WDAYTechnology · Software - ApplicationThe 42 Wall Street analysts covering Workday, Inc. hold a median 12-month price target of $215 — +9.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 3 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Workday, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (88): Analysts have, on balance, been raising their forecasts.
Momentum (35): The shares have been drifting down relative to others.
Size (5): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on WDAY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +9.8% from it.
Of the 20 most recent actions, 18 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 31 Aug 2026 | Goldman Sachs | Maintains | Neutral | $151 → $164 |
| 28 Aug 2026 | Barclays | Maintains | Overweight | $200 → $224 |
| 28 Aug 2026 | Bernstein | Maintains | Outperform | $216 → $238 |
| 28 Aug 2026 | BMO Capital | Maintains | Outperform | $182 → $230 |
| 28 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | $220 → $205 |
| 28 Aug 2026 | Citigroup | Maintains | Neutral | $139 → $201 |
| 28 Aug 2026 | DA Davidson | Maintains | Neutral | $135 → $190 |
| 28 Aug 2026 | Freedom Broker | Downgrade | Hold | $180 → $200 |
| 28 Aug 2026 | Keybanc | Maintains | Overweight | $158 → $215 |
| 28 Aug 2026 | Morgan Stanley | Maintains | Underweight | $145 → $180 |
| 28 Aug 2026 | Needham | Maintains | Buy | $180 → $230 |
| 28 Aug 2026 | Piper Sandler | Maintains | Neutral | $145 → $190 |
| 28 Aug 2026 | RBC Capital | Maintains | Outperform | $220 → $240 |
| 28 Aug 2026 | Stifel | Maintains | Hold | $115 → $160 |
| 28 Aug 2026 | TD Cowen | Maintains | Hold | $220 → $210 |
| 28 Aug 2026 | Wells Fargo | Maintains | Overweight | $215 → $225 |
| 25 Aug 2026 | Canaccord Genuity | Maintains | Buy | $200 → $225 |
| 24 Aug 2026 | Jefferies | Maintains | Hold | $205 → $225 |
| 24 Aug 2026 | Oppenheimer | Maintains | Outperform | $165 → $220 |
| 19 Aug 2026 | B of A Securities | Maintains | Neutral | $140 → $205 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. WDAY appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Sept 2026, Workday, Inc. returned −15.3% against +20.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 18% of US stocks
Cheaper than 26% of US stocks
Cheaper than 14% of US stocks
Cheaper than 9% of US stocks
Higher than 59% of US stocks
Higher than 89% of US stocks
Higher than 88% of US stocks
Higher than 67% of US stocks
Higher than 74% of US stocks
Higher than 76% of US stocks
Higher than 74% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Workday, Inc. has a market value of $48.4B and an enterprise value of $48.8B.
Revenue in the twelve months to 30 Apr 2026: $9.9B. The latest quarter grew 12.8% year on year.
Net income over the same four quarters: $847.0M, a 8.6% net margin.
Diluted earnings per share, trailing twelve months: $3.20.
Free cash flow in the twelve months to 30 Apr 2026: $3.0B, after $206.0M of capital spending.
Workday, Inc. spent $4.2B on share buybacks in the twelve months to 30 Apr 2026.
Trailing P/E: 40.8×; forward P/E: 15.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Workday, Inc. employs 20,896 people — $472K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Workday, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Adobe shares sank 7% on Friday after the company named an internal CEO pick days before its earnings report, while Workday also fell 4% during the trading session as large-cap tech mostly held steady.
Why it matters — Workday watchers would care because the report notes Workday shares declined, reflecting ongoing market sentiment around large-cap tech stocks.
24/7 Wall Street reports that Workday's stock still carries a takeover premium from reported Silver Lake acquisition talks, and the company's own recent moves, including a $4 billion buyback, appear to signal it does not need a buyer.
Why it matters — A Workday watcher would care because the stock's continued takeover premium and the company's buyback signal how the market and management view Workday's standalone value amid reported Silver Lake acquisition talks.
Workday announced it has been named a Leader in the Gartner Magic Quadrant for Cloud HCM Suites for 1,000+ Employee Enterprises for the eleventh consecutive year. The recognition was announced in a press release from Pleasanton, California.
Why it matters — This continues a long-standing industry analyst recognition for Workday's cloud HCM suite, which reinforces its positioning in the enterprise human capital management market.
Workday announced that a growing number of U.S. states, local governments, and special districts—including the State of Delaware, Commonwealth of Massachusetts, and New Jersey Transit Authority—are choosing its unified HR and finance platform to replace disconnected legacy systems. The company reports signing a new state or local government nearly every week.
Why it matters — This indicates expanding adoption of Workday's platform in the public sector as agencies migrate off legacy systems, broadening Workday's customer base beyond its traditional enterprise focus.
Workday, Inc. announced that it will host its annual financial analyst day on Tuesday, October 13, 2026, in Las Vegas at 2:00 p.m. local time. The company, described as an enterprise AI platform for HR, finance, and IT, made the announcement on September 1, 2026.
Why it matters — The event gives Workday watchers a scheduled opportunity to hear directly from company leadership about its strategic outlook and financial details.
The 42 Wall Street analysts covering Workday, Inc. have a median 12-month price target of $215, with estimates ranging from $92 to $275. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 42 analysts covering Workday, Inc., 20 rate it a Buy, 19 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Workday, Inc. 88 out of 100 across roughly 4,600 US stocks as at 3 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Sept 2026, Workday, Inc. ranks 88 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (88 of 100).
No one can know that. What the data says: the median 12-month target from 42 analysts implies +9.8% from the last close, and Ticker Nerd's factor model ranks Workday, Inc. 88 out of 100 as at 3 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Workday, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for WDAY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $92 to $275 over the next 12 months.
Workday, Inc. returned -15.3% over the 12 months to 4 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Workday Inc. Class A Common Stock represents a leading enterprise software company focused on cloud-based applications for finance, human resources, and planning.
The most recent item we track (24/7 Wall Street, 4 Sept 2026): "Adobe Sinks 7% as Internal CEO Pick Lands Ahead of Earnings, Workday Falls 4%". Adobe shares sank 7% on Friday after the company named an internal CEO pick days before its earnings report, while Workday also fell 4% during the trading session as large-cap tech mostly held steady.
Workday Inc. Class A Common Stock represents a leading enterprise software company focused on cloud-based applications for finance, human resources, and planning. Workday provides organizations with tools for financial management, human capital management, analytics, payroll, talent management, and business process oversight, helping streamline core operations across the enterprise. Its software is used by companies, educational institutions, and government agencies to manage workforce data, accounting workflows, and operational insights in a unified platform. The company also serves a broad range of industries, including technology, healthcare, manufacturing, financial services, and higher education. Workday is recognized in the software market for combining finance and HR capabilities in a single cloud suite, making it a significant provider of mission-critical business applications for modern organizations.
CEO Mr. Aneel Bhusri · 20,896 employees · United States · https://www.workday.com
