Workday (WDAY) Achieves Solid Q1 with Strong Subscription Growth

Author's Avatar
May 22, 2025
Article's Main Image
  • Workday, Inc. (WDAY, Financial) posts a significant 13% increase in subscription revenue for Q1.
  • Analysts forecast a potential upside of over 10% in WDAY stock price.
  • Workday's AI products see a contract value boost, doubling from last year.

Workday, Inc. (WDAY) reported a robust first quarter, achieving a 13% increase in subscription revenue and a non-GAAP operating margin of 30%. The company noted significant customer expansions and adoption of AI products, with new annual contract value for AI offerings doubling compared to the previous year.

Wall Street Analysts Forecast

1925703545181597696.png

Based on the one-year price targets provided by 35 analysts, the average target price for Workday Inc (WDAY, Financial) is $300.97. Estimates show a high of $348.00 and a low of $230.00, suggesting a potential upside of 10.62% from the current price of $272.07. For more in-depth projection data, visit the Workday Inc (WDAY) Forecast page.

Brokerage Recommendations

Consolidating insights from 41 brokerage firms, Workday Inc's (WDAY, Financial) average brokerage recommendation stands at 2.1, signifying an "Outperform" rating. This scale, ranging from 1 (Strong Buy) to 5 (Sell), highlights the positive sentiment among analysts toward Workday's market performance.

Future Value Estimations

According to GuruFocus estimates, Workday Inc (WDAY, Financial) carries an estimated GF Value of $306.16 in one year, indicating a potential upside of 12.53% from the current price of $272.07. This GF Value represents the stock's projected fair value, calculated based on its historical trading multiples, past business growth, and forecasted performance. For more comprehensive data, explore the Workday Inc (WDAY) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.