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WDWDAY

Workday, Inc.

$WDAY·$50B·Software - Application·Technology
$190.81-3.0%YTD-10.6%1Y-16.2%
Price updated 7h ago·X counts updated 5d ago
WDWDAY
$WDAYWorkday, Inc.
$190.81-2.96%204 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $WDAY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

204X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $WDAY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 81% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

Traders debate whether Workday's recovery has a golden-stamp behind it or whether AI is a lasting threat to front- and back-office platforms, watching a bull-flag setup against gap-downs alongside CRM as the market decides.

Read what X is saying about $WDAY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WDAY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Workday is debating whether AI is a lasting threat or just a bull-flag entry — Nov 24 earnings is the test.

Workday runs the dominant enterprise HR and finance SaaS platform — the back-office standard for large organizations. The stock is in the middle of a drawdown as the market debates AI-agent disruption risk.

  • The business is still growing: Q1 revenue +13.5% YoY at an 11.7% operating margin and ROIC of 7.2% — subscription-SaaS economics, with the key question being whether AI agents compress the business from the top or from the bottom.
  • 52-week range position is 56% with volume at 75% of average — mid-range consolidation, waiting on Nov 24 earnings to resolve the AI-disruption versus AI-augmentation question that the thread is honest about.
  • At 43x PE and 3.8x sales the valuation is high for mid-teens growth but defensible given the stickiness of HR / finance back-office — the real test is whether cRPO growth sustains or decelerates meaningfully.

Nov 24 Q3 is the gate — any cRPO reacceleration plus visible AI-agent revenue disclosure extends the move. A cRPO deceleration or any management commentary that signals meaningful seat-count compression and the stock breaks the bull-flag the chart is building.

What to watch: Nov 24 Q3 — cRPO growth, large-deal count, seat-based pricing commentary, operating-margin trajectory, and any AI-agent revenue disclosure. A cRPO deceleration or seat-count compression commentary is the clear invalidator.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $WDAY

Partial — Cloud ERP for human capital management and financial management sold to large enterprises, replacing legacy on-premise systems.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%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$11.07$10.36 – $11.7030
FY28$11.8B$11.6B – $11.9B$13.23$11.93 – $14.6730
FY29$13.0B$12.8B – $13.6B$15.47$12.46 – $19.2023
FY30$14.7B$14.6B – $15.0B$16.93$16.72 – $17.3611
FY31$16.0B$15.8B – $16.3B$14.39$14.21 – $14.7510

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.1.0×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.59%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.-0.3%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.+22.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 194.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β1.075-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

SellOct 6Zane RoweCFO6.0K sh$1.1MSellOct 6Gerrit S KazmaierPresident2.7K sh$511KSellOct 6David A Duffield10% owner99.2K sh$18.6MSellOct 5Robert EnslinPresident5.4K sh$1.0MSellOct 1David A Duffield10% owner98.4K sh$18.4MSellSep 28David A Duffield10% owner34.0K sh$6.4MSellSep 23David A Duffield10% owner99.6K sh$19.1MSellSep 18David A Duffield10% owner94.1K sh$18.3MSellSep 15David A Duffield10% owner96.5K sh$18.6MSellSep 10David A Duffield10% owner100.8K sh$18.7M
1–10 of 25
+ 51 other (18 conversions · 18 inkinds · 15 awards) 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-KAgreement terminatedOct 18-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

Workday, Inc. entered into a new $1.5 billion revolving credit facility on October 1, 2026, administered by Wells Fargo Bank as agent (replacing a $1.0 billion facility from April 2022), with maturity on October 1, 2031 and up to two one-year extension options. The facility is undrawn at closing; borrowings bear interest at standard floating-rate benchmarks. The prior credit agreement (Item 1.02) was terminated simultaneously. A $500M upsizing of Workday's revolving credit capacity; non-dilutive, financially supportive, and reflects strong creditor access for a cloud-software company of Workday's scale.

8-KRestructuring / exit costsSep 298-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs
AI summary

WORKDAY, INC. (WDAY) filed an 8-K on 2026-09-29 reporting its quarterly or annual earnings results (Item 2.02). The excerpt contains only the filing cover page; full financial details including revenue, EPS, and guidance are in the attached earnings release. Earnings reports are high-impact events that directly drive price discovery.

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.

+ 16 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.

This Workday Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Fridaybenzinga.com·18h agoHere Are Friday’s Top Wall Street Analyst Research Calls: Barrick Mining, Brinker International, Constellation Energy, Equifax, Fox Corporation, JPMorgan Chase, Klaviyo, Toll Brothers, Workday, and More247wallst.com·20h agoFirst Citizens Bank & Trust Co. Purchases New Stake in Workday, Inc. $WDAYdefenseworld.net·1d agoMulberry: WDAY Vastly Oversold; PLTR, NOW, IBM Strongholds in Softwareyoutube.com·3d agoWorkday, Inc. (WDAY) Analyst/Investor Day Transcriptseekingalpha.com·3d ago

In themes

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

Agentic AI & Enterprise Software

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Voices on X · last 7 days

No standout posts about $WDAY on X in the last 7 days.

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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