Analysts now favor IBM over Workday, citing stronger demand for hybrid cloud and AI, IBM's HashiCorp buyout, and upward analyst estimate revisions that outweigh Workday's faster growth and cheaper valuation. The research note signals a relative preference that could support modest upside for IBM while constraining Workday's rerating despite its growth profile.
Analysts now favor IBM over Workday, citing stronger demand for hybrid cloud and AI, IBM's HashiCorp buyout, and upward analyst estimate revisions that outweigh Workday's faster growth and cheaper valuation. The research note signals a relative preference that could support modest upside for IBM while constraining Workday's rerating despite its growth profile.
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mildly positive
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0.25
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