Workday Resultados de beneficios anteriores
Pasado controles de criterios 4/6
Workday ha aumentado sus beneficios a una tasa media anual de 52.8%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 21.2% anual. Los ingresos han ido creciendo a una tasa media de 15.7% al año. La rentabilidad financiera de Workday es de 8.9%, y sus márgenes netos son de 7.3%.
Información clave
52.82%
Tasa de crecimiento de los beneficios
52.78%
Tasa de crecimiento del BPA
| Crecimiento de la industria Software | 17.33% |
| Tasa de crecimiento de los ingresos | 15.75% |
| Rentabilidad financiera | 8.88% |
| Margen neto | 7.26% |
| Próxima actualización de resultados | 21 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
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.Workday: A Competitive Analysis With Oracle And SAP
Apr 22WDAY: 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.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.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.
AI Adoption And Global Expansion Will Underpin A Stronger Long Term Thesis
Catalysts About Workday Workday provides cloud based HR and finance software that unifies people, processes and data on a single platform. What are the underlying business or industry changes driving this perspective?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.The Price Is Right For Workday, Inc. (NASDAQ:WDAY) Even After Diving 26%
Feb 11
AI Spending Risks And Slower International Expansion Will Challenge Margins Yet Support Long-Term Potential
Catalysts About Workday Workday provides cloud applications that unify human capital management and financial management on a single platform for enterprises worldwide. What are the underlying business or industry changes driving this perspective?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.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.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.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.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.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.Cloud Native And AI Adoption Will Open Global Markets
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.AI Expansion And Efficiency Measures Will Strengthen Future Performance
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.Does Workday (NASDAQ:WDAY) Have A Healthy Balance Sheet?
Aug 08
There's Reason For Concern Over Workday, Inc.'s (NASDAQ:WDAY) Massive 25% Price Jump
May 22Is There An Opportunity With Workday, Inc.'s (NASDAQ:WDAY) 33% Undervaluation?
May 04Workday: Consistent Growth Is Admirable, But The Stock Is Already Sitting At A High Price
Feb 26Workday: AI Agents And Margin Expansion Not Enough To Justify Current Valuation
Jan 17Workday Q3 Recap: AI Demand Is Ramping Up Contract Values
Nov 28Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Workday. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Jan 26 | 9,552 | 693 | 3,528 | 2,679 |
| 31 Oct 25 | 9,231 | 642 | 3,451 | 2,662 |
| 31 Jul 25 | 8,959 | 583 | 3,358 | 2,643 |
| 30 Apr 25 | 8,696 | 487 | 3,314 | 2,633 |
| 31 Jan 25 | 8,446 | 526 | 3,252 | 2,626 |
| 31 Oct 24 | 8,157 | 1,620 | 3,152 | 2,587 |
| 31 Jul 24 | 7,863 | 1,541 | 3,049 | 2,559 |
| 30 Apr 24 | 7,565 | 1,488 | 2,927 | 2,520 |
| 31 Jan 24 | 7,259 | 1,381 | 2,841 | 2,464 |
| 31 Oct 23 | 6,983 | 67 | 2,759 | 2,445 |
| 31 Jul 23 | 6,717 | -122 | 2,669 | 2,392 |
| 30 Apr 23 | 6,465 | -265 | 2,576 | 2,329 |
| 31 Jan 23 | 6,216 | -367 | 2,441 | 2,247 |
| 31 Oct 22 | 5,946 | -314 | 2,336 | 2,193 |
| 31 Jul 22 | 5,674 | -196 | 2,200 | 2,083 |
| 30 Apr 22 | 5,398 | -26 | 2,072 | 1,979 |
| 31 Jan 22 | 5,139 | 29 | 1,948 | 1,879 |
| 31 Oct 21 | 4,894 | 31 | 1,851 | 1,781 |
| 31 Jul 21 | 4,673 | -37 | 1,768 | 1,745 |
| 30 Apr 21 | 4,475 | -171 | 1,672 | 1,719 |
| 31 Jan 21 | 4,318 | -282 | 1,647 | 1,721 |
| 31 Oct 20 | 4,163 | -339 | 1,579 | 1,673 |
| 31 Jul 20 | 3,995 | -430 | 1,550 | 1,655 |
| 30 Apr 20 | 3,821 | -523 | 1,540 | 1,615 |
| 31 Jan 20 | 3,627 | -481 | 1,514 | 1,550 |
| 31 Oct 19 | 3,440 | -457 | 1,412 | 1,465 |
| 31 Jul 19 | 3,245 | -495 | 1,421 | 1,381 |
| 30 Apr 19 | 3,029 | -460 | 1,323 | 1,296 |
| 31 Jan 19 | 2,822 | -418 | 1,214 | 1,212 |
| 31 Oct 18 | 2,616 | -403 | 1,140 | 1,128 |
| 31 Jul 18 | 2,428 | -335 | 988 | 1,049 |
| 30 Apr 18 | 2,282 | -332 | 948 | 978 |
| 31 Jan 18 | 2,143 | -321 | 906 | 911 |
| 31 Oct 17 | 2,000 | -320 | 880 | 849 |
| 31 Jul 17 | 1,858 | -345 | 849 | 794 |
| 30 Apr 17 | 1,707 | -370 | 802 | 735 |
| 31 Jan 17 | 1,574 | -385 | 763 | 681 |
| 31 Oct 16 | 1,458 | -378 | 714 | 620 |
| 31 Jul 16 | 1,350 | -345 | 662 | 559 |
| 30 Apr 16 | 1,259 | -307 | 624 | 512 |
| 31 Jan 16 | 1,157 | -275 | 562 | 470 |
| 31 Oct 15 | 1,065 | -268 | 537 | 428 |
| 31 Jul 15 | 975 | -250 | 497 | 389 |
Ingresos de calidad: WDAY tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (7.3%) de WDAY son superiores a los del año pasado (6.2%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: WDAY ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 52.8% al año.
Acelerando crecimiento: El crecimiento de los beneficios de WDAY en el último año (31.7%) está por debajo de su media de 5 años (52.8% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de WDAY en el último año (31.7%) superó al de la industria Software 14.3%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de WDAY (8.9%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/03 17:50 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Workday, Inc. está cubierta por 65 analistas. 39 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Yun Suk Kim | Benchmark Company |