Workday execution risk flagged by Jefferies ahead of quarterly earnings
Key takeaways
- The software company, which has seen its shares fall roughly 16% since Aneel Bhusri returned as chief executive, is expected to post in-line results for the fiscal first quarter, according to the analysts.
- The brokerage said estimates for subscription revenue growth of about 13% and current remaining performance obligations (cRPO) are appropriate heading into the print.
- However, Jefferies flagged execution risk and said it sees limited upside to near-term estimates, noting that a lack of a breakout product and rising AI-related investment costs could weigh on margins.
Workday execution risk flagged by Jefferies ahead of quarterly earnings Workday execution risk flagged by Jefferies ahead of quarterly earnings Proactive uses images sourced from Shutterstock Proactive Fri, May 22, 2026 at 12:13 AM GMT+7 2 min read JEF WDAY Workday Inc (NASDAQ:WDAY) is set to report first quarter results after Thursday’s closing bell as investors weigh slowing growth trends, questions around its artificial intelligence strategy, and whether the company can sustain its long-term margin and revenue targets following recent leadership changes, analysts at Jefferies have highlighted.
The software company, which has seen its shares fall roughly 16% since Aneel Bhusri returned as chief executive, is expected to post in-line results for the fiscal first quarter, according to the analysts.
The brokerage said estimates for subscription revenue growth of about 13% and current remaining performance obligations (cRPO) are appropriate heading into the print.