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Workday Falls on Margin Outlook; Cava Jumps on Upbeat Forecast | Stock Movers

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February 25, 2026

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On this episode of Stock Movers with Alexis Christoforous:

- Workday (WDAY) declines after giving a subscription revenue guidance that missed expectations, adding to investor concerns that a rise of AI automation tools is disrupting traditional software vendors. It’s also seeing operating margins tempered by higher investments into agentic AI features for the time being.

- Cava Group (CAVA) shares rise after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

- Diageo (DGE LN) shares fall after the maker of Guinness stout and Johnnie Walker whiskey cut its sales guidance due to further weakness in the key US market, and reduced its dividend. The news provides an early challenge for new Chief Executive Officer Dave Lewis, after the former Tesco boss was appointed to the role at the back end of last year.

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Stock MoversAlexis ChristoforousWorkday WDAYCava Group CAVADiageo DGE LNJohnnie WalkerWatch Bloomberg Radio LIVEYouTube Weekdays

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