WDAY
Workday, Inc.Evidence as of 2026-09-02Overview · Workday, Inc.
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, and to manage their business and operations. The company offers a suite of financial management applications, which enable chief financial officers to maintain accounting information in the general ledger; manag…
Management team
- Mr. Justin Allen Furby · Vice President of Investor RelationsFind on LinkedIn
- Mr. Michael Magaro · Vice President of Investor RelationsFind on LinkedIn
- Mr. Carl M. Eschenbach · CEO & DirectorFind on LinkedIn
- Mr. Aneel Bhusri · Co-Founder & Executive Chairman of the BoardFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale — was +0.3 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( +0.2 of a possible +2; was +0.2 before debate) · confidence high. Revenue rose from USD 2,542,000,000 in Q1 2027 (fiscal quarter ended 2026-04-30) to USD 2,649,000,000 in Q2 2027 (fiscal quarter ended 2026-07-31), an increase of USD 107,000,000 (≈ 4.2%). Operating income fell from USD 338,000,000 in Q1 2027 to USD 313,000,000 in Q2 2027, which implies operating margin compression from about 13.3% to about 11.8% (a roughly 150 basis‑point decline).
Reported net income increased from USD 222,000,000 in Q1 2027 to USD 632,000,000 in Q2 2027, and diluted EPS rose from USD 0.87 to USD 2.57 across those quarters. Weighted average diluted shares outstanding declined by 8,006,000 shares (from 254,313,000 to 246,307,000) and the record shows payments for repurchase of common stock in Q1 2027 of USD 1,587,000,000. Balance‑sheet items were stable on long‑term debt (about USD 2,987,000,000 to USD 2,990,000,000) while cash and cash equivalents moved from USD 559,000,000 as of 2026-04-30 to USD 661,000,000 as of 2026-07-31.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue was USD 2,542,000,000 in fiscal Q1 2027 (2026-02-01 to 2026-04-30, 3mo) and rose to USD 2,649,000,000 in fiscal Q2 2027 (2026-05-01 to 2026-07-31, 3mo), an increase of USD 107,000,000 (≈4.2%).
XBRL companyfacts · 0001327811-26-000026Operating income fell from USD 338,000,000 in fiscal Q1 2027 (2026-02-01 to 2026-04-30, 3mo) to USD 313,000,000 in fiscal Q2 2027 (2026-05-01 to 2026-07-31, 3mo), while revenue increased over the same two quarters, implying an operating margin compression from about 13.3% to about 11.8% (a ~150 basis-point decline).
XBRL companyfacts · 0001327811-26-000026Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Workday, Inc. filed a Form 10-Q with filing date 2026-08-27 in the provided evidence.
10-Q filed 2026-08-27Workday, Inc. filed a Form 8-K with filing date 2026-08-27 in the provided evidence.
8-K filed 2026-08-27Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Three- and six-month momentum are +33.2% and +38.1%, respectively, and six-month momentum ranks in the 92th percentile of the 547-stock research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateTwelve-month momentum (12_1) is -28.0% and its rank is in the 11th percentile of the 547-stock universe as of 2026-09-01.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the security is a member of the ETF with symbol IVV with a reported weight of 0.04% of that fund.
ETF constituents · market dataThe data point provided lists a single ETF membership entry (IVV) and does not show other ETF holdings or weights.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A PR Newswire headline on 2 September 2026 reports that Workday is signing a new state or local government nearly every week as agencies move off legacy systems.
News · prnewswire.com · 2026-09-02The same announcement appears in a syndicated story on Yahoo Finance on 2 September 2026 describing a growing number of U.S. states, local governments, and special districts choosing Workday to replace disconnected HR and finance systems.
News · finance.yahoo.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The price on 2026-09-01 implies an FCF growth rate of 15.06% (0.1506) under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeThe price-to-free-cash-flow (P/FCF) multiple based on trailing twelve months FCF is 25.56.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-filed data points show rising top-line and a large quarter-to-quarter net income and EPS increase alongside a meaningful share-count reduction via buybacks; those SEC-sourced items are direct, high-strength evidence of improving reported profitability per share. Short- and medium-term market momentum and recent client wins/partnerships in government and professional services provide corroborating market- and news-source signals of demand acceleration. While operating-margin compression and elevated volatility are valid concerns, the margin claim rests on two quarterly snapshots and the EPS/net-income jump plus share repurchases (both high-strength filings) materially offset that view on an earnings-per-share basis; valuation multiples are elevated versus peers but are internally consistent with the shown trailing FCF and the model-implied high FCF growth rate. Evidence strength: the strongest items are the SEC filings for revenue, net income/EPS, and share repurchases (high strength); market momentum and volatility metrics are strong for timing but indicate higher risk; news items and ETF membership are moderate-strength corroboration; valuation ratios are derived metrics (moderate strength).
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
26 surviving claims rest on 11 distinct sources; the heaviest analyst carries 19% of them, and 98% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources (11 distinct origins), so no single document dominates the evidence base; the largest analyst contribution being 19% further reduces single-analyst dependence. However, a 98% survival rate through desk debate implies the set faced little substantive pushback, which can indicate convergence but also raises the possibility of group consensus bias — therefore the conclusions carry reasonable weight but remain sensitive to new primary filings or sharply different market observations.
Peer context · computed, not argued
12-1 momentum ranks 18th of 26 in Software—Application (as of 2026-09-01).
6-month relative strength ranks 10th of 26 in Software—Application (as of 2026-09-01).
90-day volatility ranks 13th of 26 in Software—Application (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.4 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.7 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+1.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on WDAY Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.