The Mispriced Opportunity: Unpacking Workday's Potential for 30%+ Margin Growth Eagle Capital Management's enthusiasm for Workday stems from its resilience in the face of industry wide disruption.
Aneel Bhusri, Workday's founder and CEO, has returned to drive product innovation, a move expected to yield high teen EPS growth.
This optimism is fueled by Workday's ability to harness AI driven tools as a net positive for its business.