Workday, Inc.

Workday, Inc.

WDAYยทNASDAQ

$146.90

-6.6%
TechnologySoftware - Application

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company's applications help its customers to plan, execute, analyze, and extend to other applications and environments, and to manage their business and operations. It offers a suite of financial management applications, which enable chief financial officers to maintain accounting information in the general ledger; manage financial processes; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. The company also provides cloud spend management solutions that helps organizations to streamline supplier selection and contracts, manage indirect spend, and build and execute sourcing events, such as requests for proposals; Human Capital Management (HCM) solution, a suite of human capital management applications that allows organizations to manage the entire employee lifecycle from recruitment to retirement, and enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences; Workday applications for planning; and applications for analytics and reporting, including augmented analytics to surface insights to the line of business in simple-to-understand stories, machine learning to drive efficiency and automation, and benchmarks to compare performance against other companies. It serves professional and business services, financial services, healthcare, education, government, technology, media, retail, and hospitality industries. 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.

At a Glance

Live Snapshot
Market Cap$38.48B
EPS2.6000
P/E Ratio56.50
Earnings Date08/20/2026
wday

Workday, Inc. Street Expectations Map

WDAY ยท NASDAQ

Wall Street analysts project that WDAY stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 182.58, with estimates ranging from a low of 135.00 to a high of 275.00.

Lowest Target
135.00
-8.10%
Consensus Target
182.58
24.29%
Highest Target
275.00
87.20%

The consensus 1-year price target stands at 182.58, with estimates ranging from a low of 135.00 to a high of 275.00.

Analyst Consensus Analysis

Upside Potential

+24.3%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

76.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

10.76x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Workday, Inc. Forward Estimates of Revenue

WDAY ยท NASDAQ
Latest Revenue
9.55B
FY 2026
Avg Estimate
10.72B
FY 2027
Estimate Range
10.69B - 10.76B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Workday, Inc. Forward Estimates of Net Income

WDAY ยท NASDAQ
Latest Net Income
693.00M
FY 2026
Avg Estimate
2.86B
FY 2027
Estimate Range
2.63B - 3.08B
Analyst Spread

Forward Growth Analysis

Projected Growth+312.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread16%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Workday, Inc. Forward Estimates of EPS

WDAY ยท NASDAQ
Latest EPS
2.60
FY 2026
Avg Estimate
$10.71
FY 2027
Estimate Range
$9.79 - $11.44
Analyst Spread

Forward Growth Analysis

Projected Growth+312.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage24 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Workday, Inc. Forward Estimates of EBIT

WDAY ยท NASDAQ
Latest EBIT
1.01B
FY 2026
Avg Estimate
186.57M
FY 2027
Estimate Range
186.05M - 187.27M
Analyst Spread

Forward Growth Analysis

Projected Growth-81.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Workday, Inc. Forward Estimates of EBITDA

WDAY ยท NASDAQ
Latest EBITDA
1.36B
FY 2026
Avg Estimate
767.61M
FY 2027
Estimate Range
765.45M - 770.48M
Analyst Spread

Forward Growth Analysis

Projected Growth-43.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Workday, Inc. Forward Estimates of SG&A Expense

WDAY ยท NASDAQ
Latest SG&A Expense
5.20B
FY 2026
Avg Estimate
4.14B
FY 2027
Estimate Range
4.13B - 4.15B
Analyst Spread

Forward Growth Analysis

Projected Growth-20.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Workday, Inc. Insider Positioning

WDAY ยท NASDAQ

During the last 12 months, insiders have sold $42.12M worth of WDAY shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

148.4K

18.72M

Net Activity

-18.7M

-$18.72M

3-6 Months

Bought

0

0.00

Sold

62.2K

12.44M

Net Activity

-12.4M

-$12.44M

6-9 Months

Bought

0

0.00

Sold

26.4K

6.02M

Net Activity

-6.0M

-$6.02M

9-12 Months

Bought

0

0.00

Sold

21.0K

4.93M

Net Activity

-4.9M

-$4.93M

Top Buyers

No buying activity

Top Sellers

1
DDA

Duffield David A

10 Percent Owner

232.4K sharesโ€ข24 transactions

$37.73M

2
KGS

Kazmaier Gerrit S

Officer: President, Prod. And Tech.

10.9K sharesโ€ข2 transactions

$1.54M

3
ECM

Eschenbach Carl M.

Director, Officer: Ceo

3.6K sharesโ€ข2 transactions

$856K

4
SRH

Sauer Richard Harry

Officer: Chief Legal Officer & Secty

3.5K sharesโ€ข3 transactions

$813K

5
ER

Enslin Robert

Officer: President, Cco

4.3K sharesโ€ข1 transactions

$559K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $42.12M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$18.72M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.