11/27/2025

Summary

Story summary

Workday Inc. shares fell 10% after analysts lowered price targets following a revised subscription revenue forecast for the fiscal year ending January 2026 in Davos, Switzerland.
Workday projected $8.83 billion in subscription revenue for the year, a modest increase from prior guidance.
Workday launched AI agents.
Workday completed a $1.1 billion acquisition of Sana.
Workday's AI products contributed over 1.5 percentage points to annualized revenue growth.

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Story summary

Workday Inc. shares fell 10% after analysts lowered price targets following a revised subscription revenue forecast for the fiscal year ending January 2026 in Davos, Switzerland.
Workday projected $8.83 billion in subscription revenue for the year, a modest increase from prior guidance.
Workday launched AI agents.
Workday completed a $1.1 billion acquisition of Sana.
Workday's AI products contributed over 1.5 percentage points to annualized revenue growth.