Trump revamps stock portfolio, adding Nvidia and other AI names
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Monness, Crespi, Hardt Cautious on Workday (WDAY): 'Hijacked by the Existential Threat Presented by the AI Complex'
May 15, 2026 6:22 AM EDTMonness, Crespi, Hardt analyst Brian White reiterated a Neutral rating and {REMOVEPT} price target on Workday (NASDAQ: WDAY)
The analyst comments "Looking for Growth to Decelerate. We believe Workday will match our 1Q:FY27 revenue estimate of $2.525 billion (Street at $2.517 billion) and at least meet our EPS forecast of $2.54 (Street at $2.51). We expect operating income of $779.5... More
