Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Workday target raised to $86 at Wedbush — Positive checks on 4Q activity and 1Q pipelines (87.06)Wedbush raises their WDAY tgt to $86 from $77 noting <strong>their system integrator (SI) checks point to a pick-up in WDAY deal activity in 4Q/ Jan., with momentum carrying forward into 1Q deal pipelines.</strong> The improvement appears to extend to a broader base of large deals beyond the Wal-Mart «mega-deal» (2M+ employees) announced in a Jan. 11 filing. Firm heard varying explanations of the pick-up in 4Q activity, including seasonality/ budget cycles and the resolution of election-year uncertainty. They would note that CY16/ FY17 started with a similar uptick in near-term pipelines and then softened over the next few months as deals pushed later in the year. <strong>Their checks make them incrementally more positive, but they are on the sidelines given WDAY's relatively high multiple (over 8x EV/ FY17E rev), 30% run-up YTD (vs. 3% for the S&P 500), and uncertainty concerning the sustainability of 4Q strength in deal activity; Neutral.</strong></td> </tr></table>"