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Workday, Inc. WDAY

Technology — Software Application
S&P 500 Member Cash Flow Champion (10y)
Indexes indicate stock being part of an index ,
Growth Flags show if company had growth for consecutive years

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Insider Decisions

Total sells
461.81
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell 5 — 4 8 — 8 6 — 8 6 — 3
Insider Ownership
20.88%

Capital & Financial Ratios

Market Cap
47,740.00
Revenue
10,155.00
Net Income
1,251.00
Free Cash Flow
2,844.00
Net Debt
(414.00)
Current Ratio
0.91
Debt/Equity
0.46
P/E ratio
39.09
P/S ratio
4.68
P/B ratio
7.36
Past 5Y EPS Growth
1.47%
This Y EPS Growth
20.09%
Next Y EPS Growth
19.50%
Next 5Y EPS Growth
18.88%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2026 ‡‡‡
2025 ‡‡‡
2024 ‡‡‡
2023 ‡‡‡
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2018 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 7,813.00 8,017.00 5,443.00 3,403.00
Receivables 1,639.00 1,950.00 2,332.00 1,895.00
Inventory — — — —
Other — — — —
9,939.00 10,545.00 8,429.00 5,969.00
2024 2025 2026 Q'26
Payables 78.00 108.00 142.00 102.00
ST’ Debt — — — 999.00
Other — — — —
5,055.00 5,548.00 6,378.00 6,573.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Apr Jul Oct Jan Year
’26 2,542.00 2,649.00 — —
—
’26 2,240.00 2,348.00 2,432.00 2,532.00
9,552.00
’25 1,990.00 2,085.00 2,160.00 2,211.00
8,446.00
’24 1,684.00 1,787.00 1,866.00 1,922.00
7,259.00
’23 1,434.66 1,535.80 1,599.10 1,646.44
6,216.00
’22 1,175.03 1,260.36 1,327.26 1,376.34
5,139.00
’21 1,018.39 1,061.97 1,105.96 1,131.68
4,318.00
in millions of $

Operating Cash Flow

Apr Jul Oct Jan Year
’26 696.00 519.00 — —
—
’26 457.00 616.00 588.00 1,278.00
2,939.00
’25 372.00 571.00 406.00 1,112.00
2,461.00
’24 277.00 426.00 450.00 996.00
2,149.00
’23 439.72 114.36 408.67 694.26
1,657.00
’22 452.43 198.47 384.65 615.45
1,651.00
’21 263.68 157.21 293.80 553.75
1,268.44
in millions of $

Free Cash Flow

Apr Jul Oct Jan Year
’26 616.00 460.00 — —
—
’26 421.00 588.00 550.00 1,218.00
2,777.00
’25 291.00 516.00 356.00 1,026.00
2,189.00
’24 209.00 361.00 390.00 947.00
1,907.00
’23 380.97 (54.24) 349.30 615.97
1,292.00
’22 382.63 110.69 351.32 534.36
1,379.00
’21 203.74 90.66 215.61 502.11
1,012.11
in millions of $

EPS

Apr Jul Oct Jan Year
’26 0.87 2.57 — —
—
’26 0.25 0.84 0.94 0.55
2.59
’25 0.40 0.49 0.72 0.35
1.95
’24 0.00 0.30 0.43 4.42
5.21
’23 (0.41) (0.25) (0.29) (0.49)
(1.44)
’22 (0.19) 0.41 0.17 (0.29)
0.12
’21 (0.68) (0.12) (0.10) (0.30)
(1.19)

