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 7,296 funds
0
Analysts bullish %
of 16 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: 366
25% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 102
0% more funds holding
Funds holding: 1,112 [Q4 2024] → 1,116 (+4) [Q1 2025]
1.94% less ownership
Funds ownership: 90.81% [Q4 2024] → 88.87% (-1.94%) [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 (-$5.75B) [Q1 2025]
25% less call options, than puts
Call options by funds: $551M | Put options by funds: $731M
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$250
2%
upside
Avg. target
$295
21%
upside
High target
$340
39%
upside
16 analyst ratings
11 positive
69%
5 neutral
31%
0 negative
0%
Oppenheimer Brian Schwartz | 23%upside $300 | Outperform Maintained | 23 May 2025 |
RBC Capital Rishi Jaluria | 39%upside $340 | Outperform Reiterated | 23 May 2025 |
Loop Capital Yun Kim | 2%upside $250 | Hold Maintained | 23 May 2025 |
Stifel Brad Reback | 12%upside $275 | Hold Maintained | 23 May 2025 |
Morgan Stanley Keith Weiss | 4%upside $255 | Equal-Weight Maintained | 23 May 2025 |
Financial journalist opinion
Based on 45 articles about WDAY published over the past 30 days
Positive
The Motley Fool
6 hours ago
Is the Artificial Intelligence Boost Fading for This Top Tech Stock?
When artificial intelligence (AI) stocks were all the rage earlier this year, next-generation human resources solutions developer Workday's (WDAY -2.45%) stock enjoyed a bit of a spring rally. In mid-May, however, the market's reaction to the company's fiscal 2026 first-quarter results erased much of that gain.
Neutral
Business Wire
2 days ago
Tapcheck Named Workday Innovation Partner
PLANO, Texas--(BUSINESS WIRE)-- #EWA--Tapcheck Completes Workday Certified Integration.
Positive
Zacks Investment Research
2 days ago
Here's Why Workday (WDAY) is a Strong Growth 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.
Neutral
PRNewsWire
3 days ago
Workday Achieves Top AI Certifications, Reinforcing Commitment to Responsible AI
Company Achieves ISO 42001 and NIST AI RMF Alignment for Ethical AI PLEASANTON, Calif. , June 12, 2025 /PRNewswire/ -- Workday, Inc.
Neutral
PRNewsWire
5 days ago
Workday Named a Leader in 2025 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites
More than 4,795 Organizations Around the World including AdventHealth, BDO Canada, JLL, and Pfizer Use Workday to Attract, Retain, and Develop Top Talent Workday Illuminate Boosts Recruiter Capacity By 54% PLEASANTON, Calif. , June 10, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people , money , and agents , has been named a Leader in the inaugural Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites.
Positive
Market Watch
6 days ago
20 stocks of companies that have improved profit margins and are expected to grow quickly
These companies are more profitable than they were a year ago. They are also expected to put up huge sales growth numbers through 2027.
Positive
Zacks Investment Research
1 week ago
Why Workday (WDAY) is a Top Momentum Stock for the Long-Term
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Neutral
PRNewsWire
1 week ago
Workday Unveils AI Developer Toolset, Empowering Developers to Customize and Connect AI Apps and Agents on the Workday Platform
New Agent Gateway to Help Developers Accelerate Agentic AI Innovation Across the Enterprise Workday Brings the Power of Illuminate™ into the Development Process, Ushering in New Levels of Productivity and Driving AI-Powered Experiences LAS VEGAS , June 3, 2025 /PRNewswire/ -- Workday DevCon 2025 – Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people , money , and agents , today announced a new unified, AI developer toolset to bring the power of Workday Illuminate directly into the hands of customer and partner developers, enabling them to easily customize and connect AI apps and agents on the Workday platform. Announced at Workday DevCon 2025 , the company's annual developer conference, the toolset includes: Agent Gateway.
Neutral
PRNewsWire
1 week ago
Workday Announces New AI Agent Partner Network and Agent Gateway to Power the Next Generation of Human and Digital Workforces
Accenture, AWS, Google Cloud, Microsoft, PwC, and Others Will Connect their AI Agents to Workday's Agent System of Record, Enabling Seamless Agent Collaboration and New Levels of Productivity New Agent Gateway Will Enable Partners to Seamlessly Connect and Integrate Agents with Workday to Streamline Workflows Across Leading Platforms Customers Can Now Find and Deploy Powerful AI Agents from Workday and Partners on Workday Marketplace LAS VEGAS , June 3, 2025 /PRNewswire/ -- Workday DevCon 2025 -- Workday, Inc. (NASDAQ: WDAY), the AI platform that manages people , money , and agents , today announced the Workday Agent Partner Network, a global ecosystem of partners building AI agents that will connect with the Workday Agent System of Record (ASOR) . Industry leaders including Accenture, Adobe, Amazon Web Services (AWS), Auditoria.AI, Compa, Deloitte, Glean, Google Cloud, IBM, Kainos, KPMG, Microsoft, Paradox, PwC, and WorkBoardAI are among the first to partner with Workday to help joint customers thrive in a future where AI agents are a central part of how work gets done.
Neutral
The Motley Fool
2 weeks ago
Workday's Stock Just Dropped, but AI Adoption Is Growing -- Should You Buy the Dip?
While Workday (WDAY 0.78%) has established itself as a leading financial and human capital management software company, its stock has been stuck in neutral for years. In fact, after a 12.5% drop following the release of its fiscal 2026 first-quarter earnings report, Workday's stock now trades right around the same level it was at the end of 2020.
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