Workday Stock Analysis 2025: Buy, Sell, or Hold?

Workday's stock faces a critical inflection point as enterprise software valuations get squeezed.

Cloud ERP giant battles market headwinds while maintaining solid fundamentals—but is it enough to justify current multiples?

Revenue growth slows to single digits as enterprise spending tightens. Subscription revenue holds steady but new customer acquisition costs spike.

Analysts split on outlook: bulls cite sticky enterprise contracts and expanding TAM, bears point to valuation compression and increased competition.

The stock trades at a premium to legacy software peers but discounts future SaaS growth—classic Wall Street trying to price yesterday's trends tomorrow.

Bottom line: Workday remains a quality asset in turbulent markets, but wait for better entry points unless you believe in fairy-tale multiples forever.