Workday (NASDAQ:WDAY) Releases Quarterly Earnings Results, Misses Estimates By $1.27 EPS

Workday (NASDAQ:WDAY) issued its quarterly earnings data on Tuesday. The software maker reported $0.48 EPS for the quarter, missing the consensus estimate of $1.75 by ($1.27), Zacks reports. The firm had revenue of $2.21 billion for the quarter, compared to the consensus estimate of $2.18 billion. Workday had a net margin of 19.86% and a return on equity of 6.13%. Workday updated its FY 2026 guidance to EPS and its Q1 2026 guidance to EPS.

Workday Stock Performance

WDAY opened at $271.09 on Thursday. The stock has a market capitalization of $72.11 billion, a price-to-earnings ratio of 44.96, a PEG ratio of 3.55 and a beta of 1.35. The company has a fifty day moving average of $260.01 and a 200 day moving average of $254.24. Workday has a fifty-two week low of $199.81 and a fifty-two week high of $298.50. The company has a debt-to-equity ratio of 0.35, a quick ratio of 2.05 and a current ratio of 2.05.

Insider Activity at Workday

In related news, CAO Mark S. Garfield sold 472 shares of Workday stock in a transaction dated Monday, January 13th. The shares were sold at an average price of $248.24, for a total transaction of $117,169.28. Following the completion of the sale, the chief accounting officer now owns 35,408 shares in the company, valued at $8,789,681.92. This trade represents a 1.32 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, major shareholder David A. Duffield sold 57,000 shares of the business’s stock in a transaction dated Wednesday, December 18th. The shares were sold at an average price of $275.31, for a total transaction of $15,692,670.00. Following the completion of the sale, the insider now owns 284,000 shares of the company’s stock, valued at approximately $78,188,040. This represents a 16.72 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 438,819 shares of company stock valued at $113,142,592. Corporate insiders own 20.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. KeyCorp upped their price objective on shares of Workday from $305.00 to $335.00 and gave the company an “overweight” rating in a research note on Wednesday. Bank of America reduced their price target on shares of Workday from $310.00 to $285.00 and set a “buy” rating on the stock in a research report on Wednesday, November 27th. UBS Group boosted their price target on shares of Workday from $255.00 to $285.00 and gave the company a “neutral” rating in a research report on Wednesday. JMP Securities reiterated a “market outperform” rating and set a $315.00 price target on shares of Workday in a research report on Thursday, February 6th. Finally, Oppenheimer boosted their price target on shares of Workday from $300.00 to $320.00 and gave the company an “outperform” rating in a research report on Wednesday. Ten research analysts have rated the stock with a hold rating, twenty have given a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, Workday presently has a consensus rating of “Moderate Buy” and an average price target of $301.61.

Workday Company Profile

Workday, Inc provides enterprise cloud applications in the United States and internationally. Its applications help its customers to plan, execute, analyze, and extend to other applications and environments to manage their business and operations. The company offers a suite of financial management applications to maintain accounting information in the general ledger; manage financial processes, such as payables and receivables; identify real-time financial, operational, and management insights; enhance financial consolidation; reduce time-to-close; promote internal control and auditability; and achieve consistency across finance operations.