AU · rank #8 · 2026-09-07
WDAY
NASDAQ · $47.81B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.561 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.57 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 32 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.159 |
| Analyst upside Consensus target $206.68 | +5.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +43.44% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.05 |
| Gross margin TTM | +75.8% |
| 52w high | $249.85 |
| Market cap (USD) | $47.81B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Workday provides cloud-based enterprise software applications for human capital management (HCM), financial management, and planning driven by an integrated AI platform.
Rationale
A strong fiscal Q2 2027 earnings beat and raised margin outlook have driven exceptional analyst alignment, with 23 price target raises and a 97% positive revision agreement rate over the last 30 days.
Material risks
- 1Large enterprise customers increasingly opting to build HR and finance data platforms in-house or consolidating onto competing cloud ERP suites, eroding subscription renewal and net expansion rates.
- 2A leveraged buyout or private equity transaction following reported Silver Lake interest that could significantly raise debt levels and restrict R&D investment in agentic AI.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.