
Workday (WDAY) Stock Forecast & Price Target
Workday (WDAY) Analyst Ratings
Bulls say
Workday has demonstrated robust growth in subscription revenue, which increased by 14.5% year-over-year, positioning the company favorably as it transitions professional services to partners. The company has notably improved its financial metrics under ASC 606, with total revenue projected to rise from $1.57 billion to $8.45 billion and free cash flow expected to grow significantly from $228 million to $2.19 billion, alongside an enhancement in operating margins from 14% to 26%. Additionally, management raised FY26 operating cash flow guidance to $2.9 billion and highlighted strong international performance, indicating steady growth potential in the near term.
Bears say
Workday has experienced a significant slowdown in growth, raising concerns about the potential for further declines in performance and margins. The emergence of generative AI poses a risk to its business model, possibly leading to commoditization and unfavorable changes in monetization strategies. Additionally, there are notable downside risks, including disappointing performance in large enterprise deals, limited traction in international markets, and overall underperformance, which could impact future revenue and earnings projections.
This aggregate rating is based on analysts' research of Workday and is not a guaranteed prediction by Public.com or investment advice.
Workday (WDAY) Analyst Forecast & Price Prediction
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