WDAY stock forecast, quote, news & analysis
Workday is a software company that offers human capital management, financial management, and business planning solutions for enterprises... Show more
Why Workday (WDAY) Stock Is Up +51% in the Last 30 Days
Key Takeaways
- Workday shares have climbed roughly 51% over the last 30 days, rising from near $132 to about $200, driven primarily by reports that Silver Lake is in talks to acquire the company.
- The biggest single-session move came after a Reuters report on the potential buyout, when the stock surged nearly 18% and was halted multiple times for volatility.
- The rally erased Workday's year-to-date losses, which had been driven by investor fears that generative and agentic AI could disrupt traditional enterprise software business models.
- Fundamentals remain steady, with first-quarter subscription revenue up 14% year over year and agentic AI annualized revenue approaching $500 million.
- Fiscal second-quarter earnings, reported in late August, are the next major catalyst investors are watching.
Workday (WDAY) Company Overview and Market Position
Workday, Inc. is a cloud-based enterprise software provider specializing in human capital management, financial management, payroll, spend, and planning applications. Founded in 2005 by former PeopleSoft executives Aneel Bhusri and David Duffield and taken public in 2012, the company is headquartered in Pleasanton, California, and serves more than 11,500 customers across industries.
Workday operates a subscription-based software-as-a-service model aimed at medium and large enterprises. The company is considered a leader in cloud enterprise resource planning and human capital management, with competitive strengths that include a unified data platform, strong customer retention, and growing adoption of embedded and agentic AI capabilities. Investors follow the stock closely for its subscription revenue growth, profitability trajectory, and cash-flow generation.
Workday (WDAY) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, Workday shares have advanced approximately 51%, rising from a closing price near $132 in late July to roughly $200. The bulk of the gain occurred in a single session, when the stock surged nearly 18% on news of a potential private-equity acquisition, briefly touching an intraday high of about $227 before settling lower.
Over the trailing three-month period, the stock is also sharply higher, up roughly 56% from the high-$120s in late May, though the path has been volatile. Workday rallied to around $157 in early June, retreated to a mid-$110s trough in late June amid broad software-sector selling, and then recovered through July before the buyout report triggered an outsized breakout in August.
What Drove WDAY Stock Price in the Last 30 Days
The dominant catalyst was an Aug. 13 Reuters report that private-equity firm Silver Lake is in discussions to acquire Workday. Trading was halted multiple times as shares spiked as much as 30% intraday before closing up 17.8% at $206.45, the stock's largest single-day gain in roughly a decade. The talks, reportedly underway for several months, could involve additional co-investors, and there is no guarantee a definitive agreement will be reached.
The report also lifted the broader software sector, as investors weighed whether private-equity interest signals attractive valuations after a prolonged selloff. Needham analysts estimated a fair acquisition price in the $240 to $250 range, while Jefferies analyst Brent Thill highlighted the close relationship between Workday's leadership and Silver Lake. The news built on improving sentiment, with Wells Fargo analyst Michael Turrin having raised his price target to $215 from $185 with a Buy rating shortly before the report.
Underpinning the move, Workday's fundamentals remained resilient. In its first quarter ended April 30, 2026, revenue rose 13% year over year to $2.54 billion, subscription revenue grew 14.3% to $2.35 billion, and the company raised its full-year margin outlook, supported by agentic AI momentum with annualized revenue approaching $500 million.
What Drove WDAY Stock Performance Over the Last Quarter
Workday's quarterly performance reflects a broader narrative of software-sector turbulence followed by a sharp re-rating. Through most of 2026, the stock traded well below its prior highs as investors worried that rapid advances in generative and agentic AI could undermine traditional SaaS business models and pricing power. Before the buyout report, Workday shares were down roughly 15% year to date and more than 40% below their 2024 peak.
A leadership transition added to the uncertainty: co-founder Aneel Bhusri returned as chief executive officer in early 2026, succeeding Carl Eschenbach. Yet Workday's steady execution, including double-digit subscription growth, expanding margins, and strong free cash flow, kept the business on solid footing. The Silver Lake talks reframed that story, with investors viewing private-equity interest as a sign that the sector's depressed valuations may have overcorrected.
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WDAY Stock Forecast Drivers: What Investors Should Watch Next
Fiscal second-quarter results, scheduled for late August, are the nearest major catalyst. Analysts have looked for adjusted earnings per share of roughly $2.63 on revenue near $2.63 billion, with subscription revenue growth and forward guidance in focus. Any update on the status of acquisition discussions will also be closely monitored, given the potential for deal talks to stall or collapse.
Beyond earnings, investors are likely to track agentic AI adoption and monetization, enterprise software demand trends, competitive pressure from AI-native vendors, and the broader trajectory of software valuations. Macroeconomic conditions, including enterprise IT budgets and interest rates, also remain relevant to demand and to the financing environment for any large take-private transaction. Outcomes are uncertain, and near-term trading could remain volatile given the scale of the recent move.
Disclaimer
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WDAY sees its 50-day moving average cross bullishly above its 200-day moving average
The 50-day moving average for WDAY moved above the 200-day moving average on September 01, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the oversold zone for 1 day, which means it's wise to expect a price bounce in the near future.
Following a +4.30% 3-day Advance, the price is estimated to grow further. Considering data from situations where WDAY advanced for three days, in 178 of 308 cases, the price rose further within the following month. The odds of a continued upward trend are 58%.
WDAY may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 116 of 170 cases where WDAY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 68%.
Bearish Trend Analysis
The 10-day RSI Indicator for WDAY moved out of overbought territory on August 17, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 37 similar instances where the indicator moved out of overbought territory. In 23 of the 37 cases, the stock moved lower in the following days. This puts the odds of a move lower at 62%.
The Momentum Indicator moved below the 0 level on September 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on WDAY as a result. In 63 of 87 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 72%.
The Moving Average Convergence Divergence Histogram (MACD) for WDAY turned negative on August 25, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 49 similar instances when the indicator turned negative. In 32 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 65%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WDAY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 71%.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 41 (best 1 - 100 worst), indicating steady price growth. WDAY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 54 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 70 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.930) is normal, around the industry mean (28.382). P/E Ratio (37.821) is within average values for comparable stocks, (75.459). Projected Growth (PEG Ratio) (0.679) is also within normal values, averaging (1.599). Dividend Yield (0.000) settles around the average of (0.048) among similar stocks. P/S Ratio (4.719) is also within normal values, averaging (77.824).
The Tickeron PE Growth Rating for this company is 97 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. WDAY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 95, placing this stock worse than average.
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General Information
a provider of software based enterprise business solutions
Industry PackagedSoftware