Workday Or Autodesk: Is The Louder AI Story The Better Stock?

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  "detected_at": "2026-09-18T22:19:22+00:00",
  "company": {
    "name": "Workday",
    "domain": "workday.com"
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  "data": {
    "url": "https://www.trefis.com/stock/wday/articles/615721/workday-or-autodesk-is-the-louder-ai-story-the-better-stock/2026-09-18",
    "title": "Workday Or Autodesk: Is The Louder AI Story The Better Stock? - trefis.com",
    "excerpt": "If you own Workday (WDAY) or Autodesk (ADSK) , you hold the same bet: the company that already keeps a customer’s data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data. Workday puts a dollar figure on its AI sales, yet its early fiscal 2028 target calls for slower growth. Autodesk reports no separate AI revenue and grew faster over the past year. Did Workday And Autodesk Raise Their Outlooks For The Same Reason? Both raised guidance at their fiscal Q2 2027 reports. Workday lifted its fiscal 2027 subscription revenue outlook by just 0.1%. Its early fiscal 2028 target is about 11% subscription growth, down from the 13% it guides for fiscal 2027. Autodesk raised its fiscal 2027 total revenue outlook by 1.6% . The raise includes MaintainX, a high-growth business it recently bought, plus a stronger second quarter. Its AI task automation comes built into some subscriptions, and management says it lifts growth at Fusion, its design and manufacturing software. So the raises share a cause but not a source: both followed second-quarter beats, but Autodesk’s also folds in the MaintainX acquisition, while Workday’s reflects execution alone. Workday’s AI is real, but its newest products are slow to pay. Its AI products carry nearly $600 million of annual recurring revenue. Many of its new AI products...",
    "summary": "Workday's AI products have generated nearly $600 million in annual recurring revenue.",
    "planning": false,
    "image_url": "https://s3.amazonaws.com/wp-uploads-trefis/articles/wp-content/uploads/2025/02/24054944/coding-1841550_1920.jpg",
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    "published_at": "2026-09-18T22:19:22Z",
    "article_sentence": "Its AI products carry nearly $600 million of annual recurring revenue.",
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curl https://signals.autobound.ai/v1/signals/88e5d753-d6f2-a849-7254-0f6fe47391c4 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"workday.com","limit":20}'