Earnings Beat: Workday delivered first-quarter results that exceeded analyst forecasts, posting revenue of $2.54 billion and adjusted earnings per share of $2.66. The standout element was nearly $500 million in annualized recurring revenue from agentic AI solutions, which has sparked widespread commentary across social media.
Strategic Pivot: With co-founder Aneel Bhusri resuming the CEO role, the company is emphasizing AI agents that automate workflows over traditional feature additions. Observers note plans to keep headcount stable, positioning the firm for stronger margin expansion as these offerings scale.
Investor Sentiment: The report has shifted perceptions of Workday from an AI laggard to a potential leader in enterprise automation, prompting discussions about its role in broader software sector recovery. The stock's sharp after-hours move underscores how the AI narrative is reshaping views on legacy platforms.
Note: This discussion summary was generated from an AI condensation of post data.
Workday Insider Trading Activity
Workday insiders have traded $WDAY stock on the open market 106 times in the past 6 months. Of those trades, 0 have been purchases and 106 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 80 sales selling 1,483,101 shares for an estimated $228,897,318.
- ROBERT ENSLIN (President, CCO) has made 0 purchases and 6 sales selling 27,558 shares for an estimated $5,358,052.
- GERRIT S KAZMAIER (President, Prod. and Tech.) has made 0 purchases and 8 sales selling 19,662 shares for an estimated $3,418,100.
- ZANE ROWE (Chief Financial Officer) has made 0 purchases and 8 sales selling 12,000 shares for an estimated $2,021,806.
- 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.
Workday Revenue
Workday had revenues of $2.5B in Q1 2027. This is an increase of 13.48% from the same period in the prior year.
You can track WDAY financials on Quiver Quantitative's WDAY stock page.
You can access data on WDAY stock through the Quiver Quantitative API.
Workday Congressional Stock Trading
Members of Congress have traded $WDAY stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $WDAY stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 3 purchases worth up to $45,000 on 03/13, 01/28, 12/10 and 1 sale worth up to $15,000 on 04/14.
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.
Workday Hedge Fund Activity
We have seen 480 institutional investors add shares of Workday stock to their portfolio, and 722 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.
Workday Analyst Ratings
Wall Street analysts have issued reports on $WDAY in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Guggenheim issued a "Buy" rating on 11/26/2025
- Keybanc issued a "Overweight" rating on 11/26/2025
- Bernstein issued a "Outperform" rating on 11/26/2025
To track analyst ratings and price targets for Workday, check out Quiver Quantitative's $WDAY forecast page.
Workday Price Targets
Multiple analysts have issued price targets for $WDAY recently. We have seen 28 analysts offer price targets for $WDAY in the last 6 months, with a median target of $182.5.
Here are some recent targets:
- Scott Berg from Needham set a target price of $180.0 on 05/22/2026
- Allan Verkhovski from BTIG set a target price of $175.0 on 05/22/2026
- Billy Fitzsimmons from Piper Sandler set a target price of $145.0 on 05/22/2026
- Matthew Vanvliet from Cantor Fitzgerald set a target price of $160.0 on 05/20/2026
- Steven Enders from Citigroup set a target price of $148.0 on 02/26/2026
- Rishi Jaluria from RBC Capital set a target price of $180.0 on 02/25/2026
- Kirk Materne from Evercore ISI Group set a target price of $160.0 on 02/25/2026
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.
