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WDWDAY

Workday, Inc.

$WDAY·$36B·Software - Application·Technology
$146.90+3.6%YTD-34.1%1Y-36.9%
Mentions · last 7 days
2026-07-08: 125 posts2026-07-09: 185 posts2026-07-10: 218 posts2026-07-11: 86 posts2026-07-12: 156 posts2026-07-13: 303 posts2026-07-14: 165 posts1,249+34%
Price updated 15m ago·X counts updated 2d ago
WDWDAY
$WDAYWorkday, Inc.
$146.90+3.58%1.2k posts+34%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersWinding up for a moveAI verdict · as of 2026-07-16

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

HCM software leader hammered on AI-disruption fears — 34% YTD drawdown looks like a value entry.

Workday is the cloud HCM (human capital management) and financial-management software the enterprise uses for payroll, HR, and finance — the ERP replacement layer that took share from Oracle and SAP. The stock is down 34% YTD on AI-agent-replacement fears, but the underlying business is still growing 13%+ with expanding margins.

  • Revenue grew 13% YoY to $2.24B last quarter with a 13% operating margin — solid enterprise-software fundamentals, and the AI-agent fear pricing looks disconnected from what actually shows up in the P&L.
  • Trades at 43x TTM earnings and 3.8x sales — the multiple has compressed hard on the drawdown; comparable enterprise software peers still trade at 6-8x sales, so the discount is real for a defensible business.
  • Free cash flow yield sits at 7.9% — that's actual cash generation, and it's the anchor keeping this a value-catch-a-falling-knife setup rather than a broken-story.
  • Co-founder David Duffield sold $14.7M on July 13 via option conversions — that's the largest single-day distribution in months, and the timing right after the recent low is worth naming even if it was 10b5-1 planned.
  • Position vs 200-day MA -17% and 52-week 23rd percentile — the tape has done real damage; the fresh NATO software-modernization contract announcement is exactly the kind of positive catalyst that gets ignored in a drawdown.

August 20 Q2 earnings is the reset: revenue growth held above 12% plus operating margin expansion is what turns coiling into a base; a soft Q3 guide or backlog softness is where the tape breaks toward $130. Real enterprise-software business at a real discount — the AI-fear premium coming out is the entire opportunity.

Agrees with X sentimentThe bullish X take on the RSI divergence, the NATO software modernization win, and the AI-fear-overblown thesis is analytically fair. Where I'd temper: Duffield's $14.7M sale on July 13 is a real signal into a base, and while co-founder wealth-diversification sales aren't inherently bearish, the timing at the low deserves being named rather than filtered out.

What to watch: Aug 20 Q2 earnings — need revenue growth held above 12% and operating margin expansion. A soft Q3 guide or backlog softness is where the tape breaks toward $130.

On the calendar: 2026-08-20 — Q2 earnings

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-07-14

Workday chatter emphasizes a chart breakout with bullish RSI divergence on the weekly, framed against accelerating AI-driven demand for HR and finance platforms and a fresh NATO software-modernization signing. Traders note WDAY hit $145 in real-time and describe pre-market life alongside NOW, CRM, TEAM and INTU. A full WDAY research report is teased for the next group update as positioning skews long.

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

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $WDAY

Partial — Cloud ERP for human capital management and financial management sold to large enterprises, replacing legacy on-premise systems; the AI agent bifurcation — contract expansion vs. user substitution creates tailwinds for one product line, not the full operation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-11.8%YTD
-13.8%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
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%
Q2 2025Aug 21, 2025$2.21$2.11+4.7%
Next earningsThu, Aug 20·consensus EPS $2.62

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 – $11.8029
FY28$11.8B$11.7B – $12.0B$12.64$11.75 – $13.6430
FY29$13.1B$13.1B – $13.1B$14.77$11.90 – $19.5321
FY30$14.7B$14.6B – $15.0B$18.37$18.10 – $18.7819
FY31$16.2B$16.0B – $16.5B$14.01$13.81 – $14.329

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.0.7×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.23%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.+8.4%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.-17.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 260.0M 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.β1.105-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

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 7Zane RoweCFO6.0K sh$862KSellJul 7Gerrit S KazmaierPresident2.7K sh$392KSellJul 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
8-KOfficer or director changeFeb 98-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KMaterial impairmentFeb 48-K — Item 2.02: Earnings release · Item 2.05: Restructuring / exit costs · Item 2.06: Material impairment
+ 15 other (6 13Gs · 3 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

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

Workday: The Market Underestimates Profit Growthseekingalpha.com·2d agoWorkday (WDAY) Stock Sinks As Market Gains: Here's Whyzacks.com·2d agoWorkday: Overblown AI Fears Have Driven This Name Deep Into Value Territoryseekingalpha.com·2d agoIBM Plunge Triggers Tech Stock Selloff After Revenue Miss Warninggurufocus.com·2d agoHere's Why Workday (WDAY) is a Strong Growth Stockzacks.com·2d 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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