Analyst Consensus ?
ConsensusHold78 ratings
Bullish3848.7%
Neutral3747.4%
Bearish33.9%
1 unmapped firm rating excluded from the percentages.
Workday, Inc. · WDAY · FY2025 Q3 · Calendar Q4 2024
Workday raises margin outlook as AI adoption broadens
The supplied analysis supports a constructive but conditional view: Workday combined 16% subscription growth with raised FY25 margin guidance, while AI adoption and full-suite wins broadened. The next-year case depends on converting AI and partner momentum into durable revenue without allowing higher AI investment, deal timing, or European weakness to dilute margin progress.
Reported After market closeNASDAQTechnology
$45.99B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.76
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $2.13B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-6.2%
Event window
SPY move
-0.3%
Same window
Abnormal move
-5.9%
Stock minus SPY
Volume
7.2×
Versus trailing sessions
Subsequent drift
+5.1%
Up to 20 sessions
WDAYSPY benchmark
Ask FN2 about WDAY FY2025 Q3
Transcript, numbers and history already loaded
What drove WDAY's -6.2% move after FY2025 Q3 earnings?What changed in WDAY's guidance and outlook in FY2025 Q3?Give me the bull and bear case for WDAY after FY2025 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, management raised FY25 non-GAAP margin guidance, provided an early FY26 subscription revenue outlook, and described increasing AI investment. The current analysis also adds Workday Illuminate, Evisort, and stronger evidence of AI penetration in expansion deals, while highlighting revenue-timing and European-demand risks.
Guidance delta
FY25 non-GAAP operating margin guidance was raised to 25.5%; an early FY26 subscription revenue outlook of about $8.8 billion was provided.
Key takeaways
- Subscription revenue grew 16% year over year, with 98% gross revenue retention.
- AI solutions appeared in more than 30% of expansion deals, while full-suite wins exceeded 35% of net new customers.
- Recruiter Agent closed more new logos in Q3 than in its prior 12-year history, according to the supplied analysis.
Management priorities
- Expand Workday Illuminate and AI agents including Recruiter, Expenses, Successor, and Optimize.
- Drive full-suite adoption across HCM, Finance, and Supply Chain, including public-sector wins.
- Scale partner-led distribution and Extend Pro custom application development.
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Analyst 52W Price Targets
$194.57Current
$125Low
$222.39Average
$320High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 19, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Keybanc | Sector Perform | Overweight | Downgrade | Oct 16, 2026 |
| Stifel | Hold | Hold | Maintain | Oct 15, 2026 |
| UBS | Neutral | Neutral | Maintain | Oct 14, 2026 |
| Jefferies | Hold | Hold | Maintain | Oct 8, 2026 |
| Needham | Buy | Buy | Maintain | Oct 5, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Aug 31, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Aug 28, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 28, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 28, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 28, 2026 |
| Morgan Stanley | Underweight | Underweight | Maintain | Aug 28, 2026 |
