Analisi facoltativa del prodotto
Con il tuo consenso utilizziamo analisi limitate e rispettose della privacy per capire quali percorsi di ricerca funzionano. Non usiamo tracker pubblicitari né registrazioni delle sessioni. Puoi modificare questa scelta nelle Preferenze. Leggi la Informativa sulla privacy.
Workday, Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $48.9B |
|---|
| Revenue (ttm) | 10.2B |
|---|
| Net income (ttm) | 1.3B |
|---|
| EPS (ttm) | $4.86 |
|---|
| Shares out | 241M |
|---|
| P/E (trailing) | 42.1x |
|---|
| P/E (forward) | 17.7x |
|---|
| Volume | 1,467,787 |
|---|
| Beta | 1.07 |
|---|
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-01-31 | 2023-01-31 | 2024-01-31 | 2025-01-31 | 2026-01-31 | Trend |
| Revenue | $5.14B | $6.22B | $7.26B | $8.45B | $9.55B | +16.8% |
| Gross profit | $3.71B | $4.51B | $5.49B | $6.38B | $7.23B | +18.1% |
| Operating income | $-116.0M | $-222.0M | $183.0M | $415.0M | $721.0M | — |
| Net income | $29.0M | $-367.0M | $1.38B | $526.0M | $693.0M | +121.1% |
| EPS (diluted) | $0.12 | $-1.44 | $5.21 | $1.95 | $2.59 | +115.5% |
| EBITDA | $377.0M | $206.0M | $752.0M | $1.08B | $1.36B | +37.7% |
| R&D | $1.88B | $2.25B | $2.46B | $2.63B | $2.68B | +9.3% |
| SG&A | $486.0M | $599.0M | $702.0M | $820.0M | $1.34B | +28.8% |
Recent company headlines from major financial publishers.
The bull scenario envisions an accelerated cloud migration cycle paired with rapid enterprise adoption of agentic artificial intelligence governance. Workday deepens wallet share across Fortune five hundred accounts as the Financial Management suite displaces legacy ERP systems and international expansion accelerates in EMEA and APAC. Operating margins expand beyond baseline projections, driving rapid earnings growth. From $202.96, this scenario establishes a target of $358.84 with an estimated probability of 20.0% and an implied return of 76.8%, matching Potential value of $358.84. Disconfirmation would appear if enterprise software spending contracts or competitive bundling halts cross-sell momentum, visible within three to four quarters.
The base scenario reflects durable enterprise software compounding. Under this path, subscription revenue grows at a steady low double-digit pace, while provider-adjusted operating margins expand steadily toward mature enterprise software levels as sales and administrative leverage take hold. From the reference price of $202.96, this outcome yields a target of $279.78 with an estimated probability of 60.0% and an implied return of 37.8%, aligning closely with Fair value of $279.78. This scenario would be disconfirmed if subscription revenue decelerates into single digits or if workforce restructuring fails to yield expected operating efficiencies, which investors would detect within four to six quarters.
| Ke ↓ / g → | 2.5% | 3.0% | 3.5% | 4.0% | 4.5% |
|---|---|---|---|---|---|
| 8.9% | $293 | $309 | $329 | $353 | $382 |
| 9.4% | $273 | $286 | $302 | $322 | $345 |
| 9.9% | $255 | $266 | $280 | $295 | $314 |
| 10.4% | $239 | $249 | $260 | $274 | $289 |
| 10.9% | $226 | $234 | $244 | $255 | $267 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
