Workday (WDAY) Stock Overview
Provides enterprise cloud applications in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 5/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for WDAY from our risk checks.
WDAY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$253.14
FV
48.3% undervalued intrinsic discount15.00%
Revenue growth p.a.
187
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Workday, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$130.80 |
| 52 Week High | US$249.85 |
| 52 Week Low | US$110.36 |
| Beta | 1.08 |
| 1 Month Change | 12.27% |
| 3 Month Change | -1.72% |
| 1 Year Change | -46.51% |
| 3 Year Change | -41.19% |
| 5 Year Change | -44.69% |
| Change since IPO | 168.64% |
Recent News & Updates
Seeking Alpha • 58m
Workday: Modest FCF Multiples Amid AI ACV Growth
Summary Workday remains a compelling buy, trading at attractive multiples after a 30% YTD decline despite consistent top-line performance and robust demand. AI-driven products are catalyzing >50% larger expansion deals, with agentic AI ACV tripling year-over-year and ARR from AI solutions nearing $500 million. WDAY boasts >97% gross retention, 15.5% y/y backlog growth, and pro forma operating margin expansion to 31.8%, exceeding its 30.5% FY27 target. At 3.1x EV/FY27 revenue and 10.3x EV/FY27 FCF, WDAY’s valuation prices in risk, offering a de-risked entry point for long-term investors. Read the full article on Seeking Alpha
Narrative Update • 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.Recent updates
Seeking Alpha • 58m
Workday: Modest FCF Multiples Amid AI ACV Growth
Summary Workday remains a compelling buy, trading at attractive multiples after a 30% YTD decline despite consistent top-line performance and robust demand. AI-driven products are catalyzing >50% larger expansion deals, with agentic AI ACV tripling year-over-year and ARR from AI solutions nearing $500 million. WDAY boasts >97% gross retention, 15.5% y/y backlog growth, and pro forma operating margin expansion to 31.8%, exceeding its 30.5% FY27 target. At 3.1x EV/FY27 revenue and 10.3x EV/FY27 FCF, WDAY’s valuation prices in risk, offering a de-risked entry point for long-term investors. Read the full article on Seeking AlphaNarrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.
New Narrative • 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?Narrative Update • 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.Analysis Article • 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...
New Narrative • 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?Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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 AlphaShareholder Returns
| WDAY | US Software | US Market | |
|---|---|---|---|
| 7D | -9.3% | -6.2% | 0.8% |
| 1Y | -46.5% | -16.3% | 24.2% |
Return vs Industry: WDAY underperformed the US Software industry which returned -16.3% over the past year.
Return vs Market: WDAY underperformed the US Market which returned 24.2% over the past year.
Price Volatility
| WDAY volatility | |
|---|---|
| WDAY Average Weekly Movement | 8.4% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: WDAY has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: WDAY's weekly volatility (8%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2005 | 20,834 | Aneel Bhusri | 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.
Workday, Inc. Fundamentals Summary
| WDAY fundamental statistics | |
|---|---|
| Market cap | US$32.24b |
| Earnings (TTM) | US$847.00m |
| Revenue (TTM) | US$9.85b |
38.1x
P/E Ratio3.3x
P/S RatioIs WDAY overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| WDAY income statement (TTM) | |
|---|---|
| Revenue | US$9.85b |
| Cost of Revenue | US$2.39b |
| Gross Profit | US$7.47b |
| Other Expenses | US$6.62b |
| Earnings | US$847.00m |
Last Reported Earnings
Apr 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.43 |
| Gross Margin | 75.77% |
| Net Profit Margin | 8.60% |
| Debt/Equity Ratio | 44.7% |
How did WDAY perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/12 04:01 |
| End of Day Share Price | 2026/06/12 00:00 |
| Earnings | 2026/04/30 |
| Annual Earnings | 2026/01/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Workday, Inc. is covered by 68 analysts. 40 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Yun Suk Kim | Benchmark Company |