Workday（WDAY）株式概要
Workday, Inc.は、エンタープライズ・クラウド・アプリケーションを米国および海外で提供しています。 詳細
報酬
リスク分析
リスクチェックの結果、WDAY 、リスクは検出されなかった。
WDAY Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$253.14
FV
49.4% 割安 内在価値ディスカウント15.00%
Revenue growth p.a.
177
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7users have followed this narrative
Workday, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$128.14 |
| 52週高値 | US$257.09 |
| 52週安値 | US$110.36 |
| ベータ | 1.03 |
| 1ヶ月の変化 | 1.22% |
| 3ヶ月変化 | -7.02% |
| 1年変化 | -46.16% |
| 3年間の変化 | -40.70% |
| 5年間の変化 | -43.98% |
| IPOからの変化 | 163.18% |
最新ニュース
Seeking Alpha • May 13
Workday Earnings: Defiant Management Expectations Amidst Pending SaaSpocalypse
Summary Workday is scheduled to report Q1 earnings next week, and there is a growing gap between management's and investors' expectations. The relative underperformance of WDAY stock suggests that smaller and less diversified software companies would be hit harder. Workday's management, however, expects exactly the opposite, and the upcoming results will give investors some crucial information about who's right or wrong. Read the full article on Seeking Alpha
ナラティブの更新 • May 08
WDAY: Returning Leader And AI Focus Will Define Post Guidance Reset Phase
Workday's analyst price targets have been reset materially lower, with several firms cutting objectives by $40 to over $100 per share, as analysts factor in slower growth expectations, a shift toward heavier AI investment, leadership changes, and softer margin guidance following recent Q4 results and updated long term outlooks. Analyst Commentary Street research on Workday has turned more cautious overall, with many price targets reset lower and several ratings moved to Neutral or Hold.Recent updates
Seeking Alpha • May 13
Workday Earnings: Defiant Management Expectations Amidst Pending SaaSpocalypse
Summary Workday is scheduled to report Q1 earnings next week, and there is a growing gap between management's and investors' expectations. The relative underperformance of WDAY stock suggests that smaller and less diversified software companies would be hit harder. Workday's management, however, expects exactly the opposite, and the upcoming results will give investors some crucial information about who's right or wrong. Read the full article on Seeking Alphaナラティブの更新 • May 08
WDAY: Returning Leader And AI Focus Will Define Post Guidance Reset Phase
Workday's analyst price targets have been reset materially lower, with several firms cutting objectives by $40 to over $100 per share, as analysts factor in slower growth expectations, a shift toward heavier AI investment, leadership changes, and softer margin guidance following recent Q4 results and updated long term outlooks. Analyst Commentary Street research on Workday has turned more cautious overall, with many price targets reset lower and several ratings moved to Neutral or Hold.ナラティブの更新 • Apr 23
WDAY: Returning Leader And AI Investments Will Reshape Post Guidance Reset Phase
Analysts have trimmed the Workday fair value estimate by about $2 to $179.22, citing a broad reset in price targets as they weigh slower sales trends, softer guidance, increased AI investment, and leadership changes against updated profit margin and P/E assumptions. Analyst Commentary Recent Street research on Workday reflects a wide reset in expectations, with price targets moving lower across almost all firms and ratings now spread across Buy or Overweight, Neutral or Hold, and In Line or Market Perform.ナラティブの更新 • Apr 08
WDAY: Returning Leader And AI Focus Will Shape Post Guidance Reset Phase
Workday's analyst price targets have been cut sharply, with several firms trimming ranges by roughly $50 to $125 and citing slower sales trends, revised long term guidance, heavier AI investment weighing on margins, and added uncertainty around the CEO transition as key reasons. Analyst Commentary Street research around Workday is split between those who see the recent reset as an opportunity and those who view it as a sign that execution risk and growth uncertainty are rising.ナラティブの更新 • Mar 25
WDAY: Returning Leader And AI Focus Will Define Next Phase
Narrative Update on Workday The revised analyst price target for Workday moves slightly lower as the fair value estimate shifts from $184.73 to $181.31. Analysts generally point to decelerating sales trends, lower long-term guidance, and greater uncertainty around execution under the refreshed AI-focused strategy and leadership changes.ナラティブの更新 • Mar 10
WDAY: Returning Leader And AI Investment Reset Will Shape Next Phase
Our updated Workday price target moves lower to $184.73 from $231.17 as analysts cut targets across the board, citing decelerating sales, softer long-term guidance, higher investment in AI and leadership changes that introduce more uncertainty around growth and margins. Analyst Commentary Street research has turned more cautious on Workday, with a broad reset of expectations after Q4 results, lowered long term targets and the CEO transition.
