
Workday (WDAY) Stock Forecast & Price Target
Workday (WDAY) Analyst Ratings
Bulls say
Workday has demonstrated robust performance, with its new Annual Contract Value (ACV) in Q4 nearly doubling from Q3 and a significant increase in average selling prices for its core Recruiting solution. Additionally, the company has achieved strong full-suite adoption from new customers, which accounted for over 30% of new business, indicating a solid demand for its comprehensive service offerings. The management's upward revision of FY26 non-GAAP operating margin guidance to 28% highlights Workday's focus on balancing profitability with growth, while its subscription revenue is projected to grow by approximately 15% in FY26, reflecting a confident outlook for future performance.
Bears say
Workday's subscription revenue guidance for F1Q25 was slightly below consensus expectations, indicating a potential slowdown in growth, while the full-year FY26 guidance was maintained despite a modest negative foreign exchange impact. Additionally, the company experienced a 7% year-over-year decline in New Annual Contract Value (ACV), which raises concerns about future growth prospects. Furthermore, the operating cash flow guidance for FY26 fell short of consensus estimates, exacerbated by significant cash outflows related to restructuring efforts, contributing to an overall negative outlook on Workday's financial performance.
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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