Workday, Inc. (WDAY) Stock Price & Analysis
Workday, Inc. (WDAY) closed at USD 209.99 on Thursday, October 22, 2026, up 3.46% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 209.99; the Oct 22, 2026 session ranged USD 203.99–210.07 on volume of 2,918,324 shares. Market capitalization is —, with a 52-week range of USD 110.36–247.1 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:27 UTC.
Also available as compact Markdown for AI agents: nexqual.com/WDAY.md
Key facts (WDAY)
- Last four reported quarters (through Jul 31, 2026): revenue $10.2B, net income $1.25B (12.3% margin), free cash flow $2.84B (SEC filings).
- 4 of 80 tracked superinvestors hold WDAY (13F, Q2 2026): 1 new, 3 added, 0 reduced, 0 unchanged.
- Total return with dividends: 1Y -13.7% vs S&P 500 +14.9%; 5Y -25.2% vs S&P 500 +80.3%.
- Next earnings: 2026-08-27, EPS estimate USD 2.74, revenue estimate $2.69B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (WDAY)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $5.14B | $6.22B | $7.26B | $8.45B | $9.55B | $10.2B |
| Operating income | -$116M | -$222M | $183M | $415M | $721M | $1.08B |
| Net income | $29.0M | -$367M | $1.38B | $526M | $693M | $1.25B |
| EPS (diluted) | $0.12 | -$1.44 | $5.21 | $1.95 | $2.59 | — |
| Free cash flow | — | $1.29B | $1.92B | $2.19B | $2.78B | $2.84B |
| Operating margin | -2.3% | -3.6% | 2.5% | 4.9% | 7.5% | 10.7% |
| Net margin | 0.6% | -5.9% | 19.0% | 6.2% | 7.3% | 12.3% |
| Revenue growth | +19.0% | +21.0% | +16.8% | +16.4% | +13.1% | — |
| Cash + short-term investments | $3.64B | $6.12B | $7.81B | $8.02B | $5.44B | — |
| Total debt | $1.84B | $2.98B | $2.98B | $2.98B | $2.99B | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (WDAY)
P/E at fiscal year-ends: Jan 2026 68.0x, Jan 2025 134.1x, Jan 2024 55.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (WDAY)
4 of 80 tracked investors hold WDAY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 1.80% | $1.08B | Added +16.0% |
| Van Den Berg Management I | 1.26% | $6.0M | Added +28.9% | |
| Richard Pzena | Pzena Investment Management | 0.71% | $241M | New position |
| Bill Nygren | Oakmark Funds | 0.03% | $23.6M | Added +1552.2% |
Analysts (WDAY)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | Keybanc | Downgrade | Overweight → Sector Perform | |
| 2026-10-15 | Stifel | Target raised | Hold | $160 → $175 |
| 2026-10-14 | UBS | Target lowered | Neutral | $220 → $210 |
| 2026-10-08 | Jefferies | Target lowered | Hold | $220 → $210 |
| 2026-10-05 | Needham | Reiterated | Buy | $230 |
| 2026-08-31 | Goldman Sachs | Target raised | Neutral | $151 → $164 |
| 2026-08-28 | Freedom Broker | Downgrade | Buy → Hold | $180 → $200 |
| 2026-08-28 | Wells Fargo | Target raised | Overweight | $215 → $225 |
| 2026-08-28 | Stifel | Target raised | Hold | $115 → $160 |
| 2026-08-28 | Citigroup | Target raised | Neutral | $139 → $201 |
| 2026-08-28 | Barclays | Target raised | Overweight | $200 → $224 |
| 2026-08-28 | TD Cowen | Target lowered | Hold | $220 → $210 |
Total return (dividends reinvested) (WDAY)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -13.7% | -25.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -13.7% | -5.6% |
| Volatility (annualized) | 53.7% | 39.8% |
| Max drawdown | -53.8% (Oct 2025→Apr 2026) | -63.2% (Feb 2024→Apr 2026) |
Companies that name WDAY in their SEC reports
| Relationship to WDAY | Company | Filing | Sentence |
