Workday, Inc. Class A (WDAY)

In the past six months, Workday's stock experienced several events. On January 13, 2026, it reached a 52-week low, and Goldman Sachs downgraded the stock to "Neutral". On November 25, 2025, Workday announced its fiscal 2026 third-quarter financial results, exceeding analyst expectations, and completed the acquisition of Sana Labs AB and Paradox Inc. On December 4, 2025, Workday was recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software. On January 8, 2026, Workday announced accelerated momentum in the retail and hospitality sectors.

Workday operates on a subscription-based SaaS model, which reduces significant demand seasonality. Minor seasonal fluctuations may occur due to the fiscal year end, major product updates, and hiring cycles in specific industries.

Workday, Inc. is a leading American provider of enterprise cloud applications, specializing in financial management, human capital management (HCM), and student information systems. It operates within the SaaS sector and delivers unified, cloud-native solutions. Workday's offerings include financial management applications, HCM solutions, planning and analytics applications, spend management solutions, and AI-powered solutions.

Workday has a significant global presence with offices in multiple countries. The United States accounts for approximately 75% of its total revenue in fiscal year 2025. The remaining 25% comes from non-US regions, including North America, Europe, and Asia-Pacific.

Workday has a strong brand reputation for operational excellence and high customer satisfaction. It was recognized as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software and announced significant momentum in the retail and hospitality sectors. However, a recent AI research study indicated that nearly 40% of AI time savings are lost to rework, which could potentially impact the perception of immediate AI benefits.

Workday, Inc.'s ownership is predominantly institutional, with approximately 75.08% to 89.8% of the company's stock held by institutional shareholders such as Vanguard Group Inc and BlackRock, Inc. Individual investors hold approximately 15.06% to 22.69% of the stock. Insiders own about 1.11% to 3.57% of the company, with Aneel Bhusri being the largest individual shareholder.