Workday's strong FY26 outlook and minimal deceleration in subscription revenue growth have sparked renewed investor optimism, leading to a post-earnings rally. I'm upgrading WDAY stock to a neutral rating based on the improvement in its growth trajectory for FY26. The company is also slicing down 8.5% of its headcount and automating functions with AI, which is expected to produce significant operating margin gains this year.
Although the revenue and EPS for Workday (WDAY) give a sense of how its business performed in the quarter ended January 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Workday (WDAY) came out with quarterly earnings of $1.92 per share, beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.57 per share a year ago.
Workday (WDAY -2.52%), a leader in enterprise cloud applications for finance and human resources, reported its fourth-quarter results for fiscal 2025 on Feb. 25. The company exceeded analyst expectations with a non-GAAP earnings per share (EPS) of $1.92 compared to an anticipated $1.78.
Workday's stock has fallen over the past year but one analyst thinks it's poised for a rebound
As the SPX losing streak extends to 4 days, Kevin Green says "getting off the lows of the session is a win" and thinks a counter-trend rally could be in the cards tomorrow. Caroline Woods joins Kevin and Oliver Renick for reaction to Workday (WDAY) earnings following a better-than-expected report and an upbeat outlook.
Workday beat Wall Street expectations for fourth-quarter revenue on Tuesday, benefiting from strong demand for its human capital management software as clients increased spending in an easing economy.
Workday's fiscal fourth quarter exceeded expectations, with 15% revenue growth. The stock jumped in extended trading.
Workday, Inc. WDAY will release its fourth-quarter financial results, after the closing bell, on Tuesday, Feb. 25, 2025.
Workday's fourth-quarter fiscal 2025 results are expected to reflect y/y top-line growth, driven by healthy demand across several sectors.
In the most recent trading session, Workday (WDAY) closed at $261.63, indicating a +0.2% shift from the previous trading day.
Get a deeper insight into the potential performance of Workday (WDAY) for the quarter ended January 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.