Stock Ratings / Technology / WDAY / earnings

INFY (65) ZS (67) CTSH (83) VRSN (75) ⌘ Pro Terminal →

Workday Inc. (WDAY) Next Earnings Date & Expected ±7.4% Move

$197.82 +1.21% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $198.73

Workday Inc. (WDAY) earns a Roarable Rating of B- (Buy) with 70/100 RQD Confidence. High-quality cash engine (steady margins, 6% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate) →

ROARABLE B- • BUY Cap $47.11B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on WDAY Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WDAY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-02, Workday Inc. (NASDAQ: WDAY) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 70/100 at a spot price of $197.82 (+1.21% 1D, market cap $47.11B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 15/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 11/20. Across 714 tracked Technology issuers, WDAY ranks #91 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WDAY compare to INFY and ZS in the Technology sector?

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Within the Technology sector (EDP Services), WDAY carries a Roarable B- (70/100 RQD), trailing P/E of 68.0x, gross margin of —, and ROIC of 6.1%. By comparison, INFY (Infosys Limited) holds a C grade (65/100 RQD, P/E 21.7x, ROIC 14.9%, cap $49.49B) and ZS (Zscaler Inc.) posts a C+ grade (67/100 RQD, P/E N/A, ROIC -3.1%, cap $40.41B). Among the 5-stock peer group, CTSH leads on earnings multiple (12.6x) while VRSN leads on capital efficiency (40.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WDAY?

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Per WDAY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001327811), Workday Inc. generated $9.55B in revenue (+13.1% YoY), $693.0M in net income, and $2.78B in free cash flow against $18.07B in total assets and $2.99B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Priced at 68x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $198.73 (+0.46%)🧬 Cannibal Buyback (-0.96% YoY Shares)⚙️ Cash Engine: 13/20 (C) • 29.1% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 70/100 (B-) historically ranked in the Top 15% of excess returns over the next 90 days (+6.6% avg 90D alpha vs SPY • 68.1% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B-

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw C · Rk B+

Each axis scored 0–20

12M PRICE TARGET CONE+5.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WDAY)Realized 20D OHLCV Swing Band: ±7.4%

Deterministic 5-Pillar Attribution (70/100 Composite)

🔍 WHY WDAY SCORES 70/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (23% of score)

Altman Z-Score 3.51 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▲ #2 Bullish Driver: Whale & Options Positioning+15/20 pts (21% of score)

20D Institutional Volume Accumulation (±7.4% realized swing band)

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution11/20 pts (-9 pt drag)

Cannibal Buyback (-0.96% YoY Shares) & executive Form 4 sales trim 9 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$186.02+9.7% Next Q

Q2 (-2Q)

Grade C+$203.98+0.7% Next Q

Q3 (-1Q)

Grade B-$205.46-3.7% Next Q

Current

Grade B-$197.82+6.6% Hist 90D α

Trajectory: C+ (62) → B- (70)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the WDAY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 70/100 (B-) score, WDAY faces multiple-compression risk if 68.0x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 68x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-0.96% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($193.90) or 200D SMA ($155.67) invalidates the momentum regime and cuts Target Base ($208.50) toward Bear Floor ($162.21).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WDAY• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “WDAY Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 70%NO 30%Trade / Inspect Odds →

NEXT EST. WINDOW: Jan 30, 2027 (~88 DAYS)

Historical OHLCV Volatility ±7.4% Swing Band

±$14.64 Expected Swing

MODEL EARNINGS SETUP GAUGE

WDAY Quantitative Pre-Earnings Setup: 70/100

Trailing EPS: $2.88 • YoY Revenue Growth: 13.1%

Model Bullish Setup (70/100)Model Risk Weight (30/100)

Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).

LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

Period	Filed	Revenue	Net Profit	Free Cash Flow	Gross Margin
FY 2025	2026-01-31	$9.55B	$693.0M	$2.78B	52%
FY 2024	2025-01-31	$8.45B	$526.0M	$2.19B	52%
FY 2023	2024-01-31	$7.26B	$1.38B	$1.82B	52%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating WDAY & AI Leaders Without Chasing Tops

✓Institutional whale strikes & implied earnings move audit on WDAY
✓How disciplined traders manage risk using pre-published trigger & invalidation levels
✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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Join Founding VIP Waitlist (No Card Required) →$100K Arena

WDAY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +54.68%▲ ASCENDING TRIANGLE

2026-11-02O $204.4H $204.4L $195.5C $197.8VOL 2.90M

RES: $213.1SUP: $149.0SMA50: $193.9SMA200: $155.7

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WDAY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WDAY Butterfly Map → + Track WDAY →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

