Dernières nouvelles pour Workday (NASDAQ:WDAY) Stock

WORKDAY INC-CLASS A

Workday

Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.

Workday Inc

Amid tariff concerns, activist investor Dan Loeb‘s Third Point LLC made significant changes, shedding stakes or exiting major Magnificent Seven stocks <a href="https://www.benzinga.com/topic/dan-loeb">during the first quarter of 2025</a>.
What Happened: A 13F <a href="https://www.sec.gov/Archives/edgar/data/1040273/000108514625003337/xslForm13F_X02/infotable.xml">filing </a>released Thursday shows that Third Point completely exited its positions in Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) during the first quarter of 2025. The hedge fund had <a href="https://www.sec.gov/Archives/edgar/data/1040273/000108514625001713/xslForm13F_X02/infotable.xml">previously </a>held 665,000 shares of Meta and 500,000 shares of Tesla at the end of the fourth quarter of 2024.
The investor also fully exited its position in Workday Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) in Q1, selling all 500,000 shares it held as of the fourth quarter of 2024.
In addition to the complete exits, Third Point also trimmed several positions in the first quarter compared to the fourth quarter of 2024. Notable reductions include:
<ul class="wp-block-list">
<li>Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): -48%</li>
<li>Intercontinental Exchange Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICE#NYSE">ICE</a>): -47%</li>
<li>Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>): -32%</li>
<li>Brookfield Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BN#NYSE">BN</a>): -15%</li>
</ul>
Here are the top new additions in the first quarter by shares:
<ul class="wp-block-list">
<li>Kenvue Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KVUE#NYSE">KVUE</a>): 8.9 million</li>
<li>AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>): 3.78 million</li>
<li>United States Steel Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>): 3.63 million</li>
<li>NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>): 1.45 million</li>
<li>CoStar Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSGP#NASDAQ">CSGP</a>): 1.98 million</li>
<li>Pinterest, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>): 1 million</li>
<li>RB Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBA#NYSE">RBA</a>): 950,000</li>
<li>Talen Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLN#NASDAQ">TLN</a>): 585,000 </li>
<li>SharkNinja, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SN#NYSE">SN</a>): 550,000</li>
<li>Caseys General Stores, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CASY#NASDAQ">CASY</a>): 300,000</li>
</ul>
Here are the top increases in stake&nbsp;in the first quarter compared to the final quarter of 2024 in percentages:
<ul class="wp-block-list">
<li>Apollo Global Management, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>): +275%</li>
<li>Soho House &amp; Co Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHCO#NYSE">SHCO</a>): +121%</li>
<li>Capital One Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>): +14%</li>
</ul>
As of the first quarter of 2025, Loeb&#8217;s top five holdings were Pacific Gas &amp; Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>), Kenvue, Telephone and Data Systems, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDS#NYSE">TDS</a>), Soho House, and Brookfield. Of these, all but Brookfield were new or increased positions during the quarter.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/management/25/05/45455434/warren-buffett-ditches-bitcoin-linked-nu-holdings-adds-to-constellation-brands-dominos-pizza-pool-corp-stakes" target="_blank" rel="noreferrer noopener">Warren Buffett Ditches Bitcoin-Linked Nu Holdings, Adds To Constellation Brands, Domino&#8217;s Pizza, Pool Corp Stakes</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

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WDAY

Loeb's Third Point Exits Meta, Tesla, Rotates Into Staples, Telecom, Industrials

Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) has outperformed the market over the past 10 years by 1.01% on an annualized basis producing an average annual return of 11.66%. Currently, Workday has a market capitalization of $72.89 billion. 
Buying $100 In WDAY: If an investor had bought $100 of WDAY stock 10 years ago, it would be worth $300.60 today based on a price of $272.50 for WDAY at the time of writing.
<h3>Workday's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747321219_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today

Workday's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NYSE">WDAY</a>) short percent of float has fallen 11.25% since its last report. The company recently reported that it has 6.11 million shares sold short, which is 2.84% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.88 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Workday Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747238427_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Workday has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Workday's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Workday's peer group average for short interest as a percentage of float is 3.03%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About Workday?

