On February 10, 2026 UBS maintained a Neutral rating on Workday, Inc. (WDAY) and cut its price target to $170. The move is a clear shift from the prior $240 target and sets the tone for the next quarter. The WDAY analyst rating change signals UBS’s more cautious view on growth drivers and valuation. UBS published the note at 09:18 AM on February 10, 2026 and the news was circulated by TheFly. Shares fell modestly after the update, tracking a reported intraday move of -2.13%
UBS action and details on the WDAY analyst rating
UBS on February 10, 2026 maintained a Neutral rating and lowered the price target to $170 from $240. The firm left its underlying rating unchanged while materially reducing its upside estimate. UBS cited slower near-term revenue expansion and higher risk to margin leverage as reasons to temper its forecast. The analyst note was published at 09:18 AM and summarized by TheFly source.
Price target change and investor impact
Cutting the price target to $170 reduces expected upside from current levels and narrows margin for error. For an investor, this means UBS sees less valuation support at prior levels and a higher likelihood of flat short-term returns. A lower target can pressure sentiment and reduce buy-side conviction, especially for growth-focused holders. The direct implication is increased emphasis on execution and guidance from Workday leadership.
Stock reaction and market context
Following the UBS note, markets showed a modest negative reaction with a reported price change of -2.13% from the referenced update. Workday’s market cap stands at $40,912,408,774, which means analyst shifts can influence sizable passive and active allocations. Real-time quotes and further context are available on MarketWatch for traders checking intraday moves source.
Historical analyst coverage and prior targets
Historically, Workday has attracted a mix of Buy and Neutral ratings from major firms, with price targets ranging widely. UBS’s previous target of $240 reflected a more optimistic execution case. Over time, analyst coverage has tracked Workday’s transition from a cloud payroll challenger to a broader enterprise finance and HR platform. Changes like this reflect periodic reappraisals of growth durability and margin timing.
What this WDAY analyst rating means for investors
A maintained Neutral with a lower price target signals caution rather than a sell recommendation. Investors should weigh UBS’s view against other analysts and company guidance. For holders, the change increases the importance of upcoming earnings and product cadence. For new buyers, the update suggests waiting for clearer revenue momentum or a larger valuation gap before adding risk.
Meyka AI view and the stock grade for WDAY
Meyka AI rates WDAY with a grade of A. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. We present this grade as a composite signal, not advice. Our AI-powered market analysis highlights the need to monitor guidance, customer retention, and AI product adoption as catalysts for restoring upside.
Final Thoughts
UBS’s Feb 10, 2026 decision to maintain Neutral while lowering the price target to $170 tightens the near-term narrative for Workday. The WDAY analyst rating action reflects UBS’s expectation of slower revenue or margin progress and reduces the margin of safety for upside investors. Given Workday’s $40,912,408,774 market cap, the note matters for allocation decisions among both active managers and index trackers. Investors should treat this as a signal to reassess conviction rather than an absolute verdict. Compare UBS’s view with other firms, watch guidance and execution, and weigh valuation against growth risks. Use the rating change to frame position sizing and trigger points for re-entry or trimming. Meyka AI’s systems will continue to track updates in real time and flag material analyst shifts for subscribers.
FAQs
What exactly changed in the UBS note on Feb 10, 2026 for WDAY analyst rating?
UBS maintained a Neutral rating but lowered its price target from $240 to $170 on Feb 10, 2026. The note cited slower near-term revenue and margin pressure as reasons for reducing upside while leaving the formal rating unchanged.
How should investors interpret a maintained Neutral versus a downgrade in WDAY analyst rating?
A maintained Neutral indicates caution without an explicit downgrade to Sell. It signals less conviction in upside while keeping the stock as a hold for many investors. The main change is reduced expected return from the price target.
Will the UBS price target cut affect Workday’s stock performance long term?
A single price target cut can shift sentiment short term, but long-term performance depends on revenue growth, margins, and product adoption. Persistent execution misses or downgrades across firms would have greater long-term impact.
Where can I see the primary sources for this WDAY analyst rating update?
The UBS note summary was published via TheFly and intraday price context is available on MarketWatch. See the cited sources in the article for direct links to both items.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
