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 $91 at Wedbush; Typically solid beat (90.19)Wedbush raises their WDAY tgt to $91 from $86. WDAY posted a typically solid beat and modest raise, adjusting for the impact of an early shift to a new accounting standard. <strong>As indicated by firm's checks with WDAY integrators, the demand envm't improved in 4Q to a broad base of large deals.</strong> Firm believes the momentum carries forwards into 1Q deal pipelines, but they are on guard because we think a meaningful portion of this uptick may stem from increasing seasonality. Firm saw similar upticks in integrator pipelines at this time a year ago, which softened over the next few months as deals pushed later into the year. They are on the sidelines given WDAY's relatively high multiple, 36% run-up YTD (vs. 6% for the S&P 500), and uncertainty concerning the sustainability of 4Q strength in deal activity. Management's decision to comment on Oct.-Nov. weakness in its 3Q earnings call (despite solid metrics) suggests to firm that co is also uncertain about the demand envm't and/or seasonality.</td> </tr></table>"