Workday (WDAY) late on Wednesday said it expects FY26 Q4 GAAP operating margin to trail non-GAAP by 24–25 percentage points and FY26 full-year GAAP margin to lag non-GAAP by 22–23 percentage points.
Workday’s revised fair value estimate shifts slightly, with the price target moving from US$184.73 to US$181.31. That subtle ...