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Next Bullish Trade
WDAY Workday, Inc. NMS
$148.88 -8.35 (-5.31%)
Blow-off · +2.02σ Hot zone Grade B

Price chart

Overlay: Click earnings ▲ markers for day-move details

Loading 1Y daily…

Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet 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

DateEPS actual EPS estSurprise
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 1.89 1.76 +7.5%
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 $37B 46.2 11.8 3.7 24.0 4.9 75.8% 13.5% 248.0% 8.48%
AAPL $4,629B 38.2 32.8 10.3 29.0 43.4 47.9% 16.6% 21.8% 2.18%
MSFT $3,278B 26.3 22.8 10.3 18.0 7.9 68.3% 18.3% 23.4% 1.13%
NVDA $5,397B 34.1 17.6 21.3 32.3 34.4 74.1% 85.2% 214.5% 0.86%
GOOGL $4,384B 27.6 25.0 10.4 27.0 9.2 60.4% 21.8% 82.0% 0.64%
META $1,517B 21.7 16.5 7.1 13.9 6.2 81.9% 33.1% 62.4% 1.68%
AVGO $2,280B 93.5 26.0 33.4 62.7 28.6 76.7% 29.5% 31.6% 1.12%
ORCL $703B 43.8 30.4 11.0 30.3 21.0 67.1% 21.7% 24.5% -3.17%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 60.73%

HolderShares% 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

yfinance
Low
$115.0
Mean
$171.135
High
$275.0
Analysts
38

Consensus: buy (mean 2.0). Distribution requires FINNHUB_API_KEY.

SEC filings

FormFiled DescriptionAction
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…