Workday (WDAY) is up 6.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a continued rebound from Workday’s recent quarterly results, which showed double-digit subscription revenue growth and a higher non-GAAP operating margin outlook. Investors also appear to be responding to fresh AI and data-platform initiatives, which could be easing concerns about whether Workday can benefit from enterprise AI spending rather than be disrupted by it.
Details:
Workday’s fiscal 2027 first-quarter results included total revenue of about $2.54 billion, subscription revenue of roughly $2.35 billion, and an increase in full-year non-GAAP operating margin guidance to 30.5%.The company reiterated its full-year subscription revenue outlook, suggesting demand remained stable even as software valuations have been volatile.In early June, Workday announced a Data Cloud integration with AWS that gives developers direct access to governed HR and finance data for AI applications, adding to the company’s broader AI product push.Recent filings also showed ongoing share repurchases, which can help support sentiment by reducing share count and signaling management confidence.Sources:
Workday, SEC, StockAnalysis
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$WDAY Insider Trading Activity
$WDAY insiders have traded $WDAY stock on the open market 125 times in the past 6 months. Of those trades, 0 have been purchases and 125 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by insiders over the last 6 months:
- DAVID A DUFFIELD has made 0 purchases and 102 sales selling 1,776,863 shares for an estimated $250,524,457.
- ROBERT ENSLIN (President, CCO) has made 0 purchases and 6 sales selling 27,558 shares for an estimated $5,358,052.
- ZANE ROWE (Chief Financial Officer) has made 0 purchases and 8 sales selling 12,000 shares for an estimated $2,021,806.
- GERRIT S KAZMAIER (President, Prod. and Tech.) has made 0 purchases and 5 sales selling 13,115 shares for an estimated $1,985,842.
- CARL M. ESCHENBACH (CEO) sold 3,125 shares for an estimated $656,250
- MARK S. GARFIELD (Chief Accounting Officer) has made 0 purchases and 2 sales selling 2,538 shares for an estimated $378,894.
- RICHARD HARRY SAUER (Chief Legal Officer & Secty) sold 1,130 shares for an estimated $237,300
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$WDAY Hedge Fund Activity
We have seen 484 institutional investors add shares of $WDAY stock to their portfolio, and 721 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 10,183,016 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $1,318,395,081
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 3,898,261 shares (+57.7%) to their portfolio in Q1 2026, for an estimated $504,707,851
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 3,269,940 shares (+75.4%) to their portfolio in Q1 2026, for an estimated $423,359,131
- VANGUARD GROUP INC added 3,210,232 shares (+14.7%) to their portfolio in Q4 2025, for an estimated $689,493,628
- GOLDMAN SACHS GROUP INC added 2,614,558 shares (+196.6%) to their portfolio in Q1 2026, for an estimated $338,506,824
- JANUS HENDERSON GROUP PLC added 2,525,821 shares (+101.4%) to their portfolio in Q4 2025, for an estimated $542,495,834
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 2,024,956 shares (-50.0%) from their portfolio in Q4 2025, for an estimated $434,920,049
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$WDAY Congressional Stock Trading
Members of Congress have traded $WDAY stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$WDAY Analyst Ratings
Wall Street analysts have issued reports on $WDAY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 05/22/2026
- BWG Global issued a "Negative" rating on 05/15/2026
- BTIG issued a "Buy" rating on 02/25/2026
- Needham issued a "Buy" rating on 02/09/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
To track analyst ratings and price targets for $WDAY, check out Quiver Quantitative's $WDAY forecast page.
$WDAY Price Targets
Multiple analysts have issued price targets for $WDAY recently. We have seen 25 analysts offer price targets for $WDAY in the last 6 months, with a median target of $180.0.
Here are some recent targets:
- Kash Rangan from Goldman Sachs set a target price of $151.0 on 05/26/2026
- Brent Thill from Jefferies set a target price of $140.0 on 05/22/2026
- Karl Keirstead from UBS set a target price of $140.0 on 05/22/2026
- Michael Turrin from Wells Fargo set a target price of $185.0 on 05/22/2026
- Jason Celino from Keybanc set a target price of $158.0 on 05/22/2026
- Steven Enders from Citigroup set a target price of $139.0 on 05/22/2026
- Scott Berg from Needham set a target price of $180.0 on 05/22/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Workday Shares Climb as Investors Reassess Earnings Strength and AI Product Momentum
Workday (WDAY) is up 6.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a continued rebound from Workday’s recent quarterly results, which showed double-digit subscription revenue growth and a higher non-GAAP operating margin outlook. Investors also appear to be responding to fresh AI and data-platform initiatives, which could be easing concerns about whether Workday can benefit from enterprise AI spending rather than be disrupted by it.
Details:
Sources:
Workday, SEC, StockAnalysis
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$WDAY Insider Trading Activity
$WDAY insiders have traded $WDAY stock on the open market 125 times in the past 6 months. Of those trades, 0 have been purchases and 125 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$WDAY Hedge Fund Activity
We have seen 484 institutional investors add shares of $WDAY stock to their portfolio, and 721 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$WDAY Congressional Stock Trading
Members of Congress have traded $WDAY stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$WDAY Analyst Ratings
Wall Street analysts have issued reports on $WDAY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $WDAY, check out Quiver Quantitative's $WDAY forecast page.
$WDAY Price Targets
Multiple analysts have issued price targets for $WDAY recently. We have seen 25 analysts offer price targets for $WDAY in the last 6 months, with a median target of $180.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »