← Analyst Upside
AU · rank #8 · 2026-09-08
WDAY
NASDAQ · $47.81B (USD)
SignalStrong Buy4.5strength 4.5 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.587 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.57 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 32 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $206.68 | +5.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +46.31% |
| 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 is a leading cloud software provider offering an integrated, AI-native enterprise platform for human capital management, finance, and planning.
Rationale
Consecutive quarterly earnings beats and raised operating margin guidance have fueled near-unanimous analyst agreement on EPS revisions and 23 analyst target raises over the past month.
Material risks
- 1Large enterprise customers building HR and finance data platforms in-house or consolidating onto competing cloud ERP suites.
- 2Increased debt levels and restricted R&D investment if a private-equity-led transaction with Silver Lake materialized.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Proceed