Workday (WDAY) Hisse Özeti
Workday, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda kurumsal bulut uygulamaları sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden WDAY için herhangi bir risk tespit edilmedi.
WDAY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$253.14
FV
42.2% değerinin altında içsel indirim15.00%
Revenue growth p.a.
179
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0users have commented on this narrative
7users have followed this narrative
Workday, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$146.19 |
| 52 Haftanın En Yüksek Seviyesi | US$257.09 |
| 52 Haftanın En Düşük Seviyesi | US$110.36 |
| Beta | 1.03 |
| 1 Aylık Değişim | 19.41% |
| 3 Aylık Değişim | 9.29% |
| 1 Yıllık Değişim | -40.98% |
| 3 Yıllık Değişim | -31.53% |
| 5 Yıllık Değişim | -34.54% |
| Halka arzdan bu yana değişim | 200.25% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Analiz Makalesi • 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...
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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 AlphaSeeking 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 AlphaHissedar Getirileri
| WDAY | US Software | US Pazar | |
|---|---|---|---|
| 7D | 14.1% | 2.9% | 1.8% |
| 1Y | -41.0% | -6.0% | 28.4% |
Getiri vs. Endüstri: WDAY geçen yıl % -6 oranında getiri sağlayan US Software sektörünün gerisinde kaldı.
Getiri vs Piyasa: WDAY geçen yıl % 28.4 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| WDAY volatility | |
|---|---|
| WDAY Average Weekly Movement | 8.3% |
| Software Industry Average Movement | 9.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.0% |
İstikrarlı Hisse Senedi Fiyatı: WDAY son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: WDAY 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2005 | 20,834 | Aneel Bhusri | www.workday.com |
Workday, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda kurumsal bulut uygulamaları sağlamaktadır. Şirket, muhasebe bilgilerini korumak; borçlar ve alacaklar gibi finansal süreçleri yönetmek; gerçek zamanlı finansal, operasyonel ve yönetim içgörülerini belirlemek; finansal konsolidasyon gerçekleştirmek; kapanış süresini azaltmak; iç kontrol ve denetlenebilirliği teşvik etmek ve finans operasyonları arasında tutarlılık sağlamak için bir finansal yönetim uygulamaları paketi sunmaktadır. Ayrıca, kuruluşların tedarikçi seçimi ve sözleşme yönetimini kolaylaştırmasına, teklif talepleri gibi kaynak bulma etkinlikleri oluşturmasına ve yürütmesine ve dolaylı harcamaları yönetmesine yardımcı olan harcama yönetimi çözümleri; harcamaları göndermek ve onaylamak için gider yönetimi çözümleri; ve İK ekiplerinin işe almasını, işe almasını, ödeme yapmasını, geliştirmesini, yeniden beceri kazandırmasını ve çalışan deneyimleri sağlamasını sağlayan bir insan sermayesi yönetimi uygulamaları paketi sunar.
Workday, Inc. Temel Bilgiler Özeti
| WDAY temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$32.11b |
| Kazançlar(TTM) | US$847.00m |
| Gelir(TTM) | US$9.85b |
42.6x
F/K Oranı3.7x
P/S OranıWDAY aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| WDAY gelir tablosu (TTM) | |
|---|---|
| Gelir | US$9.85b |
| Gelir Maliyeti | US$2.39b |
| Brüt Kâr | US$7.47b |
| Diğer Giderler | US$6.62b |
| Kazançlar | US$847.00m |
Son Raporlanan Kazançlar
Apr 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 3.43 |
| Brüt Marj | 75.77% |
| Net Kâr Marjı | 8.60% |
| Borç/Özkaynak Oranı | 44.7% |
WDAY uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/29 02:34 |
| Gün Sonu Hisse Fiyatı | 2026/05/29 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Workday, Inc. 67 Bu analistlerden 40, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Yun Suk Kim | Benchmark Company |