Key Stats for Workday Stock
- Pre-market price change for Workday stock: 8%
- $WDAY Share Price as of May. 21: $122
- 52-Week High: $257
- $WDAY Stock Price Target: $178
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What Happened?
Workday (WDAY) stock jumped as much as 8% in after-hours trading on Thursday after the company reported better-than-expected earnings and raised its full-year margin outlook.
- Adjusted EPS came in at $2.66, ahead of the $2.52 analysts expected.
- Revenue grew 13% to $2.54 billion, slightly above estimates.
- Net income jumped to $222 million from just $68 million a year ago.
- For the full year, management lifted its adjusted operating margin target to 30.5%, up from the 30% forecast issued in February.
- Revenue growth guidance of 12% to 13% was maintained.
The AI story is increasingly real.
- Over 4,000 customers are now using at least one agent that Workday built in-house — more than double the prior quarter.
- Annualized revenue from agentic AI solutions is approaching $500 million.
- New bookings from AI products grew more than 200% year-over-year.
CEO Aneel Bhusri — who returned as co-founder earlier this year to replace Carl Eschenbach — was direct about the direction: “The 150th feature in HR or finance is not going to move the needle for our business. The next agentic application will.”
He also flagged that he wants to keep headcount essentially flat for the fiscal year, letting AI tools drive productivity gains internally. That’s a meaningful shift in how Workday thinks about scaling.
New products are accelerating this.
- A deployment agent is already cutting implementation time by 30% for current projects and targeting 50% reductions for new ones.
- Sana Travel Agent was announced on Thursday.
- Workday also launched Sana for ITSM — moving into IT service management territory by leveraging HR data it already holds.
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What the Market Is Telling Us About Workday Stock
Workday stock has had a brutal year. Shares were down 43% heading into Thursday’s close, making it one of the worst-performing large-cap software stocks in 2026. The worry has been straightforward: if AI reduces the need for complex HR and finance software, does Workday’s growth slow?
This quarter pushes back on that narrative. Customers aren’t replacing Workday with AI. They’re buying more AI from Workday. Deals that included AI products were over 50% larger on average than standard expansion deals.
Workday stock is still well below where it started the year. But this quarter gives investors a real reason to look again.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
