Workday, Inc. (WDAY)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$201.84+1.97%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
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.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 10% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
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 2% on a typical day and fell roughly 52% in its worst 12-month stretch.
View RiskWorkday's AI expansion in HR and finance must keep compounding to justify the price. Revenue growth is slowing, dropping from 14.5% to 12.8% year over year. The latest quarter beat estimates by 118.3%. The stock trades at 20x earnings versus a 31x peer median. This discount reflects modest growth expectations versus our view. Management is running behind on a stated commitment. Our model puts the next-quarter miss probability near 16%. Peer multiples imply a price about 5% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. WDAY is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 42 analysts currently covering WDAY (as of Nov 2026).
Based on 20 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 2026-11-04. 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
Acquisition enhances AI capabilities, aligning with management's objectives.
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $201.84
The last 12 months of price, then the range of analyst 12-month targets from today’s $201.84.
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: Expand AI capabilities in HR and finance
Partnership enhances AI capabilities, aligning with management's objectives.
Threatens: Expand AI capabilities in HR and finance
AI reducing headcount may hinder AI expansion objectives.
Threatens: Expand AI capabilities in HR and finance
Layoffs may hinder AI expansion efforts.
Advances: Expand AI capabilities in HR and finance
Headcount reduction enhances focus on AI capabilities.
Advances: Execute share repurchase program up to $4 billion
Buyback supports capital allocation strategy and shareholder value.
Advances: Strategic acquisitions to enhance AI and talent acquisition
Partnership enhances AI capabilities and talent acquisition.
Advances: Expand AI capabilities in HR and finance
Expansion enhances AI capabilities in HR and finance.
