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

Image from Pixabay 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.