| Freedom Broker | Hold | Buy | Downgrade | Aug 28, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Aug 28, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 28, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Aug 28, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Aug 28, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Aug 28, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 28, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Aug 25, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 24, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Aug 19, 2026 |
| BTIG | Neutral | Buy | Downgrade | Aug 17, 2026 |
| Baird | Outperform | Outperform | Maintain | Aug 14, 2026 |
| BWG Global | Negative | Mixed | Downgrade | May 15, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Feb 25, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Feb 25, 2026 |
| Guggenheim | Buy | Buy | Maintain | Feb 25, 2026 |
| Evercore ISI Group | In Line | Outperform | Downgrade | Feb 25, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Feb 24, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Feb 18, 2026 |
| Citizens | Market Perform | Market Outperform | Downgrade | Feb 18, 2026 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Sep 17, 2025 |
| WestPark Capital | Buy | Buy | Maintain | May 23, 2025 |
| Loop Capital | Hold | Hold | Maintain | May 23, 2025 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Mar 17, 2025 |
| Citizens Capital Markets | Market Outperform | Market Outperform | Maintain | Feb 26, 2025 |
| OTR Global | Mixed | Positive | Downgrade | Aug 22, 2023 |
| Exane BNP Paribas | Outperform | Neutral | Upgrade | May 24, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Mar 1, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 28, 2023 |
| Capital One | Overweight | Overweight | Maintain | Jan 13, 2023 |
| MoffettNathanson | Outperform | Outperform | Maintain | Jan 9, 2023 |
| Monness, Crespi, Hardt | Neutral | Buy | Downgrade | Nov 17, 2022 |
| Macquarie | Neutral | Neutral | Maintain | Nov 2, 2022 |
| Wolfe Research | Outperform | Outperform | Maintain | Aug 26, 2022 |
| Societe Generale | Buy | Hold | Upgrade | Mar 1, 2022 |
| Stifel Nicolaus | Hold | Hold | Maintain | Feb 28, 2020 |
| Wedbush | Neutral | Neutral | Maintain | Dec 4, 2019 |
| Compass Point | Neutral | Buy | Downgrade | Dec 4, 2019 |
| Citi | Neutral | Sell | Upgrade | Aug 30, 2019 |
| Bank of America | Buy | Buy | Maintain | May 29, 2019 |
| Atlantic Equities | Overweight | Overweight | Maintain | Jan 9, 2019 |
| B. Riley FBR | Neutral | Neutral | Maintain | May 5, 2018 |
| Monness Crespi Hardt | Buy | Buy | Maintain | Apr 11, 2018 |
| BTIG Research | Neutral | Buy | Downgrade | Jun 2, 2017 |
| Benchmark | Hold | Hold | Maintain | Apr 27, 2017 |
| PiperJaffray | Overweight | Neutral | Upgrade | Feb 17, 2017 |
| Nomura | Neutral | Neutral | Maintain | Sep 28, 2016 |
| Brean Capital | Sell | Sell | Maintain | Sep 28, 2016 |
| Wunderlich Securities | Buy | Buy | Maintain | Aug 25, 2016 |
| Wunderlich | Buy | Buy | Maintain | Aug 25, 2016 |
| Pacific Crest | Sector Weight | Maintain | Aug 25, 2016 | |
| Drexel Hamilton | Buy | Buy | Maintain | Aug 25, 2016 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Aug 4, 2016 |
