Workday, Inc.

NasdaqGS:WDAY Rapport sur les actions

Capitalisation boursière : US$44.8b

Workday Croissance future

Future contrôle des critères 2/6

Workday devrait augmenter ses bénéfices et son chiffre d'affaires de 15.3% et de 9.4% par an respectivement. Le BPA devrait croître de de 14.5% par an. Le rendement des capitaux propres devrait être 27.8% dans 3 ans.

Informations clés

15.3%

Taux de croissance des bénéfices

14.53%

Taux de croissance du BPA

Software croissance des bénéfices20.4%
Taux de croissance des recettes9.4%
Rendement futur des capitaux propres27.76%
Couverture par les analystes

Good

Dernière mise à jour11 Sep 2026

Mises à jour récentes de la croissance future

Article d’analyse • Aug 30

Results: Workday, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Workday, Inc. ( NASDAQ:WDAY ) had a good week, as its shares rose 2.4% to close at US$205 following the...

Recent updates

Seeking Alpha • Sep 14

Workday: Great Execution, But Acquisition Possibility Is Already Priced In

Summary Workday has rebounded sharply, reversing year-to-date losses. I advise not getting too greedy and am setting a $220 price target on the stock. Fundamental performance remains strong, with subscription revenue growing 14% y/y as the company rolls out flex credits to monetize its AI products. Recent volatility and potential uncertainty around the Silver Lake buyout could act as negative catalysts for WDAY shares. With the stock now trading at ~4x revenue (and many other large-cap SaaS peers closer to ~3x), it's worth watching movements on this stock for a profit-taking opportunity. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 03

WDAY: AI Adoption And Possible Buyout Talks Will Drive Share Repricing

Analysts have lifted their fair value estimate for Workday to about $271 from roughly $245, reflecting updated views on the stock's AI adoption potential, profitability profile, and valuation multiples after a series of recent price target revisions across the Street. Analyst Commentary Recent research on Workday shows a mix of enthusiasm and caution, but the skew in price target revisions has been upward.
Article d’analyse • Aug 30

Results: Workday, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Investors in Workday, Inc. ( NASDAQ:WDAY ) had a good week, as its shares rose 2.4% to close at US$205 following the...
Mise à jour du récit • Aug 14

WDAY: Depressed Share Price Will Depend On Executing AI Agent Monetization

Analysts have lifted the implied fair value target for Workday to about $245 from roughly $236, reflecting slightly higher modeled revenue growth and margins, along with a modestly lower discount rate. This comes even as research commentary highlights a wide range of views on AI adoption, competitive pressures, and valuation risk.
Mise à jour du récit • Aug 08

The Workday Rollercoaster: $144 → $111.50 → $179.64 — And the One Stop I Almost Got Off At

A real position, a real drawdown, and the one discipline that mattered more than either: knowing what something is worth before the market tells you how to feel about it. (Spoiler: I got off the ride once.
Mise à jour du récit • Jul 28

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

Workday's updated fair value estimate has shifted from about $115 to roughly $99, as analysts balance gradual expectations around AI driven growth, compressed future P/E assumptions near 13.8, and mixed price target changes that range from new Underweight and Underperform ratings to valuation driven upgrades at several firms. Analyst Commentary Recent research on Workday shows a split in opinion, with some firms seeing an appealing setup after the share price pullback and others stressing execution and growth risks at current valuation levels.
Mise à jour du récit • Jul 14

WDAY: Depressed Share Price Will Rely On AI Adoption Upside

Analysts have reduced their fair value estimate for Workday from about $318.04 to roughly $236.23 as they temper revenue growth, profit margin and future P/E assumptions, even as recent research cites an "enticing" valuation, solid cash flow and progress in AI solutions to support Buy and Neutral ratings in the $135 to $185 price target range. Analyst Commentary Recent commentary on Workday shows a split between cautious views around growth visibility and more constructive takes that see current levels as an opportunity.
Nouveau récit • Jul 13

Workday's Backlog Just Grew Faster Than Its Revenue.The Market Shrugged.

Why a beat-and-raise quarter met another round of selling — and what the numbers underneath the stock price actually show. NASDAQ: WDAY | Price at writing: $138.10 | Fair value estimate: $554.17 Insight — What Is the Market Missing?
Mise à jour du récit • Jun 30

WDAY: AI Execution And Legal Risks Will Shape Balanced Outlook

Workday's updated fair value estimate has moved lower to $115. This reflects analysts' reduced price targets clustered around $135 to $185 and their renewed focus on slower revenue growth expectations, execution around AI offerings, and what several describe as a more attractive valuation after the stock's sharp pullback.
Article d’analyse • Jun 19

Workday (WDAY) Stock Could Be 32% Below Fair Value on Its AI Narrative

Workday (WDAY) has been drawing investor attention after a prolonged pullback, with the stock down 4% over the past day and about 14% over the past 3 months. This has sharpened focus on its fundamentals. See our latest analysis for Workday. Over the past year, Workday has seen momentum fade, with the share price down 43.18% year to date and the 1 year total shareholder return declining 50.91%. This points to a shift in how investors are weighing its growth prospects against perceived...
Mise à jour du récit • Jun 16

