Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-04-30 | $2.5B | $0.2B | $0.3B | $0.6B | 8.7% | 13.3% |
| 2026-01-31 | $2.5B | $0.1B | $0.3B | $1.2B | 5.7% | 12.0% |
| 2025-10-31 | $2.4B | $0.3B | $0.3B | $0.6B | 10.4% | 10.9% |
| 2025-07-31 | $2.3B | $0.2B | $0.2B | $0.6B | 9.7% | 10.6% |
| 2025-04-30 | $2.2B | $0.1B | $0.2B | $0.4B | 3.0% | 9.2% |
| 2025-01-31 | $nanB | $nanB | $nanB | $nanB | nan% | nan% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-05-21 | 2.66 | 2.52 | +5.7% |
| 2026-02-24 | 2.47 | 2.32 | +6.4% |
| 2025-11-25 | 2.32 | 2.17 | +6.7% |
| 2025-08-21 | 0.84 | 0.74 | +13.8% |
| 2025-05-22 | 0.25 | 0.15 | +68.0% |
| 2025-02-25 | 1.92 | 1.78 | +8.1% |
| 2024-11-26 | 0.72 | 0.54 | +33.8% |
| 2024-08-22 | 1.75 | 1.65 | +6.0% |
| 2024-05-23 | 1.74 | 1.58 | +10.1% |
| 2024-02-26 | 1.57 | 1.47 | +7.0% |
| 2023-11-28 | 1.53 | 1.41 | +8.7% |
| 2023-08-24 | 1.43 | 1.26 | +13.6% |
| 2023-05-25 | 1.31 | 1.12 | +16.6% |
| 2023-02-27 | 0.99 | 0.90 | +10.4% |
| 2022-11-29 | 0.99 | 0.85 | +17.1% |
| 2022-08-25 | 0.83 | 0.80 | +3.2% |
| 2022-05-26 | 0.83 | 0.85 | -2.8% |
| 2022-02-28 | 0.78 | 0.71 | +9.6% |
| 2021-11-18 | 1.10 | 0.87 | +27.1% |
| 2021-08-26 | 1.23 | 0.77 | +60.2% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Technology
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| WDAY ★ | $36B | 45.0 | 11.5 | 3.6 | 24.0 | 4.8 | 75.8% | 13.5% | 248.0% | 8.72% |
| AAPL | $4,634B | 38.2 | 32.8 | 10.3 | 29.0 | 43.5 | 47.9% | 16.6% | 21.8% | 2.18% |
| MSFT | $3,209B | 25.8 | 22.3 | 10.1 | 18.0 | 7.7 | 68.3% | 18.3% | 23.4% | 1.15% |
| NVDA | $5,247B | 33.2 | 17.2 | 20.7 | 32.3 | 33.5 | 74.1% | 85.2% | 214.5% | 0.88% |
| GOOGL | $4,416B | 27.8 | 25.1 | 10.5 | 27.0 | 9.2 | 60.4% | 21.8% | 82.0% | 0.63% |
| META | $1,569B | 22.5 | 17.1 | 7.3 | 13.9 | 6.4 | 81.9% | 33.1% | 62.4% | 1.63% |
| AVGO | $2,264B | 92.9 | 25.8 | 33.2 | 62.7 | 28.4 | 76.7% | 29.5% | 31.6% | 1.13% |
| ORCL | $671B | 41.8 | 29.0 | 10.5 | 30.3 | 20.0 | 67.1% | 21.7% | 24.5% | -3.32% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 60.73%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 20,080,016 | 12.79% |
| Vanguard Capital Management LLC | 13,833,094 | 8.81% |
| Vanguard Portfolio Management LLC | 11,637,749 | 7.41% |
| Hotchkis & Wiley Capital Management, | 10,655,733 | 6.79% |
| State Street Corporation | 9,536,720 | 6.07% |
| Eagle Capital Management LLC | 8,707,006 | 5.55% |
| First Eagle Investment Management, L | 7,608,713 | 4.85% |
| Geode Capital Management, LLC | 5,162,786 | 3.29% |
| Generation Investment Management LLP | 4,181,886 | 2.66% |
| Goldman Sachs Group Inc | 3,944,450 | 2.51% |
Insider activity · 90d
No insider trades for WDAY in last 90d.
