NVIDIA’s Q2 earnings loom on August 27 after hours, and we've just released our NVDA Earnings Strategy Kit—packed and ready to help you act decisively.
Inside, you’ll get:
- A proprietary earnings & EPS forecast
- Key technical levels—watch these to trade smarter
- Top setups, from momentum to pullback to range plays
- Options strategies tailored to expected volatility
- The sharpest pros vs. cons breakdown
- Our bottom‑line verdict, including guidance outlook
Warning: Only the first few people can access this ahead of earnings. Once full, we pull it offline until after the release.
🚀 [Secure Your NVDA Earnings Countdown Strategy Kit ▶]
(**By clicking this link you agree to receive emails from StockEarnings and our affiliates. You can opt out at any time. Privacy Policy. **)
Don’t let this chance slip before NVIDIA's story unfolds.
See you on the winner’s side,
Workday: Institutions Are Buying This Stock, Shouldn't You?
Written by Thomas Hughes. Published 8/23/2025.
Key Points
- Workday is well-positioned to continue growing and outperforming consensus estimates, thanks to its use of AI.
- The Q3 and full-year guidance increases failed to trigger a rally but did not diminish the long-term outlook.
- The consensus forecast suggests this stock will rebound by as much as 30% within two to three quarters.
Workday (NASDAQ: WDAY) has struggled to maintain momentum in 2025, but at worst, this reflects growing investor caution. Despite concerns about slowing growth, the company consistently outpaces consensus estimates while intensifying its expansion efforts. Its expanding use of AI, diverse use cases and ecosystem partnerships underscore Workday's critical role in enterprise automation, as evidenced by its robust performance.
In fiscal Q2, Workday delivered beat-and-raise results driven by strong client acquisition, growth among large accounts and enhanced operational efficiency.
Buy the stock when it touches this ONE line on the chart (Ad)
In 2008, I went on CNBC and warned of a huge crash in the market.
Get this free, 43-minute training on the next page. Just put in your email.Maintaining high operational quality is essential for this profitable tech firm as it continues to improve margins. Key Q2 achievements include more than doubling GAAP margins and boosting adjusted margins by several hundred basis points, fueling accelerated bottom-line growth.
These improvements have strengthened Workday's balance sheet and increased shareholder value, partly through share repurchases. While buybacks remain modest, they offset share-based compensation and have the potential to grow over time. Analysts forecast a low-double-digit compound annual growth rate (CAGR) for both revenue and earnings through the middle of the next decade.
Workday Outperforms and Raises Guidance for Q3
During the quarter, Workday reported $2.35 billion in net revenue—up nearly 13% year-over-year and slightly above consensus expectations. Subscription revenues rose 14%, offset by a modest decline in services, with growth across all client segments—particularly among large enterprises and through deeper service penetration.
Despite macroeconomic headwinds, management expects this momentum to persist and potentially accelerate. The backlog grew 16.4% across the entire client base and 17.6% within large accounts, positioning Workday to benefit from ongoing digitization and automation trends.
For Q3 and the full year, the company forecasts revenue growth of more than 14%, surpassing prior guidance and offering no clear rationale for a market sell-off.
Workday's balance sheet further highlights its growth strategy and cash-flow strength. Cash and equivalents have increased, total assets remain steady, long-term debt is unchanged and overall liabilities are declining. With total liabilities below one times equity and a debt-to-equity ratio of about 0.3, the company is well-positioned to continue funding its expansion.
Analysts' Trends Point to Rebound in WDAY Stock Price This Year
Analyst trends include some recent price-target adjustments but remain broadly bullish and aligned with an upward trajectory for WDAY shares. Coverage is steady, sentiment is positive and the consensus target stands near $290 as of late August. While downward revisions have limited Q3 gains, they reflect a shared confidence in an imminent rebound.
Institutional interest is equally strong—nearly 90% of WDAY shares are held by institutions, which have been net buyers every quarter this year. Through Q1, Q2 and the first half of calendar Q3, institutions purchased roughly $2 of stock for every $1 sold.
Early price action supports the rebound thesis: although the stock retreated about 5%, it held above a key support level that has triggered multiple bounces over the past 12 months. In this scenario, WDAY could resume its ascent toward $260 in short order. Critical technical levels include support near $210 and resistance around $235, where a cluster of moving averages converges.
to bring you the latest market-moving news.
This message is a paid advertisement sent on behalf of StockEarnings, a third-party advertiser of TickerReport and MarketBeat.
Contact Us | Unsubscribe
Copyright 2006-2025 MarketBeat Media, LLC dba TickerReport.
345 N Reid Place, Suite 620, Sioux Falls, South Dakota 57103-7078. U.S.A..
No comments:
Post a Comment