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Workday (CH:W7D)
NASDAQ:W7D

Workday (W7D) Price & Analysis

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W7D Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Recurring Subscription StrengthWorkday’s subscription model provides recurring revenue visibility, while 97% gross retention indicates strong customer stickiness. Double-digit subscription and near-term backlog growth support durable expansion through renewals, module additions, and broader adoption across existing enterprise accounts.
AI Product AdoptionRapid AI SKU ARR growth and broad agent adoption show that Workday is extending its platform beyond core HCM and finance workflows. If usage converts into paid expansion, these products can deepen customer engagement, improve platform differentiation, and create an additional growth engine.
Profitability And Cash GenerationStrong operating margins and substantial cash generation demonstrate improving earnings quality and financial self-funding capacity. Management’s 31% FY2027 non-GAAP margin target and approximately $3.18B free-cash-flow guidance indicate that efficiency gains can persist while Workday continues investing in product development.
Bears Say
Cooling Revenue GrowthThe sharp deceleration in reported revenue growth is a durable concern because it raises the burden on new products, customer expansion, and international execution to sustain overall momentum. Slower growth can also reduce operating leverage and make future margin expansion more dependent on cost control.
AI Monetization LagThe gap between agent adoption and flex-credit enrollment suggests that usage has not yet translated consistently into consumption-based revenue. This creates uncertainty around the timing and scale of AI monetization, potentially delaying the contribution of AI investments to subscription growth.
GAAP Profitability GapA large gap between GAAP and non-GAAP operating margins means reported profitability remains materially weaker than the adjusted figures emphasized by management. This can constrain perceived earnings quality and makes sustained improvement in GAAP operating leverage important for long-term shareholder returns.

Workday News

W7D FAQ

What was Workday’s price range in the past 12 months?
Currently, no data Available
What is Workday’s market cap?
Workday’s market cap is CHF38.17B.
    When is Workday’s upcoming earnings report date?
    Workday’s upcoming earnings report date is Dec 01, 2026 which is in 60 days.
      How were Workday’s earnings last quarter?
      Workday released its earnings results on Aug 27, 2026. The company reported $2.287 earnings per share for the quarter, beating the consensus estimate of $2.171 by $0.116.
        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 2.28.
            How many shares outstanding does Workday have?
            Currently, no data Available
            What happened to Workday’s price movement after its last earnings report?
            Workday reported an EPS of $2.287 in its last earnings report, beating expectations of $2.171. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Workday?
              Currently, no hedge funds are holding shares in CH: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

                Q2 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call highlighted strong AI-driven adoption, rapid ARR growth from AI SKUs, sizable engagement metrics (recruiting interactions, deployment/adoption momentum), healthy subscription revenue growth (+14% YoY) and expanding non-GAAP margins. Management emphasized active customer adoption initiatives (Sana Lighthouse, UMSA migration), platform openness, and continued investment in AI while completing buybacks and raising margin guidance. Primary risks are timing and monetization of consumption-based AI (flex credits), a mix shift affecting backlog growth rates, a GAAP/non-GAAP margin gap, and the early-stage nature of much of the AI revenue — all of which may delay near-term revenue realization. Overall, the positives around product momentum, customer traction, and margin discipline outweigh the execution and timing challenges.View all CH:W7D earnings summaries

                W7D Revenue Breakdown

                75.33%75.33%24.67%
                75.33% U.S.
                24.67% Other
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                W7D Stock 12 Month Forecast

                Average Price Target

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