Workday Inc. (WDAY)
WDAY Q4 Earnings Top on Solid Demand for Subscription Services
Healthy demand in the education, healthcare and financial services end market supports WDAY's top line in the fiscal fourth quarter.
With Workday Leaning Into AI, Is Its Turnaround Working? Should Investors Buy the Stock Right Now?
With shares trading slightly below where they finished trading at toward the end of 2021, Workday (WDAY 1.06%) needs to reinvigorate its stock price. Its shares got a boost following the software-as-a-service (SaaS) company's Q4 reports and guidance as it leans into artificial intelligence (AI) to help drive growth.
Federal Business Isn't Easy, But It Pays - Initiating Workday With A Buy
Workday reported 4Q25 on Tuesday with strong guidance and a beat on EPS and revenue, causing the stock to spike 12%. I think the recent layoffs should improve margins in the midterm as the company edges closer to a 30% non-GAAP operating margin. In my opinion, expanding Workday Student outside North America should increase adoption of the service and boost annual subscription revenue.
Workday: Newly Profitable, Stock Not Cheap Enough
Workday, a pure play enterprise SaaS company, recently became GAAP profitable and has been FCF positive since 2016, marking a new growth phase. The company targets Fortune 500 clients, boasting a sticky product with low market share risk and impressive customer retention. While bullish on Workday's fundamentals, I recommend adding the stock to the watchlist due to its high current valuation.
Lowe's, Workday: two stocks poised to extend gains in coming weeks
Shares of Workday and Lowe's have gained in recent sessions on the back of their strong financial updates, but a market veteran sees significant further upside in both. Matt Maley – the chief market strategist at Miller Tabak shared his bullish view on WDAY and LOW in an interview with CNBC this week.
Workday CEO Carl Eschenbach on earnings beat, AI opportunities and layoffs
Carl Eschenbach, Workday CEO, joins 'Squawk on the Street' to discuss company shares popping on earnings beat, AI opportunity and layoffs.
Workday Q4 Earnings Beat Estimates on Solid Revenue Growth
WDAY reports higher revenues year over year in the fiscal fourth quarter, backed by multiple customer wins in several end markets.
Workday Posts Q4 Beat, Guidance Suggests Another Slowdown In Revenue Growth: Analysts
Shares of Workday Inc WDAY were climbing in early trading on Wednesday after the company reported upbeat fourth-quarter results.
2 Software Stocks Surging After Earnings
Workday Inc (NASDAQ:WDAY) stock is up 7.8% at $275.15, after the software name posted fourth-quarter earnings of $1.92 per share on revenue of $2.21 billion, beating estimates of $1.78 on $2.18 billion.
Workday Stock Soars as Results Top Estimates, CEO Sees AI Growth Opportunities
Shares of Workday (WDAY) are surging more than 10% in premarket trading Wednesday, a day after the human resource and finance software maker's fiscal 2025 fourth-quarter results topped analysts' estimates.
Workday: Consistent Growth Is Admirable, But The Stock Is Already Sitting At A High Price
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.
Compared to Estimates, Workday (WDAY) Q4 Earnings: A Look at Key Metrics
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.