新しいナラティブ • Feb 25
AI Adoption And Global Expansion Will Underpin A Stronger Long Term Thesis
Catalysts About Workday Workday provides cloud based HR and finance software that unifies people, processes and data on a single platform. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 24
WDAY: Returning Leader And AI Execution Will Drive Next Phase
Our updated Workday view trims the fair value estimate to $231.17 from $263.60. This reflects a wave of reduced price targets across the Street as analysts factor in AI related uncertainty, slower bookings momentum, leadership changes, and only modest adjustments to long term growth, profitability, and P/E assumptions.分析記事 • Feb 11
The Price Is Right For Workday, Inc. (NASDAQ:WDAY) Even After Diving 26%
Unfortunately for some shareholders, the Workday, Inc. ( NASDAQ:WDAY ) share price has dived 26% in the last thirty...
新しいナラティブ • Feb 10
AI Spending Risks And Slower International Expansion Will Challenge Margins Yet Support Long-Term Potential
Catalysts About Workday Workday provides cloud applications that unify human capital management and financial management on a single platform for enterprises worldwide. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 10
WDAY: Returning CEO And AI Focus Will Shape Next Chapter
Analysts have trimmed their price targets for Workday, leading to a lower fair value estimate of about US$264 from roughly US$272, citing a tougher path for share gains, questions around mid term targets after leadership changes, and a more measured view on growth and AI driven upside. Analyst Commentary Recent research paints a mixed picture for Workday, with many firms trimming price targets while still seeing room for execution on growth, AI and margins.ナラティブの更新 • Jan 27
WDAY: Early AI Adoption And Partner Momentum Will Support Long Term Confidence
Analysts have trimmed their fair value estimate for Workday to about $272 from roughly $275, reflecting slightly lower long term revenue growth and P/E expectations, partly offset by marginally higher profit margin assumptions and a series of mixed but generally constructive price target updates across the Street. Analyst Commentary Street research on Workday has been active, with several firms revisiting their price targets and ratings after recent earnings and sector updates.ナラティブの更新 • Jan 11
WDAY: AI And Midsize Cloud Expansion Will Strengthen Long Term Confidence
Analysts made only a small trim to their Workday fair value estimate to about $275 per share, reflecting a mix of slightly lower and higher price targets across the Street as they weigh solid recent results against questions on growth durability, the role of M&A in cRPO, and the trajectory of AI driven demand. Analyst Commentary Street research around Workday clusters around a tight range of price targets, with most firms making modest adjustments rather than wholesale changes.ナラティブの更新 • Dec 25
WDAY: AI Adoption And Margin Discipline Will Drive Renewed Market Confidence
Analysts have nudged our Workday fair value estimate slightly higher to approximately $275.88 per share, reflecting a modest tightening in discount rate and steadier long term growth and margin assumptions, despite a mixed set of recent price target revisions that highlight solid execution, inorganic contributions to cRPO, and lingering concerns about the durability of organic growth and AI driven upside. Analyst Commentary Street research following the latest results reflects a nuanced but generally constructive stance on Workday, with modestly lower or unchanged price targets clustering around the high $200s and a mix of Buy, Equal Weight, Neutral, and Outperform ratings that align with our slightly higher fair value estimate.ナラティブの更新 • Dec 11
WDAY: AI And Margin Framework Will Drive Renewed Market Confidence
Workday's analyst price target has edged slightly lower to approximately $276 from about $277, as analysts weigh solid, largely in line quarterly results and ongoing AI product momentum against concerns over decelerating organic growth, margin durability, and the inorganic tilt to recent cRPO outperformance. Analyst Commentary Bullish analysts highlight that Workday delivered a solid, largely in line quarter, with revenue, subscription revenue, and cRPO all tracking above consensus expectations, reinforcing confidence in the core execution story despite a volatile macro backdrop.ナラティブの更新 • Nov 27
WDAY: AI Adoption And Margin Improvements Will Drive Renewed Market Confidence
Workday's analyst price target has been reduced slightly from $282.05 to $277.28, as analysts cite a mix of solid business execution along with ongoing concerns about the company's growth trajectory and the impact of artificial intelligence trends. Analyst Commentary Recent Street research demonstrates a spectrum of perspectives regarding Workday's near-term and medium-term prospects.ナラティブの更新 • Sep 23
