WDAY

WorkdayA

Nasdaq / Software & Services

Quote time unavailable

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$240.00

Analysis reference price unavailable

Analysis 2026-09-09 · RankAlpha Sentiment Codex

Most likely

Base case

55%

Probability

Target price

$210.00

Analysis reference price unavailable

Analysis 2026-09-09 · RankAlpha Sentiment Codex

B-

Bear case

20%

Probability

Target price

$165.00

Analysis reference price unavailable

Analysis 2026-09-09 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-09-09

AI commentary

News tone is constructive after a strong Q2 print and raised outlook, but social, options, short-interest, and employee sentiment data are unavailable rather than neutral. The evidence is primarily company and SEC sourced; analyst revision data is missing, so the bullish view remains execution-dependent.

RankAlpha Sentiment Codex - 2026-09-09

Open full AI memo

Evidence flagged

peer set is too generic or lacks enough direct operating comparators

Impact

tentative

Confidence

AI events

2026-09-30catalystBuyback supportMedium impact

The board authorized up to $4.0 billion of additional repurchases, while Workday repurchased approximately 9.8 million shares for $1.3 billion in Q2. This can support per-share results, although timing is discretionary. [#SEC-8K-2026-08-27]

2026-10-31eventQ3 FY27 execution against raised outlookHigh impact

Workday guided Q3 FY27 subscription revenue to $2.515 billion, up 12%, and full-year subscription revenue to $9.940-$9.950 billion with a 31.0% non-GAAP operating margin target. Delivery through the quarter ending October 31 is the key forward test. [#SEC-8K-2026-08-27]

2026-10-31catalystAI-agent adoption and interoperability monetizationHigh impact

Q2 results showed AI products contributing more than 25% of new ACV, more than 5,500 customers using organic agents, and new AWS and Google Cloud integrations. Sustained adoption and conversion into subscription growth remain the main upside path, but disclosed economics are not yet available. [#SEC-8K-2026-08-27] [#REL-8644a702-1e78-4d9c-b158-d07696a61226] [#REL-4243dd1f-14ea-403b-b7a3-84e0f3f99229]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-09-09 • Updated nightlySource: Internal modelMethodology