WDAY Earnings
Thursday, May 21 2026
EPS Estimate
$2.52
$2.24 – $2.67
Revenue Estimate
$2.5B
Current Price
$126.60
Our Position
bearishWorkday Beats Q4, Shares Slide Amid AI Concerns
est. revisions stable
Slowing growth momentum despite solid earnings signals investor worry about Workday's ability to sustain its competitive edge in cloud software as AI reshapes the market.
Watch: Monitor upcoming FY26 quarterly results and subscription revenue trends for signs of recovery or further momentum loss.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-2.0%
P/E Ratio
49.4
Est. Revisions (30d)
-0.6% 17up/15dn
Analyst Target (mean)
$179 $115–$300 +42%
Options P/C Ratio
1.27 1C/1P unusual
Est. Dispersion
17% 37 analysts
Insider Cluster
strong sell
Fund Convergence
strong Tiger Global, Bridgewater, Citadel, D.E. Shaw, Two Sigma
Recent Activity
insider trades
144 transactions
Sell
·
ROWE ZANE C (Chief Financial Officer)
·6,000 shares
·$769,314
Sell
·
KAZMAIER GERRIT S (Officer)
·9,356 shares
·$1,201,217
Sell
·
ENSLIN ROBERT (President)
·5,373 shares
·$695,339
Sell
·
DUFFIELD DAVID A. (Beneficial Owner of more than 10% of a Class of Security)
·107,500 shares
·$13,932,089
Other
·
DUFFIELD DAVID A. (Beneficial Owner of more than 10% of a Class of Security)
·107,500 shares
139 more
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$13,949,215
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$13,797,430
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$14,708,651
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$14,252,009
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$14,262,350
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$15,284,227
Award
·
ENSLIN ROBERT
·67,944 shr
Award
·
ROWE ZANE C
·67,944 shr
Award
·
KAZMAIER GERRIT S
·81,533 shr
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$15,819,244
Award
·
BHUSRI ANEEL
·437,602 shr
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$14,447,900
Award
·
SAUER RICHARD HARRY
·4,132 shr
Award
·
ROWE ZANE C
·5,968 shr
Award
·
BHUSRI ANEEL
·9,182 shr
Other
·
ESCHENBACH CARL M
·9,568 shr
Sell
·
DUFFIELD DAVID A.
·82,884 shr
·$17,385,197
Other
·
DUFFIELD DAVID A.
·82,884 shr
Sell
·
GARFIELD MARK S.
·953 shr
·$199,711
Sell
·
SAUER RICHARD HARRY
·1,130 shr
·$237,300
Sell
·
ROWE ZANE C
·6,000 shr
·$1,252,492
Sell
·
KAZMAIER GERRIT S
·3,759 shr
·$784,626
Sell
·
ENSLIN ROBERT
·22,185 shr
·$4,662,713
Sell
·
ESCHENBACH CARL M
·3,125 shr
·$656,250
Sell
·
DUFFIELD DAVID A.
·81,479 shr
·$16,727,042
Other
·
DUFFIELD DAVID A.
·81,479 shr
Sell
·
DUFFIELD DAVID A.
·80,279 shr
·$17,262,992
Other
·
DUFFIELD DAVID A.
·80,279 shr
Sell
·
KAZMAIER GERRIT S
·6,547 shr
·$1,432,258
Sell
·
DUFFIELD DAVID A.
·81,434 shr
·$17,588,334
Other
·
DUFFIELD DAVID A.
·81,434 shr
Other
·
DUFFIELD DAVID A.
·2,535,000 shr
Sell
·
DUFFIELD DAVID A.
·82,025 shr
·$17,404,800
Other
·
DUFFIELD DAVID A.
·2,617,025 shr
Sell
·
MCNAMARA MICHAEL MAX
·5,393 shr
·$1,268,201
Other
·
STILL GEORGE J JR
·14,784 shr
Sell
·
GARFIELD MARK S.
·1,915 shr
·$457,601
Sell
·
DUFFIELD DAVID A.
