WDAY
Workday, Inc.
WDAY
186.14USD
-0.33%
Oct 05, 2026
Price
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Price Action
An early price trend
Longer-term context reads early recovery, with a near-term setup of daily reclaim.
EntryReset + recovery
The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.
Key Financials
- Market Cap
- $46.6B
- Avg Volume (60D)
- 3.7M
- Revenue Growth YoY
- +13.1%
- Gross Margin
- +75.8%
- Operating Margin
- +10.7%
- Free Cash Flow Yield
- +6.1%
- P/E
- 37.2x
- EV / Sales
- 4.5x
60 sessions
FY2026 vs FY2025
Trailing twelve months
Market metrics as of Oct 2, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026
Fundamentals & Valuation
Two of the three valuation perspectives say cheap; peers is the dissenting view.
Workday, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Company Research
Thesis
Workday is an application-platform enabler and direct software beneficiary: its HR and finance systems of record, workflow controls, identity and permissions, and proprietary business data provide the context in which AI agents can safely perform enterprise tasks. The story is still emerging, so the exposure is real but early.
Opportunity
Moderate opportunity
Enterprise buyers are embedding governed AI agents into systems of record to answer questions, automate routine workflows, and take controlled actions across HR, financial management, planning, expenses, and procurement.
Key risk
Competition from other enterprise software providers.
Narrative & Theme
Enterprise Agentic-AI Adoption
Part of AI Agents for Core HR, Finance, and Spend Workflows, with moderate fit.
Workday has a real and increasingly explicit exposure to enterprise agentic AI, rather than merely generic AI adjacency.
Narrative HeatHeating up7.1 / 10
Theme HeatHeating up7.2 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Application
What they do
Workday, Inc. provides enterprise cloud applications focused on financial management and spend management to organizations globally, enabling streamlined financial processes and real-time insights.
How it earns
The company primarily generates revenue through subscription-based cloud software services.
Products & services
Financial management applications
Spend management solutions
Customers & end markets
Large and medium-sized enterprises
Organizations requiring cloud-based financial and operational software
Market position
Workday is a leader in the enterprise cloud financial and human capital management software market.
Demand drivers
Medium cyclicality
Demand for enterprise software can be influenced by broader economic cycles affecting IT budgets and spending.