Workday, Inc.
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See all $WDAY insider activity →Workday (WDAY) reported Q2 FY2027 earnings, with AI products crossing $100M in new ACV and subscription revenue up 13.9% YoY. Management did not address Silver Lake takeover speculation but announced a new $4B share buyback program. Guidance fell short of expectations, with Q3 cRPO growth guided at 11-12% vs. 14% expected. The stock traded flat after-hours.
NVIDIA's earnings boosted tech stocks, with the Nasdaq up 1.57%. Bitcoin ETFs saw $2.8B inflows, while oil rose 2.17% due to geopolitical concerns. Analysts upgraded Baozun, Element Solutions, and others, while downgrading EHang and Workday.
Bank of America analysts noted mixed signals for European software companies from US SaaS earnings. Salesforce (CRM) shares rose 22.6% post-earnings, beating estimates and raising fiscal 2027 revenue guidance. Workday (WDAY) reported slower subscription backlog growth but expects AI-driven upside and margin expansion. Analysts see enterprise software demand trends amid AI competition concerns.
Over the past 7 days, alphai's AI scored 42 news stories mentioning WDAY (Workday, Inc.). Coverage has skewed bullish: 25 bullish, 6 neutral, and 11 bearish.
Recent WDAY coverage spans earnings, financial news and sector analysis.
Earnings beat and sizable buyback support price, but guidance slowdown may pressure the stock.
Downgrade may curb rally.
Slower backlog growth could pressure the stock.
Analyst upgrade may support short-term upside.
Analyst target increase may support short-term upside as investors adjust expectations.
alphai scores every news story that mentions WDAY with an AI model for sentiment and relevance, and aggregates insider trades from Workday, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Workday (WDAY) reported Q2 FY2027 earnings, with AI products crossing $100M in new ACV and subscription revenue up 13.9% YoY. Management did not address Silver Lake takeover speculation but announced a new $4B share buyback program. Guidance fell short of expectations, with Q3 cRPO growth guided at 11-12% vs. 14% expected. The stock traded flat after-hours.
2 min readNVIDIA's earnings boosted tech stocks, with the Nasdaq up 1.57%. Bitcoin ETFs saw $2.8B inflows, while oil rose 2.17% due to geopolitical concerns. Analysts upgraded Baozun, Element Solutions, and others, while downgrading EHang and Workday.
2 min readBank of America analysts noted mixed signals for European software companies from US SaaS earnings. Salesforce (CRM) shares rose 22.6% post-earnings, beating estimates and raising fiscal 2027 revenue guidance. Workday (WDAY) reported slower subscription backlog growth but expects AI-driven upside and margin expansion. Analysts see enterprise software demand trends amid AI competition concerns.
2 min readBarclays raised its price target for Workday to $224 from $200, maintaining an overweight rating. The company recently increased its full-year subscription revenue outlook after a strong fiscal second-quarter performance. Workday's stock is currently trading at $193.57, with a 5-day change of +1.48% and a year-to-date change of -1.90%.
1 min readCitigroup raised its price target on Workday (WDAY) to $201 from $139, keeping a neutral rating. Other analysts also updated targets: Monness Crespi & Hardt to $218, and RBC to $240. Workday's stock closed at $193.57, up 1.48% for the day but down 9.88% year-to-date.
1 min readBMO Capital raised its price target for Workday to $230 from $182, maintaining an outperform rating. Other firms also adjusted their targets, with RBC raising it to $240 and Monness Crespi & Hardt to $218. Workday's stock is currently trading at $193.57, up 1.48%.
1 min readWorkday CEO Aneel Bhusri reports strong AI adoption, with over 5,500 customers using at least one agent, up 35% quarter-over-quarter. Q2 2026 earnings show net income of $228M, up 72.7% YoY, and revenue of $2.35B, up 12.6% YoY. Bhusri highlights customer success with AI agents, citing BMO's rollout of Self-Service Agent to 55,000 employees. Workday's AI strategy is driving platform win rates and customer retention.
3 min readA court in the Northern District of California ruled in the Mobley v. Workday, Inc. case, denying plaintiffs' request for certain data. Workday was not required to produce customer applicant data due to contract terms, but must provide its own EEO-1 and OFCCP records. The ruling highlights the importance of vendor contracts, bias testing, and recordkeeping for employers using AI in hiring.
2 min readWorkday (WDAY) reported Q2 2027 earnings with subscription revenue up 14% YoY to $2.471B, total revenue up 13% to $2.649B, and non-GAAP operating margin at 31.1%. AI products drove $100M in new ACV, with AI ARR reaching $600M, up 200% YoY. FY27 subscription revenue guidance is $9.94B-$9.95B, up 13%. Q3 subscription revenue is expected at $2.515B, up 12%. FY28 subscription revenue growth target is approximately 11%.
2 min readWorkday's subscription revenue backlog grew 8% to $27.4B, missing estimates of $28.6B. Shares fell 6% after hours. Q2 sales rose 13% to $2.65B, with adjusted profit at $2.75 per share. Next quarter's forecast of $2.52B aligns with estimates. Competitive pressures from rivals like Oracle and SAP persist. Investors await signs of renewed growth under new leadership.
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