|---|---|---|---|
| supplier | BLACKLINE, INC. (BL) | 10-K Feb 26, 2026 | “Our direct sales force leverages relationships with technology vendors, such as Workday, SAP, and Microsoft, professional services firms, such as Accenture, Deloitte, and Ernst & Young, and business process outsourcers, such as CapGemini, GenPact, and RSM to influence and drive customer growth.” |
| partner | INSPERITY, INC. (NSP) | 10-K Feb 11, 2026 | “Insperity's HRScale solution is our newest service offering that we jointly developed through our strategic partnership with Workday, Inc. ("Workday").” |
WDAY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $2.74 | $2.63 | +4.3% | $2.69B | 36 |
| Next quarter (ends Jan 2027) | $2.95 | $2.85 | +3.6% | $2.78B | 35 |
| Current fiscal year (ends Jan 2027) | $11.09 | $10.75 | +3.1% | $10.67B | 41 |
| Next fiscal year (ends Jan 2028) | $13.24 | $12.65 | +4.7% | $11.78B | 41 |
WDAY options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 52.5% | ±6.0% |
| Nov 6, 2026 | 14 | 46.4% | ±7.5% |
| Nov 13, 2026 | 21 | 45.1% | ±8.9% |
| Nov 20, 2026 | 28 | 44.4% | ±10.0% |
| Nov 27, 2026 | 35 | 46.6% | ±11.7% |
| Dec 4, 2026 | 42 | 47.5% | ±13.0% |
| Dec 18, 2026 | 56 | 45.8% | ±14.5% |
| Jan 15, 2027 | 84 | 42.1% | ±16.2% |
30-day implied volatility 44.7% vs 36.7% realized over the last 30 trading days. Put/call ratio (volume) 0.41. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:27 UTC)
| Price | USD 209.99 |
|---|---|
| Change | ▲ 3.46% (up) |
| Previous Close | USD 209.99 |
| Open | USD 209.99 |
| Day Range | USD 203.99 – 210.07 |
| 52-Week Range | USD 110.36 – 247.1 |
| Volume | 2,918,324 shares |
| Market Cap | — |
| Exchange | NMS |
Technical Analysis (WDAY)
Nexqual's technical model rates WDAY "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:27 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 65.8 (neutral) |
| vs SMA50 | Above (USD 193.29) |
| MACD | 3.7 (positive) |
Earnings (WDAY)
| Next Earnings Date | 2026-08-27 |
|---|---|
| EPS Estimate | USD 2.74 |
| Revenue Estimate | $2.69B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 2.75 vs est 2.61 ▲ beat |
| 2026-04-30 | USD 2.66 vs est 2.52 ▲ beat |
| 2026-01-31 | USD 2.47 vs est 2.32 ▲ beat |
| 2025-10-31 | USD 2.32 vs est 2.17 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Financials & Fundamentals (WDAY)
| Total Revenue | $10.15B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +12.80% |
| Gross Margin | +75.80% |
| Operating Margin | +11.82% |
| Profit Margin | +12.32% |
| ROE | +16.01% |
| Debt / Equity | 0.58 |
| Current Ratio | 0.91 |
| Total Cash | $3.40B |
| Total Debt | $3.77B |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Ownership (WDAY)
| Insider Ownership | +2.11% |
|---|---|
| Institutional Ownership | +112.47% |
| Shares Outstanding | 196.00M |
| Float | 194.29M |
| Short % of Float | +7.42% |
Source: Nexqual, October 23, 2026 at 09:27 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ADSK | Autodesk, Inc. | USD 254.95 | ▲ 4.13% |
| TEAM | Atlassian Corporation | USD 223.16 | ▼ 1.04% |
| ROP | Roper Technologies, Inc. | USD 436.23 | ▲ 9.73% |
| PAYX | Paychex, Inc. | USD 118.81 | ▲ 5.61% |
| MSTR | Strategy Inc | USD 145.8 | ▼ 5% |
| CDNS | Cadence Design Systems, Inc. | USD 309.65 | ▼ 5.04% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:27 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt