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Posted by
Two Blokes Jul 26 -
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Stock
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Workday trades at compressed valuations with limited downside, offering a compelling value Buy opportunity despite recent growth deceleration concerns. Gross margins remain strong and could improve further, while mission-critical HR/payroll positioning ensures high customer stickiness and resilience. Growth headwinds stem from TAM saturation and slower adoption in financials, but AI enhancements, vertical expansion, and strategic acquisitions offer upside potential.
