Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
4
institutions
Market cap
$46.8B
241M shares
52-week range
$110.36 – $249.85
59% from low
Sector
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
Exchange
NASDAQ
CS
P/S (TTM)
4.8
EV / FCF (TTM)
18.1
Workday is a software company that offers human capital management, financial management, and business planning solutions for enterprises. Known for being a cloud-only software provider, Workday was founded in 2005 and is headquartered in Pleasanton, California.
www.workday.comNo one on the platform currently holds WDAY.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2024-12-31 | 1,543,464 | $398.3M |
| Bridgewater Associatesas of 2025-12-31 | 965,117 | $207.3M |
No one on the platform has traded WDAY yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 6.9% | — | — | — | ||
| Rev. Growth % | 13.1% | 17.2% | ||||
| Profit Margin % | 7.3% | 5.4% | -4.7% | |||
| Free Cash Flow Margin % | 29.1% | 25.8% | 21.3% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.5% on the P/E track.
At today's price, your expected annual return is +5.3% on the P/E track.
At today's price, your expected annual return is +9.8% on the P/E track.
| 581,900 |
| $75.6M |
| Third Point LLCas of 2025-06-30 | 300,000 | $72.0M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $10.7B | +11.8% | $11.07 | $10.36–$11.70 | 17.4× | 23 |
| 2028 | $11.8B | +10.5% | $13.23 | $11.93–$14.67 | 14.6× | 24 |
| 2029 | $13.0B | +10.7% | $15.47 | $12.43–$19.48 | 12.5× | 12 |
| 2030 | $14.7B | +12.8% | $16.93 | $16.72–$17.36 | 11.4× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-27 | $2.61 | $2.75 | +5.4% |
| 2026-05-21 | $2.51 | $2.66 | +6.0% |
| 2026-02-24 | $2.32 | $2.47 | +6.5% |
| 2025-11-25 | $2.17 | $2.32 | +6.9% |
| 2025-08-21 | $2.11 | $2.21 | +4.7% |
| 2025-05-22 | $2.01 | $2.23 | +10.9% |
| 2025-02-26 | $1.78 | $1.92 | +7.9% |
| 2024-11-26 | $1.76 |
| $1.89 |
| +7.4% |
| $81.9B |
| — |
| FICOFair Isaac Corporation | $1001.50 | +1.63% | $21.6B | — |
| FTNTFortinet, Inc. | $170.18 | +9.04% | $124.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
$WDAY Seat-based software sitting right in the path of the agent disruption argument. If the frontier actually slows down, that story gets a longer runway. Ran it through the Techdamentals IV Calculator. Watch what it said 👇 https://www.youtube.com/watch?v=TmE27WHrzXA&ref=youtube2 Educational, not advice.
View on StockTwits ↗
$WDAY If the AI buildout gets paced, does money rotate into software that never depended on it? HR and finance subscriptions arrive regardless of how fast frontier models improve. Techdamentals IV Calculator 👇 https://techdamentals.com/v/WDAY Educational, not advice.
View on StockTwits ↗$WDAY Beat and fell 5% last month. Long-duration cash flows feel a rate move hardest. Techdamentals IV Calculator 👇 https://techdamentals.com/v/WDAY Educational, not advice.
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$WDAY if they reject the lowball offer ! Stock will crash to $150-160 range . Accept likley be around $225 or more ..
View on StockTwits ↗$WDAY Beat and fell 5% last month. Long-duration cash flows feel a rate move hardest. Techdamentals IV Calculator 👇 https://techdamentals.com/v/WDAY Educational, not advice.
View on StockTwits ↗
$WDAY named Sarah Kennedy Ellis chief marketing officer. Effective October 5.
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@cubie @itsphd @jenbunn @jeremy4 @ZY786 @MiyagisenseiJr @Tradermikes40 @TraderRapp @tonyctl @zuby34 10 202.5c crackhead play $WDAY
View on StockTwits ↗@cubie @jeremy4 @itsphd @jenbunn @ZY786 @MiyagisenseiJr @Tradermikes40 @TraderRapp @tonyctl @zuby34 Whatever happened to the $WDAY buyout ?
View on StockTwits ↗$WDAY Long-duration cash flows feel a rate move hardest. That is most of what happened here. Techdamentals IV Calculator 👇 https://techdamentals.com/v/WDAY Educational, not advice.
View on StockTwits ↗
$IGV Holding 100 to 101 level is key. If that breaks, money rotation out of software could continue to 95 area. $TEAM $INTU $WDAY $NOW are all hitting LOD at the moment.
View on StockTwits ↗$IGV Money flowing out of software and back into AI supplier. $TEAM $INTU $SHOP $WDAY leading the fall.
View on StockTwits ↗
$CRM $WDAY AI Is Disrupting Software Companies—but Not as Fast as Many Feared - WSJ https://ooc.bz/l/113513
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.