Workday is trading $201.36, +4.02%, after reporting strong fiscal Q2 results, including $2.649 billion in revenue, non-GAAP EPS of $2.75, and 12.8% revenue growth.

  • Management raised fiscal 2027 non-GAAP operating-margin guidance to 31.0%; AI generated over 25% of new ACV.
  • An additional $4.0 billion share-repurchase authorization and software-sector strength following Nvidia and Salesforce results further supported investor sentiment.