45.0%/yr Implied 5Y Growth

vs. +13.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on WDAY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WDAY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for WDAY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WDAY)

Technology Rank #91 of 714 ⚔️ INFY vs WDAY Full Matrix →

1. Head-to-Head Technology Peer Comparison (WDAY vs. INFY, ZS, CTSH, VRSN)

Industry: EDP Services (163 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Workday Inc. (WDAY) ranks #91 by composite RQD confidence (70/100, grade B-) and #65 by equity capitalization ($47.11B). Within this direct 5-issuer industry benchmark cohort, CTSH leads on earnings valuation at 12.6x trailing P/E, while VRSN leads on capital efficiency and profitability with 40.3% ROIC and 88.2% gross margin. CTSH currently holds the highest overall quantitative score in the immediate peer group at 83/100 (A-) compared with WDAY at 70/100 (B-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
WDAY ACTIVE Workday Inc.	B-	70/100	68.0x	—	6.1%	+1.21%	$47.11B	Benchmark Subject
INFY Infosys Limited	C	65/100	21.7x	—	14.9%	+2.87%	$49.49B	/infy-vs-wday →
ZS Zscaler Inc.	C+	67/100	—	76.9%	-3.1%	-4.03%	$40.41B	/zs-vs-wday →
CTSH Cognizant Technology Solutions Corporation	A-	83/100	12.6x	—	19.6%	+4.14%	$28.16B	/ctsh-vs-wday →
VRSN VeriSign Inc.	B	75/100	33.2x	88.2%	40.3%	+0.41%	$27.44B	/vrsn-vs-wday →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-31 • CIK 0001327811

In its most recent audited fiscal period (FY2025, filed 2026-01-31), Workday Inc. (WDAY) reported GAAP revenue of $9.55B (+13.1% vs. FY2024 revenue of $8.45B , and +31.6% cumulative change since FY2023) , GAAP net income of $693.0M, operating cash flow of $2.94B, and free cash flow of $2.78B (+26.7% YoY). On the balance sheet, WDAY closed FY2025 with $18.07B in total assets against $2.99B in total debt (Altman Z-Score: 3.51, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-01-31	$9.55B	$693.0M	$2.94B	$2.78B	$18.07B	$2.99B
FY2024 (FY)	2025-01-31	$8.45B	$526.0M	$2.46B	$2.19B	$17.98B	$2.98B
FY2023 (FY)	2024-01-31	$7.26B	$1.38B	$2.15B	$1.82B	$25.91B	$6.06B

3. WDAY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WDAY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does WDAY compare to INFY and ZS in the Technology sector?

What are the biggest fundamental strengths and SEC risk factors for WDAY?

Where is WDAY trading relative to its 50-day, 200-day, and 52-week technical levels?

WDAY last traded at $197.82 (+1.21% on volume of 2,471,053 shares), positioning the stock +2.02% above its 50-day simple moving average ($193.90) and +27.08% above its 200-day simple moving average ($155.67). Across its 52-week range of $110.36 to $241.04, WDAY sits at the 66.9% percentile with a 14-day RSI of 49.1 (NEUTRAL RANGE) and an implied next-earnings move of ±7.4% ($183.18 to $212.46).

WDAY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

When is WDAY's next earnings date?

Based on SEC filing cadence, Workday Inc. (WDAY)'s next quarterly reporting window is estimated around Jan 30, 2027.

How much is WDAY stock expected to move on earnings?

Volatility modeling currently projects a ±7.4% event move for WDAY, spanning a range between $183.18 and $212.46.

Direct Sub-Reports: WDAY RQD Cockpit WDAY 12M Forecast WDAY Earnings & Move WDAY Dividends & DRIP WDAY Insiders & 13F WDAY Whale Options WDAY Profit Sankey WDAY News & Why

ROARABLE RATING BRIEF • RQD 70/100 (B-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

WDAY — Workday Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:11:17Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, WDAY scores 70 out of 100, a B- grade labeled "Roarable Buy — Sound Institutional Accumulation." The five pillars are: Fundamental Cash Engine at 13/20 (ROIC 6.1%; FCF yield 5.9%), Whale 13F Flow at 15/20 (institutional accumulation and options positioning), Insider Conviction at 11/20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 15/20 (Beta 1.37; sector sensitivity), and Forensic Balance Sheet at 16/20 (Altman Z 3.51; Piotroski F 9/9; Debt/Equity 0.38).

