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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
2026-08-22: 32 posts2026-08-23: 51 posts356+1%
Price updated 5h 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.

Bright Horizons Joins the Workday Wellness Partner Program to Help Employers Deliver Family Care and Education Benefits More Effectivelybusinesswire.com·10h agoWhy Workday (WDAY) is a Top Growth Stock for the Long-Termzacks.com·15h agoWDAY's Operating Margin Expands: Will the Improvement Continue?zacks.com·16h agoStock of the Day: Will Workday Break Out and Head Higher?benzinga.com·17h agoFrom SaaS-pocalypse to Perfect Storm: Workday's AI Growth Story Strengthensmarketbeat.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 · top 15 · 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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