WestPark Capital analyst Curtis Shauger initiated coverage of Workday Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) on Monday with a <a href="https://www.benzinga.com/quote/WDAY/analyst-ratings">Buy rating</a> and announced a price forecast of $315.00.
Workday was founded in 2005 by Dave Duffield and Aneel Bhusri, both veterans of PeopleSoft. Their goal was to disrupt the vast enterprise resource planning (ERP) market through cloud-based solutions.
Initially successful in human capital management (HCM), the company has since expanded into financial software. 
The analyst noted that despite surpassing an $8 billion annual revenue run rate, WDAY holds only about 2% of the $100 billion-plus ERP market, signaling significant growth potential.
Workday's growth momentum has eased as legacy ERP providers resist and the financials sector slows down its adoption of cloud technology.
Also Read: <a href="https://www.benzinga.com/25/05/45207560/expedia-faces-turbulence-as-us-travel-trend-weakens-says-analyst">Expedia Faces Turbulence As US Travel Trend Weakens, Says BofA Analyst</a>
The company's rapid early success in human capital management (HCM) was aided by limited competition and a strong fit for cloud-based tools. 
However, by the time Workday expanded into financials, major rivals like Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) had already introduced their own cloud offerings, making market penetration more challenging, noted Shauger.
Workday's AI strategy, introduced under the "Illuminate" banner at last year's Rising conference, is beginning to take form, but its impact on revenue remains uncertain. 
The company has started monetizing select AI agents, yet much of its approach centers on integrating AI into existing products to boost demand and accelerate deal closures. 
Recent workforce reductions at Workday demonstrate management's focus on balancing profitability with growth. After cutting 3% of staff in 2023 and another 8% this year, Shauger views these proactive decisions as positive steps.
With shares trading at historically low valuations, investors may be overlooking potential upside from Workday's AI initiatives. He said that if its AI strategy spurs even moderate growth, the stock could re-rate significantly.
Price Action: WDAY shares traded lower by 0.036% at $248.28 at last check Tuesday.
Read Next: <a href="https://www.benzinga.com/25/05/45194848/footwear-giant-skechers-to-go-private-in-more-than-9b-deal-with-3g-capital-stock-surges">Footwear Giant Skechers To Go Private At 30% Premium In PE Deal</a>
Photo: Shutterstock

Price Target

Initiation

Analyst Ratings

General

ORCL

Workday Could Soar With AI Strategy, Says Analyst

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>WestPark Capital analyst Curtis Shauger initiated coverage on Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Buy rating and announced a price target of $315. Workday shares closed at $248.34 on Monday. <a href="https://www.benzinga.com/quote/wday/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham analyst Kyle Peterson initiated coverage on Broadridge Financial Solutions, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BR#NYSE">BR</a>) with a Buy rating and announced a price target of $300. Broadridge Financial shares closed at $232.18 on Monday. <a href="https://www.benzinga.com/quote/br/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stephens &amp; Co. analyst Matt Olney initiated coverage on FirstSun Capital Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSUN#NASDAQ">FSUN</a>) with an Overweight rating and announced a price target of $44. Firstsun Capital Bancorp shares closed at $35.50 on Monday. <a href="https://www.benzinga.com/quote/fsun/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying WDAY stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="570" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06080929/image-54-1024x570.png" alt="" class="wp-image-903111" style="width:672px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06080929/image-54-1024x570.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06080929/image-54-300x167.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06080929/image-54-768x427.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/06080929/image-54.png 1100w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next:<a href="https://www.benzinga.com/markets/25/05/45192607/jim-cramer-applied-materials-is-an-excellent-company-but-likes-this-tech-stock-more"> </a>
<ul>
<li><a href="https://www.benzinga.com/markets/25/05/45192607/jim-cramer-applied-materials-is-an-excellent-company-but-likes-this-tech-stock-more">Jim Cramer Says Applied Materials Is An &#8216;Excellent&#8217; Company, But Likes This Tech Stock More</a> </li>
</ul>
Photo via Shutterstock

Pre-Market Outlook

Markets

FSUN

This Workday Analyst Begins Coverage On A Bullish Note; Here Are Top 3 Initiations For Tuesday

WestPark Capital analyst Curtis Shauger initiates coverage on Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Buy rating and announces Price Target of $315.

