Workday, Inc. (WDAY)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$195.79-5.38%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
Research Workspace
Put WDAY beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 10% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 16%.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 55% in its worst 12-month stretch.
View RiskWorkday's growth in AI capabilities must continue to justify its price. The company recently beat earnings estimates with revenue of $2.649 billion. It also reported adjusted EPS of $2.75, exceeding expectations. Workday trades at 20× P/E, below the peer median of 27×. This suggests the price reflects less growth than expected. If Workday cuts guidance after raising it, that could hurt credibility. Our read remains intact; peer multiples imply a price about 7% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. WDAY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 43 analysts currently covering WDAY (as of Sep 2026).
Based on 25 Wall Street analysts offering 12-month price targets for WDAY in the last 4 months.
Continue this research
Compare WDAY with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WDAY Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 6 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put WDAY next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand AI capabilities in HR and finance
AI growth aligns with management's objective to expand capabilities.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $195.79
The last 12 months of price, then the range of analyst 12-month targets from today’s $195.79.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase subscription revenue
Quarterly beat supports subscription revenue growth objective.
Threatens: Increase subscription revenue
AI growth not translating to overall subscription backlog growth.
Advances: Expand AI capabilities in HR and finance
AI adoption enhances product capabilities and supports margin goals.
Advances: Increase subscription revenue
AI drives record growth aligns with subscription revenue objective.
Advances: Increase subscription revenue
Signals strong subscription revenue growth and margin expansion.
Advances: Increase subscription revenue
Surpassing earnings indicates strong subscription revenue growth.
Threatens: Increase subscription revenue
Revenue outlook lacks upside, indicating potential growth issues.
