NASDAQ:WDAY

Workday (WDAY)

160.34
+2.23 (1.41%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 2, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Workday (WDAY-Q) has garnered mixed reviews from experts ahead of its upcoming earnings report. While some analysts express optimism regarding a potential rally in software stocks, with a reported 5% increase today, others remain cautious, noting a significant 40% downturn and a departure of the CEO, which has created uncertainty. Concerns about AI displacement are highlighted, yet some believe these worries are exaggerated. Although Workday's earnings growth is anticipated at 18%, the company has provided weak guidance for the next year, contributing to its recent 9% drop. Amidst this backdrop, a significant $2 billion investment from activist firm Elliott Management has sparked some renewed interest in the stock.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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BUY
They report Thursday and many say the company has trouble closing deals. But he expects they will have a good quarter.
BUY
Recently bought it. Earnings are coming. She's looking for clarity in their subscriptions growth which she predicts at 20%.
BUY
Sold Salesforce to buy Workday. She has liked CRM for many years. But Workday's work in HR and enterprise resource management. In the hybrid work environment, it could be important for employees to have a cloud platform to log into for recruiting and resource management. Workday has an excellent outlook for coming years.
BUY
They reported today a clean top- and bottom-line beat and acclerating revenue growth. A monster quarter.
COMMENT
It reports Monday. It's too pricey on a PE basis and it could get crushed like Zscaler today, which got crushed despite great but not super-great earnings.
WAIT
Because of the Fed, stocks selling above 50x earnings are struggling, though this is a good company. The market is not favourable to such companies now.
BUY ON WEAKNESS
It's now around $272, but you can probably get it a bit cheaper. Try closer to $250. Massive company. Accounting and financial processes, human resources. 12-month price target of $347.
BUY
It reports Thursday. Their last quarter and acquisition are crushing it.
BUY ON WEAKNESS
It reports Tuesday. Their last quarter was good. If shares got hammered Monday and Tuesday, maybe you can buy this lower on Wednesday.
BUY
Cloud stocks have fallen out of fashion as investors rotate into reopening names, but suppose some cloud plays could be reopen stocks, too? Workday is one. It reported a good quarter today: subscription growth came in higher than expected, revenue growth accelerate and they raised full-year guidance. Management will expand their workforce by 20% this year.
BUY
They report next week and should deliver another good quarter. They use cloud software to automate back-office jobs in HR and finance.
COMMENT
Yesterday, it reported a big earnings beat and inline revenue. Guidance though was conservative, so the stock got slammed 2.4%. It's down $40 from its peak earlier this month. A buying opportunity?
COMMENT
A cloud stock that automates the back office. It's tough to figure out because its software that automates human resources and finance is too complex for most American investors. But it's a well-run company. It reports Thursday.
PAST TOP PICK
(A Top Pick Aug 29/18, Up 27%) Software to service company, with human resources and financial reporting. Have become quite a darling. Jumped on the whole subscription idea, recurring revenue. Took profit at $193. Top line and bottom line great at last reporting. Would buy back in the $170s.
PAST TOP PICK
(A Top Pick Aug 29/18, Down 13%) A decline of this size is actually not bad (relative to others) – making it a stock he will continue to hold. Bringing in financial software has helped the company and he thinks it could be a strong takeout target.
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