WestPark Capital Initiates Coverage On Workday with Buy Rating, Announces Price Target of $315

In the current market session, Workday Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) share price is at $245.70, after a 0.37% decrease. Over the past month, the stock increased by 14.96%, but over the past year, it actually fell by 0.11%. With good short-term performance like this, and questionable long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio.

<img src="https://www.benzinga.com/files/images/story/2025/1746198047_0.png" alt="Past Year Chart" />

<h3>Comparing Workday P/E Against Its Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 430.06 in the Software industry, Workday Inc. has a lower P/E ratio of 126.47. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1746198047_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Workday

Workday's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NYSE">WDAY</a>) short percent of float has fallen 17.74% since its last report. The company recently reported that it has 6.90 million shares sold short, which is 3.2% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.08 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Workday Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745859630_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Workday has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Workday's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Workday's peer group average for short interest as a percentage of float is 3.09%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

What's Driving the Market Sentiment Around Workday?

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Shares of software companies are trading higher amid overall market strength due to March's strong durable goods orders economic data, and President Trump's announcement that he met with China earlier today. Also, the industry may be moving up ahead of Alphabet's earnings report scheduled for after market close.

Piper Sandler analyst Brent Bracelin maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Neutral and lowers the price target from $290 to $230.

Piper Sandler Maintains Neutral on Workday, Lowers Price Target to $230

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Shares of tech stocks are trading higher after Treasury Secretary Scott Bessent reportedly said he expects de-escalation with China. A de-escalation with China could alleviate trade and supply chain uncertainty in the sector.

Wells Fargo analyst Michael Turrin maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Overweight and lowers the price target from $360 to $325.

Wells Fargo Maintains Overweight on Workday, Lowers Price Target to $325

ADBE

FFIV

JNPR

Shares of stocks in the broader tech sector are trading lower amid overall market weakness amid President Trump's criticism of Fed Chair Powell.

Whales with a lot of money to spend have taken a noticeably bullish stance on Workday.
Looking at options history for Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) we detected 8 trades.
If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 37% with bearish.
From the overall spotted trades, 4 are puts, for a total amount of $184,690 and 4, calls, for a total amount of $177,418.
<h3>What's The Price Target?</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $130.0 to $290.0 for Workday during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Workday's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Workday's significant trades, within a strike price range of $130.0 to $290.0, over the past month.
<h3>Workday Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1745262071_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th align="right">Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>WDAY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$13.9</td>
<td>$11.9</td>
<td>$12.7</td>
<td>$180.00</td>
<td>$72.3K</td>
<td align="right">211</td>
<td align="right">57</td>
</tr>
<tr>
<td>WDAY</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/16/25</td>
<td>$6.6</td>
<td>$6.1</td>
<td>$6.3</td>
<td>$222.50</td>
<td>$61.1K</td>
<td align="right">0</td>
<td align="right">97</td>
</tr>
<tr>
<td>WDAY</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$28.2</td>
<td>$27.6</td>
<td>$28.2</td>
<td>$220.00</td>
<td>$50.7K</td>
<td align="right">0</td>
<td align="right">24</td>
</tr>
<tr>
<td>WDAY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$74.5</td>
<td>$73.8</td>
<td>$73.8</td>
<td>$290.00</td>
<td>$44.2K</td>
<td align="right">6</td>
<td align="right">6</td>
</tr>
<tr>
<td>WDAY</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$3.3</td>
<td>$2.85</td>
<td>$2.9</td>
<td>$195.00</td>
<td>$40.0K</td>
<td align="right">26</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Workday</h3>
Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
After a thorough review of the options trading surrounding Workday, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Current Position of Workday</h3>
<ul>
<li>Trading volume stands at 895,229, with WDAY's price down by -4.28%, positioned at $211.56.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 31 days.</li>
</ul>
<h3>Expert Opinions on Workday</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $276.0.
Turn $1000 into $1270 in just 20 days?
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&#x2A; Consistent in their evaluation, an analyst from Jefferies keeps a Buy rating on Workday with a target price of $325. 
&#x2A; An analyst from Mizuho persists with their Outperform rating on Workday, maintaining a target price of $275. 
&#x2A; Maintaining their stance, an analyst from DA Davidson continues to hold a Neutral rating for Workday, targeting a price of $230. 
&#x2A; An analyst from Needham downgraded its action to Buy with a price target of $300. 
&#x2A; Maintaining their stance, an analyst from Morgan Stanley continues to hold a Equal-Weight rating for Workday, targeting a price of $250. 
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Options

