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.

Analyst Ratings

UBS Maintains Neutral on Workday, Inc. (WDAY) Feb 10 2026

ByHuzaifa Zahoor February 11, 2026February 11, 2026

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%