Workday (WDAY) Projected to Post Quarterly Earnings on Tuesday

Workday (NASDAQ:WDAY) will likely be posting its Q4 2026 results after the market closes on Tuesday, February 24th. Analysts expect the company to announce earnings of $2.30 per share and revenue of $2.5232 billion for the quarter. Investors may review the information on the company’s upcoming Q4 2026 earning report for the latest details on the call scheduled for Tuesday, February 24, 2026 at 4:30 PM ET.

Workday (NASDAQ:WDAY) last posted its earnings results on Tuesday, November 25th. The software maker reported $2.32 EPS for the quarter, beating the consensus estimate of $2.17 by $0.15. The company had revenue of $2.43 billion during the quarter, compared to analyst estimates of $2.42 billion. Workday had a return on equity of 10.50% and a net margin of 6.95%.The business’s revenue was up 12.6% compared to the same quarter last year. During the same period in the prior year, the company earned $1.89 earnings per share. On average, analysts expect Workday to post $3 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Workday Trading Down 1.6%

NASDAQ:WDAY opened at $137.81 on Monday. The firm has a market capitalization of $36.24 billion, a P/E ratio of 57.90, a P/E/G ratio of 1.18 and a beta of 1.14. The business has a 50 day simple moving average of $187.89 and a 200 day simple moving average of $214.81. The company has a debt-to-equity ratio of 0.34, a current ratio of 1.83 and a quick ratio of 1.83. Workday has a 12-month low of $136.64 and a 12-month high of $281.00.

Trending Headlines about Workday

Here are the key news stories impacting Workday this week:

• Positive Sentiment: Founder returns as CEO, refocusing on the AI roadmap and investor messaging — a leadership move that investors often view as constructive for execution on AI and product strategy. Workday Founder Returns As CEO Refocusing AI Roadmap And Investor Expectations
• Positive Sentiment: Rosenblatt upgraded WDAY to Buy, adding near?term buying support from an upgrade. Rosenblatt Securities Upgrades Workday (NASDAQ:WDAY) to Buy
• Positive Sentiment: Guggenheim reiterated a Buy rating, providing some stability amid the mixed broker activity. Guggenheim Reiterates Buy Rating for Workday (NASDAQ:WDAY)
• Positive Sentiment: TD Cowen (via TipRanks) kept a Buy stance, highlighting AI?driven growth and strategic M&A as longer?term positives even after trimming the price target to $200. Workday: AI-Driven Growth and Strategic Acquisitions Underscore Buy Rating Despite Macro and Leadership Headwinds
• Neutral Sentiment: Analysts and previews are focused on the Feb. 24 Q4 print — Zacks notes growth drivers (AI, cloud launches, sector demand) but says an earnings beat is uncertain, increasing event risk into the print. Workday Set to Report Q4 Results: Will Revenue Growth Boost Earnings?
• Neutral Sentiment: Zacks and other previews dig into key metrics beyond top?line estimates, suggesting investors should watch subscription revenue mix, billings, margin cadence and AI product adoption. Seeking Clues to Workday (WDAY) Q4 Earnings? A Peek Into Wall Street Projections for Key Metrics
• Neutral Sentiment: Some market commentary (Seeking Alpha) argues WDAY looks oversold with upside potential, highlighting the stock’s sensitivity to sentiment vs. fundamentals. Workday: Oversold With Material Upside Potential
• Negative Sentiment: Citizens/JMP downgraded WDAY to Market Perform, reducing a chunk of buy?side conviction and contributing to selling pressure. Workday (NASDAQ:WDAY) Rating Lowered to “Market Perform” at Citizens Jmp
• Negative Sentiment: BMO cut its price target to $204 and Oppenheimer lowered its expectations—these downgrades/target cuts compress upside and raise the bar for positive surprises. BMO Capital Markets Lowers Workday (NASDAQ:WDAY) Price Target to $204.00 Oppenheimer Has Lowered Expectations for Workday (NASDAQ:WDAY) Stock Price
• Negative Sentiment: Recent intraday weakness and Zacks coverage note the stock has been falling more than the broader market, reflecting the combined effect of downgrades, target cuts and pre?earnings caution. Here’s Why Workday (WDAY) Fell More Than Broader Market

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. DA Davidson reduced their price target on shares of Workday from $260.00 to $250.00 and set a “hold” rating for the company in a report on Wednesday, November 26th. Citigroup reduced their target price on shares of Workday from $261.00 to $247.00 and set a “neutral” rating for the company in a research note on Wednesday, November 26th. KeyCorp decreased their target price on shares of Workday from $285.00 to $260.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Needham & Company LLC reaffirmed a “buy” rating and set a $300.00 price target on shares of Workday in a report on Thursday, February 5th. Finally, TD Cowen reduced their price objective on Workday from $280.00 to $200.00 and set a “buy” rating for the company in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, Workday currently has an average rating of “Moderate Buy” and an average price target of $253.32.

Insider Activity

In other news, insider Gerrit S. Kazmaier sold 6,547 shares of Workday stock in a transaction on Friday, December 19th. The stock was sold at an average price of $218.77, for a total transaction of $1,432,287.19. Following the transaction, the insider directly owned 111,353 shares in the company, valued at approximately $24,360,695.81. This trade represents a 5.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Robert Enslin sold 22,185 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $210.17, for a total value of $4,662,621.45. Following the completion of the sale, the insider owned 106,330 shares of the company’s stock, valued at approximately $22,347,376.10. This trade represents a 17.26% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 370,321 shares of company stock worth $78,866,401 in the last quarter. 20.00% of the stock is currently owned by corporate insiders.

Institutional Trading of Workday

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Rakuten Securities Inc. acquired a new position in Workday in the second quarter worth approximately $25,000. Measured Wealth Private Client Group LLC bought a new stake in shares of Workday during the 3rd quarter worth $26,000. JPL Wealth Management LLC acquired a new position in shares of Workday in the 3rd quarter worth $30,000. Quarry LP acquired a new stake in shares of Workday during the fourth quarter worth $36,000. Finally, Aster Capital Management DIFC Ltd purchased a new stake in shares of Workday during the fourth quarter valued at $38,000. 89.81% of the stock is owned by institutional investors and hedge funds.

About Workday

Workday, Inc (NASDAQ: WDAY) is a provider of cloud-based enterprise applications focused on human capital management (HCM) and financial management. Founded in 2005 by Dave Duffield and Aneel Bhusri following their tenure at PeopleSoft, the company develops software-as-a-service solutions that help organizations manage workforce and financial processes in a unified, cloud-native environment. Workday’s platform emphasizes continuous updates, data security, and a configurable architecture aimed at large and mid-sized enterprises.

The company’s product portfolio centers on Workday Human Capital Management and Workday Financial Management, with additional offerings for payroll, talent management, workforce planning and analytics.