Workday公司股价今日盘前大涨12.24%,引发市场广泛关注。
主要原因是,该公司最新公布的2025财年第四季度业绩表现优于市场预期。财报数据显示,Workday第四季度营收达22.1亿美元,同比增长15%,超过华尔街预期的21.8亿美元;订阅业务营收为20.4亿美元,较去年同期增长16%,也超出分析师预计的20.3亿美元。此外,公司调整后每股收益1.92美元,优于预期的1.78美元。
另一方面,通胀放缓、就业市场回暖,企业加大了招聘需求,强劲推动了对Workday人力资源管理和劳动力管理解决方案等产品的需求热潮。与此同时,Workday将人工智能技术整合进产品之中,增强了竞争实力,令市场看好其长期增长前景,进一步推高股价。分析人士预计,未来公司将持续受益于AI技术发展带来的需求增长。
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