WDAYTechnology · Software - ApplicationThe 41 Wall Street analysts covering Workday, Inc. hold a median 12-month price target of $170 — -14.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 15 Aug 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
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
Accruals (84): Reported profit is backed by cash, and the company is not expanding recklessly.
Momentum (31): 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.
The green dot is the last close — the median target sits −14.4% from it.
Of the 20 most recent actions, 6 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Aug 2026 | Baird | Maintains | Outperform | $190 → $215 |
| 14 Aug 2026 | Jefferies | Maintains | Hold | $140 → $205 |
| 14 Aug 2026 | Piper Sandler | Maintains | Neutral | $145 |
| 14 Aug 2026 | UBS | Maintains | Neutral | $140 → $220 |
| 12 Aug 2026 | Wells Fargo | Maintains | Overweight | $185 → $215 |
| 21 July 2026 | Morgan Stanley | Downgrade | Underweight | — |
| 21 July 2026 | Morgan Stanley | Downgrade | Underweight | $185 → $145 |
| 20 July 2026 | CLSA | Initiates | Underperform | $92 |
| 20 July 2026 | CLSA | Initiates | Underperform | — |
| 26 May 2026 | Goldman Sachs | Maintains | Neutral | — |
| 26 May 2026 | Goldman Sachs | Maintains | Neutral | $206 → $151 |
| 22 May 2026 | BTIG | Reiterates | Buy | — |
| 22 May 2026 | BTIG | Reiterates | Buy | $175 |
| 22 May 2026 | Citigroup | Maintains | Neutral | $148 → $139 |
| 22 May 2026 | Citigroup | Maintains | Neutral | — |
| 22 May 2026 | Jefferies | Maintains | Hold | — |
| 22 May 2026 | Jefferies | Maintains | Hold | $115 → $140 |
| 22 May 2026 | Keybanc | Maintains | Overweight | $155 → $158 |
| 22 May 2026 | Keybanc | Maintains | Overweight | — |
| 22 May 2026 | Needham | Maintains | Buy | — |
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.
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 12% of US stocks
Cheaper than 25% of US stocks
Cheaper than 15% of US stocks
Cheaper than 9% of US stocks
Higher than 60% of US stocks
Higher than 91% of US stocks
Higher than 88% of US stocks
Higher than 70% of US stocks
Higher than 67% of US stocks
Higher than 65% of US stocks
Higher than 73% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
SBS Law announced that Workday, Inc. (WDAY) investors have an opportunity to join a fraud investigation into the company. The notice, distributed via Business Wire, invites affected investors to participate in the investigation.
Why it matters — A fraud investigation into Workday could signal potential legal or reputational risk that WDAY watchers will want to monitor.
Dan Ives, a senior managing director at Yorkville Ives, discussed the state of tech stocks on CNBC's 'Closing Bell Overtime,' noting that a potential acquisition of Workday puts a floor under names in the sector.
Why it matters — A WDAY watcher would care because acquisition speculation can influence the stock's valuation and provide a perceived safety net for the sector.
Scott Martin discusses reports that private equity firm Silver Lake seeks to acquire Workday, a headline that gave the stock its best day in ten years. He believes the alleged $43 billion deal would be a steal for Silver Lake, as he explains why "the business is not going anywhere."
Why it matters — Reports of a potential Silver Lake acquisition give Workday watchers a significant reason to track the stock's outlook, as the reported $43 billion deal marks a notable development for the company.
Analysts and investors said Silver Lake's potential buyout of Workday could help restore confidence in battered software valuations, signaling that private equity remains confident in the industry's prospects despite fears of AI disruption.
Why it matters — A WDAY watcher would care because a potential Silver Lake buyout suggests private equity sees lasting value in Workday, which could lift sentiment around the company and the broader software sector.
Workday (WDAY) shares surged 17.8% in the last session on above-average trading volume. The article notes that recent trends in earnings estimate revisions could signal further price gains in the near term.
Why it matters — The surge and positive earnings estimate revision trend may indicate continued upward momentum for WDAY shares.
The 41 Wall Street analysts covering Workday, Inc. have a median 12-month price target of $170, with estimates ranging from $92 to $275. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 41 analysts covering Workday, Inc., 23 rate it a Buy, 15 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Workday, Inc. 80 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Workday, Inc. ranks 80 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 Accruals (84 of 100).
No one can know that. What the data says: the median 12-month target from 41 analysts implies -14.4% from the last close, and Ticker Nerd's factor model ranks Workday, Inc. 80 out of 100 as at 15 Aug 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 -10.5% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Workday Inc. is a provider of enterprise cloud applications focused on finance and human resources for organizations worldwide.
The most recent item we track (Business Wire, 16 Aug 2026): "WDAY Investors Have Opportunity to Join Workday, Inc. Fraud Investigation with SBS Law". SBS Law announced that Workday, Inc. (WDAY) investors have an opportunity to join a fraud investigation into the company. The notice, distributed via Business Wire, invites affected investors to participate in the investigation.
Workday Inc. is a provider of enterprise cloud applications focused on finance and human resources for organizations worldwide. The company offers integrated suites for financial management, human capital management, and analytics that help businesses manage core processes such as general ledger, expense management, procurement, payroll, time tracking, talent management, and workforce planning. Its platforms are designed to centralize data and workflows, enabling real-time reporting and decision-making across finance and HR functions. Workday serves a broad range of customers, including corporations, educational institutions, and government agencies across diverse industries such as healthcare, professional services, manufacturing, retail, life sciences, and the public sector. The company emphasizes cloud-native architecture and mobile accessibility, allowing users to securely access applications from multiple devices. Founded in 2005 and headquartered in Pleasanton, California, Workday Inc. occupies a significant role in the enterprise software market as a key provider of cloud-based systems that support operational efficiency and organizational governance for medium and large enterprises.
CEO Mr. Aneel Bhusri · 20,834 employees · United States · https://www.workday.com