WDAYTechnology · Software - ApplicationThe 42 Wall Street analysts covering Workday, Inc. hold a median 12-month price target of $210 — +0.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 22 Oct 2026 — among the strongest tenth. 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 (93): Analysts have, on balance, been raising their forecasts.
Momentum (44): 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 +0.0% from it.
Of the 20 most recent actions, 7 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Oct 2026 | Keybanc | Downgrade | Sector Perform | — |
| 15 Oct 2026 | Stifel | Maintains | Hold | $160 → $175 |
| 14 Oct 2026 | UBS | Maintains | Neutral | $220 → $210 |
| 8 Oct 2026 | Jefferies | Maintains | Hold | — |
| 8 Oct 2026 | Jefferies | Maintains | Hold | $220 → $210 |
| 5 Oct 2026 | Needham | Reiterates | Buy | $230 |
| 5 Oct 2026 | Needham | Reiterates | Buy | — |
| 31 Aug 2026 | Goldman Sachs | Maintains | Neutral | — |
| 31 Aug 2026 | Goldman Sachs | Maintains | Neutral | $151 → $164 |
| 28 Aug 2026 | Barclays | Maintains | Overweight | $200 → $224 |
| 28 Aug 2026 | Barclays | Maintains | Overweight | — |
| 28 Aug 2026 | Bernstein | Maintains | Outperform | $216 → $238 |
| 28 Aug 2026 | Bernstein | Maintains | Outperform | — |
| 28 Aug 2026 | BMO Capital | Maintains | Outperform | — |
| 28 Aug 2026 | BMO Capital | Maintains | Outperform | $182 → $230 |
| 28 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | $220 → $205 |
| 28 Aug 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 28 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 28 Aug 2026 | Citigroup | Maintains | Neutral | $139 → $201 |
| 28 Aug 2026 | DA Davidson | Maintains | Neutral | $135 → $190 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
WDAY appears in the Radar 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 23 Oct 2026, Workday, Inc. returned −13.7% against +14.3% 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 17% of US stocks
Cheaper than 23% of US stocks
Cheaper than 12% of US stocks
Cheaper than 8% of US stocks
Higher than 58% 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
Higher than 1% of US dividend payers
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 $50.6B and an enterprise value of $51.0B.
Revenue in the twelve months to 31 July 2026: $10.2B. The latest quarter grew 12.8% year on year.
Net income over the same four quarters: $1.3B, a 12.3% net margin.
Diluted earnings per share, trailing twelve months: $4.93.
Free cash flow in the twelve months to 31 July 2026: $2.8B, after $237.0M of capital spending.
Workday, Inc. spent $5.2B on share buybacks in the twelve months to 31 July 2026.
Trailing P/E: 42.8×; forward P/E: 15.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Workday, Inc. employs 20,896 people — $486K 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 →
Workday priced a $2.5 billion registered public offering of senior notes: $750 million due 2029 at 5.700%, $500 million due 2031 at 6.000%, $750 million due 2033 at 6.300%, and $500 million due 2036 at 6.500%.
Why it matters — The offering adds information about Workday’s financing and debt obligations across four maturities.
Workday’s C1.ai acquisition is aimed at strengthening AI agent identity governance and enterprise security, while supporting growth opportunities as AI adoption rises.
Why it matters — The deal could affect Workday’s positioning in enterprise AI and its approach to security as organizations adopt AI.
Workday (WDAY) closed at $195.20 in the most recent trading session, up 2.3% from the previous trading day.
Why it matters — WDAY watchers may note the stock’s positive move in the latest session.
Workday said it was named a Leader in the 2026 Gartner Magic Quadrant for Cloud ERP Finance.
Why it matters — The designation is relevant to WDAY watchers following the company’s position in cloud ERP finance.
Workday introduced Decision Intelligence, an AI-powered platform that brings workforce and financial data together to help teams make faster, more informed decisions.
Why it matters — WDAY watchers may note the offering as an expansion of Workday's AI capabilities across business functions.
The 42 Wall Street analysts covering Workday, Inc. have a median 12-month price target of $210, 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., 19 rate it a Buy, 20 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Workday, Inc. 90 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Workday, Inc. ranks 90 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 (93 of 100).
No one can know that. What the data says: the median 12-month target from 42 analysts implies +0.0% from the last close, and Ticker Nerd's factor model ranks Workday, Inc. 90 out of 100 as at 22 Oct 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 -13.7% over the 12 months to 23 Oct 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, planning, analytics, and spend management.
The most recent item we track (PRNewsWire, 22 Oct 2026): "Workday Announces Pricing of $2.5 Billion Senior Notes Offering". Workday priced a $2.5 billion registered public offering of senior notes: $750 million due 2029 at 5.700%, $500 million due 2031 at 6.000%, $750 million due 2033 at 6.300%, and $500 million due 2036 at 6.500%.
Workday, Inc. Class A Common Stock represents a leading enterprise software company focused on cloud-based applications for finance, human resources, planning, analytics, and spend management. Workday provides organizations with tools to manage payroll, talent, financial operations, budgeting, and reporting through a unified software platform designed for businesses, educational institutions, and government agencies. The company’s products are used across industries such as healthcare, manufacturing, professional services, retail, higher education, and the public sector, where efficient workforce and financial management are essential. Workday also offers AI-enabled capabilities that support decision-making, process automation, and operational visibility across core business functions. As a Class A common stock, it gives investors exposure to a major provider of enterprise cloud software with a strong presence in mission-critical corporate systems.
CEO Mr. Aneel Bhusri · 20,896 employees · United States · https://www.workday.com
