Workday, Inc. Class A (WDAY)

Workday's stock has been influenced by several key events in the past six months. On February 25, 2025, Workday announced its fiscal 2025 fourth-quarter and full-year financial results, with total revenues increasing by 15.0% year-over-year. On August 19, 2025, Bank of America adjusted its target price for Workday from $295.00 to $278.00, maintaining a "buy" rating. On August 21, 2025, Workday released its Q2 FY26 earnings results, reporting $2.21 earnings per share, surpassing analysts' estimates. On September 17, 2025, Guggenheim upgraded Workday's rating from "neutral" to "buy" with a target price of $285.00. On September 18, 2025, Barclays increased its price objective for Workday from $285.00 to $288.00, reiterating an "overweight" rating. On October 1, 2025, Workday completed the acquisition of Paradox, an AI recruiting platform. On October 7, 2025, Richard Harry Sauer, Workday's Chief Legal Officer & Secretary, sold 2,318 shares of Class A Common Stock.

Workday experiences some demand seasonality, with the third fiscal quarter (ending October 31) typically being its "seasonally strongest quarter."

Workday, Inc. is a provider of enterprise cloud applications, specializing in financial management and human capital management (HCM) solutions. It operates within the SaaS sector, offering cloud-native platforms to streamline core business processes for various customers. Workday's mission is to help customers make better decisions, improve operational efficiency, and foster a more engaged workforce. Its major products include Financial Management, Spend Management, HCM, Planning, and Analytics applications, as well as Workday Student.

Workday has a global presence with its headquarters in Pleasanton, California. It sells its solutions worldwide and has offices across North America, Canada, Latin America, Europe, Asia-Pacific, and Africa. Workday Student has seen its first global launch outside North America in Australia and New Zealand.

Workday has a strong brand reputation due to its operational excellence and high customer satisfaction, which stands at 97%. It has been recognized as "Best in KLAS" for ERP and talent management for eight consecutive years. Workday was recognized as a Leader in the 2025 Gartner Magic Quadrant for Cloud ERP for Service-Centric Enterprises. The acquisition of Paradox highlights Workday's commitment to innovation.

Workday, Inc. has significant institutional ownership, with 2043 institutional owners and shareholders holding a total of 223,214,134 shares, accounting for approximately 84.51% of the shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., State Street Corp, T. Rowe Price Investment Management, Inc., Geode Capital Management, Llc, Invesco Qqq Trust, Series 1, and Hotchkis & Wiley Capital Management Llc. The company was founded by David Duffield and Aneel Bhusri.