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

5,185 Followers

WDAY Stock Chart & Stats

$194.42
$7.47(5.84%)
At close: 4:00 PM EDT
$194.42
$7.47(5.84%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue And RetentionSubscription revenue, strong retention, and growing CRPO provide durable visibility because customers typically commit to multi-year cloud contracts. This recurring base supports predictable cash generation, while expansion across products can deepen customer relationships and sustain growth over coming quarters.
Cash Generation And ProfitabilityWorkday’s substantial operating and free cash flow gives it financial flexibility to invest in product development, pursue strategic opportunities, and return capital without relying heavily on external funding. High gross margins and improving profitability also support durable earnings quality.
Strategic AI Platform ExpansionThe Anthropic partnership expands Workday’s AI ecosystem by connecting Claude with Sana and Workday’s governed enterprise data. Preserving context, controls, and permissions across workflows can strengthen platform relevance, improve agent adoption, and support longer-term product differentiation.
Bears Say
Cooling Revenue GrowthDecelerating revenue growth indicates that Workday’s large installed base and expanding products are not yet translating into the earlier pace of expansion. If this trend persists, it could constrain operating leverage, reduce the impact of new investments, and make future growth more dependent on successful AI monetization.
AI Monetization TimingThe gap between broad agent usage and limited flex-credit adoption suggests customer engagement has not yet converted proportionally into consumption revenue. This creates execution risk because meaningful AI monetization may require additional pricing, adoption, and usage development before it materially supports results.
Large GAAP And Non-GAAP Margin GapA sizable gap between GAAP and non-GAAP operating margins means reported profitability remains materially weaker than adjusted performance. The difference can limit the durability of headline earnings improvement, particularly while Workday continues investing in AI and managing restructuring-related costs.

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 $247.40 in the past 12 months.
    What is Workday’s market cap?
    Workday’s market cap is $45.99B.
      When is Workday’s upcoming earnings report date?
      Workday’s upcoming earnings report date is Dec 01, 2026 which is in 43 days.
        How were Workday’s earnings last quarter?
        Workday released its earnings results on Aug 27, 2026. The company reported $2.75 earnings per share for the quarter, beating the consensus estimate of $2.611 by $0.139.
          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 2.75.
              How many shares outstanding does Workday have?
              Workday has 196,000,000 shares outstanding.
                What happened to Workday’s price movement after its last earnings report?
                Workday reported an EPS of $2.75 in its last earnings report, beating expectations of $2.611. Following the earnings report the stock price went up 5.76%.
                  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 Company Deck

                    WDAY 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 WDAY earnings summaries

                    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

                    $208.66
                    ▲(7.32% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 50,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":239.92,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 46,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 18, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":213.35,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":130.27,"date":1782864000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":160.34,"date":1785542400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 21, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      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                    Ownership Overview

                    1.57%28.53%1.14%31.57%
                    1.14% Other Institutional Investors
                    31.57% Public Companies and Individual Investors
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