Shared on 02 Jun 26

Fair value Decreased 4.51%

WDAY: AI Execution And Margin Progress Will Shape Post Reset Phase

Wall Street is getting more cautious on Workday as growth slows and the market demands proof that its new AI tools can really drive the next leg of demand. At the same time, recent results, new AI product launches, and a push to improve efficiency could help the business regain momentum if execution stays on track.

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Shared on 08 May 26

WDAY: Returning Leader And AI Focus Will Define Post Guidance Reset Phase

Workday's analyst price targets have been reset materially lower, with several firms cutting objectives by $40 to over $100 per share, as analysts factor in slower growth expectations, a shift toward heavier AI investment, leadership changes, and softer margin guidance following recent Q4 results and updated long term outlooks. Analyst Commentary Street research on Workday has turned more cautious overall, with many price targets reset lower and several ratings moved to Neutral or Hold.

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Shared on 23 Apr 26

Fair value Decreased 1.15%

WDAY: Returning Leader And AI Investments Will Reshape Post Guidance Reset Phase

Analysts have trimmed the Workday fair value estimate by about $2 to $179.22, citing a broad reset in price targets as they weigh slower sales trends, softer guidance, increased AI investment, and leadership changes against updated profit margin and P/E assumptions. Analyst Commentary Recent Street research on Workday reflects a wide reset in expectations, with price targets moving lower across almost all firms and ratings now spread across Buy or Overweight, Neutral or Hold, and In Line or Market Perform.

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Shared on 08 Apr 26

WDAY: Returning Leader And AI Focus Will Shape Post Guidance Reset Phase

Workday's analyst price targets have been cut sharply, with several firms trimming ranges by roughly $50 to $125 and citing slower sales trends, revised long term guidance, heavier AI investment weighing on margins, and added uncertainty around the CEO transition as key reasons. Analyst Commentary Street research around Workday is split between those who see the recent reset as an opportunity and those who view it as a sign that execution risk and growth uncertainty are rising.

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Shared on 25 Mar 26

Fair value Decreased 1.85%

WDAY: Returning Leader And AI Focus Will Define Next Phase

Narrative Update on Workday The revised analyst price target for Workday moves slightly lower as the fair value estimate shifts from $184.73 to $181.31. Analysts generally point to decelerating sales trends, lower long-term guidance, and greater uncertainty around execution under the refreshed AI-focused strategy and leadership changes.

15 views

Shared on 10 Mar 26

Fair value Decreased 20%

WDAY: Returning Leader And AI Investment Reset Will Shape Next Phase

Our updated Workday price target moves lower to $184.73 from $231.17 as analysts cut targets across the board, citing decelerating sales, softer long-term guidance, higher investment in AI and leadership changes that introduce more uncertainty around growth and margins. Analyst Commentary Street research has turned more cautious on Workday, with a broad reset of expectations after Q4 results, lowered long term targets and the CEO transition.

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Shared on 24 Feb 26

Fair value Decreased 12%

WDAY: Returning Leader And AI Execution Will Drive Next Phase

Our updated Workday view trims the fair value estimate to $231.17 from $263.60. This reflects a wave of reduced price targets across the Street as analysts factor in AI related uncertainty, slower bookings momentum, leadership changes, and only modest adjustments to long term growth, profitability, and P/E assumptions.

16 views

Shared on 10 Feb 26

Fair value Decreased 3.12%

WDAY: Returning CEO And AI Focus Will Shape Next Chapter

Analysts have trimmed their price targets for Workday, leading to a lower fair value estimate of about US$264 from roughly US$272, citing a tougher path for share gains, questions around mid term targets after leadership changes, and a more measured view on growth and AI driven upside. Analyst Commentary Recent research paints a mixed picture for Workday, with many firms trimming price targets while still seeing room for execution on growth, AI and margins.

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Shared on 27 Jan 26

Fair value Decreased 1.05%

WDAY: Early AI Adoption And Partner Momentum Will Support Long Term Confidence

Analysts have trimmed their fair value estimate for Workday to about $272 from roughly $275, reflecting slightly lower long term revenue growth and P/E expectations, partly offset by marginally higher profit margin assumptions and a series of mixed but generally constructive price target updates across the Street. Analyst Commentary Street research on Workday has been active, with several firms revisiting their price targets and ratings after recent earnings and sector updates.