Workday's Options Frenzy: What You Need to Know

Morgan Stanley analyst Keith Weiss maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Equal-Weight and lowers the price target from $275 to $250.

Morgan Stanley Maintains Equal-Weight on Workday, Lowers Price Target to $250

Across the recent three months, 26 analysts have shared their insights on Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>), expressing a variety of opinions spanning from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">7</td>
<td align="right">11</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">8</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Workday, revealing an average target of $306.12, a high estimate of $360.00, and a low estimate of $230.00. This upward trend is evident, with the current average reflecting a 1.66% increase from the previous average price target of $301.12.
<img src="https://www.benzinga.com/files/images/story/2025/1744747264_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The perception of Workday by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;------------------------&#x7C;---------------&#x7C;-----------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Siti Panigrahi &#x7C;Mizuho &#x7C;Lowers &#x7C;Outperform &#x7C; $275.00&#x7C;$320.00 &#x7C; 
&#x7C;Gil Luria &#x7C;DA Davidson &#x7C;Lowers &#x7C;Neutral &#x7C; $230.00&#x7C;$270.00 &#x7C; 
&#x7C;Brent Thill &#x7C;Jefferies &#x7C;Lowers &#x7C;Buy &#x7C; $325.00&#x7C;$350.00 &#x7C; 
&#x7C;Scott Berg &#x7C;Needham &#x7C;Maintains &#x7C;Buy &#x7C; $300.00&#x7C;$300.00 &#x7C; 
&#x7C; Allan Verkhovski &#x7C;Scotiabank &#x7C;Lowers &#x7C;Sector Outperform&#x7C; $305.00&#x7C;$355.00 &#x7C; 
&#x7C; Allan Verkhovski &#x7C;Scotiabank &#x7C;Raises &#x7C;Sector Outperform&#x7C; $355.00&#x7C;$340.00 &#x7C; 
&#x7C;Daniel Jester &#x7C;BMO Capital &#x7C;Raises &#x7C;Outperform &#x7C; $314.00&#x7C;$300.00 &#x7C; 
&#x7C;Yun Kim &#x7C;Loop Capital &#x7C;Raises &#x7C;Hold &#x7C; $285.00&#x7C;$260.00 &#x7C; 
&#x7C;Karl Keirstead &#x7C;UBS &#x7C;Raises &#x7C;Neutral &#x7C; $285.00&#x7C;$255.00 &#x7C; 
&#x7C;Kash Rangan &#x7C;Goldman Sachs &#x7C;Raises &#x7C;Buy &#x7C; $345.00&#x7C;$310.00 &#x7C; 
&#x7C;David Hynes &#x7C;Canaccord Genuity &#x7C;Raises &#x7C;Buy &#x7C; $330.00&#x7C;$300.00 &#x7C; 
&#x7C;Rishi Jaluria &#x7C;RBC Capital &#x7C;Raises &#x7C;Outperform &#x7C; $340.00&#x7C;$320.00 &#x7C; 
&#x7C;Mark Murphy &#x7C;JP Morgan &#x7C;Raises &#x7C;Overweight &#x7C; $310.00&#x7C;$285.00 &#x7C; 
&#x7C;Patrick Walravens &#x7C;Citizens Capital Markets&#x7C;Maintains &#x7C;Market Outperform&#x7C; $315.00&#x7C;$315.00 &#x7C; 
