Workday（WDAY）株式概要
Workday, Inc.は、エンタープライズ・クラウド・アプリケーションを米国および海外で提供しています。 詳細
WDAY Community Fair Values
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Workday, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$132.42 |
| 52週高値 | US$249.85 |
| 52週安値 | US$110.36 |
| ベータ | 1.1 |
| 1ヶ月の変化 | 17.14% |
| 3ヶ月変化 | 15.48% |
| 1年変化 | -45.06% |
| 3年間の変化 | -42.44% |
| 5年間の変化 | -43.50% |
| IPOからの変化 | 171.97% |
最新ニュース
Seeking Alpha • Jul 14
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
ナラティブ更新 • 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.
新しいナラティブ • 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 • Jul 14
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ナラティブ更新 • 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.新しいナラティブ • 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?
ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?ナラティブ更新 • 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.分析記事 • 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...新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...株主還元
| WDAY | US Software | US 市場 | |
|---|---|---|---|
| 7D | -6.6% | 0.6% | -0.7% |
| 1Y | -45.1% | -21.6% | 17.3% |
業界別リターン: WDAY過去 1 年間で-21.6 % の収益を上げたUS Software業界を下回りました。
リターン対市場: WDAYは、過去 1 年間で17.3 % のリターンを上げたUS市場を下回りました。
価格変動
| 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 | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: WDAY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WDAYの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 20,834 | Aneel Bhusri | www.workday.com |
は、エンタープライズ・クラウド・アプリケーションを米国および海外で提供している。同社は、会計情報の管理、買掛金や売掛金などの財務プロセスの管理、リアルタイムの財務、業務、経営に関する洞察の特定、財務統合の実行、決算までの時間の短縮、内部統制と監査可能性の促進、財務業務全体の一貫性の達成を目的とした財務管理アプリケーションのスイートを提供しています。また、サプライヤーの選定と契約管理の合理化、提案依頼などのソーシング・イベントの構築と実行、間接費の管理を支援する支出管理ソリューション、経費の提出と承認を行う経費管理ソリューション、人事チームが従業員の採用、入社、給与支払い、能力開発、再教育、従業員体験の提供を行えるようにする人財管理アプリケーション群も提供している。さらに、プランニング・アプリケーションも提供している。さらに、医療機関向けのサプライチェーンおよび在庫ソリューション、学生と教員のライフサイクルをエンドツーエンドで管理するソリューション、顧客とその開発者がカスタムアプリケーションを構築するための Workday Extend も提供しています。同社は、プロフェッショナルおよびビジネスサービス、金融サービス、ヘルスケア、製造、メディア、教育、政府、テクノロジー、メディア、小売、およびホスピタリティ業界にサービスを提供している。直販組織を通じてソリューションを販売している。2005年7月に社名をWorkday, Inc.に変更。カリフォルニア州プレザントンに本社を置く。
Workday, Inc. 基礎のまとめ
| WDAY 基礎統計学 | |
|---|---|
| 時価総額 | US$34.87b |
| 収益（TTM） | US$847.00m |
| 売上高(TTM) | US$9.85b |
38.6x
PER（株価収益率3.3x
P/SレシオWDAY は割高か？
公正価値と評価分析を参照収益と収入
| WDAY 損益計算書（TTM） | |
|---|---|
| 収益 | US$9.85b |
| 売上原価 | US$2.39b |
| 売上総利益 | US$7.47b |
| その他の費用 | US$6.62b |
| 収益 | US$847.00m |
直近の収益報告
Apr 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.43 |
| グロス・マージン | 75.77% |
| 純利益率 | 8.60% |
| 有利子負債／自己資本比率 | 44.7% |
WDAY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/22 21:43 |
| 終値 | 2026/07/22 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Workday, Inc. 41 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。69
| アナリスト | 機関 |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Yun Suk Kim | Benchmark Company |