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WDAY logo

Workday, Inc. Stock Price

NasdaqGS:WDAY Community·US$44.9b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 218 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

WDAY Share Price Performance

US$186.05
-40.43 (-17.85%)
​
US$550.10
Fair Value
US$186.05
-40.43 (-17.85%)
66.2% undervalued intrinsic discount
US$550.10
Fair Value
Price US$186.05
John_Eric US$550.10
AnalystConsensusTarget US$171.14
AnalystHighTarget US$270.95
Sat, 8 Aug 26
Fair ValueUS$550.10
Share Pricen/a

WDAY Community Narratives

JO
John_Eric
John_Eric's
Fair Value
·
Fair Value US$550.1 66.2% undervalued intrinsic discount

Workday's Backlog Just Grew Faster Than Its Revenue.The Market Shrugged.

1users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$171.14 8.7% overvalued intrinsic discount

Cloud Native And AI Adoption Will Open Global Markets

1users have liked this narrative
0users have commented on this narrative
83users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$270.95 31.3% undervalued intrinsic discount

AI Adoption And Global Expansion Will Underpin A Stronger Long Term Thesis

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
WDAY logo
Workday
66.2% undervalued intrinsic discount

Workday's Backlog Just Grew Faster Than Its Revenue.The Market Shrugged.

View narrative
JO
John_Eric
Emerging Author
John_Eric
Updated 8 Aug
Read Narrative
WDAY logo
Workday
26.5% undervalued intrinsic discount

Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.

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CH
Chester
Chester
Published 8 Jan 2025
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WDAY logo
Workday
8.7% overvalued intrinsic discount

Cloud Native And AI Adoption Will Open Global Markets

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 16 Jun
Read Narrative
WDAY logo
Workday
31.3% undervalued intrinsic discount

AI Adoption And Global Expansion Will Underpin A Stronger Long Term Thesis

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Sep
Read Narrative
WDAY logo
Workday
87.3% overvalued intrinsic discount

AI Spending Risks And Slower International Expansion Will Challenge Margins Yet Support Long-Term Potential

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AN
AnalystLowTarget
AnalystLowTarget
Updated 28 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

JO
John_Eric
WDAY logo

The Workday Rollercoaster: $144 → $111.50 → $179.64 — And the One Stop I Almost Got Off At

Fair Value: US$550.1 66.2% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
CH
Chester
WDAY logo

Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.

Fair Value: US$253.14 26.5% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
WDAY logo

WDAY: AI Adoption And Possible Buyout Talks Will Drive Share Repricing

Fair Value: US$270.95 31.3% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Solid track record with excellent balance sheet.

0 Risks
3 Rewards
View Full Analysis

Workday, Inc. Key Details

US$10.2b

Revenue

US$2.5b

Cost of Revenue

US$7.7b

Gross Profit

US$6.4b

Other Expenses

US$1.3b

Earnings

Last Reported Earnings
Jul 31, 2026
Next Reporting Earnings
n/a
5.19
75.80%
12.32%
46.3%
View Full Analysis

About WDAY

Founded
2005
Employees
20896
CEO
Aneel Bhusri
WebsiteView website
www.workday.com

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences. In addition, the company offers planning applications. Further, it provides supply chain and inventory solutions to healthcare organizations; solutions to manage the end-to-end student and faculty lifecycle; Workday Extend for customers and their developers to build custom applications. The company serves the professional and business services, financial services, healthcare, manufacturing, media, education, government, technology, media, retail, and hospitality industries. It sells its solutions through its direct sales organization. The company was formerly known as North Tahoe Power Tools, Inc. and changed its name to Workday, Inc. in July 2005. Workday, Inc. was incorporated in 2005 and is headquartered in Pleasanton, California.

Recent WDAY News & Updates

User avatar
Narrative Update • Sep 03

WDAY: AI Adoption And Possible Buyout Talks Will Drive Share Repricing

Analysts have lifted their fair value estimate for Workday to about $271 from roughly $245, reflecting updated views on the stock's AI adoption potential, profitability profile, and valuation multiples after a series of recent price target revisions across the Street. Analyst Commentary Recent research on Workday shows a mix of enthusiasm and caution, but the skew in price target revisions has been upward.

Recent updates

No updates

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