| Cross Research | Hold | Buy | Downgrade | May 31, 2016 |
| FBR Capital | Outperform | Outperform | Maintain | Mar 1, 2016 |
| Mitsubishi UFJ | Overweight | Overweight | Maintain | Feb 9, 2016 |
| Lake Street | Hold | Hold | Maintain | Nov 9, 2015 |
| First Analysis | Overweight | Overweight | Maintain | Dec 23, 2014 |
| Northland Capital Markets | Outperform | Market Perform | Upgrade | Oct 13, 2014 |
| Northland | Outperform | Market Perform | Upgrade | Oct 13, 2014 |
| B. Riley Securities | Neutral | Neutral | Maintain | May 27, 2014 |
| B. Riley | Neutral | Neutral | Maintain | Mar 13, 2014 |
| FBN Securities | Sector Perform | Sector Perform | Maintain | Feb 27, 2014 |
| Janney Capital | Neutral | Neutral | Maintain | Oct 22, 2013 |
| Susquehanna | Neutral | Neutral | Maintain | Jul 16, 2013 |
| Northland Securities | Perform | Market Perform | Maintain | Jan 30, 2013 |
| Evercore Partners | Equal Weight | Equal Weight | Maintain | Dec 20, 2012 |
| William Blair | Outperform | Outperform | Maintain | Nov 5, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $194.57. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $175 | $188.77 | -10.1% | Oct 15, 2026 |
| Mizuho Securities | Siti Panigrahi | $210 | $186.02 | +7.9% | Oct 14, 2026 |
| Jefferies | Brent Thill | $210 | $184.26 | +7.9% | Oct 8, 2026 |
| UBS | Analyst unavailable | $210 | $184.26 | +7.9% | Oct 7, 2026 |
| Goldman Sachs | Analyst unavailable | $164 | $198.08 | -15.7% | Aug 31, 2026 |
| Jefferies | Brent Thill | $220 | $194.31 | +13.1% | Aug 28, 2026 |
| D.A. Davidson | Analyst unavailable | $190 | $194.37 | -2.3% | Aug 28, 2026 |
| BMO Capital | Analyst unavailable | $230 | $195.42 | +18.2% | Aug 28, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $205 | $194.7 | +5.4% | Aug 28, 2026 |
| UBS | Analyst unavailable | $230 | $193.57 | +18.2% | Aug 28, 2026 |
| UBS | Analyst unavailable | $215 | $193.57 | +10.5% | Aug 28, 2026 |
| UBS | Analyst unavailable | $190 | $193.57 | -2.3% | Aug 28, 2026 |
| Bernstein | Analyst unavailable | $238 | $193.57 | +22.3% | Aug 28, 2026 |
| Stifel Nicolaus | Analyst unavailable | $160 | $193.57 | -17.8% | Aug 28, 2026 |
| Needham | Scott Berg | $230 | $193.57 | +18.2% | Aug 28, 2026 |
| Wells Fargo | Michael Turrin | $225 | $193.57 | +15.6% | Aug 28, 2026 |
| Morgan Stanley | Adam Wood | $180 | $193.57 | -7.5% | Aug 28, 2026 |
| Barclays | Analyst unavailable | $224 | $193.57 | +15.1% | Aug 28, 2026 |
| Capital One Financial | Analyst unavailable | $219 | $193.57 | +12.6% | Aug 28, 2026 |
| Canaccord Genuity | Analyst unavailable | $225 | $199.15 | +15.6% | Aug 25, 2026 |
| Oppenheimer | Ken Wong | $220 | $200.01 | +13.1% | Aug 24, 2026 |
| Jefferies | Brent Thill | $225 | $200.01 | +15.6% | Aug 23, 2026 |
| Guggenheim | John DiFucci | $275 | $197.32 | +41.3% | Aug 21, 2026 |
| Deutsche Bank | Analyst unavailable | $220 | $198.68 | +13.1% | Aug 17, 2026 |
| Robert W. Baird | Analyst unavailable | $215 | $206.45 | +10.5% | Aug 14, 2026 |
| UBS | Analyst unavailable | $220 | $206.45 | +13.1% | Aug 14, 2026 |
| Lake Street | Analyst unavailable | $205 | $206.45 | +5.4% | Aug 14, 2026 |
| Wells Fargo | Michael Turrin | $215 | $181.27 | +10.5% | Aug 12, 2026 |
