Workday (WDAY) Panoramica del titolo
Workday, Inc. fornisce applicazioni cloud aziendali negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per WDAY dai nostri controlli di rischio.
WDAY Community Fair Values
Create NarrativeSee what 161 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Concorrenti di Workday, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$139.81 |
| Massimo di 52 settimane | US$249.85 |
| Minimo di 52 settimane | US$110.36 |
| Beta | 1.1 |
| Variazione di 1 mese | 6.89% |
| Variazione a 3 mesi | 12.64% |
| Variazione di 1 anno | -37.84% |
| Variazione a 3 anni | -38.77% |
| Variazione a 5 anni | -39.43% |
| Variazione dall'IPO | 187.14% |
Notizie e aggiornamenti recenti
Seeking Alpha • 23h
Workday: Overblown AI Fears Have Driven This Name Deep Into Value Territory
Summary Workday shares have declined over 35% in the past year amid concerns about generative AI displacing its HR platform. I see the market's pessimism as overdone, creating a discounted entry opportunity for WDAY. Q1 2027 results show 14.7% YoY subscription revenue growth, indicating continued customer reliance on the platform. WDAY is actively developing proprietary AI agents, now adopted by over 4,000 customers, countering fears of obsolescence. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.
Nuova narrativa • 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?Recent updates
Seeking Alpha • 23h
Workday: Overblown AI Fears Have Driven This Name Deep Into Value Territory
Summary Workday shares have declined over 35% in the past year amid concerns about generative AI displacing its HR platform. I see the market's pessimism as overdone, creating a discounted entry opportunity for WDAY. Q1 2027 results show 14.7% YoY subscription revenue growth, indicating continued customer reliance on the platform. WDAY is actively developing proprietary AI agents, now adopted by over 4,000 customers, countering fears of obsolescence. Read the full article on Seeking AlphaAggiornamento narrativa • 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.Nuova narrativa • 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?
Aggiornamento narrativa • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Nuova narrativa • 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?Aggiornamento narrativa • 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.Articolo di analisi • 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...Nuova narrativa • 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?Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Rendimenti per gli azionisti
| WDAY | US Software | US Mercato | |
|---|---|---|---|
| 7D | -2.7% | -1.3% | 0.2% |
| 1Y | -37.8% | -22.0% | 19.6% |
Ritorno vs Industria: WDAY ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -22 % nell'ultimo anno.
Rendimento vs Mercato: WDAY ha avuto una performance inferiore al mercato US che ha registrato un rendimento 19.6 % nell'ultimo anno.
Volatilità dei prezzi
| WDAY volatility | |
|---|---|
| WDAY Average Weekly Movement | 8.9% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: WDAY non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 9% ) di WDAY è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2005 | 20,834 | Aneel Bhusri | www.workday.com |
Workday, Inc. fornisce applicazioni cloud aziendali negli Stati Uniti e a livello internazionale. L'azienda offre una suite di applicazioni di gestione finanziaria per conservare le informazioni contabili, gestire i processi finanziari, come i debiti e i crediti, individuare in tempo reale informazioni finanziarie, operative e gestionali, eseguire il consolidamento finanziario, ridurre il time-to-close, promuovere il controllo interno e la verificabilità e ottenere coerenza tra le operazioni finanziarie. L'azienda fornisce anche soluzioni di gestione delle spese che aiutano le organizzazioni a semplificare la selezione dei fornitori e la gestione dei contratti, a creare ed eseguire eventi di sourcing, come le richieste di proposte, e a gestire le spese indirette; soluzioni di gestione delle spese per presentare e approvare le spese; e una suite di applicazioni per la gestione del capitale umano che consente ai team delle risorse umane di assumere, inserire, pagare, sviluppare, riqualificare e fornire esperienze ai dipendenti.
Workday, Inc. Riepilogo dei fondamenti
| WDAY statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$35.78b |
| Utili (TTM) | US$847.00m |
| Ricavi(TTM) | US$9.85b |
40.8x
Rapporto P/E3.5x
Rapporto P/SWDAY è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| WDAY Conto economico (TTM) | |
|---|---|
| Ricavi | US$9.85b |
| Costo del fatturato | US$2.39b |
| Profitto lordo | US$7.47b |
| Altre spese | US$6.62b |
| Utili | US$847.00m |
Ultimi utili riportati
Apr 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.43 |
| Margine lordo | 75.77% |
| Margine di profitto netto | 8.60% |
| Rapporto debito/patrimonio netto | 44.7% |
Come si è comportato WDAY nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/14 20:16 |
| Prezzo dell'azione a fine giornata | 2026/07/14 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2026/01/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Workday, Inc. è coperta da 67 analisti. 40 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Yun Suk Kim | Benchmark Company |