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WDWDAY

Workday, Inc.

$WDAY·$50B·Software - Application·Technology
$196.63+4.2%YTD-10.6%1Y-16.2%
Price updated 15h ago·X counts updated 5d ago
WDWDAY
$WDAYWorkday, Inc.
$196.63+4.16%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 28Oct 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
-3.3%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.1.3×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.63%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.+2.9%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.+26.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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
Free, forever. No credit card.

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.

Mulberry: WDAY Vastly Oversold; PLTR, NOW, IBM Strongholds in Softwareyoutube.com·2d agoWorkday, Inc. (WDAY) Analyst/Investor Day Transcriptseekingalpha.com·2d agoWorkday Analyst Day Spotlights AI Agents, $600M ARR and New Growth Pathsmarketbeat.com·2d agoWorkday (WDAY) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·3d agoAccenture Launches Forward Deployed Engineering Program with Workday to Reinvent Work for the Agentic AI Erabusinesswire.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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