Published

10 Feb 26

Updated

28 Jul 26

Views

Not Invested

WorkdayWDAY

Fair Value

US$99.32

Share price28 Jul

US$194.4295.7% overvalued

1Y-12.77%

7D1.99%

AI Spending Risks And Slower International Expansion Will Challenge Margins Yet Support Long-Term Potential

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

10 Feb 26

Updated

28 Jul 26

Views

Not Invested

Shared on 28 Jul 26

Fair value Decreased 14%

WDAY: Gradual AI Monetization And Legal Overhang Will Pressure Future Returns

Workday’s push to sell more AI features looks slower than many hoped, and analysts are cutting expectations as confidence in near-term growth and deal momentum softens. At the same time, insider selling and an ongoing lawsuit tied to its AI hiring tools add extra uncertainty that could weigh on future returns.

4 views

Shared on 30 Jun 26

Fair value Decreased 40%

WDAY: AI Execution And Legal Risks Will Shape Balanced Outlook

Workday’s outlook shifts as slower growth expectations collide with the push to sell new AI features, even as some analysts warm up after the recent share pullback. A new court case over alleged bias in its AI hiring tools adds a fresh risk that could shape how customers and regulators view its products.

6 views

Fair Value vs Share Price

US$99.32

vs US$194.4295.7% overvalued

9.6%

Revenue growth

14.1%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Flawless balance sheet with solid track record.

Market capUS$49.2b

PB7.2x

Estimated Growth9.6%

Dividend YieldN/A

Full analysis

CEO & management

Aneel Bhusri

CEO

3.4yrs

CEO Tenure

Provides enterprise cloud applications in the United States and internationally.