Analyst estimates
yfinanceConsensus: buy (mean 2.0). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 10-Q | 2026-05-22 | 10-Q | view · |
| 8-K | 2026-05-21 | 8-K | view · |
| 4 | 2026-05-07 | FORM 4 | view · |
| 4 | 2026-05-07 | FORM 4 | view · |
| 4 | 2026-05-07 | FORM 4 | view · |
| 4 | 2026-05-07 | FORM 4 | view · |
| 4 | 2026-05-07 | FORM 4 | view · |
| DEF 14A | 2026-05-05 | DEF 14A | view · |
| 8-K | 2026-04-24 | 8-K | view · |
| 4 | 2026-04-14 | FORM 4 | view · |
| 4 | 2026-04-13 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-07 | FORM 4 | view · |
| 4 | 2026-04-02 | FORM 4 | view · |
| 4 | 2026-03-30 | FORM 4 | view · |
| 4 | 2026-03-25 | FORM 4 | view · |
| 4 | 2026-03-20 | FORM 4 | view · |
| 4 | 2026-03-17 | FORM 4 | view · |
| 4 | 2026-03-12 | FORM 4 | view · |
| 4 | 2026-03-09 | FORM 4 | view · |
| 4 | 2026-03-09 | FORM 4 | view · |
| 4 | 2026-03-09 | FORM 4 | view · |
| 4 | 2026-03-09 | FORM 4 | view · |
| 4 | 2026-03-09 | FORM 4 | view · |
| 8-K | 2026-03-06 | 8-K | view · |
| 10-K | 2026-03-06 | 10-K | view · |
| 4 | 2026-03-04 | FORM 4 | view · |
| 4 | 2026-03-02 | FORM 4 | view · |
| 4 | 2026-03-02 | FORM 4 | view · |
| 4 | 2026-03-02 | FORM 4 | view · |
| 8-K | 2026-02-24 | 8-K | view · |
| 4 | 2026-02-09 | FORM 4 | view · |
| 8-K | 2026-02-09 | 8-K | view · |
| 8-K | 2026-02-04 | 8-K | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-07 | FORM 4 | view · |
| 4 | 2026-01-07 | FORM 4 | view · |
| 4 | 2026-01-07 | FORM 4 | view · |
| 4 | 2026-01-07 | FORM 4 | view · |
| 4 | 2026-01-07 | FORM 4 | view · |
| 4 | 2026-01-07 | FORM 4 | view · |
| 4 | 2026-01-07 | FORM 4 | view · |
| 4 | 2026-01-06 | FORM 4 | view · |
| 4 | 2025-12-29 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 4 | 2025-12-18 | FORM 4 | view · |
| 4 | 2025-12-09 | FORM 4 | view · |
| 4 | 2025-12-04 | FORM 4 | view · |
| 10-Q | 2025-11-26 | 10-Q | view · |
| 8-K | 2025-11-25 | 8-K | view · |
| 4 | 2025-11-06 | FORM 4 | view · |
| 4 | 2025-10-14 | FORM 4 | view · |
| 4 | 2025-10-14 | FORM 4 | view · |
About
Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations. It also provides spend management solutions that help organizations to streamline supplier selection and contract management, build and execute sourcing events, such as requests for proposals, and manage indirect spend; expense management solutions to submit and approve expenses; and a suite of human capital management applications that enables HR teams to hire, onboard, pay, develop, reskill, and provide employee experiences. In addition, the company offers planning applications. Further, it provides supply chain and inventory solutions to healthcare organizations; solutions to manage the end-to-end student and faculty lifecycle; Workday Extend for customers and their developers to build custom applications. The com…