WDAY

Workday, Inc.

TechnologySoftware - ApplicationNASDAQ

$127.82

-$4.32 (-3.38%)today

Conviction

0/ 10

Fair Value$181.31

Upside+41.85%

Signal0

Market Cap$33.9B

52W Range$117.76–$276

Next EarningsMay 21

Price History

FAIR VALUE ANALYSISMonte Carlo · 3,000 runs · 99% valid

Fair Value$116.90

Current Price$133.63

Upside / Down-12.5%

P(Undervalued)28.4%

P(20%+ Up)8.7%

P(15%+ Down)46.0%

Fair Value Distribution — percentile bands

28.4% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

16.0%/yr

±5.9% · revenue growth to justify current price

FCF-Based Reverse DCF

-2.7%/yr

±2.4% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Workday, Inc.

Trailing P/E49.5x

Forward P/E10.3x

P/S3.5x

EPS (TTM)$2.60

Analyst Target$181.31

Analyst Upside41.8%

No Eagle analysis yet. Request a full review including conviction score, bull/bear cases, and thesis.

Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10qMar 2

Conviction: unchanged

Q3 FY2026: Subscription Growth Acceleration Amid Macro Headwinds

WDAY Q3 shows solid subscription reacceleration (15% YoY), margin expansion (operating margin +310bps to 10.7%), and strong financial position (.8B liquidity, .56B FCF). Strategic acquisitions (Parado...