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Workday (WDAY)
NASDAQ:WDAY
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Workday (WDAY) Price & Analysis

5,126 Followers

WDAY Stock Chart & Stats

$123.83
$5.73(2.29%)
At close: 4:00 PM EST
$123.83
$5.73(2.29%)

Bulls Say, Bears Say

Bulls Say
Strong Free Cash Flow GenerationWorkday's sustained, large free cash flow (near net income) and rising operating cash flow provide durable internal funding for R&D, share repurchases, and capital needs. This supports strategic investments, margin resilience and lowers dependence on external financing over the medium term.
High And Improving Gross MarginsSustained gross margins near 78% reflect strong SaaS unit economics and pricing power. Combined with a shift to sustained operating profitability, this creates structural operating leverage that can amplify revenue growth into durable earnings and free cash flow over the next several quarters.
Large Subscription Backlog And RetentionA sizable, growing backlog and 97% gross retention indicate a sticky recurring revenue base. High retention plus multi-year CRPO supports predictable subscription revenue and a long runway for expansion within customers, underpinning durable top-line visibility.
Bears Say
Revenue Growth DecelerationA move from mid-to-high teens to ~13% annual growth reduces runway for rapid scale and raises reliance on margin expansion and upsell to sustain total revenue growth. Slower top-line puts longer-term pressure on expectations for operating leverage and expansion into new segments.
Heavy Reliance On Expansion SalesDependence on upsells and expansion within existing customers means future growth hinges on continued account penetration. That creates vulnerability to saturation or weaker spending cycles; net new customer growth may need to re-accelerate to sustain above-market revenue growth.
AI Monetization And Delivery Execution RisksWhile AI adoption is accelerating, monetization remains nascent and management flagged provisioning/delivery scaling demands. If agent consumption doesn't convert into predictable recurring revenue or delivery strains increase costs, margins and growth durability could be impaired.

Workday News

WDAY FAQ

What was Workday’s price range in the past 12 months?
Workday lowest stock price was $110.36 and its highest was $249.85 in the past 12 months.
    What is Workday’s market cap?
    Workday’s market cap is $34.87B.
      When is Workday’s upcoming earnings report date?
      Workday’s upcoming earnings report date is Aug 20, 2026 which is in 28 days.
        How were Workday’s earnings last quarter?
        Workday released its earnings results on May 21, 2026. The company reported $2.66 earnings per share for the quarter, beating the consensus estimate of $2.515 by $0.145.
          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 2.61.
              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 $2.66 in its last earnings report, beating expectations of $2.515. Following the earnings report the stock price went up 5.162%.
                  Which hedge fund is a major shareholder of Workday?
                  Currently, no hedge funds are holding shares in WDAY
                  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 (WDAY) Earnings & Revenues

                    WDAY Revenue Breakdown

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

                    WDAY Stock 12 Month Forecast

                    Average Price Target

                    $165.50
                    ▲(33.65% Upside)
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                    Ownership Overview

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                    1.23% Other Institutional Investors
                    31.15% Public Companies and Individual Investors
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