Workday Gestione
Criteri Gestione verificati 3/4
Workday Il CEO è Aneel Bhusri, nominato in Mar2005, e ha un mandato di 21.33 anni. la retribuzione annua totale è $ 19.23M, composta da 0.3% di stipendio e 99.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.47% delle azioni della società, per un valore di $ 1.12B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 4.4 anni.
Informazioni chiave
Aneel Bhusri
Amministratore delegato
US$19.2m
Compenso totale
| Percentuale dello stipendio del CEO | 0.34% |
| Mandato del CEO | 21.3yrs |
| Proprietà del CEO | 3.5% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 4.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • Jun 25
Workday: Valuation Is Cheap, Upside Potential From AI Growth
Summary Workday remains a buy as AI adoption becomes a tangible expansion driver within its existing customer base. WDAY's agentic AI drove >200% y/y new ACV growth, with expansion deals >50% larger and 4,000+ customers using at least one agent. Core subscription revenue remains durable, growing 14.3% y/y, with ~60% of growth from existing customers and strong backlog visibility. Valuation is attractive at ~7x FY29 FCF, with rising margins, robust FCF, and potential for accelerated growth if AI monetization strengthens. Read the full article on Seeking AlphaArticolo 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$847m |
| Jan 31 2026 | US$19m | US$65k | US$693m |
| Oct 31 2025 | n/a | n/a | US$642m |
| Jul 31 2025 | n/a | n/a | US$583m |
| Apr 30 2025 | n/a | n/a | US$487m |
| Jan 31 2025 | US$18m | US$65k | US$526m |
| Oct 31 2024 | n/a | n/a | US$2b |
| Jul 31 2024 | n/a | n/a | US$2b |
| Apr 30 2024 | n/a | n/a | US$1b |
| Jan 31 2024 | US$31m | US$65k | US$1b |
| Oct 31 2023 | n/a | n/a | US$67m |
| Jul 31 2023 | n/a | n/a | -US$122m |
| Apr 30 2023 | n/a | n/a | -US$265m |
| Jan 31 2023 | US$17m | US$65k | -US$367m |
| Oct 31 2022 | n/a | n/a | -US$314m |
| Jul 31 2022 | n/a | n/a | -US$196m |
| Apr 30 2022 | n/a | n/a | -US$26m |
| Jan 31 2022 | US$18m | US$65k | US$29m |
| Oct 31 2021 | n/a | n/a | US$31m |
| Jul 31 2021 | n/a | n/a | -US$37m |
| Apr 30 2021 | n/a | n/a | -US$171m |
| Jan 31 2021 | US$3m | US$65k | -US$282m |
| Oct 31 2020 | n/a | n/a | -US$339m |
| Jul 31 2020 | n/a | n/a | -US$430m |
| Apr 30 2020 | n/a | n/a | -US$523m |
| Jan 31 2020 | US$11m | US$65k | -US$481m |
Compensazione vs Mercato: La retribuzione totale di Aneel ($USD 19.23M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.54M ).
Compensazione vs guadagni: La retribuzione di Aneel è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Aneel Bhusri (60 yo)
21.3yrs
Mandato
US$19,231,326
Compensazione
Mr. Aneel Bhusri had been an Independent Director at General Motors Company since October 6, 2021 until June 05, 2024. He Co-founded Workday, Inc. in March 2005 and has been its Executive Chairman of the B...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 21.3yrs | US$19.23m | 3.47% $ 1.1b | |
| Chief Financial Officer | 3.1yrs | US$11.15m | 0.027% $ 8.8m | |
| Chief Legal Officer | 6.8yrs | US$7.82m | 0.012% $ 3.9m | |
| President of Product & Technology | 1.3yrs | US$28.39m | 0.0027% $ 852.6k | |
| President & Chief Commercial Officer | 1.6yrs | US$36.48m | 0.10% $ 32.6m | |
| Co-Founder & CEO Emeritus | 21.3yrs | US$314.16k | 14.93% $ 4.8b | |
| Chief Accounting Officer | 1.8yrs | Nessun dato | 0.0024% $ 781.8k | |
| Chief Technology Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Information Officer | 3.3yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive VP & Chief People Officer | 10.3yrs | Nessun dato | Nessun dato | |
| Chief Customer Officer | 4.4yrs | Nessun dato | Nessun dato |
3.3yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di WDAY è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Co-Founder | 21.5yrs | US$19.23m | 3.47% $ 1.1b | |
| Independent Director | 12.7yrs | US$381.70k | 0.040% $ 12.7m | |
| Independent Director | 4.4yrs | US$369.48k | 0.020% $ 6.4m | |
| Independent Director | 14.6yrs | US$393.68k | 0.010% $ 3.3m | |
| Independent Director | 16.8yrs | US$381.70k | 0.046% $ 14.8m | |
| Independent Director | 5.4yrs | US$369.48k | 0.0047% $ 1.5m | |
| Vice Chair & Lead Independent Director | 3.4yrs | US$454.05k | 0.0035% $ 1.1m | |
| Independent Director | 2.1yrs | US$333.31k | 0.0018% $ 575.9k | |
| Independent Director | 1.4yrs | US$1.07m | 0.00090% $ 289.6k | |
| Independent Director | 4.1yrs | US$333.31k | 0.0032% $ 1.0m | |
| Independent Director | 1.6yrs | US$333.31k | 0.00090% $ 289.6k |
4.4yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di WDAY sono considerati esperti (durata media dell'incarico 4.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/02 21:27 |
| Prezzo dell'azione a fine giornata | 2026/07/02 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 |