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 7,425 funds
0
Analysts bullish %
of 20 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
60% more first-time investments, than exits
New positions opened: 179 | Existing positions closed: 112
42% more repeat investments, than reductions
Existing positions increased: 467 | Existing positions reduced: 329
14% more capital invested
Capital invested by funds: $44B [Q3] → $50.3B (+$6.28B) [Q4]
6% more funds holding in top 10
Funds holding in top 10: 33 [Q3] → 35 (+2) [Q4]
5.76% more ownership
Funds ownership: 84.98% [Q3] → 90.73% (+5.76%) [Q4]
5% more funds holding
Funds holding: 1,060 [Q3] → 1,108 (+48) [Q4]
34% less call options, than puts
Call options by funds: $890M | Put options by funds: $1.35B
Research analyst outlook
20 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$230
6%
downside
Avg. target
$302
23%
upside
High target
$345
41%
upside
20 analyst ratings
14 positive
70%
6 neutral
30%
0 negative
0%
Piper Sandler Brent Bracelin 41% 1-year accuracy 51 / 125 met price target | 6%downside $230 | Neutral Maintained | 23 Apr 2025 |
Wells Fargo Michael Turrin 48% 1-year accuracy 47 / 98 met price target | 33%upside $325 | Overweight Maintained | 22 Apr 2025 |
Morgan Stanley Keith Weiss 41% 1-year accuracy 14 / 34 met price target | 2%upside $250 | Equal-Weight Maintained | 16 Apr 2025 |
Mizuho Siti Panigrahi 50% 1-year accuracy 17 / 34 met price target | 12%upside $275 | Outperform Maintained | 15 Apr 2025 |
DA Davidson Gil Luria 49% 1-year accuracy 26 / 53 met price target | 6%downside $230 | Neutral Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 15 articles about WDAY published over the past 30 days
Neutral
Zacks Investment Research
1 day ago
Workday (WDAY) Exceeds Market Returns: Some Facts to Consider
Workday (WDAY) reachead $243.39 at the closing of the latest trading day, reflecting a +1.49% change compared to its last close.
Positive
CNBC
2 days ago
Cloud software vendors Atlassian, Snowflake and Workday are betting on security startup Veza
Veza raised $108 million in a new funding round, with participation from some of the leading cloud software vendors. Atlassian, Snowflake and Workday contributed to the financing, which was led by New Enterprise Associates.
Neutral
Zacks Investment Research
1 week ago
Workday (WDAY) Rises Higher Than Market: Key Facts
In the latest trading session, Workday (WDAY) closed at $224.87, marking a +1.76% move from the previous day.
Positive
Market Watch
1 week ago
These 15 tech stocks could rocket up to 85% in a year — and analysts love them
Since President Donald Trump announced sweeping tariffs on April 2, the uncertainty has unleashed a bloodbath on Wall Street: The S&P 500 SPX+0.13% is off 6.9% since that day, while the Roundhill Magnificent Seven exchange-traded fund MAGS-0.70% is down 10% over the same period.
Neutral
Business Wire
2 weeks ago
Varicent Named a Workday Innovation Partner
TORONTO--(BUSINESS WIRE)--Varicent Named a Workday Innovation Partner and announces Workday Certified Integration for Deeper Technical Alignment.
Positive
Seeking Alpha
2 weeks ago
Workday: Opportunity In The Market Selloff
Workday's land-and-expand model and strong product portfolio have driven growth, with over 11,000 customers and significant AI-related offerings boosting revenue. Despite underperforming the SPY, Workday's long-term potential remains strong, with double-digit revenue growth, high retention rates, and expanding international markets. Valuation is attractive at 5.8X forward sales, comparing favorably to peers like Salesforce and ServiceNow, with a promising 23-27% annualized return potential.
Positive
CNBC Television
2 weeks ago
Trade Tracker: Sarat Sethi buys more software stocks
Sarat Sethi, managing partner at DCLA, joins CNBC's "Halftime Report" to detail his latest purchases in this volatile market.
Positive
Zacks Investment Research
2 weeks ago
Here's Why Workday (WDAY) Gained But Lagged the Market Today
Workday (WDAY) closed at $226.51 in the latest trading session, marking a +0.79% move from the prior day.
Positive
Seeking Alpha
2 weeks ago
Workday: Fundamentals And Growth Drivers Continue To Get Better
I maintain my buy rating on Workday due to the attractive upside from AI monetization, strong partner momentum, and the rollout of Agent System of Record (ASOR). WDAY's AI solutions are showing meaningful financial impact, with significant productivity improvements and high customer willingness to pay, indicating strong monetization potential. The launch of ASOR could be a game changer, making WDAY more integral to organizational workflows and enhancing pricing power through increased stickiness.
Positive
Zacks Investment Research
2 weeks ago
Workday (WDAY) Stock Jumps 10.0%: Will It Continue to Soar?
Workday (WDAY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Charts implemented using Lightweight Charts™