| Morgan Stanley | Adam Wood | $145 | $147.22 | -25.5% | Jul 21, 2026 |
| Monness | Analyst unavailable | $150 | $118.09 | -22.9% | Jun 25, 2026 |
| Summit Redstone Partners | Analyst unavailable | $275 | $124.02 | +41.3% | May 27, 2026 |
| H.C. Wainwright | Analyst unavailable | $140 | $124.02 | -28.0% | May 27, 2026 |
| D.A. Davidson | Analyst unavailable | $135 | $125.48 | -30.6% | May 26, 2026 |
| Goldman Sachs | Analyst unavailable | $151 | $128.14 | -22.4% | May 26, 2026 |
| UBS | Analyst unavailable | $140 | $128.46 | -28.0% | May 22, 2026 |
| Needham | Analyst unavailable | $180 | $121.85 | -7.5% | May 22, 2026 |
| Piper Sandler | Billy Fitzsimmons | $145 | $121.85 | -25.5% | May 22, 2026 |
| Wells Fargo | Michael Turrin | $185 | $121.85 | -4.9% | May 22, 2026 |
| Oppenheimer | Ken Wong | $165 | $121.85 | -15.2% | May 22, 2026 |
| KeyBanc | Analyst unavailable | $158 | $121.85 | -18.8% | May 22, 2026 |
| Wolfe Research | Alex Zukin | $160 | $121.85 | -17.8% | May 22, 2026 |
| Bernstein | Mark Moerdler | $216 | $121.85 | +11.0% | May 22, 2026 |
| Jefferies | Analyst unavailable | $140 | $121.85 | -28.0% | May 22, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $160 | $129.34 | -17.8% | May 20, 2026 |
| Loop Capital Markets | Almas Almaganbetov | $210 | $137.83 | +7.9% | Mar 12, 2026 |
| Robert W. Baird | Mark Marcon | $190 | $133.29 | -2.3% | Feb 25, 2026 |
| BMO Capital | Daniel Jester | $182 | $128.18 | -6.5% | Feb 25, 2026 |
| D.A. Davidson | Gil Luria | $125 | $127.46 | -35.8% | Feb 25, 2026 |
| RBC Capital | Rishi Jaluria | $180 | $127.39 | -7.5% | Feb 25, 2026 |
| Piper Sandler | Billy Fitzsimmons | $135 | $128.34 | -30.6% | Feb 25, 2026 |
| KeyBanc | Jason Celino | $155 | $127.2 | -20.3% | Feb 25, 2026 |
| Robert W. Baird | Analyst unavailable | $195 | $129.21 | +0.2% | Feb 24, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $200 | $129 | +2.8% | Feb 23, 2026 |
| Morgan Stanley | Analyst unavailable | $200 | $129.32 | +2.8% | Feb 23, 2026 |
| Jefferies | Analyst unavailable | $150 | $137.81 | -22.9% | Feb 23, 2026 |
| Deutsche Bank | Analyst unavailable | $190 | $143.12 | -2.3% | Feb 18, 2026 |
| Wells Fargo | Analyst unavailable | $255 | $143.12 | +31.1% | Feb 18, 2026 |
| BMO Capital | Analyst unavailable | $204 | $141 | +4.8% | Feb 17, 2026 |
| Oppenheimer | Brian Schwartz | $200 | $141.83 | +2.8% | Feb 17, 2026 |
| UBS | Karl Keirstead | $170 | $155.97 | -12.6% | Feb 10, 2026 |
| BTIG | Analyst unavailable | $230 | $154.56 | +18.2% | Feb 9, 2026 |
| Stifel Nicolaus | Brad Reback | $175 | $153.07 | -10.1% | Feb 9, 2026 |
| Evercore ISI | Analyst unavailable | $200 | $152.52 | +2.8% | Feb 9, 2026 |
| Piper Sandler | Billy Fitzsimmons | $200 | $173.38 | +2.8% | Feb 2, 2026 |
| Barclays | Analyst unavailable | $275 | $207.18 | +41.3% | Jan 12, 2026 |
| Goldman Sachs | Analyst unavailable | $238 | $207.18 | +22.3% | Jan 12, 2026 |
| BTIG | Analyst unavailable | $285 | $216.11 | +46.5% | Dec 16, 2025 |
| Loop Capital Markets | Almas Almaganbetov | $280 | $222.77 | +43.9% | Dec 10, 2025 |
| Morgan Stanley | Analyst unavailable | $280 | $215.18 | +43.9% | Nov 26, 2025 |
| RBC Capital | Rishi Jaluria | $320 | $233.69 | +64.5% | Nov 26, 2025 |
| Bernstein | Mark Moerdler | $298 | $233.69 | +53.2% | Nov 26, 2025 |
