WDAY — Workday Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates WDAY Bearish with a Setup Score of 23, net conviction 42, actionability 13. How the Setup Score works →

Total Setup Score23
Directional BiasBearish
Net Conviction42
Actionability13 (in range)

Key signals behind this score

About Workday Inc

Workday, Inc. provides enterprise cloud applications in the United States and internationally. The company offers a suite of financial management applications to maintain accounting information; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; perform financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency acr… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$138.95
Market Cap$34.17B
Float199.1M
Shares Outstanding201.0M
P/E (Forward)12.99
P/E (TTM)43.10
Price/Sales (TTM)3.47
vs. Analyst Target+22.8% to analyst PT
Profit Margin8.60%
Operating Margin (TTM)13.30%
Revenue (TTM)$9.85B
Earnings Growth (YoY)248.00%
Dividend RateNone
Analyst Target Price$170.59 (41 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $4.32B -$282M $3.12B $87.3M
2022 $5.14B $29.0M $3.71B $377M
2023 $6.22B -$367M $4.51B $206M
2024 $7.26B $1.38B $5.49B $752M
2025 $8.45B $526M $6.38B $1.08B
2026 $9.55B $693M $7.23B $1.36B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jul 2025 $2.35B $228M
Oct 2025 $2.43B $252M
Jan 2026 $2.53B $145M
Apr 2026 $2.54B $222M

Ownership & Float

Insider Ownership2.1%
Institutional Ownership107.5%
Short Float14.5%
% of All Funds Holding10.71%
Number of Funds Holding880

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$131.77Near-term / short-term trend
Weekly40-Week SMA$168.79Medium-term trend
Weekly80-Week SMA$205.45Cyclical trend (business cycle)
Weekly200-Week SMA$216.43Secular trend (multi-year)
Monthly10-Month SMA$163.96Near-term monthly trend
Monthly20-Month SMA$204.51Medium-term monthly trend
Monthly40-Month SMA$223.15Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$152.00 resistance 1.28x 0 months ago
$177.00 resistance 1.98x 4 months ago
$215.00 resistance 1.18x 5 months ago
$240.00 resistance 1.12x 7 months ago

Historical Earnings Reactions (55 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.21% -0.99% 41.82% 14.67% -15.54%
1 Day 0.20% -1.41% 47.27% 18.68% -15.33%
1 Week -1.09% -2.68% 34.55% 29.04% -19.19%
2 Weeks -1.28% -1.57% 40.00% 25.12% -19.53%
1 Month -1.63% -2.99% 33.33% 30.02% -23.94%

Next earnings: August 20, 2026 (39 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.6%57.1%14
Feb1.2%64.3%14
Mar-0.8%50.0%14
Apr-1.4%42.9%14
May1.7%64.3%14
Jun-0.8%42.9%14
Jul2.7%61.5%13
Aug7.3%84.6%13
Sep-3.6%23.1%13
Oct1.5%38.5%13
Nov4.9%64.3%14
Dec-1.7%35.7%14

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.16% 49.4% 648
Tuesday 0.09% 52.3% 709
Wednesday 0.10% 51.8% 707
Thursday 0.13% 54.8% 693
Friday 0.12% 52.5% 691

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 107.5%

Insider Transactions — Smart Summary

Total insider ownership: 2.1%

Founder-led management: Aneel Bhusri (Co-Founder, CEO & Executive Chairman of the Board), Dave Duffield (Co-Founder & CEO Emeritus)

12-Month Insider Activity Summary

Total Filings51
Net Value-$32.1M
Net Shares Change-201,104
% of Float-0.1%
C-Suite Filings21
Clusters Detected5

Key Insiders

NameTitleNet ValueFilingsActivity
Enslin Robert President, CCO -$10.0M 3 N/A
Rowe Zane Chief Financial Officer -$5.9M 3 N/A
Kazmaier Gerrit S President, Prod. and Tech. -$4.4M 2 N/A
MCNAMARA MICHAEL M -$1.3M 1 N/A
Garfield Mark S. Chief Accounting Officer -$179,184.25 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-09-19 – 2025-10-03 4 3 -$36.3M 2 C-suite
2025-10-07 – 2025-10-14 5 5 -$23.2M 3 C-suite
2026-01-07 – 2026-01-09 7 7 -$30.6M 6 C-suite
2026-04-07 – 2026-04-14 6 5 -$32.1M 4 C-suite
2026-06-24 – 2026-07-07 7 4 -$57.4M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-07 Kazmaier Gerrit S President, Prod. and Tech. -$2.8M Transaction at $130.32, now +6.6%
2026-07-07 Rowe Zane Chief Financial Officer -$1.9M Transaction at $139.55, now -0.4%
2026-07-07 Kazmaier Gerrit S President, Prod. and Tech. -$1.6M Transaction at $139.51, now -0.4%
2026-07-07 Enslin Robert President, CCO -$1.5M Transaction at $135.15, now +2.8%
2026-01-07 Enslin Robert President, CCO -$7.4M Transaction at $207.98, now -33.2%
2026-04-07 Rowe Zane Chief Financial Officer -$2.0M Transaction at $130.24, now +6.7%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Workday Inc (WDAY) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for WDAY on Trend Edge →