WDAY Stock - Workday, Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $8.45B | $7.26B | $6.22B | $5.14B | $4.32B |
| Gross Profit | $6.38B | $5.49B | $4.51B | $3.71B | $3.12B |
| Gross Margin | 75.5% | 75.6% | 72.5% | 72.2% | 72.3% |
| Operating Income | $415.00M | $183.00M | $-222,000,000 | $-116,000,000 | $-248,599,000 |
| Net Income | $526.00M | $1.38B | $-367,000,000 | $29.00M | $-282,431,000 |
| Net Margin | 6.2% | 19.0% | -5.9% | 0.6% | -6.5% |
| EPS | $1.98 | $5.28 | $-1.44 | $0.12 | $-1.19 |
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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 17th 2025 | BTIG Research | Resumed | Buy | $285 |
| December 2nd 2025 | Rosenblatt | Initiation | Neutral | $235 |
| November 21st 2025 | Raymond James | Initiation | Market Perform | - |
| September 17th 2025 | Piper Sandler | Upgrade | Neutral | $235 |
| September 17th 2025 | Guggenheim | Upgrade | Buy | $285 |
| August 22nd 2025 | BMO Capital Markets | Reiterated | Outperform | $285← $314 |
| August 22nd 2025 | Oppenheimer | Reiterated | Outperform | $270← $300 |
| August 14th 2025 | Cantor Fitzgerald | Initiation | Overweight | $265 |
| July 10th 2025 | Piper Sandler | Downgrade | Underweight | $235 |
| February 27th 2025 | BMO Capital Markets | Reiterated | Outperform | $314← $300 |
| February 19th 2025 | Redburn Atlantic | Initiation | Neutral | - |
| February 19th 2025 | Morgan Stanley | Downgrade | Equal Weight | $275← $330 |
| January 8th 2025 | Deutsche Bank | Upgrade | Buy | $300← $265 |
| January 6th 2025 | Guggenheim | Upgrade | Neutral | - |
| November 27th 2024 | Piper Sandler | Downgrade | Neutral | $270← $285 |
Earnings History & Surprises
WDAYEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 20, 2026 | — | — | — | — |
Q1 2026 | Feb 24, 2026 | $2.26 | — | — | — |
Q4 2025 | Nov 25, 2025 | $2.17 | $2.32 | +6.9% | ✓ BEAT |
Q3 2025 | Aug 21, 2025 | $2.11 | $2.21 | +4.7% | ✓ BEAT |
Q2 2025 | May 22, 2025 | $2.01 | $2.23 | +10.9% | ✓ BEAT |
Q1 2025 | Feb 25, 2025 | $1.78 | $1.92 | +7.9% | ✓ BEAT |
Q4 2024 | Nov 26, 2024 | $1.76 | $1.89 | +7.4% | ✓ BEAT |
Q3 2024 | Aug 22, 2024 | $1.65 | $1.75 | +6.1% | ✓ BEAT |
Q2 2024 | May 23, 2024 | $1.60 | $1.74 | +8.7% | ✓ BEAT |
Q1 2024 | Feb 26, 2024 | $1.47 | $1.57 | +6.8% | ✓ BEAT |
Q4 2023 | Nov 28, 2023 | $1.40 | $1.53 | +9.3% | ✓ BEAT |
Q3 2023 | Aug 24, 2023 | $1.25 | $1.43 | +14.4% | ✓ BEAT |
Q2 2023 | May 25, 2023 | $1.11 | $1.31 | +18.0% | ✓ BEAT |
Q1 2023 | Feb 27, 2023 | $0.89 | $0.99 | +11.2% | ✓ BEAT |
Q4 2022 | Nov 29, 2022 | $0.84 | $0.99 | +17.9% | ✓ BEAT |
Q3 2022 | Aug 25, 2022 | $0.79 | $0.83 | +5.1% | ✓ BEAT |
Q2 2022 | May 26, 2022 | $0.86 | $0.83 | -3.5% | ✗ MISS |
Q1 2022 | Feb 28, 2022 | $0.71 | $0.78 | +9.9% | ✓ BEAT |
Q4 2021 | Nov 18, 2021 | $0.87 | $1.10 | +26.4% | ✓ BEAT |
Q3 2021 | Aug 26, 2021 | $0.78 | $1.23 | +57.7% | ✓ BEAT |
Latest News
Live On CNBC, Rob Sechan Announces Sold Workday
📉 NegativeBTIG Assumes Workday at Buy, Announces Price Target of $285
📈 PositiveCitigroup Maintains Neutral on Workday, Lowers Price Target to $247
➖ NeutralJP Morgan Maintains Overweight on Workday, Lowers Price Target to $270
➖ NeutralTD Cowen Maintains Buy on Workday, Lowers Price Target to $280
📈 PositiveBarclays Maintains Overweight on Workday, Lowers Price Target to $280
➖ NeutralWells Fargo Maintains Overweight on Workday, Lowers Price Target to $290
➖ NeutralUBS Maintains Neutral on Workday, Lowers Price Target to $240
➖ NeutralMorgan Stanley Maintains Equal-Weight on Workday, Raises Price Target to $280
📈 PositiveRBC Capital Maintains Outperform on Workday, Lowers Price Target to $320
➖ NeutralCitizens Reiterates Market Outperform on Workday, Maintains $315 Price Target
📈 PositiveStifel Maintains Hold on Workday, Lowers Price Target to $235
➖ NeutralGuggenheim Reiterates Buy on Workday, Maintains $285 Price Target
📈 PositiveWorkday falls as analysts mull investors' concerns over M&A driven growth
📉 NegativeKeybanc Maintains Overweight on Workday, Lowers Price Target to $260
➖ NeutralWorkday shares are trading lower despite a Q3 earnings beat.
📉 NegativeBernstein Maintains Outperform on Workday, Lowers Price Target to $298
➖ NeutralMarket-Moving News for November 26th
➖ NeutralNeedham Reiterates Buy on Workday, Maintains $300 Price Target
📈 PositiveWDAY stock has given up its prior gain. Workday shares were trading higher after the company reported better-than-expected Q3 financial results.
➖ NeutralFrequently Asked Questions about WDAY
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