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

2.3
1
Buy
2
3
Hold
4
5
Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 128.72 157.85 199.81 205.33 110.36 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 272.50 279.83 311.28 283.68 227.49 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15,200 17,744 18,800 20,400 21,070 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.34 0.35 0.39 0.41 0.45 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,139.00 6,216.00 7,259.00 8,446.00 9,552.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 72.21% 72.49% 75.60% 75.50% 75.70% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 16.00 (260.00) 356.00 638.00 1,009.00 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.31% (4.18%) 4.90% 7.55% 10.56% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 29.00 (367.00) 1,381.00 526.00 693.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 486.00 539.00 495.00 577.00 639.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 20.78 24.39 27.78 31.84 36.03 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.12 (1.44) 5.28 1.98 2.61 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.68 6.50 8.22 9.28 11.09 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.10) (1.43) (0.93) (1.03) (0.61) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.58 5.07 7.30 8.25 10.48 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.34 21.92 30.92 34.06 29.44 ‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 247.25 254.82 261.34 265.26 265.10 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 2,108.42 0.00 55.44 132.35 66.18 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 12.17 7.44 10.48 8.23 4.81 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.79 8.28 9.41 7.69 5.89 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.82 6.95 9.83 7.65 4.57 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 44.18 33.42 37.41 29.50 15.72 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,651.00 1,657.00 2,149.00 2,461.00 2,939.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (272.00) (365.00) (242.00) (272.00) (162.00) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,379.00 1,292.00 1,907.00 2,189.00 2,777.00 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 146.21 3,480.00 4,884.00 4,997.00 2,051.00 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,839.80 3,067.00 2,980.00 2,984.00 2,987.00 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1,804.36) (3,054.00) (4,833.00) (5,033.00) (2,456.00) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4,535.08 5,585.00 8,082.00 9,034.00 7,805.00 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.30% (3.06%) 9.23% 3.06% 3.84% — — —
ROA
‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.65%) (5.48%) 3.52% 6.48% 8.42% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.74% (7.25%) 20.21% 6.15% 8.23% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Workday, Inc. (WDAY) stock is languishing 45% below recent highs in early 2026, hammered by relentless insider selling—hundreds of millions in shares dumped by executives including the CEO and CFO, with zero buys amid a 50%+ plunge from 2024 peaks. Despite robust revenue growth (26% CAGR to $7.26B in 2024, with forecasts hitting $12B by 2028) and improving efficiency (revenue per employee up 74%), profitability remains volatile, swinging from deep losses to a 2023 spike before reverting in 2024, raising red flags on sustainability.

Bright spots include exploding free cash flow ($2.19B projected for 2025), a fortress balance sheet with negative net debt, and stabilizing 75%+ gross margins fueling AI innovations like Skills Cloud. Yet, analysts’ wide-ranging targets (18-126% upside) clash with historical valuation volatility and market skepticism, as shares decouple from fundamentals during downturns.

This contrarian analysis uncovers underpriced risks—insider exodus signaling caution, competition from Oracle and Microsoft, and macro headwinds like recessionary IT budgets—potentially capping upside at 20-30% or worse if guidance falters, tempting late bulls into a trap.

Read full commentary →

Workday, Inc. (WDAY) Latest News

News by impact score

Fine-tune

18 Sep

4 www.tikr.com, 5:51 AM
Workday stock rises on reports of continued financing efforts aimed at taking the company private. Go-private financing represents a major strategic shift that could reshape ownership structure and market valuation.

17 Sep

3 , 11:30 AM
Workday named a Leader in the inaugural 2026 Gartner Magic Quadrant for Workforce Management Technology. Leader recognition in Gartner quadrant strengthens Workday credibility and market positioning in workforce management.

15 Sep

3 , 6:14 PM
Workday appoints Sarah Kennedy Ellis as Chief Marketing Officer to advance AI-focused marketing initiatives. New CMO appointment with AI emphasis may moderately shape marketing strategy and investor views on innovation.

14 Sep

4 investorshub.advfn.com, 7:06 AM
Workday shares rose 2.8% amid sustained focus on a Silver Lake takeover report. Ongoing Silver Lake takeover speculation signals potential major ownership shift that could reshape company strategy and valuation.

7 Sep

4 , 11:02 AM
Workday beat Q2 estimates amid AI progress, raising fiscal 2028 growth expectations. Q2 beat combined with AI gains signals major upside for Workday's trajectory and investor outlook.

4 , 10:55 AM
Workday shares surge 49.7% over three months on AI momentum, prompting questions on whether gains can persist. AI momentum drives major stock gains and strengthens Workday's competitive stance in enterprise software.

3 , 11:00 AM
Workday experiences rising AI growth but faces mixed valuation signals that question whether the stock is a buy. AI growth supports Workday expansion while valuation issues may temper market enthusiasm and stock performance.

6 Sep

3 , 7:11 PM
Workday's AI initiatives ease investor fears while its guidance presents a cautious outlook. Workday AI push combined with cautious guidance produces moderately noticeable effects on performance and sentiment.

4 Sep

3 , 9:07 PM
Bernstein notes AI hiring boom may deliver unexpected growth tailwind to software firms including Workday. AI hiring surge could increase demand for Workday HR and talent software.

2 Sep

4 , 5:08 PM
Workday secures major state government deployments as AI tools expand across its platform. Large state government go-lives deliver material revenue and validate AI capabilities.

