WorkdayWDAY
WDAY
About: Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
Employees: 20,400
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 20 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
58% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 112
42% more repeat investments, than reductions
Existing positions increased: 467 | Existing positions reduced: 329
14% more capital invested
Capital invested by funds: $44B [Q3] → $50.3B (+$6.28B) [Q4]
6% more funds holding in top 10
Funds holding in top 10: 33 [Q3] → 35 (+2) [Q4]
5.76% more ownership
Funds ownership: 84.98% [Q3] → 90.73% (+5.76%) [Q4]
4% more funds holding
Funds holding: 1,060 [Q3] → 1,106 (+46) [Q4]
34% less call options, than puts
Call options by funds: $890M | Put options by funds: $1.35B
Research analyst outlook
20 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$230
4%
upside
Avg. target
$307
39%
upside
High target
$360
63%
upside
20 analyst ratings
14 positive
70%
6 neutral
30%
0 negative
0%
Morgan Stanley Keith Weiss 29% 1-year accuracy 10 / 35 met price target | 13%upside $250 | Equal-Weight Maintained | 16 Apr 2025 |
Mizuho Siti Panigrahi 48% 1-year accuracy 16 / 33 met price target | 24%upside $275 | Outperform Maintained | 15 Apr 2025 |
DA Davidson Gil Luria 25% 1-year accuracy 13 / 52 met price target | 4%upside $230 | Neutral Maintained | 14 Apr 2025 |
Jefferies Brent Thill 33% 1-year accuracy 25 / 76 met price target | 47%upside $325 | Buy Maintained | 31 Mar 2025 |
Needham Scott Berg 16% 1-year accuracy 27 / 164 met price target | 36%upside $300 | Buy Reiterated | 24 Mar 2025 |
Financial journalist opinion
Based on 19 articles about WDAY published over the past 30 days
Positive
Market Watch
1 day ago
These 15 tech stocks could rocket up to 85% in a year — and analysts love them
Since President Donald Trump announced sweeping tariffs on April 2, the uncertainty has unleashed a bloodbath on Wall Street: The S&P 500 SPX+0.13% is off 6.9% since that day, while the Roundhill Magnificent Seven exchange-traded fund MAGS-0.70% is down 10% over the same period.
Neutral
Business Wire
3 days ago
Varicent Named a Workday Innovation Partner
TORONTO--(BUSINESS WIRE)--Varicent Named a Workday Innovation Partner and announces Workday Certified Integration for Deeper Technical Alignment.
Positive
Seeking Alpha
4 days ago
Workday: Opportunity In The Market Selloff
Workday's land-and-expand model and strong product portfolio have driven growth, with over 11,000 customers and significant AI-related offerings boosting revenue. Despite underperforming the SPY, Workday's long-term potential remains strong, with double-digit revenue growth, high retention rates, and expanding international markets. Valuation is attractive at 5.8X forward sales, comparing favorably to peers like Salesforce and ServiceNow, with a promising 23-27% annualized return potential.
Positive
CNBC Television
5 days ago
Trade Tracker: Sarat Sethi buys more software stocks
Sarat Sethi, managing partner at DCLA, joins CNBC's "Halftime Report" to detail his latest purchases in this volatile market.
Positive
Zacks Investment Research
1 week ago
Here's Why Workday (WDAY) Gained But Lagged the Market Today
Workday (WDAY) closed at $226.51 in the latest trading session, marking a +0.79% move from the prior day.
Positive
Seeking Alpha
1 week ago
Workday: Fundamentals And Growth Drivers Continue To Get Better
I maintain my buy rating on Workday due to the attractive upside from AI monetization, strong partner momentum, and the rollout of Agent System of Record (ASOR). WDAY's AI solutions are showing meaningful financial impact, with significant productivity improvements and high customer willingness to pay, indicating strong monetization potential. The launch of ASOR could be a game changer, making WDAY more integral to organizational workflows and enhancing pricing power through increased stickiness.
Positive
Zacks Investment Research
1 week ago
Workday (WDAY) Stock Jumps 10.0%: Will It Continue to Soar?
Workday (WDAY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Neutral
Newsfile Corp
1 week ago
Productive Day Launches Powerhouse Program to Streamline Workday Management
Productive Day announces the launch of its NEW Powerhouse Program, an initiative that builds on the success of the company's proven system for workload management and productivity called Taskology (R) The Science of Getting Things Done. Baltimore, Maryland--(Newsfile Corp. - April 10, 2025) - Productive Day, a productivity consulting and training company, has launched its NEW Powerhouse Program, which offers a new way for individuals to take their workday productivity and success to new heights using Taskology.
Neutral
GlobeNewsWire
1 week ago
Scrumconnect named a Workday Services Partner
LONDON, April 09, 2025 (GLOBE NEWSWIRE) -- Scrumconnect Consulting , the award-winning digital technology company, today announced it has signed a partnership agreement with Workday, Inc , a AI platform for managing people, money, and agents.
Positive
Market Watch
1 week ago
21 stocks that Wall Street analysts now think are bargains in this year's worst-performing sector
Investors have had quite a wake-up call to daily volatility in the stock market. As we saw on Monday, the broad indexes can shift to large gains and then back into deep red territory as rumors circulate.
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