Workday, Inc. Class A (WDAY)

Over the past six months, Workday's stock has experienced some fluctuations. The stock price has seen a decline of 10.27% over the past six months. More recently, over the past month, the stock has risen by 8.72%, but over the last three months, it has decreased by 8.23%. Key events impacting the stock include Q1 FY26 earnings release with solid results and reiterated full-year guidance, Q2 FY26 earnings release meeting revenue expectations and increasing FY26 subscription revenue guidance, activist investor Elliott Management disclosing a stake in Workday, the acquisition of Paradox, and partnerships and product launches such as Workday Build.

Workday's demand does not appear to have strong seasonality in the traditional sense. Demand is more likely driven by business cycles, organizational needs for digital transformation, and budget cycles of its target customers. Subscription contracts provide a stable revenue stream, and large enterprise software purchases can align with customer fiscal year-ends. The release of new features and economic conditions can also influence demand.

Workday, Inc. is an American cloud computing and enterprise software provider specializing in cloud-based solutions for financial management, human capital management (HCM), and student information systems. Founded in 2005, Workday operates in the competitive cloud software sector, offering products like Human Capital Management (HCM), Financial Management, Workday Adaptive Planning, Workday Prism Analytics, Workday Student, Workday Cloud Platform, and Workday AI. Workday serves diverse industries, including financial services, communications, technology, energy, media, healthcare, manufacturing, retail, education, and the public sector.

Workday, Inc. has a global presence with its headquarters in Pleasanton, California. It has offices across North America, Latin America, Europe, Asia-Pacific, and Africa. The United States is Workday's largest region, accounting for approximately 74.97% of its total revenue in fiscal year 2025, with non-U.S. regions contributing 25.03%.

Workday generally maintains a strong brand reputation, often recognized for its innovative cloud-based solutions in HCM and financial management. The company was ranked number five on Fortune magazine's "Top 100 Companies to Work For" in 2020, indicating positive internal perception. Workday is actively integrating AI into its platform, demonstrated by the acquisition of Sana and Paradox, and achieved a 97% customer satisfaction score in fiscal year 2021. Workday is committed to sustainable practices, aiming for net-zero emissions by 2050 and setting near-term targets for reducing greenhouse gas emissions.

Workday, Inc. stock ownership is primarily held by institutional investors, who collectively hold approximately 71.79% of the shares. Retail investors own about 24.64%, and insiders hold 3.58%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. The largest individual shareholder is Aneel Bhusri, a co-founder, who owns 4.10 million shares, representing 1.54% of the company.