Get emailed when WDAY changes direction
Insider selling: $802,629,575 sold by 19 insiders (30d)
Est. revisions:
-0.6%
(17 up, 15 down in 30d)
Factor Model (net +0.1)
Factor Model
net +0.1 1.0 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.1
Narrative Gap
+0.0
Workday Beats Q4, Shares Slide Amid AI Concerns
Watch: Monitor upcoming FY26 quarterly results and subscription revenue trends for signs of recovery or further momentum loss.
Workday reported Q4 revenue of $2.53 billion, up 15% YoY, and posted a slight earnings beat. Despite this, its shares declined 7.7% last month and are down 52.1% over the past year. Market cap stands at $29.47 billion, with the stock price recently at $114.67 amid ongoing concerns over AI disruption.
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.
Evidence
6d ago
Michael Burry analyzed 1,000+ reports and found a $1.7 trillion 'earnings illusion' hiding in tech stocks
yahoo-finance
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $12,075,839
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $17,367,531
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $17,437,109
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $14,112,778
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $13,740,164
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $30,832,739
7 older signals
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $30,982,284
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $13,552,624
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $17,585,013
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $17,684,813
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $15,692,813
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $14,878,925
10d ago
Insider sell by DUFFIELD DAVID A. (WDAY): $14,657,896
Fundamentals & Data ▾
Workday, Inc.
Technology · Software - Application
Mkt Cap
$34B
P/E
49.4 fwd 10.3
Beta
1.14
52w Range
$110.36 - $276.00
Short Interest
16.5M 7.89%
Days to Cover
3.3 +5%
Technicals
downtrend
from 52w Hi
-2.0%
1w return
+2.0%
Insiders
selling
0B / 12S
EPS Estimate
$2.52
-0.6% 30d
17up / 15dn
Est. Dispersion
17%
37 analysts
Analyst Target
$179
$115 - $300
Options P/C
1.27
1C / 1P unusual
Insider Cluster
strong sell
0B / 8S
Fund Convergence
strong
Tiger Global, Bridgewater, Citadel, D.E. Shaw, Two Sigma
Financials
Revenue
$2.5B +14% YoY
FCF
$1.2B
Gross Margin
76%
Op Margin
12%
Momentum:
accelerating
Top Holders
Tiger Global
$215M
Bridgewater
$207M
Citadel
$164M
D.E. Shaw
$5M
Two Sigma
$2M
Recent Filings & Data
insider trade
144
net selling
· $802,629,575 sold
19 insiders · 144 transactions (30d)
Recent transactions
ROWE ZANE C · sell · $769,314
KAZMAIER GERRIT S · sell · $1,201,217
ENSLIN ROBERT · sell · $695,339
DUFFIELD DAVID A. · sell · $13,932,089
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $13,949,215
DUFFIELD DAVID A. · sell · $13,797,430
DUFFIELD DAVID A. · sell · $14,708,651
DUFFIELD DAVID A. · sell · $14,252,009
DUFFIELD DAVID A. · sell · $14,262,350
DUFFIELD DAVID A. · sell · $15,284,227
ENSLIN ROBERT · award
ROWE ZANE C · award
KAZMAIER GERRIT S · award
DUFFIELD DAVID A. · sell · $15,819,244
BHUSRI ANEEL · award
DUFFIELD DAVID A. · sell · $14,447,900
SAUER RICHARD HARRY · award
ROWE ZANE C · award
BHUSRI ANEEL · award
ESCHENBACH CARL M · other
DUFFIELD DAVID A. · sell · $17,385,197
DUFFIELD DAVID A. · other
GARFIELD MARK S. · sell · $199,711
SAUER RICHARD HARRY · sell · $237,300
ROWE ZANE C · sell · $1,252,492
KAZMAIER GERRIT S · sell · $784,626
ENSLIN ROBERT · sell · $4,662,713
ESCHENBACH CARL M · sell · $656,250
DUFFIELD DAVID A. · sell · $16,727,042
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $17,262,992
