Workday, Inc.

NasdaqGS:WDAY Voorraadrapport

Marktkapitalisatie: US$30.4b

Workday Toekomstige groei

Future criteriumcontroles 4/6

Workday zal naar verwachting groeien in winst en omzet met respectievelijk 23.3% en 9.7% per jaar. De winst per aandeel zal naar verwachting groeien met 24.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 31% zijn.

Belangrijke informatie

23.3%

Groei van de winst

24.69%

Groei van de winst per aandeel

Software winstgroei19.8%
Inkomstengroei9.7%
Toekomstig rendement op eigen vermogen31.04%
Dekking van analisten

Good

Laatst bijgewerkt22 May 2026

Recente toekomstige groei-updates

Recent updates

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
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Nieuw narratief • 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?
Narratiefupdate • 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.
Analyseartikel • 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...
Nieuw narratief • 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?
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.
Analyseartikel • 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
Seeking Alpha • Jan 17

Workday: AI Agents And Margin Expansion Not Enough To Justify Current Valuation

Summary In 3Q25, Workday generated $2.16 billion in revenues, posting a growth of 15.8% y/y. Margins improved substantially, with operating margin and net margin improving by 298 bps and 283 bps. WDAY's progress is AI will fuel its revenue growth. Its recruiter agent helped boost the ASP of its recruiting solutions by 150% and total new ACV by 4x. The company still has room to improve profitability, targeting a non-GAAP operating margin of 30% and FCF margin of 30% by FY2027. Valuation analysis indicates WDAY is trading above its fair value, with a DCF-implied share price of $162 versus the current $246, suggesting a potential downside of 34%. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NasdaqGS:WDAY - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
1/31/202913,1172,0024,3134,56020
1/31/202811,8361,5413,6853,96238
1/31/202710,6641,0513,2153,44933
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
4/30/20203,821-523680919N/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
7/31/2015975-250N/A197N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei WDAY ( 23.3% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van WDAY ( 23.3% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.8% per jaar).

Hoge groeiwinsten: De winst van WDAY zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van WDAY ( 9.7% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.7% per jaar).

Hoge groei-inkomsten: De omzet van WDAY ( 9.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen WDAY zal naar verwachting over 3 jaar hoog zijn ( 31 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 19:59
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/04/30
Jaarlijkse inkomsten2026/01/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Workday, Inc. wordt gevolgd door 66 analisten. 38 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Mark MarconBaird
Raimo LenschowBarclays
Yun Suk KimBenchmark Company