4 247wallst.com, 2:19 PM
Workday launches a $4 billion share buyback to counter potential takeover attempts, according to Jim Cramer. A $4 billion buyback launched to block takeover attempts represents a major defensive capital allocation that can shift stock valuation and corporate control outlook.

3 , 9:00 AM
Workday secures new state or local government contracts nearly every week as agencies migrate from legacy systems. Steady weekly government wins point to expanding public-sector revenue without fundamentally shifting overall trajectory.

1 Sep

4 , 10:07 AM
Workday leads advancements in enterprise resource planning through innovative solutions that strengthen its position in the sector. Pioneering ERP initiatives signal major strategic progress likely to shift company trajectory and investor views.

31 Aug

4 transcript www.fool.com, 9:21 AM
Workday Inc. (WDAY) held its Q2 2027 earnings call, covering quarterly financial results, business updates, and forward-looking guidance. Earnings calls deliver key financial metrics and outlook that shift investor sentiment and stock trajectory.

3 , 9:31 AM
Workday's operating margin has expanded, but questions remain over whether this financial improvement will continue going forward. Operating margin expansion reflects improved efficiency that can influence near-term financial performance and investor views on profitability.

29 Aug

4 www.marketbeat.com, 11:10 AM
Workday strengthens its position through AI growth, moving from SaaS market difficulties to a favorable outlook with enhanced competitive standing. AI-driven growth initiatives are poised to significantly boost Workday's trajectory and investor sentiment.

4 , 3:08 AM
Workday achieves gains from AI-driven subscriptions and launches a new share buyback plan that may influence investor sentiment and company trajectory. AI subscription gains combined with a buyback program represent major strategic moves that can alter growth trajectory and market perception.

28 Aug

4 , 6:20 PM
Workday stock surges on major AI growth signal. Major AI growth signal drives Workday stock surge and lifts long-term growth outlook.

4 , 4:00 PM
Workday Q2 results highlight AI-powered adoption accelerating product expansion and margin gains. AI adoption drives product expansion and margin gains at Workday.

4 , 6:53 AM
Workday exceeded fiscal second-quarter expectations and raised its full-year subscription revenue outlook. Quarterly beat plus raised annual outlook strengthens growth projections and market positioning.

4 transcript , 1:02 AM
Workday Inc's Q2 2027 earnings call highlights AI driving record growth and strategic advancements. AI-driven record growth from earnings call points to major positive shifts in Workday's trajectory and investor sentiment.

3 , 11:17 PM
Workday states AI drove 25% of new annual contract value while total subscription backlog grew only 8%. Mismatch between AI-driven new contract value and modest overall backlog growth signals limited effect on broader performance trajectory.

3 , 7:28 PM
Workday shares surge after the company posts quarterly results that beat analyst estimates on revenue and earnings, with raised full-year guidance also contributing to positive sentiment. Earnings beat and guidance lift can lift near-term sentiment but rarely shift long-term competitive position.

3 , 10:33 AM
Workday Q2 earnings beat estimates driven by subscription growth and margin gains. Q2 earnings beat on subscription growth and margins signals continued strength in core business.

3 stocktwits.com, 7:28 AM
Workday beats Q2 estimates yet receives analyst downgrade over risk of another guidance reduction. Downgrade plus guidance warning directly pressures near-term stock performance and sentiment.

3 investorshub.advfn.com, 6:19 AM
Workday beats quarterly estimates as subscription revenue outlook broadly matches forecasts. Earnings beat signals solid performance while aligned outlook suggests steady growth trajectory ahead.

27 Aug

4 transcript www.marketbeat.com, 7:04 PM
Workday Q2 revenue grew 17% to $2.1B, beating estimates, led by 19% subscription growth. Guidance for the year was raised. CEO highlighted AI product momentum, new customer wins, and expanded partnerships while noting continued margin expansion. Q2 results and raised guidance directly shift investor models and near-term valuation for Workday.

3 , 5:13 PM
Workday shares slide 5% after revenue outlook fails to deliver upside surprise. Revenue guidance shortfall triggers 5% share drop with moderate effect on near-term market sentiment and performance expectations.

3 , 5:10 PM
Workday (WDAY) surpassed Q2 earnings and revenue estimates. Earnings and revenue beats typically drive short-term positive stock movement without altering long-term company trajectory.

3 , 4:43 PM
Workday stock declines after earnings beat but weak guidance triggers investor disappointment and selling pressure. Earnings beat offset by soft guidance produces noticeable but contained stock reaction without altering long-term trajectory.
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