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Earnings are out

WDAY · NASDAQ · Software - Application

Workday

Cloud subscriptions for human resources, finance, planning, and AI-enabled enterprise workflows.

$204.25

After-hours close−0.47 (−0.23%)

At close$204.72(+5.76%)

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Profile

Workday, Inc.WDAYInformation Technology

Sells cloud subscriptions for human resources, finance, spend management, planning, and AI-enabled workflows to midsize and large organizations worldwide. Recurring subscriptions produce nearly all revenue, with pricing tied largely to customers' worker counts and deployment supported by service partners.

Runs a cloud platform spanning Workday Human Capital Management, Financial Management, Spend Management, Adaptive Planning, and industry applications such as Workday Student. Workday Sana and the Agent System of Record extend the platform into enterprise search, automation, and AI-agent governance. Shared HR and finance data, frequent cloud updates, Workday Extend, and a partner marketplace let customers and partners add tailored applications and integrations.

Serves midsize organizations, global enterprises, public agencies, and universities, with most revenue coming from U.S. customers. Subscription access generates nearly all revenue; professional services and service partners handle deployment and training. Pricing depends largely on customer worker counts, while cloud delivery relies on third-party infrastructure including AWS, Google Cloud, and colocation data centers.

Company facts

CEOAneel Bhusri

ListedOct 12, 2012

ExchangeNASDAQ

HeadquartersPleasanton, CA

CountryUnited States

Employees21,070

CIK0001327811

ISINUS98138H1014

Key statistics

Market cap$53.62B

EPS (ttm)$4.90

P/E (ttm)41.78

ROE16.8%

P/B7.91

P/S5.28

Dividend yield—

Beta0.32vs XLK −0.69

Year to date −0.5% · Average volume (30d) 4.9M

Analysts

Price target, next 12 months$217.00+6.0%Median of 81 analysts · vs the Aug 28 close

ConsensusBuy43 of 81 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $204.72

High$275.00+34.3%

Median$217.00+6.0%

Low$140.00−31.6%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior target	Target
Aug 28, 2026	Jefferies	Target	$225	$220
Aug 28, 2026	D.A. Davidson	Target	$135	$190
Aug 28, 2026	BMO Capital	Target	$182	$230
Aug 28, 2026	Cantor Fitzgerald	Target	$160	$205
Aug 28, 2026	UBS	Target	$215	$230

Earnings

EPS

Estimate$2.74

ReportedDue Nov 24, 2026

Revenue

Estimate$2.69B

ReportedDue Nov 24, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 27, 2026Q2 FY27	$2.61	$2.75	+5.4%	$2.64B	$2.65B	+0.5%	+5.76%
May 21, 2026Q1 FY27	$2.51	$2.66	+6.0%	$2.52B	$2.54B	+1.0%	+5.16%
Feb 24, 2026Q4 FY26	$2.32	$2.47	+6.5%	$2.52B	$2.53B	+0.3%	+2.24%
Nov 25, 2025Q3 FY26	$2.17	$2.32	+6.9%	$2.42B	$2.43B	+0.6%	−7.85%

View details

Financial highlights

	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26	Q1 FY27	Q2 FY27
Revenue	$2.24B	$2.35B	$2.43B	$2.53B	$2.54B	$2.65B
Gross profit	$1.70B	$1.77B	$1.84B	$1.92B	$1.94B	$2.41B
Operating income	$39.0M	$248.0M	$259.0M	$304.0M	$338.0M	$313.0M
Net income	$68.0M	$228.0M	$252.0M	$145.0M	$222.0M	$632.0M
Diluted EPS	$0.25	$0.84	$0.94	$0.55	$0.87	$2.54
Gross margin	76.0%	75.2%	75.7%	75.9%	76.2%	90.8%
Operating margin	1.7%	10.6%	10.6%	12.0%	13.3%	11.8%

Fiscal years (4-quarter sums)FY22 $5.14B · FY23 $6.22B · FY24 $7.24B · FY25 $8.45B · FY26 $9.55B

Revenue by product · Q2 FY27

Subscription Services$2.47B · 93%

Professional Services$178.0M · 7%

Revenue by geography · Q2 FY27

United States$1.97B · 74%

Non-US$682.0M · 26%

Balance sheet, Jul 31, 2026Cash & short-term investments $3.40B · Total debt $1.78B · Total assets $15.86B · Shareholders' equity $6.46B

Dividends

No dividends on record.

Ownership

Institutions 94.00%246.23M sharesInsiders 1.17%3.07M sharesOther 4.83%12.64M shares

Shares outstanding 261.94M · Float 198.91M · 75.9% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Duffield David A · 10 percent owner	36.57M	13.96%	Form 4	Jul 13, 2026
BlackRock, Inc.	21.13M	8.07%	13F	Aug 7, 2026
Vanguard Capital Management LLC	13.22M	5.05%	13F	Aug 13, 2026
Hotchkis & Wiley Capital Management LLC	12.68M	4.84%	13F	Aug 14, 2026
Eagle Capital Management, LLC	11.32M	5.63%	13G	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jul 10, 2026	Mark S. Garfield	officer: Chief Accounting Officer	−918	$142.19
Jul 9, 2026	David A. Duffield	10 percent owner	−107,500	$136.74
Jul 6, 2026	David A. Duffield	10 percent owner	−107,500	$135.24
Jul 5, 2026	Robert Enslin	officer: President, CCO	−5,374	$134.90
Jul 7, 2026	Zane Rowe	officer: Chief Financial Officer	−6,000	$143.70