Cloud Native And AI Adoption Will Open Global Markets
Workday’s consensus price target rose modestly to $282.05 as analysts cited AI-driven product advancements, improving margins, and accretive acquisitions, but tempered optimism given competitive pressures, macro headwinds, and cautious guidance amid mixed business momentum. Analyst Commentary Bullish analysts highlighted new AI and Agentic AI initiatives, product updates, and acquisitions such as Sana and Paradox, which position Workday to benefit from enterprise adoption and improved platform capabilities.ナラティブの更新 • Aug 27
AI Expansion And Efficiency Measures Will Strengthen Future Performance
Workday’s consensus price target has been revised downward to $280.19 as analysts cite tepid organic growth, mixed quarter indicators, increasing competition, and persistent sector headwinds, despite continued profitability improvements. Analyst Commentary Q2 results generally exceeded expectations on revenue and margin, but organic growth guidance was maintained, with revenue outlook lifts mainly attributed to the Paradox acquisition rather than core business acceleration.分析記事 • Aug 08
Does Workday (NASDAQ:WDAY) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Feb 26
Workday: Consistent Growth Is Admirable, But The Stock Is Already Sitting At A High Price
Summary Workday's strong FY26 outlook and minimal deceleration in subscription revenue growth have sparked renewed investor optimism, leading to a post-earnings rally. I'm upgrading WDAY stock to a neutral rating based on the improvement in its growth trajectory for FY26. The company is also slicing down 8.5% of its headcount and automating functions with AI, which is expected to produce significant operating margin gains this year. At 7.5x EV/FY26 revenue, Workday's valuation is fair but not low enough to justify a rebound rally; stay on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
Workday: AI Agents And Margin Expansion Not Enough To Justify Current Valuation
Summary In 3Q25, Workday generated $2.16 billion in revenues, posting a growth of 15.8% y/y. Margins improved substantially, with operating margin and net margin improving by 298 bps and 283 bps. WDAY's progress is AI will fuel its revenue growth. Its recruiter agent helped boost the ASP of its recruiting solutions by 150% and total new ACV by 4x. The company still has room to improve profitability, targeting a non-GAAP operating margin of 30% and FCF margin of 30% by FY2027. Valuation analysis indicates WDAY is trading above its fair value, with a DCF-implied share price of $162 versus the current $246, suggesting a potential downside of 34%. Read the full article on Seeking Alpha株主還元
| WDAY | US Software | US 市場 | |
|---|---|---|---|
| 7D | 2.5% | 1.9% | -0.8% |
| 1Y | -46.2% | -8.8% | 27.1% |
業界別リターン: WDAY過去 1 年間で-8.8 % の収益を上げたUS Software業界を下回りました。
リターン対市場: WDAYは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。
価格変動
| WDAY volatility | |
|---|---|
| WDAY Average Weekly Movement | 7.7% |
| Software Industry Average Movement | 9.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: WDAY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WDAYの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 21,070 | Aneel Bhusri | www.workday.com |
は、エンタープライズ・クラウド・アプリケーションを米国および海外で提供している。同社は、会計情報の管理、買掛金や売掛金などの財務プロセスの管理、リアルタイムの財務、業務、経営に関する洞察の特定、財務統合の実行、決算までの時間の短縮、内部統制と監査可能性の促進、財務業務全体の一貫性の達成を目的とした財務管理アプリケーションのスイートを提供しています。また、サプライヤーの選定と契約管理の合理化、提案依頼などのソーシング・イベントの構築と実行、間接費の管理を支援する支出管理ソリューション、経費の提出と承認を行う経費管理ソリューション、人事チームが従業員の採用、入社、給与支払い、能力開発、再教育、従業員体験の提供を行えるようにする人財管理アプリケーション群も提供している。さらに、プランニング・アプリケーションも提供している。さらに、医療機関向けのサプライチェーンおよび在庫ソリューション、学生と教員のライフサイクルをエンドツーエンドで管理するソリューション、顧客とその開発者がカスタムアプリケーションを構築するための Workday Extend も提供しています。同社は、プロフェッショナルおよびビジネスサービス、金融サービス、ヘルスケア、製造、メディア、教育、政府、テクノロジー、メディア、小売、およびホスピタリティ業界にサービスを提供している。直販組織を通じてソリューションを販売している。2005年7月に社名をWorkday, Inc.に変更。カリフォルニア州プレザントンに本社を置く。
Workday, Inc. 基礎のまとめ
| WDAY 基礎統計学 | |
|---|---|
| 時価総額 | US$30.42b |
| 収益（TTM） | US$847.00m |
| 売上高(TTM) | US$9.85b |
37.8x
PER（株価収益率3.2x
P/SレシオWDAY は割高か？
公正価値と評価分析を参照収益と収入
| WDAY 損益計算書（TTM） | |
|---|---|
| 収益 | US$9.85b |
| 売上原価 | US$2.39b |
| 売上総利益 | US$7.47b |
| その他の費用 | US$6.62b |
| 収益 | US$847.00m |
直近の収益報告
Apr 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.39 |
| グロス・マージン | 75.77% |
| 純利益率 | 8.60% |
| 有利子負債／自己資本比率 | 44.7% |
WDAY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 22:09 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Workday, Inc. 38 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。65
| アナリスト | 機関 |
|---|---|
| Mark Marcon | Baird |
| Raimo Lenschow | Barclays |
| Yun Suk Kim | Benchmark Company |