
Workday (WDAY) Stock Forecast & Price Target
Workday (WDAY) Analyst Ratings
Bulls say
Workday demonstrated a strong financial performance in its fourth quarter, with subscription revenue increasing by 15.7% year-over-year to $2.36 billion, reflecting effective management and operational success. The company is positioned for continued growth, driven by new customer acquisitions, international expansion, and innovation in AI products, which is expected to contribute to high-teens revenue growth over the next few years. Furthermore, a solid 12-month subscription backlog growth of 15.8% year-over-year indicates robust demand, surpassing market expectations and providing a positive outlook for Workday's financial trajectory.
Bears say
Workday's management has forecasted a sequential decline in subscription revenue for F1Q, projecting $2.355 billion, which is a 1.1% reduction quarter-over-quarter, indicating challenges in closing postponed deals. Furthermore, the company's full-year free cash flow growth guidance of 15% falls short of consensus estimates of 16.8%, reflecting broader concerns about operational performance. Additionally, Workday has lowered its fiscal year 2027 subscription growth outlook to 12-13%, translating to a midpoint revenue revision down to $9.938 billion, highlighting a compressing valuation multiple amid heightened competitive pressures in the software sector.
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
Start investing in Workday (WDAY)
Order type
Buy in
Order amount
Est. shares
0 shares