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Shared on 11 Jan 26

Fair value Decreased 0.33%

WDAY: AI And Midsize Cloud Expansion Will Strengthen Long Term Confidence

Analysts made only a small trim to their Workday fair value estimate to about $275 per share, reflecting a mix of slightly lower and higher price targets across the Street as they weigh solid recent results against questions on growth durability, the role of M&A in cRPO, and the trajectory of AI driven demand. Analyst Commentary Street research around Workday clusters around a tight range of price targets, with most firms making modest adjustments rather than wholesale changes.

27 views

Shared on 25 Dec 25

Fair value Increased 0.087%

WDAY: AI Adoption And Margin Discipline Will Drive Renewed Market Confidence

Analysts have nudged our Workday fair value estimate slightly higher to approximately $275.88 per share, reflecting a modest tightening in discount rate and steadier long term growth and margin assumptions, despite a mixed set of recent price target revisions that highlight solid execution, inorganic contributions to cRPO, and lingering concerns about the durability of organic growth and AI driven upside. Analyst Commentary Street research following the latest results reflects a nuanced but generally constructive stance on Workday, with modestly lower or unchanged price targets clustering around the high $200s and a mix of Buy, Equal Weight, Neutral, and Outperform ratings that align with our slightly higher fair value estimate.

13 views

Shared on 11 Dec 25

Fair value Decreased 0.59%

WDAY: AI And Margin Framework Will Drive Renewed Market Confidence

Workday's analyst price target has edged slightly lower to approximately $276 from about $277, as analysts weigh solid, largely in line quarterly results and ongoing AI product momentum against concerns over decelerating organic growth, margin durability, and the inorganic tilt to recent cRPO outperformance. Analyst Commentary Bullish analysts highlight that Workday delivered a solid, largely in line quarter, with revenue, subscription revenue, and cRPO all tracking above consensus expectations, reinforcing confidence in the core execution story despite a volatile macro backdrop.

18 views

Shared on 27 Nov 25

Fair value Decreased 1.69%

WDAY: AI Adoption And Margin Improvements Will Drive Renewed Market Confidence

Workday's analyst price target has been reduced slightly from $282.05 to $277.28, as analysts cite a mix of solid business execution along with ongoing concerns about the company's growth trajectory and the impact of artificial intelligence trends. Analyst Commentary Recent Street research demonstrates a spectrum of perspectives regarding Workday's near-term and medium-term prospects.

23 views

Shared on 23 Sep 25

Fair value Increased 1.07%

Workday’s consensus price target rose modestly to $282.05 as analysts cited AI-driven product advancements, improving margins, and accretive acquisitions, but tempered optimism given competitive pressures, macro headwinds, and cautious guidance amid mixed business momentum. Analyst Commentary Bullish analysts highlighted new AI and Agentic AI initiatives, product updates, and acquisitions such as Sana and Paradox, which position Workday to benefit from enterprise adoption and improved platform capabilities.

37 views

Shared on 27 Aug 25

Fair value Decreased 4.84%

Workday’s consensus price target has been revised downward to $280.19 as analysts cite tepid organic growth, mixed quarter indicators, increasing competition, and persistent sector headwinds, despite continued profitability improvements. Analyst Commentary Q2 results generally exceeded expectations on revenue and margin, but organic growth guidance was maintained, with revenue outlook lifts mainly attributed to the Paradox acquisition rather than core business acceleration.

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Shared on 07 May 25

Fair value Decreased 4.61%

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Shared on 30 Apr 25

Fair value Increased 1.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 16 Apr 25

Fair value Decreased 1.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Decreased 1.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 10 Mar 25

Fair value Increased 6.47%

AnalystConsensusTarget has decreased profit margin from 14.5% to 13.0%.

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Cloud Native And AI Adoption Will Open Global Markets

WDAY: AI Execution And Margin Progress Will Shape Post Reset Phase

WDAY: Returning Leader And AI Focus Will Define Post Guidance Reset Phase

WDAY: Returning Leader And AI Investments Will Reshape Post Guidance Reset Phase

WDAY: Returning Leader And AI Focus Will Shape Post Guidance Reset Phase

WDAY: Returning Leader And AI Focus Will Define Next Phase

WDAY: Returning Leader And AI Investment Reset Will Shape Next Phase

WDAY: Returning Leader And AI Execution Will Drive Next Phase

WDAY: Returning CEO And AI Focus Will Shape Next Chapter

WDAY: Early AI Adoption And Partner Momentum Will Support Long Term Confidence

WDAY: AI And Midsize Cloud Expansion Will Strengthen Long Term Confidence

WDAY: AI Adoption And Margin Discipline Will Drive Renewed Market Confidence

WDAY: AI And Margin Framework Will Drive Renewed Market Confidence

WDAY: AI Adoption And Margin Improvements Will Drive Renewed Market Confidence

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