← Analyst Upside
AU · rank #6 · 2026-09-10
WDAY
NASDAQ · $44.84B (USD)
SignalStrong Buy5.3strength 5.3 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 2.025 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.57 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 32 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.172 |
| Analyst upside Consensus target $207.10 | +11.3% |
| Momentum acceleration 3-month minus 12-month momentum. | +46.70% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.05 |
| Gross margin TTM | +75.8% |
| 52w high | $249.85 |
| Market cap (USD) | $44.84B |
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 AI-native enterprise applications for human capital management, finance, and IT operations.
Rationale
The exceptional 97% analyst revision agreement and 23 price target raises are fundamentally supported by Workday's Q2 FY27 earnings beat and management's margin expansion driven by AI platform adoption.
Material risks
- 1The risk of rapid innovation from hyperscale cloud competitors and AI-native startups commoditizing Workday's agentic HR and financial tools.
- 2Potential leverage, increased debt burden, and strategic disruption following reported private-equity takeover interest from Silver Lake.
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