| Stifel Nicolaus | Brad Reback | $235 | $233.69 | +20.8% | Nov 26, 2025 |
| UBS | Analyst unavailable | $260 | $233.69 | +33.6% | Nov 26, 2025 |
| Wells Fargo | Analyst unavailable | $290 | $233.69 | +49.0% | Nov 26, 2025 |
| Barclays | Raimo Lenschow | $280 | $235.21 | +43.9% | Nov 26, 2025 |
| Barclays | Analyst unavailable | $288 | $233.02 | +48.0% | Sep 18, 2025 |
| Guggenheim | Analyst unavailable | $285 | $234.88 | +46.5% | Sep 17, 2025 |
| Piper Sandler | Analyst unavailable | $235 | $234.88 | +20.8% | Sep 17, 2025 |
| BMO Capital | Analyst unavailable | $285 | $221.27 | +46.5% | Aug 22, 2025 |
| UBS | Karl Keirstead | $245 | $221.27 | +25.9% | Aug 22, 2025 |
| UBS | Analyst unavailable | $304 | $221.27 | +56.2% | Aug 22, 2025 |
| Bernstein | Mark Moerdler | $304 | $221.27 | +56.2% | Aug 22, 2025 |
| Deutsche Bank | Analyst unavailable | $280 | $221.27 | +43.9% | Aug 22, 2025 |
| Stifel Nicolaus | Analyst unavailable | $255 | $221.27 | +31.1% | Aug 22, 2025 |
| Oppenheimer | Brian Schwartz | $270 | $221.27 | +38.8% | Aug 22, 2025 |
| UBS | Analyst unavailable | $285 | $221.27 | +46.5% | Aug 22, 2025 |
| KeyBanc | Jason Celino | $285 | $221.27 | +46.5% | Aug 22, 2025 |
| Barclays | Raimo Lenschow | $298 | $226.09 | +53.2% | Aug 18, 2025 |
| Cantor Fitzgerald | Matthew Vanvliet | $265 | $223.07 | +36.2% | Aug 14, 2025 |
| UBS | Karl Keirstead | $250 | $213.69 | +28.5% | Aug 12, 2025 |
| Morgan Stanley | Keith Weiss | $255 | $238.01 | +31.1% | May 23, 2025 |
| Loop Capital Markets | Yun Kim | $270 | $274.17 | +38.8% | Nov 14, 2024 |
| JMP Securities | Patrick Walravens | $315 | $245.03 | +61.9% | Sep 23, 2024 |
| Deutsche Bank | Brad Zelnick | $275 | $248.12 | +41.3% | Sep 18, 2024 |
| UBS | Karl Keirstead | $270 | $248.12 | +38.8% | Sep 18, 2024 |
| Evercore ISI | Kirk Materne | $310 | $248.12 | +59.3% | Sep 18, 2024 |
| Guggenheim | John DiFucci | $200 | $248.12 | +2.8% | Sep 18, 2024 |
| Citigroup | Steven Enders | $274 | $251.19 | +40.8% | Sep 13, 2024 |
| Bank of America Securities | Brad Sills | $310 | $257.31 | +59.3% | Aug 23, 2024 |
| Piper Sandler | Brent Bracelin | $285 | $259.9 | +46.5% | Aug 23, 2024 |
| Loop Capital Markets | Yun Kim | $255 | $231.08 | +31.1% | Aug 23, 2024 |
| Wells Fargo | Michael Turrin | $300 | $231.08 | +54.2% | Aug 23, 2024 |
| Barclays | Raimo Lenschow | $289 | $231.08 | +48.5% | Aug 23, 2024 |
| KeyBanc | Jason Celino | $305 | $259.78 | +56.8% | Aug 23, 2024 |
| Oppenheimer | Ken Wong | $300 | $232.12 | +54.2% | Aug 15, 2024 |
| Bank of America Securities | Brad Sills | $265 | $232.12 | +36.2% | Aug 15, 2024 |
| Wells Fargo | Michael Turrin | $275 | $214.59 | +41.3% | Jun 21, 2024 |
| Macquarie | Frederick Havemeyer | $238 | $220.91 | +22.3% | May 24, 2024 |
| Loop Capital Markets | Yun Kim | $240 | $222.98 | +23.3% | May 24, 2024 |
| Robert W. Baird | Mark Marcon | $265 | $222.85 | +36.2% | May 24, 2024 |
| Piper Sandler | Brent Bracelin | $280 | $222.85 | +43.9% | May 24, 2024 |
| Mizuho Securities | Siti Panigrahi | $280 | $260.9 | +43.9% | May 24, 2024 |
| KeyBanc | Jason Celino | $275 | $260.9 | +41.3% | May 24, 2024 |
| BMO Capital | Daniel Jester | $300 | $260.9 | +54.2% | May 24, 2024 |
| Goldman Sachs | Kash Rangan | $300 | $260.9 | +54.2% | May 24, 2024 |
| Deutsche Bank | Brad Zelnick | $265 | $260.9 | +36.2% | May 24, 2024 |
| Evercore ISI | Kirk Materne | $300 | $260.9 | +54.2% | May 24, 2024 |
| UBS | Karl Keirstead | $255 | $260.9 | +31.1% | May 24, 2024 |
| RBC Capital | Rishi Jaluria | $300 | $260.9 | +54.2% | May 24, 2024 |
| D.A. Davidson | Gil Luria | $255 | $260.9 | +31.1% | May 24, 2024 |
| Wells Fargo | Michael Turrin | $350 | $259.5 | +79.9% | May 20, 2024 |
| BMO Capital | Daniel Jester | $338 | $259.5 | +73.7% | May 20, 2024 |
| KeyBanc | Jason Celino | $330 | $256.92 | +69.6% | May 17, 2024 |
| Oppenheimer | Ken Wong | $320 | $246.88 | +64.5% | May 15, 2024 |
| Piper Sandler | Brent Bracelin | $288 | $237.08 | +48.0% | Aug 25, 2023 |
| Oppenheimer | Brian Schwartz | $255 | $230.4 | +31.1% | Aug 24, 2023 |
| Loop Capital Markets | Daniel Jester | $260 | $230.41 | +33.6% | Aug 16, 2023 |
| RBC Capital | Rishi Jaluria | $275 | $226.88 | +41.3% | Jun 28, 2023 |
| Oppenheimer | Brian Schwartz | $240 | $217.13 | +23.3% | Jun 14, 2023 |
| Capital One Financial | Analyst unavailable | $200 | $165.96 | +2.8% | Jan 13, 2023 |
| MoffettNathanson | Analyst unavailable | $245 | $165.48 | +25.9% | Jan 9, 2023 |
| Jefferies | Brent Thill | $235 | $172.09 | +20.8% | Dec 20, 2022 |
| Cowen & Co. | Cowen Cowen | $225 | $174.69 | +15.6% | Dec 16, 2022 |
| KeyBanc | Michael Turits | $195 | $161.46 | +0.2% | Nov 30, 2022 |
| Canaccord Genuity | David Hynes | $200 | $160.32 | +2.8% | Sep 14, 2022 |
| Deutsche Bank | Brad Zelnick Zelnick | $230 | $169.75 | +18.2% | Sep 13, 2022 |
| Guggenheim | John DiFucci DiFucci | $142 | $169.89 | -27.0% | Sep 12, 2022 |
| KeyBanc | Michael Turits | $207 | $166.43 | +6.4% | Aug 26, 2022 |
| Robert W. Baird | Mark Marcon | $235 | $158.79 | +20.8% | May 27, 2022 |
| JMP Securities | Patrick Walravens | $210 | $158.79 | +7.9% | May 27, 2022 |
| BMO Capital | Daniel Jester | $239 | $158.79 | +22.8% | May 27, 2022 |
| D.A. Davidson | Robert Simmons, CFA | $220 | $158.79 | +13.1% | May 27, 2022 |
| J.P. Morgan | Mark Murphy | $235 | $158.79 | +20.8% | May 27, 2022 |
| Needham | Scott Berg | $200 | $158.79 | +2.8% | May 27, 2022 |
| Barclays | Raimo Lenschow | $208 | $158.79 | +6.9% | May 27, 2022 |
| Societe Generale | Richard Nguyen | $257 | $158.79 | +32.1% | May 27, 2022 |
| Wells Fargo | Michael Turrin | $240 | $158.79 | +23.3% | May 27, 2022 |
| Piper Sandler | Brent Bracelin | $230 | $158.79 | +18.2% | May 27, 2022 |
| Evercore ISI | Kirk Materne | $275 | $158.79 | +41.3% | May 27, 2022 |
| Monness | Brian White | $200 | $158.79 | +2.8% | May 27, 2022 |
| Mizuho Securities | Siti Panigrahi | $200 | $168.15 | +2.8% | May 26, 2022 |
| D.A. Davidson | Robert Simmons | $250 | $165.99 | +28.5% | May 22, 2022 |
| Barclays | Raimo Lenschow | $238 | $165.99 | +22.3% | May 21, 2022 |
| BMO Capital | Daniel Jester | $249 | $173.34 | +28.0% | May 17, 2022 |
| KeyBanc | Michael Turits | $268 | $189.46 | +37.7% | May 9, 2022 |
| Stifel Nicolaus | Brad Reback | $275 | $244.23 | +41.3% | Mar 28, 2022 |
| Bank of America Securities | Bradley Sills | $320 | $240.33 | +64.5% | Mar 1, 2022 |
| Loop Capital Markets | Yun Kim | $300 | $240.33 | +54.2% | Mar 1, 2022 |
| Wells Fargo | Michael Turrin | $340 | $240.33 | +74.7% | Mar 1, 2022 |
