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WDWDAY

Workday, Inc.

Rising onWhy it's trendingMoving on elevated volumeBacked by solid revenue growth
$WDAY·$42B·Software - Application·Technology
$197.45-3.6%YTD-20.4%1Y-13.7%
Mentions · last 7 days
2026-08-21: 41 posts2026-08-22: 32 posts2026-08-23: 51 posts356+1%
Price updated 3h ago·X counts updated 8d ago
WDWDAY
$WDAYWorkday, Inc.
$197.45-3.55%356 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WDAY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-31

The move is getting stronger, with heavier trading behind it.

Enterprise-HR SaaS finally catches its AI bid — Q2 beat, Piper raises target to $190, backlog nervousness lingers, and a Silver Lake takeover rumor hovers.

Workday is the enterprise-grade HR and finance SaaS platform that spent 2024-2025 as one of the market's 'SaaS-pocalypse' names. The Aug 27 Q2 print has turned the tape 30% above the 50-day moving average and reset the AI-growth thesis into the near-term conversation.

  • The Q2 print was the moment: EPS of $2.75 beat the $2.61 consensus by 5%, revenue grew 13.5% year-over-year to $2.54B, and the last four EPS prints all beat by 5-7% — the durable beat cadence the stock deserved for a while.
  • The AI-growth story is being taken seriously again: AI drove $100M+ of new ACV in the quarter and management noted that FY28 guidance doesn't yet include AI-related upside — that's the specific line item analysts are underwriting the $190 Piper target on.
  • The backlog picture is the counterweight: reported backlog shrank, which is what dropped shares 3-5% after hours before the tape recovered — bulls call it seasonal and mix-related, bears frame it as the first crack in the growth thesis; the current 30% above the 50-day says the market picked the bulls this time.
  • The $4B buyback authorization plus the takeover-rumor backdrop (Silver Lake reportedly interested) both prop the tape: even without accepting the takeover premise, the buyback provides a real bid, and any private-equity approach would happen at a substantial premium to spot.

The path if the run continues is a Nov 24 Q3 print keeping revenue above +12% year-over-year and showing AI-ACV continuing above $100M — the tape earns its acceleration and the takeover premium becomes even more meaningful as an option. What breaks the setup is a Q3 with continued backlog shrinkage even alongside a beat; that's when the $136 gap fill the bears target starts looking possible.

Agrees with X sentimentThe mixed X read is honest: the Q2 beat on EPS and revenue plus the Piper price-target raise to $190 collide with the shrinking-backlog concern that dropped shares 3-5% after hours; bulls point to $100M+ of new AI-ACV and the FY28 guide excluding AI upside, bears target a $136 gap fill and note 'no special sauce' — both sides describe the same setup, and the Silver Lake takeover rumor hovering underneath explains why the tape resolved higher.

What to watch: The Nov 24 Q3 print — revenue continuing above +12% with AI-ACV above $100M extends the acceleration; a Q3 with continued backlog shrinkage even alongside a beat is what breaks the setup and puts the $136 gap fill back on the table.

On the calendar: 2026-11-24 — Q3 fiscal 2027 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment36 posts analyzed · as of 2026-08-30

The Q2 print splits the crowd — a beat on EPS and revenue with a Piper price target raise to $190 collides with a shrinking backlog that dropped shares 3-5% after hours. Bulls point to AI drove $100M+ of new ACV and management's comment that FY28 guidance excludes AI upside; bears target a $136 gap fill and note 'no special sauce.' A Silver Lake takeover rumor hovers in the background.

Read the AI verdict + X sentiment for $WDAY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud ERP for human capital management and financial management sold to large enterprises, replacing legacy on-premise systems.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $WDAY.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $WDAY

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Cloud ERP for human capital management and financial management sold to large enterprises, replacing legacy on-premise s.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
43.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
75.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$2.75$2.61+5.4%
Q1 2026May 21, 2026$2.66$2.51+6.0%
Q4 2025Feb 24, 2026$2.47$2.32+6.5%
Q3 2025Nov 25, 2025$2.32$2.17+6.9%
Next earningsTue, Nov 24·consensus EPS $2.74

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$2.5B+13.5%76.2%13.3%$0.87$616.0M
Q4 FY26$2.5B+14.5%75.9%12.0%$0.55$1.2B
Q3 FY26$2.4B+12.6%75.7%10.6%$0.95$550.0M
Q2 FY26$2.3B+12.6%75.2%10.6%$0.85$588.0M

Forward consensus

5-year forecast · up to 30 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$10.7B$10.7B – $10.7B$10.74$9.79 – $11.8030
FY28$11.8B$11.7B – $12.0B$12.64$11.75 – $13.6430
FY29$13.1B$12.5B – $14.0B$14.77$11.80 – $19.3621
FY30$14.7B$14.5B – $15.1B$18.37$17.93 – $19.0419
FY31$16.2B$15.9B – $16.7B$14.01$13.67 – $14.529

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.68%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+30.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+27.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 198.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.055-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 10Mark S. GarfieldChief Accounting Officer918 sh$131KSellJul 9David A Duffield10% owner107.5K sh$14.7MSellJul 7Gerrit S KazmaierPresident2.7K sh$392KSellJul 7Zane RoweCFO6.0K sh$862KSellJul 6David A Duffield10% owner107.5K sh$14.5MSellJul 5Robert EnslinPresident5.4K sh$725KSellJun 30David A Duffield10% owner107.5K sh$13.1MSellJun 25David A Duffield10% owner107.5K sh$12.4MSellJun 22David A Duffield10% owner65.8K sh$7.4MSellJun 17David A Duffield10% owner107.5K sh$13.4M
1–10 of 22
+ 44 other (15 inkinds · 15 awards · 14 conversions) in window

See when $WDAY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Workday Inc. held its 2026 Annual Meeting of Stockholders on June 16, 2026, with 97.58% of eligible votes represented (234,935,667 shares, 647,437,770 votes reflecting the dual-class structure); seven proposals were submitted to a vote. High participation at this large-cap enterprise software company's annual meeting under its multi-class voting structure. Body unavailable — specific proposal-level vote outcomes are not fully captured in the excerpt.

S-3ASRAuto-shelf registrationMay 29S-3ASR
AI summary

Workday, Inc. filed an automatic shelf registration statement (S-3ASR) on May 29, 2026, providing the company with the ability to offer and sell securities from time to time after the registration's effective date. As a large accelerated filer, the S-3ASR is effective immediately upon filing with the SEC. No specific dollar amount or security type is committed in this filing. This is a routine shelf renewal for a large-cap enterprise software company, maintaining capital market flexibility rather than signaling an imminent offering.

8-KOfficer or director changeMar 68-K — Item 5.02: Officer or director change
+ 17 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

From SaaS-pocalypse to Perfect Storm: Workday's AI Growth Story Strengthensmarketbeat.com·3d agoWorkday stock jumps 5% after earnings beat, but analysts split on AI growth outlookinvezz.com·3d agoWDAY Q2 Earnings Beat Estimates on Subscription Growth, Margin Gainszacks.com·4d agoWorkday (WDAY) Reports Strong Q2 Results Amid AI Growth and Profitability Focusgurufocus.com·4d agoThese Analysts Revise Their Forecasts On Workday Following Q2 Resultsbenzinga.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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