Workday, Inc. Class A (WDAY)

Over the last six months, Workday's stock price has experienced fluctuations, trading at $233.71 as of July 21, 2025. In the past month, the stock decreased by 1.88%, while over the last year, it showed a 2.73% increase. In July 2025, the stock fell by 4.5% after Piper Sandler downgraded the stock to "Underweight," but showed signs of rebounding later in the month. In February 2025, Workday announced plans to cut 8.5% of its workforce to invest in artificial intelligence. Multiple analysts have issued price targets for WDAY in the last six months, with a median target of $314.0. Workday insiders have primarily sold shares, and members of Congress have also traded WDAY stock.

Workday experiences seasonality in its customer agreements, signing a significantly higher percentage of agreements with new customers and renewal agreements with existing customers in the fourth quarter of each fiscal year. This pattern is attributed to large enterprise account buying behaviors and is common in the technology industry. Workday's planning solutions help businesses create short and long-term demand forecasts, which can account for seasonality and other complex factors.

Workday, Inc. is a leading American provider of on-demand enterprise software solutions for financial management, human capital management (HCM), and student information systems, operating primarily in the technology sector. Its core business model is subscription-based, with clients paying regular fees to access its suite of cloud applications. Workday's major products and services are categorized into financial management, which offers applications for financial accounting, procurement, expense management, project management, and grants management. The HCM solution is a comprehensive suite of applications that helps organizations manage the entire employee lifecycle. The planning segment, which includes Workday Adaptive Planning, provides cloud-based software for financial planning, budgeting, forecasting, and reporting. Workday also offers applications for analytics and reporting, including augmented analytics and machine learning capabilities.

Workday serves customers worldwide, with the United States being its largest market, contributing approximately 74.97% of its total revenue in fiscal year 2025, while other countries account for the remaining 25.03%. Workday has global research and development centers in strategic locations including the United States, Ireland, and India, and is expanding its presence in various global markets, including Europe and Asia.

Workday generally maintains a strong brand reputation, particularly as a workplace, and has consistently been recognized as a top place to work. The company emphasizes an employee-first culture, which contributes to its positive reputation. Workday has continued to focus on innovation, particularly in AI, which can positively impact its brand reputation as a forward-thinking technology company. The company's commitment to sustainability also contributes to a positive brand image.

Workday, Inc. is primarily owned by institutional shareholders, who hold approximately 71.60% to 91.07% of the stock, with major institutional owners including Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual ownership accounts for a smaller percentage, with Workday insiders holding about 3.59% and retail investors holding 24.81%. Aneel Bhusri, co-founder and executive chairman, is the largest individual Workday shareholder.