| Needham | Scott Berg | $300 | $240.33 | +54.2% | Mar 1, 2022 |
| Evercore ISI | Kirk Materne | $325 | $240.33 | +67.0% | Mar 1, 2022 |
| Societe Generale | Richard Nguyen | $309 | $240.33 | +58.8% | Mar 1, 2022 |
| BMO Capital | Daniel Jester | $295 | $240.33 | +51.6% | Mar 1, 2022 |
| Deutsche Bank | Brad Zelnick | $340 | $229.05 | +74.7% | Feb 28, 2022 |
| Cowen & Co. | Derrick Wood | $300 | $229.05 | +54.2% | Feb 28, 2022 |
| Mizuho Securities | Siti Panigrahi | $300 | $229.05 | +54.2% | Feb 28, 2022 |
| Jefferies | Brent Thill | $350 | $229.05 | +79.9% | Feb 28, 2022 |
| Barclays | Raimo Lenschow | $318 | $254.31 | +63.4% | Jan 17, 2022 |
| Credit Suisse | Philip Winslow | $300 | $286.6 | +54.2% | Nov 19, 2021 |
| Goldman Sachs | Kash Rangan | $345 | $286.6 | +77.3% | Nov 19, 2021 |
| Piper Sandler | Brent Bracelin | $360 | $286.6 | +85.0% | Nov 19, 2021 |
| Canaccord Genuity | David Hynes | $325 | $286.6 | +67.0% | Nov 19, 2021 |
| Morgan Stanley | Keith Weiss | $340 | $295.6 | +74.7% | Nov 15, 2021 |
| D.A. Davidson | Robert Simmons, CFA | $300 | $257.19 | +54.2% | Oct 12, 2021 |
| Wolfe Research | Alex Zukin | $310 | $257.86 | +59.3% | Oct 7, 2021 |
| RBC Capital | Matthew Hedberg | $280 | $229.35 | +43.9% | May 27, 2021 |
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Start freeCompany context
Snapshot as of publicationWorkday, Inc. delivers comprehensive, cloud-hosted enterprise software solutions to clients worldwide. These platforms empower organizations to strategize, operate, examine performance, integrate with existing systems, and oversee their overall business functions. A core offering includes a robust suite of financial management tools. These are designed to assist Chief Financial Officers (CFOs) in meticulously maintaining general ledger accounting data, streamlining financial workflows, gaining instant insights into financial and operational metrics, optimizing consolidation, accelerating month-end closes, bolstering internal controls and audit readiness, and ensuring uniformity throughout their financial activities. Workday also provides cloud-based spend management solutions. These facilitate smoother supplier engagement and contract administration, optimize the handling of indirect expenditures, and enable the effective execution of sourcing initiatives, including requests for proposals (RFPs).…
Historical context
All WDAY earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| WIT Wipro Limited | FY2027 Q2 · Calendar Q4 2026 | -25.0% | +3.9% | Wipro: AI pipeline expands as Q3 guidance stays narrow |
| TSM Taiwan Semiconductor Manufacturing Company Limited | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -1.8% | TSMC beats Q3 guidance as AI demand drives fab expansion |
| ERIC Telefonaktiebolaget LM Ericsson (publ) | FY2026 Q3 · Calendar Q4 2026 | +28.6% | +11.8% | Ericsson Q3: 7% organic growth, resilient margins and AI-led demand |
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2024-11-12T00:05:02.794111+00:00
- Polygon adjusted daily market bars · 2026-10-19T17:40:46.364703+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-19T17:40:46.361823+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-19. For educational purposes only; not investment advice.