WDAY: AI Agent Adoption And Margin Gains Will Drive Post Reset Upside

Analysts have modestly reset price expectations for Workday stock, with the blended target easing by a few dollars as they weigh solid Q1 execution against slower projected revenue growth and the need for clearer visibility into AI adoption and long term growth stabilization. Analyst Commentary Street research on Workday stock is mixed, with analysts weighing solid Q1 execution and AI traction against slower projected revenue growth and questions about how quickly growth and valuation can re-stabilize.
Mise à jour du récit • Jun 02

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

Workday's analyst fair value estimate has been trimmed from about $179.22 to $171.14 as analysts factor in slower revenue and margin assumptions, a lower future P/E multiple, and recent price target resets that reflect questions around growth re-acceleration and execution on AI and newer product offerings. Analyst Commentary Recent research points to a mixed but detailed view on Workday, with valuation, growth durability, and execution on AI and newer offerings at the center of the debate.
Mise à jour du récit • May 08

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.
Mise à jour du récit • Apr 23

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.
Mise à jour du récit • Apr 08

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.
Mise à jour du récit • Mar 25

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.
Mise à jour du récit • Mar 10

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.
Nouveau récit • Feb 25

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?
Mise à jour du récit • Feb 24

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.
Article d’analyse • Feb 11

The Price Is Right For Workday, Inc. (NASDAQ:WDAY) Even After Diving 26%

Unfortunately for some shareholders, the Workday, Inc. ( NASDAQ:WDAY ) share price has dived 26% in the last thirty...
Nouveau récit • Feb 10

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?
Mise à jour du récit • Feb 10

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.
Mise à jour du récit • Jan 27

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.
Mise à jour du récit • Jan 11

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.
Mise à jour du récit • Dec 25

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.
Mise à jour du récit • Dec 11

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.
Mise à jour du récit • Nov 27

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.
Mise à jour du récit • Sep 23

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.
Mise à jour du récit • Aug 27

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.

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:WDAY - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
1/31/202913,0312,0284,1774,56823
1/31/202811,7831,5543,6513,96640
1/31/202710,6671,3993,1583,41640
7/31/202610,1551,2512,8443,081N/A
4/30/20269,8548472,9723,178N/A
1/31/20269,5526932,7772,939N/A
10/31/20259,2316422,5852,773N/A
7/31/20258,9595832,3912,591N/A
4/30/20258,6964872,3192,546N/A
1/31/20258,4465262,1892,461N/A
10/31/20248,1571,6202,1102,345N/A
7/31/20247,8631,5412,1442,389N/A
4/30/20247,5651,4881,9892,244N/A
1/31/20247,2591,3811,9072,149N/A
10/31/20236,983671,5801,847N/A
7/31/20236,717-1221,5391,806N/A
4/30/20236,465-2651,1241,494N/A
1/31/20236,216-3671,2921,657N/A
10/31/20225,946-3141,2101,578N/A
7/31/20225,674-1961,2121,554N/A
4/30/20225,398-261,3771,638N/A
1/31/20225,139291,3791,651N/A
10/31/20214,894311,3471,589N/A
7/31/20214,673-371,2111,498N/A
4/30/20214,475-1711,1911,457N/A
1/31/20214,318-2821,0121,268N/A
10/31/20204,163-3397591,012N/A
7/31/20203,995-430746976N/A
4/30/20203,821-523N/A919N/A
1/31/20203,627-481N/A865N/A
10/31/20193,440-457N/A818N/A
7/31/20193,245-495N/A674N/A
4/30/20193,029-460N/A632N/A
1/31/20192,822-418N/A607N/A
10/31/20182,616-403N/A483N/A
7/31/20182,428-335N/A512N/A
4/30/20182,282-332N/A470N/A
1/31/20182,143-321N/A466N/A
10/31/20172,000-320N/A449N/A
7/31/20171,858-345N/A376N/A
4/30/20171,707-370N/A368N/A
1/31/20171,574-385N/A351N/A
10/31/20161,458-378N/A339N/A
7/31/20161,350-345N/A321N/A
4/30/20161,259-307N/A329N/A
1/31/20161,157-275N/A259N/A
10/31/20151,065-268N/A208N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de WDAY ( 15.3% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de WDAY ( 15.3% par an) devraient croître plus lentement que le marché US ( 17.2% par an).

Croissance élevée des bénéfices: Les bénéfices de WDAY devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de WDAY ( 9.4% par an) devrait croître plus lentement que le marché de US ( 13.4% par an).

Croissance élevée des revenus: Le chiffre d'affaires de WDAY ( 9.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de WDAY devrait être élevé dans 3 ans ( 27.8 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/14 04:15
Cours de l'action en fin de journée2026/09/14 00:00
Les revenus2026/07/31
Revenus annuels2026/01/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Workday, Inc. est couverte par 70 analystes. 40 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Mark MarconBaird
"Raimo LenschowBarclays
Raimo LenschowBarclays