Stocks · 2 months ago
Workday AI Strategy +7.6% as Google Cloud Deal Expands
Can Workday AI Strategy turn a flashy partnership into durable enterprise growth and justify the stock’s sharp rebound?
Workday, Inc. WDAY
Loading live quote…
$142.71
+27.85
(-1.43%)
Price Chart
About Workday, Inc.
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…
- ISIN
- US98138H1014
Analyst Consensus
Consensus Rating
BUY
Analysts
38
covering this stock
Mean Target
$171.13
+19.9% vs current
Current Price
$142.71
-1.43% today
12-Month Price Target Range
LOW TARGET
$115.00
HIGH TARGET
$275.00
Range based on 38 Wall Street analysts covering WDAY.
Recent Analyst Actions — 8 unique firms, latest first
- Jul 20, 2026 Init CLSA Underperform PT $92
- May 26, 2026 Maintain Goldman Sachs Neutral ($206 → $151)
- May 22, 2026 Maintain UBS Neutral (+$130 → $140)
- May 22, 2026 Maintain Jefferies Hold (+$115 → $140)
- May 22, 2026 Maintain Wells Fargo Overweight (+$180 → $185)
- May 22, 2026 Maintain Citigroup Neutral ($148 → $139)
- May 22, 2026 Maintain Keybanc Overweight (+$155 → $158)
- May 22, 2026 Maintain Needham Buy ($300 → $180)
Recent Quarters
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $2.54B | — | $222.0M | $0.87 | — | 76.2% | 13.3% |
| Q 2026 Jan 2026 | $2.53B | — | $145.0M | $0.55 | — | 75.9% | 12.1% |
| Q 2025 Oct 2025 | $2.43B | — | $252.0M | $0.94 | — | 75.7% | 10.9% |
| Q 2025 Jul 2025 | $2.35B | — | $228.0M | $0.84 | — | 75.2% | 10.6% |
| Q 2025 Apr 2025 | $2.24B | — | $68.0M | $0.25 | — | 76.0% | 9.2% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Latest WDAY Coverage
Activity