Workday shares fell about 10% premarket on Wednesday after the enterprise software maker forecast downbeat revenue as corporations pull back on spending amid broader macroeconomic uncertainty.
The headline numbers for Workday (WDAY) give insight into how the company performed in the quarter ended January 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Workday, Inc. (WDAY) Q4 2026 Earnings Call Transcript
Workday (WDAY) came out with quarterly earnings of $2.47 per share, beating the Zacks Consensus Estimate of $2.3 per share. This compares to earnings of $1.92 per share a year ago.
Despite a recent software stock sell-off amid AI fears, Workday's CEO called the tech a growth catalyst. Shares in Workday fell in after-hours trading, following a weaker subscription outlook.
Workday's margin outlook came up short of expectations as the company steps up AI investments.
Workday's quarterly guidance trailed consensus. The company has been caught in downward pressure on software stocks in recent weeks.
Workday Inc (NASDAQ:WDAY) shares fell more than 6% in after-hours trading despite the company reporting better-than-expected fourth quarter results, as investors focused on a more cautious subscription revenue outlook for fiscal 2027. For the fourth quarter of fiscal 2026, Workday posted total revenue of $2.532 billion, up 14.5% year-over-year.
Alliance Wealth Advisors LLC UT trimmed its stake in shares of Workday, Inc. (NASDAQ: WDAY) by 45.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,214 shares of the software maker's stock after selling 4,288 shares during the period.
WDAY gears up for fiscal Q4 results on Feb. 24, driven by AI expansion, cloud launches and strong sector demand, but earnings beat odds look uncertain.
Workday (WDAY) concluded the recent trading session at $140.02, signifying a -1.83% move from its prior day's close.
Shares in Workday are currently down over 30% YTD and are sitting near 52-week lows. The declines are due in part to negative sector sentiment surrounding the impact of AI on the business models of software companies. The fears are overdone, in my view.