&#x7C;Michael Turrin &#x7C;Wells Fargo &#x7C;Raises &#x7C;Overweight &#x7C; $360.00&#x7C;$330.00 &#x7C; 
&#x7C;Brad Reback &#x7C;Stifel &#x7C;Raises &#x7C;Hold &#x7C; $310.00&#x7C;$270.00 &#x7C; 
&#x7C;Jason Celino &#x7C;Keybanc &#x7C;Raises &#x7C;Overweight &#x7C; $335.00&#x7C;$305.00 &#x7C; 
&#x7C;Brian Schwartz &#x7C;Oppenheimer &#x7C;Raises &#x7C;Outperform &#x7C; $320.00&#x7C;$300.00 &#x7C; 
&#x7C;Scott Berg &#x7C;Needham &#x7C;Maintains &#x7C;Buy &#x7C; $300.00&#x7C;$300.00 &#x7C; 
&#x7C;Brent Bracelin &#x7C;Piper Sandler &#x7C;Raises &#x7C;Neutral &#x7C; $290.00&#x7C;$270.00 &#x7C; 
&#x7C;Yun Kim &#x7C;Loop Capital &#x7C;Raises &#x7C;Hold &#x7C; $260.00&#x7C;$242.00 &#x7C; 
&#x7C;Keith Weiss &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $275.00&#x7C;$330.00 &#x7C; 
&#x7C;Reni Benjamin &#x7C;JMP Securities &#x7C;Maintains &#x7C;Market Outperform&#x7C; $315.00&#x7C;$315.00 &#x7C; 
&#x7C;Scott Berg &#x7C;Needham &#x7C;Maintains &#x7C;Buy &#x7C; $300.00&#x7C;$300.00 &#x7C; 
&#x7C;Kash Rangan &#x7C;Goldman Sachs &#x7C;Raises &#x7C;Buy &#x7C; $310.00&#x7C;$300.00 &#x7C; 
&#x7C;Steven Enders &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $270.00&#x7C;$287.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Workday. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Workday compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Capture valuable insights into Workday's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/WDAY/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Workday analyst ratings.</a>
<h2>Discovering Workday: A Closer Look</h2>
Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
<h3>Breaking Down Workday's Financial Performance</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Over the 3M period, Workday showcased positive performance, achieving a revenue growth rate of 15.04% as of 31 January, 2025. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Workday's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 4.25% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Workday's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 1.06%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.55%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: With a below-average debt-to-equity ratio of 0.37, Workday adopts a prudent financial strategy, indicating a balanced approach to debt management.
<h2>The Basics of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Beyond The Numbers: 26 Analysts Discuss Workday Stock

Mizuho analyst Siti Panigrahi maintains Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) with a Outperform and lowers the price target from $320 to $275.

