🟢 WDAY is trading 12% up today after strong Q1 results and agentic AI pivot

WDAY is trading 12% up today at $136.29 after reporting better-than-expected Q1 fiscal 2027 results and outlining a sharper AI strategy.

• The company beat on both revenue and EPS, driven by a 14.3% increase in subscription revenue and double-digit backlog growth.
• Investors are reacting to the return of CEO Aneel Bhusri and a strategic shift toward agentic AI and high-margin growth.
• Management maintained relatively conservative forward guidance despite the strong quarterly performance and backlog expansion.