US · Technology · Software - Application
EPS came in at 2.58 against a street estimate of 1.26 — a beat of 104.8%.
Analysts rate Workday Inc a buy (19 buy, 20 hold, 3 sell out of 42) with an average price target of $207.92.
CONFIDENT Workday delivered strong Q2 with AI driving 25%+ of new ACV and $600M ARR from AI SKUs (+200% YoY). 5,500+ customers adopted organic agents; Sana Enterprise and Adaptive Decision Intelligence launched successfully. FY27 guidance raised to 13% subscription growth with 31% operating margin. Q2 FY27 International growth accelerating with AI adoption driving nearly one-third of new ACV in EMEA; Japan showing particular strength. Analyst pressed on monetization of headless AI and core pricing pressure. Management emphasized all AI paths monetized through Flex credits and noted AI strengthening win rates on core platform versus legacy competitors lacking unified data model. 2026-08-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.77% |
| Arnhold & S. Bleichroeder Advisers, LLC | 7.32% |
| Vanguard Capital Management, LLC | 5.49% |
| Hotchkis & Wiley Capital Management LLC | 5.26% |
| Eagle Capital Management LLC | 4.70% |
| Vanguard Portfolio Management, LLC | 4.64% |
| State Street Corp | 3.97% |
| Amvescap Plc. | 3.38% |
| Document | Date |
|---|---|
| Company announcement · Q3 FY2027 HEADLINE NUMBERS • On October 12, 2026, Workday entered into a definitive agreement to acquire all outstanding capital stock of ConductorOne, Inc. (“ | 2026-10-13 |
| Material agreement · Q3 FY2027 HEADLINE NUMBERS • Workday replaced its prior $1,000,000,000 revolving credit facility with a new $1,500,000,000 facility on October 1, 2026. • The | 2026-10-01 |
| Results announced · Q3 FY2027 HEADLINE NUMBERS • Workday is reducing its workforce by approximately 2.5%, primarily in its Product and Technology team, as part of a reorganization | 2026-09-29 |
| Quarterly report · Q2 FY2027 WORKDAY, INC. - Q2 FISCAL 2027 10-Q SUMMARY HEADLINE NUMBERS • Six-month revenue (ended July 31, 2026): $5,191 million (up from $4,588 million in pr | 2026-08-27 |
| Results announced · Q3 FY2027 WORKDAY FISCAL 2027 Q2 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues: $2.649 billion, up 12.8% year-over-year • Subscription revenues: $2.471 bi | 2026-08-27 |
| Shareholder vote results · Q2 FY2027 WORKDAY, INC. – ANNUAL MEETING VOTING RESULTS (JUNE 16, 2026) HEADLINE NUMBERS • Annual Meeting held June 16, 2026 with 234,935,667 shares represent | 2026-06-22 |
| Quarterly report · Q1 FY2027 WORKDAY, INC. – Q1 FY2026 SUMMARY (Period Ended April 30, 2026) HEADLINE NUMBERS • Total Revenues: $2,542 million (up 13.5% YoY from $2,240 million) | 2026-05-22 |
| Results announced · Q2 FY2027 WORKDAY FISCAL 2027 Q1 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total revenues: $2.542 billion, up 13.5% year-over-year • Subscription revenues: | 2026-05-21 |
Readable in the app.
| Announcement | Date |
|---|---|
| Agreement to acquire all outstanding capital stock of ConductorOne Workday signed a definitive agreement to acquire all outstanding shares of ConductorOne (referred to as C1.ai), an agentic identity-governance platform focused on people and software agents. | 2026-10-13 |
| Board authorizes $4.0 billion share repurchase program On August 27, 2026, Workday's Board of Directors authorized a $4.0 billion share repurchase program for its Class A common stock. This is a significant capital allocation decision that allow | 2026-08-27 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.