← Analyst Upside
AU · rank #13 · 2026-10-20
WDAY
NASDAQ · $44.83B (USD)
SignalBuy2.0strength 2.0 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.453 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 37 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.193 |
| Analyst upside Consensus target $208.08 | +6.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +52.18% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.74 |
| Gross margin TTM | +75.8% |
| 52w high | $247.40 |
| Market cap (USD) | $44.83B |
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 enterprise cloud application software for human capital management, financial management, and payroll with embedded agentic AI workflow automation.
Rationale
High 30-day revision agreement (97.4%) and positive analyst upside are supported by a fiscal Q2 beat, raised FY27 subscription revenue and margin guidance, and a $27.4 billion subscription backlog.
Material risks
- 1Competitors like SAP, Oracle, and Microsoft—or large enterprise customers—building or bundling competing AI agents in-house, commoditizing Workday's front-end application layer.
- 2Year-over-year free cash flow contraction paired with heavy capital allocation toward share buybacks and AI investments if enterprise software spending decelerates.
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