·75,053 shr
·$17,738,401
Other
·
DUFFIELD DAVID A.
·75,053 shr
Sell
·
SAUER RICHARD HARRY
·2,320 shr
·$547,220
Sell
·
ROWE ZANE C
·6,000 shr
·$1,395,717
Sell
·
ESCHENBACH CARL M
·6,250 shr
·$1,484,504
Sell
·
DUFFIELD DAVID A.
·72,696 shr
·$17,090,277
Other
·
DUFFIELD DAVID A.
·72,696 shr
Sell
·
DUFFIELD DAVID A.
·72,118 shr
·$17,421,401
Other
·
DUFFIELD DAVID A.
·72,118 shr
Sell
·
SAUER RICHARD HARRY
·1,160 shr
·$273,076
Sell
·
DUFFIELD DAVID A.
·93,564 shr
·$20,627,119
Other
·
DUFFIELD DAVID A.
·78,564 shr
Sell
·
SAUER RICHARD HARRY
·1,160 shr
·$262,891
Sell
·
DUFFIELD DAVID A.
·75,817 shr
·$17,298,267
Other
·
DUFFIELD DAVID A.
·75,817 shr
Sell
·
GARFIELD MARK S.
·451 shr
·$105,922
Sell
·
ROWE ZANE C
·6,000 shr
·$1,437,565
Sell
·
DUFFIELD DAVID A.
·72,551 shr
·$17,384,110
Other
·
DUFFIELD DAVID A.
·72,551 shr
Sell
·
ESCHENBACH CARL M
·6,250 shr
·$1,496,435
Sell
·
DUFFIELD DAVID A.
·72,917 shr
·$17,424,176
Other
·
DUFFIELD DAVID A.
·72,917 shr
Sell
·
DUFFIELD DAVID A.
·73,971 shr
·$17,654,071
Other
·
DUFFIELD DAVID A.
·73,971 shr
Other
·
STILL GEORGE J JR
·60,000 shr
Sell
·
DUFFIELD DAVID A.
·86,240 shr
·$21,084,414
Other
·
DUFFIELD DAVID A.
·71,240 shr
Sell
·
STILL GEORGE J JR
·7,500 shr
·$1,863,101
Award
·
MORRIS RHONDA J
·1,336 shr
Award
·
FREDERICK WAYNE A.I.
·1,336 shr
Award
·
HAWKINS MARK JOSEPH
·1,820 shr
Award
·
DOUGHTIE LYNNE M.
·1,481 shr
Award
·
SPEISER MICHAEL L
·1,336 shr
Award
·
STILL GEORGE J JR
·1,530 shr
Award
·
BOGAN THOMAS F
·1,481 shr
Award
·
YANG JERRY CHIH YUAN
·1,530 shr
Award
·
MCNAMARA MICHAEL MAX
·1,578 shr
Award
·
CENTONI ELIZABETH
·1,336 shr
Sell
·
DUFFIELD DAVID A.
·70,648 shr
·$17,438,932
Other
·
DUFFIELD DAVID A.
·70,648 shr
Other
·
STILL GEORGE J JR
·40,000 shr
Sell
·
ESCHENBACH CARL M
·3,125 shr
·$753,844
Award
·
SAUER RICHARD HARRY
·28,983 shr
Award
·
ROWE ZANE C
·41,865 shr
Award
·
ESCHENBACH CARL M
·96,612 shr
Award
·
GARFIELD MARK S.
·9,661 shr
Award
·
BHUSRI ANEEL
·64,408 shr
Sell
·
GARFIELD MARK S.
·497 shr
·$112,595
Award
·
KAZMAIER GERRIT S
·123,725 shr
Sell
·
ESCHENBACH CARL M
·3,125 shr
·$733,161
Sell
·
DUFFIELD DAVID A.
·74,937 shr
·$17,455,544
Other
·
DUFFIELD DAVID A.
·74,937 shr
Sell
·
DUFFIELD DAVID A.