For a prospective investor, the strongest pillar is the forensic balance sheet, which indicates low reported financial-distress risk and a clean accounting profile by the metrics provided. The weakest pillar is insider conviction, meaning insider flow signals are the least supportive element of the rating. The cash-engine pillar is moderate: a 6.1% ROIC and 5.9% FCF yield are present, but the market data also shows a 68 trailing P/E and 56.6 EV/EBITDA, so the valuation tradeoff is steep relative to the cash returns shown. Macro fit is rated mid-range given a 1.37 beta, implying above-market price sensitivity. Upside drivers implied by the rating are institutional accumulation and a healthy balance sheet; the valuation tradeoff is that current multiples leave limited margin for error if growth or margins disappoint.

Snapshot

Price	Market Cap	P/E (TTM)	Forward P/E	EV/EBITDA	EPS (TTM)	Dividend Yield	Beta	52-Wk Range	ROIC %
$195.46	$47.11B	68	57.1	56.6	2.88	0%	1.37	$110.36 - $241.04	6.1%

Financial Trend

Period	Revenue	Operating Income	Net Income	EPS	FCF	Cash	Debt
FY 2025	$9552.0M	$721.0M	$693.0M	N/A	$2777.0M	$1501.0M	$2987.0M
FY 2024	$8446.0M	$415.0M	$526.0M	N/A	$2192.0M	$1543.0M	$2984.0M
FY 2023	$7259.0M	$183.0M	$1381.0M	N/A	$1822.3M	N/A	$6062.5M

Per the SEC financials, revenue rose from $7259.0M (FY 2023) to $9552.0M (FY 2025), and operating income rose from $183.0M to $721.0M over the same span. Market data shows a 7.5% operating margin and 7.3% net margin, with ROIC at 6.1%. The Roarable RQD rating cites an Altman Z of 3.51, a Piotroski F of 9/9, and Debt/Equity of 0.38. Gross margin is listed as 0% in market data, which should be treated as a data artifact rather than a finding. Debt was $2987.0M at FY 2025 against $1501.0M cash.

Open Questions

What are the terms and scale of the reported Anthropic deal, and how material is it to revenue?
What is the source of the 6.1% ROIC versus the 68 trailing P/E, and what growth is embedded in current valuation?
Who is the 10% shareholder selling $18.59 Million, and how does this compare with institutional accumulation claimed in the RQD rating?
Why is gross margin reported as 0% and EPS as N/A for all periods?
What is the FY 2023 cash balance, given it is reported as N/A?

WDAY Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Workday Inc. (WDAY) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to WDAY Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 7h ago

Workday (WDAY) Stock Looks Undervalued Even As Caution Persists

Yahoo Finance report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Barchart.com • 10h ago

How to Play WDAY Stock as Workday Nabs a Major Anthropic Deal

Barchart.com report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Moomoo • 13h ago

Workday(WDAY.US) 10% Shareholder Sells US$18.59 Million in Common Stock

Moomoo report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST ChartMill • 16h ago

Workday (NASDAQ:WDAY) Combines Strong Growth With a Constructive Breakout Setup

ChartMill report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST The Motley Fool • 19h ago

ServiceNow vs. Workday: Here's What Revenue Growth Trends Between These Software Companies Tell Investors

The Motley Fool report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟢 CATALYST Yahoo Finance • 22h ago

Workday (WDAY) Beats Stock Market Upswing: What Investors Need to Know

Yahoo Finance report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Workday (WDAY) Stock Looks Undervalued Based On Future Cash Flow

Yahoo Finance report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Is AI Product Push Altering The Investment Case For Workday Stock (WDAY)?

Yahoo Finance report covering Workday Inc. (WDAY) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WDAY Bull vs. Bear Conversation Board — What's Your Call at $197.82?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WDAY 🐻 33% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $230.64 (+18.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is WDAY (B- • RQD 70/100) a Buy at $195.46?

Welcome to the WDAY (Workday Inc.) Roar Pit. Current RQD Composite is 70/100 (Roarable Buy — Sound Institutional Accumulation) in EDP Services. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (68.0x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $154.41 (-21.0%)

Spot @ $195.46

Pump the brakes on WDAY — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on WDAY, but look at what you are paying: 68.0x trailing P/E with tightening sector spreads. Unless Workday Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

TA TapeReader_Pro Verified K Arena Trader 🐂 BULLISH 🎯 Target: $242.37 (+24.0%)

Spot @ $195.46

WDAY cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on WDAY, the market is fixating on short-term headline noise in EDP Services and ignoring the balance sheet and cash flow trajectory. At $195.46 (52-wk range $110.36 - $241.04), any beat on forward guidance forces shorts and underweight funds to chase.