Workday, Inc. Class A (WDAY)

Workday, Inc.'s stock (WDAY) has experienced a significant decline over the past six months. As of April 9, 2026, the share price was $113.02, a 49.71% decrease from April 10, 2025. The stock was down 43.81% over the past 12 months as of April 2, 2026. In February 2026, Workday announced a strategic shift, emphasizing organic, agentic AI innovation to drive growth, and projected FY '27 subscription revenue growth between 12% and 13%.

Demand for Workday's products and services exhibits seasonality due to the nature of its customers' business operations. Many customer workloads, such as payroll processing and financial planning, are seasonal. Workday's service is designed to adapt to these time-varying demands by automatically scaling specific processing resources. The demand for Workday professionals is also consistently growing, with a particular emphasis on niche skill sets.

Workday, Inc. provides cloud-based solutions for workforce and financial management. Its products include Financial Management applications, Spend Management solutions, and Human Capital Management (HCM) applications. Workday also offers Planning applications, supply chain and inventory solutions, solutions for the student and faculty lifecycle, and Workday Extend for custom applications. The company serves diverse industries, including professional and business services, financial services, healthcare, manufacturing, media, education, government, technology, retail, and hospitality.

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 accounts for approximately 75% of Workday's net sales.

Workday has a strong brand reputation, consistently recognized for its enterprise cloud applications. The company has been positioned as a leader in various Gartner Magic Quadrant reports and has been named one of the World's Most Ethical Companies by Ethisphere for six consecutive years, including 2026. Workday boasts a high customer satisfaction rate, exceeding 95%, and a 95% on-time deployment rate. In the past year, Workday has focused on innovation, introducing "Sana from Workday" and showcasing new AI and Machine Learning capabilities.

Workday, Inc.'s ownership is primarily institutional, with institutional investors holding approximately 75.89% to 91.69% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors and public companies hold smaller percentages, with insiders owning about 1.35% to 3.89%. Aneel Bhusri, co-founder and CEO, is the largest individual shareholder, owning 1.76% of the company's shares.