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

5,082 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
AI MonetizationAI-related bookings are contributing meaningful new contract value and rapid growth in emerging AI products, providing a clear path to monetize agentic features and add recurring revenue if adoption continues.
Customer Retention And Subscription StabilityCore HR and finance businesses show strong customer retention, supporting a stable base of recurring subscription revenue and reducing churn-related downside risk.
Leadership And Strategic DirectionReturn of the co-founder as CEO signals a strategic emphasis on organic innovation and integrated agent-based solutions that could strengthen competitive defensibility and long-term growth potential.
Bears Say
Deal Slippage And Sales ExecutionLarge deals slipping into the next fiscal year and elongated sales cycles in government and healthcare are delaying subscription revenue recognition and muting near-term order growth.
Guidance And Growth VisibilityManagement's tepid revenue outlook and reduced guidance lower growth visibility and increase investor uncertainty around the company's ability to reaccelerate revenue.
Margin Pressure From ReinvestmentPlanned reinvestment in AI initiatives and expanded sales resources is expected to create near-term margin pressure and reduced cash flow while the benefits of those investments remain uncertain.

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 $257.09 in the past 12 months.
    What is Workday’s market cap?
    Workday’s market cap is $36.11B.
      When is Workday’s upcoming earnings report date?
      Workday’s upcoming earnings report date is Aug 20, 2026 which is in 80 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 2.6.
              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. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financial officers to maintain accounting information in the general ledger; manage financial processes; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. The company also provides cloud spend management solutions that helps organizations to streamline supplier selection and contracts, manage indirect spend, and build and execute sourcing events, such as requests for proposals; Human Capital Management (HCM) solution, a suite of human capital management applications that allows organizations to manage the entire employee lifecycle from recruitment to retirement, and enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences; Workday applications for planning; and applications for analytics and reporting, including augmented analytics to surface insights to the line of business in simple-to-understand stories, machine learning to drive efficiency and automation, and benchmarks to compare performance against other companies. It serves professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.

                    Workday (WDAY) Earnings & Revenues

                    WDAY Company Deck

                    WDAY 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 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

                    $171.30
                    ▲(38.34% Upside)
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                    Ownership Overview

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                    29.92% Other Institutional Investors
                    3.77% Public Companies and Individual Investors
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