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Workday Inc - Class A

SOFTWARE - APPLICATION · TECHNOLOGY

Workday, Inc. is a premier provider of cloud-based enterprise applications, specializing in finance and human resources management. Headquartered in Pleasanton, California, the company utilizes advanced, data-driven solutions to enhance organizational effectiveness and maximize workforce productivit...

$197.82

+1.21% (+$2.36)

Volume 2.47M

52W High $241.32

52W Low $110.36

Market Cap $49.07B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.27

Whisper EPS

$1.46

15.0% above consensus

Last Quarter

$2.58

Current Streak

8 Beats

Avg Surprise (4Q)

+55.11%

Next Earnings Report

Reports in 21 days

Report Date Nov 24, 2026

Whisper Spread +15.00%

Consensus Estimate

$1.27

Official analyst average

Whisper Number

$1.46

What traders expect

Bullish Sentiment: The whisper number is 15.0% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q3 2026 Aug 27, 2026

1-Day: +5.76%

5-Day: +2.48%

Q2 2027 Aug 27, 2026

1-Day: +5.76%

5-Day: +2.48%

Q3 2026 Aug 20, 2026

1-Day: +1.36%

5-Day: -1.47%

Q2 2026 May 21, 2026

1-Day: +5.16%

5-Day: +1.78%

Revenue & Financial Performance

Revenue Whisper

$2.71B

TWN Proprietary Estimate

Last Quarter Revenue

$2.65B

+12.9% YoY

Gross Margin

75.4%

Net Margin: 23.8%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q3'26	$2.65B	+12.9%	75.4%	12.0%	$632.0M
Q2'26	$2.54B	+13.5%	76.2%	13.3%	$222.0M
Q1'26	$2.53B	+14.5%	75.9%	12.0%	$145.0M
Q4'25	$2.43B	+12.6%	75.7%	10.7%	$252.0M
Q3'25	$2.35B	+12.6%	75.2%	10.6%	$228.0M
Q2'25	$2.24B	+12.6%	76.0%	1.7%	$68.0M
Q1'25	$2.21B	+15.0%	75.6%	3.4%	$94.0M
Q4'24	$2.16B	+15.8%	75.5%	7.6%	$193.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q3 2026	Aug 27, 2026	$1.26	$1.45	$2.58	--	Beat
Q2 2027	Aug 27, 2026	$2.61	$2.72	$2.75	+5.36%	Met
Q3 2026	Aug 20, 2026	$1.26	$2.75	$2.58	--	Missed
Q2 2026	May 21, 2026	$2.52	$2.64	$2.66	+5.56%	Met
Q1 2026	Mar 2, 2026	$2.32	$2.45	$2.47	+6.47%	Met
Q1 2026	Feb 24, 2026	$2.32	$2.45	$2.47	+6.47%	Met
Q4 2025	Nov 25, 2025	$2.17	$2.27	$2.32	+6.91%	Beat
Q3 2025	Aug 21, 2025	$2.12	$2.24	$2.21	+4.25%	Missed
Q2 2025	May 22, 2025	$2.01	$2.11	$2.23	+10.95%	Beat
Q1 2025	Feb 25, 2025	$1.78	$1.88	$1.92	+7.87%	Beat
Q4 2024	Nov 26, 2024	$1.76	$1.86	$1.89	+7.39%	Beat
Q3 2024	Aug 22, 2024	$1.65	$1.76	$1.75	+6.06%	Met