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

5,127 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 FlowWorkday's multi‑billion operating cash flow and high free‑cash‑flow conversion provide durable financial flexibility. Sustained FCF supports reinvestment in product and AI, share repurchases, and debt management, reducing dependence on external financing over the medium term.
Improving Margins & ProfitabilityA clear shift to sustained operating profitability and an explicit margin target signal durable operating leverage. High gross margins and rising non‑GAAP margin guidance support long‑term unit economics and cash generation, enabling competitive reinvestment and margin resilience.
Recurring Revenue, Backlog & RetentionStrong subscription backlog and very high retention underpin predictable, recurring revenue. This durable revenue base, paired with partner/international traction and AI‑driven expansion, supports multi‑year visibility into cash flows and lowers churn sensitivity.
Bears Say
Decelerating Revenue GrowthSlowing top‑line expansion reduces the pace at which fixed costs are leveraged and raises the bar for sustaining margin gains. If organic new‑logo growth stalls, management will need continued upsell and product monetization to preserve profitability trends over the next several quarters.
Reliance On Expansion RevenueHeavy dependence on existing‑customer expansions concentrates growth risk: if expansion cadence or pricing weakens, overall revenue growth could meaningfully slow. Sustaining healthy upsell requires ongoing product value realization and successful cross‑sell execution across a large installed base.
Early‑Stage AI Monetization & Execution RiskWhile AI usage and ACV trends are promising, monetization and consumption pricing are nascent. Rapid inbound demand strains provisioning and delivery capacity; execution shortfalls or slower consumption could delay revenue recognition and pressure margins during scale‑up.

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 $34.32B.
      When is Workday’s upcoming earnings report date?
      Workday’s upcoming earnings report date is Aug 20, 2026 which is in 37 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

                    $168.70
                    ▲(36.23% Upside)
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                    Ownership Overview

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                    0.41% Other Institutional Investors
                    31.31% Public Companies and Individual Investors
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