Mizuho Maintains Outperform on Workday, Lowers Price Target to $275

Adaptive Security, a New York-based cybersecurity firm, has successfully raised $43 million in a Series A funding round. According to<a href="https://www.msn.com/en-us/money/smallbusiness/why-openai-and-andreessen-horowitz-just-bet-43-million-on-this-little-known-startup/ar-AA1Cmvds"> Inc.</a>, this round was co-led by <a href="https://www.benzinga.com/25/04/44580172/openai-finalizes-historic-40-billion-funding-round-valuing-company-at-300-billion-with-backing-from-softbank-and-microsoft">OpenAI</a>&#8216;s Startup Fund and <a href="https://www.benzinga.com/startups/24/08/40221033/peter-thiel-launched-j-d-vances-venture-capital-career-but-a-former-colleague-says-he-was-rarely-in">venture capital</a> firm Andreessen Horowitz, marking OpenAI&#8217;s inaugural investment in the cybersecurity sector.
Other participants included Abstract Ventures, Eniac Ventures, CrossBeam Ventures, and K5, along with executives from companies such as Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)), Workday (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>), Shopify (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOP#NYSE">SHOP</a>), Plaid, and Paxos.
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<h2 class="wp-block-heading">A Strategic $43M Investment in Cyber Defense</h2>
Adaptive Security was founded after its creators recognized the growing threat of AI-enabled cyber attacks. The startup is creating a new AI-native defense platform that will enable enterprises to proactively detect, protect against, and respond to advanced threats, such as deep fake social engineering.
The program uses AI to scan and flag fraudulent-looking messages by assigning them risk levels and alerting company security teams. Adaptive Security also preemptively tests employees with simulated phishing attacks via AI-generated emails, text messages, and voice calls, offering personalized training if they fall for the simulated phishing attempts.
Brian Long, co-founder and CEO of Adaptive Security, emphasized the company&#8217;s mission on the startup&#8217;s official site: &#8220;Adaptive's mission is to protect people from AI-powered cyber attacks. Over the next decade, we will work tirelessly to stay one step ahead of attackers with enhanced features, new products, and scale to every business globally.&#8221;
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This investment is all the more notable as it involves OpenAI, a pioneer in AI research and deployment. This collaboration shows a broader recognition in the industry when it comes to the importance of strong cybersecurity measures, especially since the pace of development around AI increased. Adaptive Security&#8217;s platform is designed to stay one step ahead of malicious actors who use AI increasingly to carry out sophisticated cyber attacks.
Adaptive Security was publicly launched in January and has since signed over 100 customers, <a href="https://techcrunch.com/2025/04/03/openai-just-made-its-first-cybersecurity-investment/">TechCrunch</a> wrote. According to Inc., some of the early adopters include Podium, First State Bank, the Dallas Mavericks, and BMC.
Word of how well this pilot project went spread, and that was a big factor in attracting OpenAI&#8217;s attention and subsequent investment. The fresh capital will be used to expand the engineering team, whose goal is to enhance the platform to better defend against new AI-powered cyber attacks.
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<h2 class="wp-block-heading">What the Investment Means for Adaptive Security's Future</h2>
Cybersecurity is undergoing a paradigm shift with cybercriminals using generative AI to enhance the scale and sophistication of their attacks. Such advanced threats are often beyond traditional security solutions.
Adaptive Security&#8217;s ingenious approach addresses this gap by identifying and handling threats and by strengthening the human element within organizations through specific training and simulations.
Having Andreessen Horowitz on board also proves the startup can set a new bar in the cybersecurity sector. Adaptive Security&#8217;s mission aligns with the venture capital firm's commitment to paving the way for impactful technology portfolio startups. Together, these two forces can drive the development and deployment of the solutions that will protect businesses from the next generation of cyber threats. ​
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OpenAI And Andreessen Horowitz Lead $43M Round For Cybersecurity Startup Taking On AI Scammers, Deepfakes, And Voice Spoofs

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Shares of tech and software stocks are trading lower amid an overall market reversal as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

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Shares of software companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Press Releases

Workday Announces Annual Stockholder Meeting

Workday 2025 Spring Release: 350+ New Features, Updates, and AI Enhancements to Streamline HR and Finance Processes for Customers Around the World

Workday Named a Leader in 2025 Gartner® Magic Quadrant™ for Higher Education Student Information Systems

Evisort AI-Powered Contract Intelligence Now Available Through Workday

Entertainment

Workday Puts AI Agents Center Stage with Rock Stars Gwen Stefani, Paul Stanley, and Billy Idol

Workday Announces Date of Fiscal 2026 First Quarter Financial Results

Outdated HR Systems Cost Government $1 Billion Annually, New Workday Report Shows

Workday Chief Financial Officer to Present at the Jefferies Public Technology Conference on May 28, 2025

Workday Unveils Next Generation of Illuminate Agents to Transform HR and Finance Operations

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