
Workday (WDAY) Stock Forecast & Price Target
Workday (WDAY) Analyst Ratings
Bulls say
Workday is experiencing rapid agentic adoption, currently used by over 5,500 customers, which is up 35% Q/Q and equating to 45-50% of their customer base. Additionally, their Flex credit customer base is expected to increase significantly in the second half of the year, contributing to their subscription growth of ~11% for FY28. With a low switching cost for customers and a strong track record of customer retention, Workday's positive outlook is further supported by their steady revenue growth and operating margin of ~31%.
Bears say
Workday is a key player in the SaaS industry, with a focus on developing cloud-based applications for HCM and Financial Management. However, their subscription cRPO growth has slowed down and is expected to continue on a downward trend due to inorganic growth and headwinds from the DIA contract. Furthermore, the company's guidance for FY27 and FY28 suggests weaker than expected growth and raises concerns about their future performance in the competitive cloud software market.
This aggregate rating is based on analysts' research of Workday and is not a guaranteed prediction by Public.com or investment advice.
Workday (WDAY) Analyst Forecast & Price Prediction
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