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Added to YB: 2026-07-29

Pitch date: 2026-07-26

WDAY [neutral]

Workday, Inc.

Author Info

Company Info

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations.

Market Cap

$33.4B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

18.90

P/E

42.15

EV/Sales

3.34

Sector

Software

Category

N/A

Show full summary:
SaaS-Stocks that Thrive in the Age of AI - Workday, Inc.

WDAY (watchlist): Down 53.6% from ATH on conservative FY27 subscription guide of 12-13% growth (below consensus). Seat-based HCM/payroll pricing at risk if AI cuts headcount. Strong retention: 65% of Fortune 500, 97% gross retention. New 'Flex Credits' consumption pricing unproven. Jury still out.

Read full article (1 min)