Workday, Inc.

NasdaqGS:WDAY Rapport sur les actions

Capitalisation boursière : US$35.5b

Workday Résultats passés

Passé contrôle des critères 5/6

Workday a connu une croissance annuelle moyenne de ses bénéfices de 48.4%, tandis que le secteur Software a vu ses bénéfices augmenter de en hausse à 24.9% par an. Les revenus ont augmenté de en hausse à un taux moyen de 15.4% par an. Le rendement des capitaux propres de Workday est 12.7% et ses marges nettes sont de 8.6%.

Informations clés

48.35%

Taux de croissance des bénéfices

48.29%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes15.41%
Rendement des fonds propres12.67%
Marge nette8.60%
Dernière mise à jour des bénéfices30 Apr 2026

Mises à jour récentes des performances passées

Recent updates

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.
Seeking Alpha • May 13

Workday Earnings: Defiant Management Expectations Amidst Pending SaaSpocalypse

Summary Workday is scheduled to report Q1 earnings next week, and there is a growing gap between management's and investors' expectations. The relative underperformance of WDAY stock suggests that smaller and less diversified software companies would be hit harder. Workday's management, however, expects exactly the opposite, and the upcoming results will give investors some crucial information about who's right or wrong. Read the full article on Seeking Alpha
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.
Article d’analyse • Aug 08

Does Workday (NASDAQ:WDAY) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Feb 26

Workday: Consistent Growth Is Admirable, But The Stock Is Already Sitting At A High Price

Summary Workday's strong FY26 outlook and minimal deceleration in subscription revenue growth have sparked renewed investor optimism, leading to a post-earnings rally. I'm upgrading WDAY stock to a neutral rating based on the improvement in its growth trajectory for FY26. The company is also slicing down 8.5% of its headcount and automating functions with AI, which is expected to produce significant operating margin gains this year. At 7.5x EV/FY26 revenue, Workday's valuation is fair but not low enough to justify a rebound rally; stay on the sidelines. Read the full article on Seeking Alpha

Ventilation des recettes et des dépenses

Comment Workday gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

NasdaqGS:WDAY Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Apr 269,8548473,5882,721
31 Jan 269,5526933,5282,679
31 Oct 259,2316423,4512,662
31 Jul 258,9595833,3582,643
30 Apr 258,6964873,3142,633
31 Jan 258,4465263,2522,626
31 Oct 248,1571,6203,1522,587
31 Jul 247,8631,5413,0492,559
30 Apr 247,5651,4882,9272,520
31 Jan 247,2591,3812,8412,464
31 Oct 236,983672,7592,445
31 Jul 236,717-1222,6692,392
30 Apr 236,465-2652,5762,329
31 Jan 236,216-3672,4412,247
31 Oct 225,946-3142,3362,193
31 Jul 225,674-1962,2002,083
30 Apr 225,398-262,0721,979
31 Jan 225,139291,9481,879
31 Oct 214,894311,8511,781
31 Jul 214,673-371,7681,745
30 Apr 214,475-1711,6721,719
31 Jan 214,318-2821,6471,721
31 Oct 204,163-3391,5791,673
31 Jul 203,995-4301,5501,655
30 Apr 203,821-5231,5401,615
31 Jan 203,627-4811,5141,550
31 Oct 193,440-4571,4121,465
31 Jul 193,245-4951,4211,381
30 Apr 193,029-4601,3231,296
31 Jan 192,822-4181,2141,212
31 Oct 182,616-4031,1401,128
31 Jul 182,428-3359881,049
30 Apr 182,282-332948978
31 Jan 182,143-321906911
31 Oct 172,000-320880849
31 Jul 171,858-345849794
30 Apr 171,707-370802735
31 Jan 171,574-385763681
31 Oct 161,458-378714620
31 Jul 161,350-345662559
30 Apr 161,259-307624512
31 Jan 161,157-275562470
31 Oct 151,065-268537428
31 Jul 15975-250497389

Des revenus de qualité: WDAY a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de WDAY sont plus élevées que l'année dernière WDAY. (8.6%) sont plus élevées que l'année dernière (5.6%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: WDAY est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 48.4% par an.

Accélération de la croissance: La croissance des bénéfices de WDAY au cours de l'année écoulée ( 73.9% ) dépasse sa moyenne sur 5 ans ( 48.4% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices WDAY au cours de l'année écoulée ( 73.9% ) a dépassé celle du secteur Software 14.3%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de WDAY ( 12.7% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/09 18:47
Cours de l'action en fin de journée2026/06/09 00:00
Les revenus2026/04/30
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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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 68 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
Yun Suk KimBenchmark Company