WorkdayWDAY
About: Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
Employees: 18,800
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
46% more repeat investments, than reductions
Existing positions increased: 466 | Existing positions reduced: 320
33% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 103
10% more funds holding in top 10
Funds holding in top 10: 30 [Q2] → 33 (+3) [Q3]
6% more capital invested
Capital invested by funds: $41.6B [Q2] → $44.1B (+$2.45B) [Q3]
3% more funds holding
Funds holding: 1,021 [Q2] → 1,055 (+34) [Q3]
2.71% less ownership
Funds ownership: 87.85% [Q2] → 85.13% (-2.71%) [Q3]
28% less call options, than puts
Call options by funds: $995M | Put options by funds: $1.39B
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
RBC Capital Rishi Jaluria 56% 1-year accuracy 43 / 77 met price target | 17%upside $320 | Outperform Maintained | 18 Dec 2024 |
Mizuho Siti Panigrahi 62% 1-year accuracy 13 / 21 met price target | 17%upside $320 | Outperform Maintained | 13 Dec 2024 |
Wells Fargo Michael Turrin 59% 1-year accuracy 48 / 82 met price target | 21%upside $330 | Overweight Maintained | 9 Dec 2024 |
Oppenheimer Brian Schwartz 65% 1-year accuracy 30 / 46 met price target | 10%upside $300 | Outperform Maintained | 3 Dec 2024 |
Morgan Stanley Keith Weiss 83% 1-year accuracy 20 / 24 met price target | 21%upside $330 | Overweight Maintained | 27 Nov 2024 |
Financial journalist opinion
Based on 57 articles about WDAY published over the past 30 days