Workday Faces Margin Pressure Amid AI Investment

Workday, Inc. faces analyst scrutiny as it balances near-term margin headwinds with increased AI investments, according to coverage through March 9, 2026. About 60% of analysts remain bullish while shares have fallen more than 40% over the past year versus a 25% industry decline; the consensus price target is $177.50 implying roughly 20% upside. Morgan Stanley and Stifel trimmed price targets in February 2026.