AU · rank #10 · 2026-10-22
WDAY
NASDAQ · $48.91B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.491 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.02 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 37 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.213 |
| Analyst upside Consensus target $209.25 | +3.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +54.07% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.69 |
| Gross margin TTM | +75.8% |
| 52w high | $247.10 |
| Market cap (USD) | $48.91B |
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 provider offering human capital management, financial management, and AI-driven workflow solutions backed by a $27.4 billion subscription backlog.
Rationale
High analyst estimate revision agreement (97.4% positive across 37 net revisions) reflects strong fundamental momentum following Q2 earnings beats and raised fiscal 2027 subscription revenue and margin guidance.
Material risks
- 1Rapid adoption of competing agentic AI tools from hyperscalers or in-house customer development could commoditize application interfaces and undermine Workday's incremental AI monetization.
- 2Year-over-year declines in free cash flow, combined with enterprise software spending deceleration, could slow backlog conversion and cash generation.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.