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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...

$129.72

-1.92% ($2.54)

Volume 2.77M

52W High $276.00

52W Low $117.76

Market Cap $34.50B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.52

Whisper EPS

$2.64

4.8% above consensus

Last Quarter

$2.47

Current Streak

8 Beats

Avg Surprise (4Q)

+8.34%

Next Earnings Report

Reports in 44 days

Report Date May 21, 2026

Whisper Spread +4.82%

Consensus Estimate

$2.52

Official analyst average

Whisper Number

$2.64

What traders expect

Bullish Sentiment: The whisper number is 4.8% 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

Q1 2026 Mar 2, 2026

1-Day: +7.16%

Q1 2026 Feb 24, 2026

1-Day: +2.24%

Q4 2025 Nov 25, 2025

1-Day: -7.85%

Q3 2025 Aug 21, 2025

1-Day: -2.77%

5-Day: -2.07%

Revenue & Financial Performance

Revenue Whisper

$2.55B

TWN Proprietary Estimate

Last Quarter Revenue

$2.53B

+14.5% YoY

Gross Margin

75.9%

Net Margin: 5.7%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
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
Q3'24	$2.09B	+16.7%	75.5%	5.3%	$132.0M
Q2'24	$1.99B	+19.3%	75.4%	3.2%	$107.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
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	$0.74	$2.24	$0.84	+13.51%	Missed
Q2 2025	May 22, 2025	$0.15	$2.11	$0.25	+66.67%	Missed
Q1 2025	Feb 25, 2025	$1.78	$1.88	$1.92	+7.87%	Beat
Q4 2024	Nov 26, 2024	$0.54	$1.86	$0.72	+33.33%	Missed
Q3 2024	Aug 22, 2024	$1.65	$1.76	$1.75	+6.06%	Met
Q2 2024	May 23, 2024	$1.58	$1.70	$1.74	+10.13%	Beat
Q1 2024	Feb 26, 2024	$1.47	$1.56	$1.57	+6.80%	Met
Q4 2023	Nov 28, 2023	$1.41	$1.54	$1.53	+8.51%	Met
Q3 2023	Aug 24, 2023	$1.26	$1.34	$1.43	+13.49%	Beat