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Workday (CH:W7D)
NASDAQ:W7D

Workday (W7D) Price & Analysis

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W7D Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Cash GenerationWorkday generates very strong and growing operating and free cash flow (OP CF rose materially to ~$3.18B TTM; FCF near $2.97B TTM). Durable cash generation supports reinvestment, buybacks, margin resilience, and provides financial flexibility across 2–6 months and beyond.
High Margins & ProfitabilityWorkday exhibits durable, high gross margins (~78% TTM) and moved to sustained operating profitability (~10% EBIT). Robust unit economics and operating leverage support margin sustainability, enabling durable reinvestment into product and international expansion without eroding core SaaS economics.
AI-driven ExpansionAgentic AI product momentum is driving meaningful expansion: rapid ACV growth and approaching $500M ARR. Structurally, AI features that increase expansion deal size and usage deepen product stickiness, raise customer lifetime value, and create new upsell paths that can sustain revenue growth over multiple quarters.
Bears Say
Revenue DecelerationTop-line growth has slowed from prior mid-to-high teens to roughly 13% recently. A sustained lower growth rate compresses long-term revenue compounding, increases pressure on margin expansion to drive profitability gains, and narrows the runway for outsized enterprise SaaS multiple expansion over several quarters.
Dependence On ExpansionsA heavy reliance on upsells (≈60% of subscription growth) means future revenue depends on existing customers' willingness to expand. This raises saturation risks, and growth becomes sensitive to customer budgets and product adoption depth rather than new-account wins, limiting long-term scalability if expansion momentum stalls.
AI Legal & Execution RiskPending litigation alleging discriminatory outcomes from Workday's AI hiring tool creates regulatory, remediation, and reputational risk. Coupled with management's noted provisioning and delivery stresses as AI demand accelerates, this could force product changes, slower monetization, and higher compliance costs over multiple quarters.

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 CHF26.86B.
    When is Workday’s upcoming earnings report date?
    Workday’s upcoming earnings report date is Aug 20, 2026 which is in 48 days.
      How were Workday’s earnings last quarter?
      Workday released its earnings results on May 21, 2026. The company reported $2.136 earnings per share for the quarter, beating the consensus estimate of $2.02 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 2.1.
            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 $2.136 in its last earnings report, beating expectations of $2.02. 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

                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 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

                $136.45
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