- Prev close
- $170.24
- Day range
- $174.28 – $182.72
- Next earnings
- in 19 days
WDAY’s 2026-08-03 close rose +2.9% on a day when the S&P 500 gained +1.4% and Nasdaq 100 gained +1.8%, with software peers mixed; the move looks more like moderate stock-specific strength than a broad-sector rerating, but valuation keeps the setup from reading fully settled.
WDAY
WORKDAY INC-CLASS A
As of Aug 4, 2026
66/100
Worth keeping an eye onHealth ScoreMove driver
WDAY’s 2026-08-03 close rose +2.9%, versus the S&P 500 at +1.4% and the Nasdaq 100 at +1.8%, while same-sector peers were mixed with CDNS at -1.1%, INTU at +0.7%, SNPS at +0.9%, and ADSK at +0.2%. That gap points primarily to stock-specific strength rather than a market-wide or sector-wide move.
Volatility check
This looks like ordinary-to-moderate volatility, not a sign of deterioration, because the business backdrop remains solid: revenue is +13.3% YoY (TTM), the latest quarter was +13.5% YoY, EPS is +77.0% YoY (TTM), gross margin is +75.8%, operating margin is +10.3%, and net margin is +8.6%. The valuation is still demanding at PE 46.8, though the forward PE 13.8 and PEG 2.69 — PEG is price/earnings divided by growth, so it only matters when growth is positive — say growth is partly priced in, which can make the shares more sensitive to any disappointment. Beta is 1.05, so the stock is only slightly more volatile than the market, but the rich current multiple means strong execution is already embedded in the price.
Earnings setup
The next earnings date is 2026-08-20. The facts do not provide analyst revenue or EPS estimates for that print, so I cannot quote consensus growth or margin expectations from this set; what is available is the company’s current run rate of revenue +13.3% YoY (TTM), latest quarter +13.5% YoY, EPS +77.0% YoY (TTM), and margins of gross +75.8%, operating +10.3%, and net +8.6%. The facts also do not include a prior post-earnings reaction history, so the market’s focus here is likely to be on whether growth holds near the recent +13.5% pace, whether margins stay around +10.3% operating, and whether forward guidance supports the forward PE 13.8.
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