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Workday (DE:W7D)
NASDAQ:W7D

Workday (W7D) Price & Analysis

6 Followers

W7D Stock Chart & Stats

€105.26
€7.30(3.05%)
At close: 4:00 PM EST
€105.26
€7.30(3.05%)

Bulls Say, Bears Say

Bulls Say
High-quality Subscription Backlog & RetentionLarge, recurring subscription backlog (CRPO $8.81B) and 97% gross retention provide multi-year revenue visibility and durable renewal economics. High retention reduces churn risk, supports predictable cash flows, and underpins a steady upsell runway that bolsters long-term revenue stability.
Strong Cash Generation And FCFConsistent, strong cash generation (FCF ~$2.97B TTM; rising operating cash flow) lets the company internally fund R&D, platform investments, share repurchases and international expansion. High cash conversion versus earnings improves resilience across cycles and funds strategic growth without heavy external financing.
AI-driven Product Expansion And Deal EconomicsRapid adoption of agentic AI (meaningful ACV contribution and larger expansion deals) enhances product differentiation and stickiness. AI-driven upsells raise average deal size and expansion velocity, offering a structural channel to sustainably increase ARPU and deepen customer relationships over the medium term.
Bears Say
Decelerating Revenue Growth & Expansion RelianceGrowth slowed to ~13% and management notes heavy dependence on expansions (~60% of subscription growth). Long-term top-line momentum therefore hinges on sustained penetration within customers and continued upsell efficacy; any weakening in expansion dynamics or new-logo acquisition could materially slow revenue growth.
Scaling And GAAP/non‑GAAP Margin PressuresA large GAAP vs non‑GAAP margin gap and the need to scale provisioning/delivery for rising AI demand create structural cost pressures. Until fixed costs and delivery infrastructure scale efficiently, reported profitability and cash conversion may be curtailed despite improving non‑GAAP margins.
Material Debt And Equity Erosion RiskAlthough leverage improved, the company still carries material debt and has seen a decline in equity. This combination can limit financial flexibility, raise funding costs under stress, and constrain the ability to pursue large acquisitions or sustained buybacks without impacting liquidity over the medium term.

Workday News

W7D FAQ

What was Workday’s price range in the past 12 months?
Workday lowest stock price was €94.23 and its highest was €216.05 in the past 12 months.
    What is Workday’s market cap?
    Workday’s market cap is €27.88B.
      When is Workday’s upcoming earnings report date?
      Workday’s upcoming earnings report date is Aug 20, 2026 which is in 69 days.
        How were Workday’s earnings last quarter?
        Workday released its earnings results on May 21, 2026. The company reported €2.3 earnings per share for the quarter, beating the consensus estimate of €2.175 by €0.125.
          Is Workday overvalued?
          According to Wall Street analysts Workday’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Workday pay dividends?
            Workday does not currently pay dividends.
            What is Workday’s EPS estimate?
            Workday’s EPS estimate is 2.25.
              How many shares outstanding does Workday have?
              Workday has 201,000,000 shares outstanding.
                What happened to Workday’s price movement after its last earnings report?
                Workday reported an EPS of €2.3 in its last earnings report, beating expectations of €2.175. Following the earnings report the stock price went up 5.247%.
                  Which hedge fund is a major shareholder of Workday?
                  Currently, no hedge funds are holding shares in DE:W7D
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Workday

                    Workday, Inc. delivers comprehensive, cloud-hosted enterprise software solutions to clients worldwide. These platforms empower organizations to strategize, operate, examine performance, integrate with existing systems, and oversee their overall business functions. A core offering includes a robust suite of financial management tools. These are designed to assist Chief Financial Officers (CFOs) in meticulously maintaining general ledger accounting data, streamlining financial workflows, gaining instant insights into financial and operational metrics, optimizing consolidation, accelerating month-end closes, bolstering internal controls and audit readiness, and ensuring uniformity throughout their financial activities. Workday also provides cloud-based spend management solutions. These facilitate smoother supplier engagement and contract administration, optimize the handling of indirect expenditures, and enable the effective execution of sourcing initiatives, including requests for proposals (RFPs). Its Human Capital Management (HCM) platform stands out, offering a comprehensive set of applications for overseeing the entire employee journey—from initial recruitment through to retirement. This empowers HR departments to efficiently handle hiring, onboarding, payroll, talent development, reskilling programs, and to cultivate exceptional employee experiences. Furthermore, the company offers dedicated applications for business planning, alongside powerful analytics and reporting capabilities. These advanced tools feature augmented analytics that translate complex data into easily digestible narratives for business users, leverage machine learning for enhanced operational efficiency and automation, and provide benchmarking features to compare performance against industry peers. Workday's diverse clientele spans numerous sectors, including professional and business services, financial institutions, healthcare providers, educational bodies, government agencies, technology firms, media organizations, retailers, and the hospitality industry. Originally incorporated in 2005 as North Tahoe Power Tools, Inc., the company adopted the name Workday, Inc. in July of the same year. Its corporate headquarters are located in Pleasanton, California.

                    Workday (W7D) Earnings & Revenues

                    W7D Company Deck

                    W7D Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlighted strong financial results (double-digit subscription and total revenue growth), healthy backlog and retention, substantial operating and cash flow improvement, and pronounced AI momentum (big YoY growth in agentic ACV, usage metrics, and product rollouts). Key positives include raised margin guidance, active share repurchases, significant platform and international progress, and early signs that AI drives larger expansion deals. Lowlights were largely execution- and timing-related: AI monetization remains early, RPO mix/timing effects, a meaningful GAAP/non-GAAP margin gap, and the operational challenge of scaling provisioning and delivery to meet rising AI demand. Overall, the positives materially outweigh the caveats, but continued execution on AI adoption and monetization is required.View all DE:W7D earnings summaries

                    W7D Revenue Breakdown

                    75.33%75.33%24.67%
                    75.33% U.S.
                    24.67% Other
                    tipranks

                    W7D Stock 12 Month Forecast

                    Average Price Target

                    €146.75
                    ▲(39.42% Upside)
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