← Analyst Upside
AU · rank #13 · 2026-10-21
WDAY
NASDAQ · $44.83B (USD)
SignalBuy2.0strength 2.0 / 10
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.470 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.01 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 37 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.206 |
| Analyst upside Consensus target $208.08 | +6.6% |
| Momentum acceleration 3-month minus 12-month momentum. | +57.79% |
| 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 is an enterprise cloud software platform offering unified human capital, financial management, payroll, and talent analytics applications.
Rationale
The analyst upside signal is supported by a 97.4% earnings revision agreement and positive 60-day EPS revisions following a strong fiscal Q2 earnings beat and upgraded full-year subscription guidance.
Material risks
- 1Agentic AI front-ends developed by competitors like SAP, Oracle, and Microsoft—or built in-house by large customers—could commoditize application interfaces and erode incremental AI revenue.
- 2Year-over-year declines in free cash flow paired with aggressive share buybacks increase capital allocation vulnerability if enterprise software budget growth 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