
Workday (WDAY) Stock Forecast & Price Target
Workday (WDAY) Analyst Ratings
Bulls say
Workday demonstrated strong financial performance in Q4, marked by nearly doubling new annual contract value (ACV) from Q3, as well as an increase in the average selling price (ASP) of its core Recruiting solution, reflecting heightened demand. The company’s strategic emphasis on back-to-base selling and full-suite adoption contributed to over 30% of new business from net new logos, further indicating robust market demand. Additionally, the improvement in non-GAAP operating margins to 28% in FY26, driven by a balanced approach between profitability and growth, underscores Workday's commitment to enhancing its platform while supporting long-term revenue growth.
Bears say
The analysis notes that Workday's subscription revenue guidance for F1Q25, projected at $2.05 billion, slightly fell short of consensus expectations, leading to concerns about future growth rates. Additionally, the full-year FY26 guidance of $8.8 billion, while maintained, coincides with a calculation indicating a 7% year-over-year decline in New Annual Contract Value (ACV), raising doubts about the company's growth trajectory. Furthermore, FY26 operating cash flow guidance of $2.75 billion was also below consensus estimates, primarily impacted by restructuring-related cash outflows, highlighting potential weaknesses in operational 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
Start investing in Workday (WDAY)
Order type
Buy in
Order amount
Est. shares
0 shares