WDAY
Workday, Inc.
$137.99
+2.59 (+1.91%)
At close · Jul 6
Market Cap
$41.88B
Shares
247,000,000
Price & Indicators
Indicators
Price
Panels
Event markers
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$137.99
Open$133.17
Day$129.20–138.40
52W$110.36–249.85
Avg vol 30d5.4M
Short int28.8M · 11.7% float · 5.8d
Short vol64%
Last earningsMay 21, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 22
Equibles Rating
blended score · not investment advice
Overall
Buy
Technical · trend & momentum
Buy
◦
50 / 200-day cross
no cross
−
Price vs 200-day avg
−21% below
+
Price vs 50-day avg
+8% above
◦
RSI (14)
59 · neutral
+
MACD trend
positive
◦
52-week position
20% · mid-range
Sentiment · smart money
Bearish
◦
Trend (MA cross)
50d $128 › 200d $174 — 200d above 50d
+
Institutional flow
9 of 941 funds reported for Jun 30 · net +1.2K sh shares
−
Insider flow
Net -$60.0M over 90 days · 100% sells
−
Short interest
11.67% of float · ▲ +6.5% MoM · 5.8 days cover
◦
Volume signal
Volume near normal
◦
Institution breadth
941 holders — mid 3-yr range
Fundamentals
Excellent
+
Revenue growth
+36% Y/Y
+
EPS growth
+33% Y/Y
+
Free cash flow
$2.8B
◦
Valuation
P/E 52.8 · in line
+
Buyback
$1.3B remaining
◦
Balance sheet
net debt $1.5B
Blended from price, positioning & fundamentals · daily-close · not investment advice.
Up next
Next earnings call
Aug 20, 2026
Est · unconfirmed
· in 6 wks
FQ2-27 quarter ends
~Jul 31, 2026
Est
filed May 22, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance & track record
Latest guidance
· from the 8-K filed May 21, 2026
fiscal 2027 second quarter ending July 31, 2026
Subscription revenues
Initiated
$2.46B
Non-GAAP operating margin
Non-GAAP
Initiated
30%
fiscal 2027 full year ending January 31, 2027
Subscription revenues
Initiated
$9.93B – $9.95B
Non-GAAP operating margin
Non-GAAP
Initiated
30.5%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
no cross
Neutral
Price vs 200-day avg
−21% below
Bearish
Price vs 50-day avg
+8% above
Bullish
RSI (14)
59 · neutral
Neutral
MACD trend
positive
Bullish
52-week position
20% · mid-range
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $128 › 200d $174 — 200d above 50d
Institutional flow
Accumulating
9 of 941 funds reported for Jun 30 · net +1.2K sh shares
Insider flow
Distributing
Net -$60.0M over 90 days · 100% sells
Short interest
Rising
11.67% of float · ▲ +6.5% MoM · 5.8 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Steady
941 holders — mid 3-yr range
Price context
position in its 52-week range
52-wk low $110
Now $138 · 20%
52-wk high $250
vs 200-day avg -21%
vs 50-day avg +8%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| 12-month subscription revenue backlog | $8.81B | Q1 FY2027 | — |
| Free cash flows non-GAAP | $616M | Q1 FY2027 | — |
| Hiring processes supported by Recruiting Agent | 14M | Q1 FY2027 | — |
| Total subscription revenue backlog | $27.29B | Q1 FY2027 | — |
| Users under contract | 80M | Q1 FY2027 | — |
| AI actions delivered across platform | 1.7B | Fiscal Year 2026 | — |
| Class A common stock repurchased | 12.8M | Fiscal Year 2026 | — |
| Core Workday Financial Management and Workday HCM customers | 7,000 | Fiscal Year 2026 | — |
| Non-GAAP operating income non-GAAP | $2.82B | Fiscal Year 2026 | — |
| Total customers | 11,500 | Fiscal Year 2026 | — |
| future cash expenditures related to severance payments, employee benefits, and related costs | $40M | Q4 FY2026 | — |
| non-cash charges for stock-based compensation | $15M | Q4 FY2026 | — |
| non-cash charges related to the impairment of certain office space and long-lived assets | $80M | Q4 FY2026 | — |
| total charges related to reorganization | $135M | Q4 FY2026 | — |
| AI actions delivered | 1.7B | full year 26 call | — |
| ARR from D-Solutions | 400M | Q4 call | — |
| average larger expansion deals including AI | 50% | Q4 call | — |
| committed code AI-generated | 50% | R1 release (March) call | — |
| customers using new role-based agents | 400 | Q4 call | — |
| engineering output growth | 22% | last six months call | — |
| FlexCredits customers | 50 | Q4 call | — |
| global customers | 11,500 | Q4 call | — |
| key API development acceleration | 30 | R1 release (March) call | — |
| medium enterprise share of net new ACV | 60% | FY26 call | — |
| new ACV from emerging AI products | 100M | Q4 call | — |
| self-service agent increase in employee productivity | 20% | early access call | — |
| self-service agent reduction in HR chaos volume | 25% | early access call | — |
| software engineers using AI coding assistance | 75% | R1 release (March) call | — |
| Workday users | 75M | GA on February 15th call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WDAY
this stock
Workday, Inc.
|
$41.88B | -35.8% | +36.1% | 52.8 | 11.7% |
|
YMM
Full Truck Alliance Co. Ltd.
|
$202.78B | -19.2% | — | — | 0.1% |
|
SAP
Sap SE
|
$189.21B | -33.9% | — | — | 0.9% |
|
SHOP
Shopify Inc.
|
$155.90B | -25.4% | +26.1% | 125.3 | 1.7% |
|
UBER
Uber Technologies, Inc
|
$147.42B | -11.4% | +18.3% | 18.0 | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WDAY | +11.1% | -6.7% | -33.4% | +12.7% | -35.8% |
| SPY | +3.1% | -0.8% | +8.2% | +0.6% | +10.2% |
| vs SPY | +8.0% | -5.9% | -41.6% | +12.1% | -45.9% |
Capital returns
Buyback programs
· 5 active
· as of Apr 30, 2026
Authorized (total)
$7.00B
Spent (derived)
$5.70B
Remaining
$1.30B
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1327811
CUSIP
98138H101
13F (30d)
51 filings
14 filers
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