DUFFIELD DAVID A. · other
KAZMAIER GERRIT S · sell · $1,432,258
DUFFIELD DAVID A. · sell · $17,588,334
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $17,404,800
DUFFIELD DAVID A. · other
MCNAMARA MICHAEL MAX · sell · $1,268,201
STILL GEORGE J JR · other
GARFIELD MARK S. · sell · $457,601
DUFFIELD DAVID A. · sell · $17,738,401
DUFFIELD DAVID A. · other
SAUER RICHARD HARRY · sell · $547,220
ROWE ZANE C · sell · $1,395,717
ESCHENBACH CARL M · sell · $1,484,504
DUFFIELD DAVID A. · sell · $17,090,277
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $17,421,401
DUFFIELD DAVID A. · other
SAUER RICHARD HARRY · sell · $273,076
DUFFIELD DAVID A. · sell · $20,627,119
DUFFIELD DAVID A. · other
SAUER RICHARD HARRY · sell · $262,891
DUFFIELD DAVID A. · sell · $17,298,267
DUFFIELD DAVID A. · other
GARFIELD MARK S. · sell · $105,922
ROWE ZANE C · sell · $1,437,565
DUFFIELD DAVID A. · sell · $17,384,110
DUFFIELD DAVID A. · other
ESCHENBACH CARL M · sell · $1,496,435
DUFFIELD DAVID A. · sell · $17,424,176
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $17,654,071
DUFFIELD DAVID A. · other
STILL GEORGE J JR · other
DUFFIELD DAVID A. · sell · $21,084,414
DUFFIELD DAVID A. · other
STILL GEORGE J JR · sell · $1,863,101
MORRIS RHONDA J · award
FREDERICK WAYNE A.I. · award
HAWKINS MARK JOSEPH · award
DOUGHTIE LYNNE M. · award
SPEISER MICHAEL L · award
STILL GEORGE J JR · award
BOGAN THOMAS F · award
YANG JERRY CHIH YUAN · award
MCNAMARA MICHAEL MAX · award
CENTONI ELIZABETH · award
DUFFIELD DAVID A. · sell · $17,438,932
DUFFIELD DAVID A. · other
STILL GEORGE J JR · other
ESCHENBACH CARL M · sell · $753,844
SAUER RICHARD HARRY · award
ROWE ZANE C · award
ESCHENBACH CARL M · award
GARFIELD MARK S. · award
BHUSRI ANEEL · award
GARFIELD MARK S. · sell · $112,595
KAZMAIER GERRIT S · award
ESCHENBACH CARL M · sell · $733,161
DUFFIELD DAVID A. · sell · $17,455,544
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $17,554,502
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $21,463,877
DUFFIELD DAVID A. · other
STILL GEORGE J JR · sell · $1,809,991
MORRIS RHONDA J · award
DUFFIELD DAVID A. · sell · $17,246,098
DUFFIELD DAVID A. · other
STILL GEORGE J JR · other
CHAKRABORTY SAYAN · sell · $1,607,858
DUFFIELD DAVID A. · sell · $13,799,530
GARFIELD MARK S. · sell · $117,169
DUFFIELD DAVID A. · sell · $17,839,895
DUFFIELD DAVID A. · other
SAUER RICHARD HARRY · sell · $926,232
ESCHENBACH CARL M · sell · $1,586,654
DUFFIELD DAVID A. · sell · $14,216,609
ENSLIN ROBERT · award
FREDERICK WAYNE A.I. · sell · $462,904
DUFFIELD DAVID A. · sell · $17,147,554
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $14,657,896
DUFFIELD DAVID A. · sell · $14,878,925
DUFFIELD DAVID A. · sell · $15,692,813
DUFFIELD DAVID A. · sell · $17,684,813
DUFFIELD DAVID A. · other
STILL GEORGE J JR · sell · $2,074,041
CENTONI ELIZABETH · award
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $17,585,013
CHAKRABORTY SAYAN · sell · $1,378,767
DUFFIELD DAVID A. · sell · $13,552,624
FREDERICK WAYNE A.I. · sell · $442,106
SAUER RICHARD HARRY · sell · $738,936
DUFFIELD DAVID A. · sell · $30,982,284
DUFFIELD DAVID A. · other
GARFIELD MARK S. · award
STILL GEORGE J JR · other
DUFFIELD DAVID A. · sell · $30,832,739
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $13,740,164
DUFFIELD DAVID A. · sell · $14,112,778
DUFFIELD DAVID A. · sell · $17,437,109
DUFFIELD DAVID A. · exercise · $17,437,110
STILL GEORGE J JR · sell · $1,915,895
DUFFIELD DAVID A. · sell · $17,367,531
DUFFIELD DAVID A. · other
DUFFIELD DAVID A. · sell · $12,075,839
GARFIELD MARK S. · sell · $179,184
15 signals · latest 2h ago
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