Workday, Inc. Class A (WDAY)

Workday's stock price has shown some fluctuations in the past six months. As of June 25, 2025, the share price was $237.21, and on June 26, 2024, it was $216.78, representing an increase of 7.69% over that period. The stock reached its all-time high on February 25, 2024, at $311.28. Workday reported earnings of $2.23 per share for Q1 2025, exceeding estimates. Workday's focus on AI integration is seen as a tailwind. Workday announced a cut of 8.5% of its workforce to invest in artificial intelligence. Workday teamed up with Nayya to bring AI-driven health and wealth benefits experiences for employees. Workday Inc. was upgraded to 'BBB+' from 'BBB' by S&P Global Ratings. Workday launched 12 new Industry Accelerators to help customers modernize HR and finance operations. Carl Eschenbach became the sole CEO after March 2024.

Workday's products and services generally experience consistent demand due to the ongoing need for digital transformation across industries. The company's revenue model is primarily subscription-based, which provides predictable revenue. While specific quarterly or monthly seasonality data is not explicitly detailed, the nature of its offerings suggests a relatively stable demand. Workday Adaptive Planning helps optimize staff demand and scheduling for busier retail seasons, indicating that their clients experience seasonality in their own operations. Workday's planning solutions allow for adjustments based on seasonality and other drivers. Pricing for certain add-on solutions may vary based on the number of users, and categories for seasonal workers can be added, suggesting an awareness of varying workforce needs throughout the year for their clients.

Workday, Inc. is an American on-demand (cloud-based) software vendor specializing in enterprise cloud applications for finance and human resources. Founded in 2005 by David Duffield and Aneel Bhusri, Workday is considered a pioneer in software-as-a-service (SaaS) business applications. The company operates within the Technology sector, specifically in the Cloud Computing and Enterprise Software industries. Workday Human Capital Management (HCM) helps companies manage all aspects of their workforce. Workday Financial Management applications manage critical financial tasks. Workday Adaptive Planning assists organizations with financial planning, budgeting, forecasting, and reporting. Workday Peakon Employee Voice aims to boost productivity and engagement. Workday Employee Experience is designed to enhance staff experiences. Workday offers Professional Services Automation solutions, Supply Chain Management specifically for healthcare, and a Student Information System. Workday has been actively integrating AI and machine learning into its platform.

Workday, Inc. has a global geographic footprint, selling its subscription contracts and related services worldwide through a direct sales organization. The company has a business presence across North America, Europe, and Asia-Pacific. While a significant portion of its business is U.S.-based, Workday has been increasing its efforts in Europe, Asia, and other regions, with international expansion identified as a key growth area. Collaborations, such as with Alight for integrated payroll in Europe, further expand its global reach.

Workday maintains a strong brand reputation in the enterprise cloud applications market for finance and human resources. The company is recognized for its innovative solutions and commitment to customer satisfaction. Workday has maintained its position as a leader in the HCM and financial management software market. Workday's strategic investments in AI and its role in digital transformation efforts globally have positively contributed to its reputation as a forward-thinking company. Workday joined the Fortune 500 list for the first time in 2024, enhancing its corporate image. The decision to cut 8.5% of its workforce could have a mixed impact on employee and public perception. Workday has historically reported high customer satisfaction ratings. Some challenges exist, such as the complexity of customizing and integrating Workday's software with existing enterprise systems, and increasing competition in the human capital management market.

Institutional investors hold a significant portion of Workday's shares. As of April 2025, institutional investors held 90.61% of Workday's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors (retail investors) hold approximately 19.08% of the stock, while insiders hold about 1.35%.