·70,144 shr
·$17,554,502
Other
·
DUFFIELD DAVID A.
·70,144 shr
Sell
·
DUFFIELD DAVID A.
·86,672 shr
·$21,463,877
Other
·
DUFFIELD DAVID A.
·71,672 shr
Sell
·
STILL GEORGE J JR
·7,500 shr
·$1,809,991
Award
·
MORRIS RHONDA J
·2,852 shr
Sell
·
DUFFIELD DAVID A.
·66,455 shr
·$17,246,098
Other
·
DUFFIELD DAVID A.
·66,455 shr
Other
·
STILL GEORGE J JR
·6,000 shr
Sell
·
CHAKRABORTY SAYAN
·6,056 shr
·$1,607,858
Sell
·
DUFFIELD DAVID A.
·56,000 shr
·$13,799,530
Sell
·
GARFIELD MARK S.
·472 shr
·$117,169
Sell
·
DUFFIELD DAVID A.
·70,090 shr
·$17,839,895
Other
·
DUFFIELD DAVID A.
·70,090 shr
Sell
·
SAUER RICHARD HARRY
·3,677 shr
·$926,232
Sell
·
ESCHENBACH CARL M
·6,250 shr
·$1,586,654
Sell
·
DUFFIELD DAVID A.
·56,000 shr
·$14,216,609
Award
·
ENSLIN ROBERT
·141,773 shr
Sell
·
FREDERICK WAYNE A.I.
·1,829 shr
·$462,904
Sell
·
DUFFIELD DAVID A.
·67,822 shr
·$17,147,554
Other
·
DUFFIELD DAVID A.
·67,822 shr
Sell
·
DUFFIELD DAVID A.
·56,000 shr
·$14,657,896
Sell
·
DUFFIELD DAVID A.
·56,000 shr
·$14,878,925
Sell
·
DUFFIELD DAVID A.
·57,000 shr
·$15,692,813
Sell
·
DUFFIELD DAVID A.
·63,946 shr
·$17,684,813
Other
·
DUFFIELD DAVID A.
·63,946 shr
Sell
·
STILL GEORGE J JR
·7,500 shr
·$2,074,041
Award
·
CENTONI ELIZABETH
·2,862 shr
Other
·
DUFFIELD DAVID A.
·165,000 shr
Other
·
DUFFIELD DAVID A.
·235,003 shr
Sell
·
DUFFIELD DAVID A.
·70,003 shr
·$17,585,013
Sell
·
CHAKRABORTY SAYAN
·5,498 shr
·$1,378,767
Sell
·
DUFFIELD DAVID A.
·56,000 shr
·$13,552,624
Sell
·
FREDERICK WAYNE A.I.
·1,828 shr
·$442,106
Sell
·
SAUER RICHARD HARRY
·3,134 shr
·$738,936
Sell
·
DUFFIELD DAVID A.
·130,320 shr
·$30,982,284
Other
·
DUFFIELD DAVID A.
·74,320 shr
Award
·
GARFIELD MARK S.
·36,456 shr
Other
·
STILL GEORGE J JR
·120,784 shr
Sell
·
DUFFIELD DAVID A.
·127,601 shr
·$30,832,739
Other
·
DUFFIELD DAVID A.
·71,601 shr
Sell
·
DUFFIELD DAVID A.
·56,000 shr
·$13,740,164
Sell
·
DUFFIELD DAVID A.
·57,000 shr
·$14,112,778
Sell
·
DUFFIELD DAVID A.
·69,986 shr
·$17,437,109
Exercise
·
DUFFIELD DAVID A.
·69,986 shr
·$17,437,110
Sell
·
STILL GEORGE J JR
·7,500 shr
·$1,915,895
Sell
·
DUFFIELD DAVID A.
·66,492 shr
·$17,367,531
Other
·
DUFFIELD DAVID A.
·66,492 shr
Sell
·
DUFFIELD DAVID A.
·107,500 shr
·$12,075,839
Sell
·
GARFIELD MARK S.
·1,585 shr
·$179,184
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