WorkdayWDAY
WDAY
About: Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
Employees: 20,400
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
32% more repeat investments, than reductions
Existing positions increased: 483 | Existing positions reduced: 367
25% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 102
1% more funds holding
Funds holding: 1,112 [Q4 2024] → 1,118 (+6) [Q1 2025]
1.89% less ownership
Funds ownership: 90.81% [Q4 2024] → 88.92% (-1.89%) [Q1 2025]
9% less funds holding in top 10
Funds holding in top 10: 35 [Q4 2024] → 32 (-3) [Q1 2025]
11% less capital invested
Capital invested by funds: $50.3B [Q4 2024] → $44.6B (-$5.73B) [Q1 2025]
25% less call options, than puts
Call options by funds: $551M | Put options by funds: $731M
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$235
5%
upside
Avg. target
$291
30%
upside
High target
$340
52%
upside
14 analyst ratings
9 positive
64%
4 neutral
29%
1 negative
7%
Piper Sandler Brent Bracelin | 5%upside $235 | Underweight Downgraded | 10 Jul 2025 |
Oppenheimer Brian Schwartz | 34%upside $300 | Outperform Maintained | 23 May 2025 |
RBC Capital Rishi Jaluria | 52%upside $340 | Outperform Reiterated | 23 May 2025 |
Loop Capital Yun Kim | 12%upside $250 | Hold Maintained | 23 May 2025 |
Stifel Brad Reback | 23%upside $275 | Hold Maintained | 23 May 2025 |
Financial journalist opinion
Based on 14 articles about WDAY published over the past 30 days
Negative
Zacks Investment Research
1 day ago
Workday (WDAY) Stock Falls Amid Market Uptick: What Investors Need to Know
In the most recent trading session, Workday (WDAY) closed at $229.3, indicating a -4.53% shift from the previous trading day.
Neutral
PRNewsWire
2 days ago
New Workday Report: Unmanaged Contracts Result in Significant Financial Losses and Undiscovered Business Value
Workday Research Reveals 76% of Employees Don't Know Who Owns Contracts, Resulting in Lost Revenue and Missed Opportunities PLEASANTON, Calif. , July 9, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today released "The Contract Intelligence Index Report.
Neutral
Business Wire
2 days ago
Rain Launches Embedded Earned Wage Access Solution Within Workday
LOS ANGELES--(BUSINESS WIRE)--Rain, a leading provider of earned wage access (EWA) solutions, today announced the launch of the first fully embedded on-demand pay integration within Workday. This integration allows Workday customers to enable Rain directly within the Workday platform, eliminating the need for third-party implementations, system changes, or data handoffs. Employers can activate Rain in minutes, providing their employees immediate access to earned wages through a native Workday e.
Neutral
PRNewsWire
4 days ago
Payslip leads as first Workday partner on Global Payroll Connect, delivering 82% time savings
DUBLIN , July 7, 2025 /PRNewswire/ -- Payslip, the Global Payroll Control Platform, has announced the successful go-live of its customer Houlihan Lokey with Global Payroll Connect from Workday (NASDAQ: WDAY), the AI Platform for people, money and agents. Earlier this year, Payslip became the first vendor-agnostic partner to receive certification for each of the core features of Global Payroll Connect after Workday introduced the platform in November 2024.
Neutral
GlobeNewsWire
1 week ago
Syssero Launches SyncStream App to Help Simplify M&A Data Migration, Now Available on Workday Marketplace
CHATTANOOGA, Tenn., July 01, 2025 (GLOBE NEWSWIRE) -- Syssero, a Workday Services and Innovation Partner, today announced the launch of SyncStream, a new Built on Workday app designed to streamline mergers, acquisitions, and organizational restructuring within Workday.
Neutral
GlobeNewsWire
1 week ago
Order.co Names Larry Robinett to Lead Partnerships and Drive Adoption of Its Workday Built Procurement Integration
NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- Order.co, the world's leading B2B Ecommerce Platform , welcomes Larry Robinett as Head of Workday Accounts & Alliances. Robinett joins the company to expand strategic partnerships and scale adoption of Order.co's exclusive Workday Built integration.
Negative
Benzinga
2 weeks ago
Jim Cramer 'Worried' About Workday, Calls Applied Digital 'A Good Spec'
On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended staying away from Workday, Inc. WDAY. “I'm worried.
Neutral
PRNewsWire
2 weeks ago
Workday VNDLY Named a Leader in Everest Group's Vendor Management Systems (VMS) PEAK Matrix® Assessment 2025
Leadership Position Based on Market Impact and Vision, and Capabilities Workday VNDLY Recognized for Growing Market Impact in the Global, North America, and EMEA Assessments PLEASANTON, Calif. , June 24, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today announced that Workday VNDLY was named a Leader and Star Performer in Everest Group's Vendor Management Systems (VMS) PEAK Matrix® Assessment 2025.
Positive
Seeking Alpha
2 weeks ago
Workday: Still Positive On Growth Acceleration In The Coming Years
I reiterate my buy rating on Workday as AI monetization is now a tangible revenue driver, with new ACV tied to AI more than doubling year-over-year. The partner ecosystem flywheel is accelerating, with partner-driven ACV growing nearly 50% sequentially and a rapidly expanding developer community fueling innovation. Workday GO's launch unlocks the mid-market segment, removing adoption barriers and extending Workday's growth runway through faster, simplified deployments for smaller enterprises.
Positive
Zacks Investment Research
2 weeks ago
Here's Why Workday (WDAY) is a Strong Momentum Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Charts implemented using Lightweight Charts™