WDAY

ACCE-researched
Workday Inc. Class A Common Stock
Technology · Software - Application · NASDAQ · United States
$193.87-2.71%
Market cap $46.7BNext earnings 2026-08-27Updated Sep 19, 2026
FAIR VALUE · CONSENSUS
$193.87+0.0%
confidence-weighted across 3 of 6 models
Now $193.87
$193.87
$74.03$306.77
HoldSilver75
Price vs fair value
9.2% below
+10.2% to fair value
ACCE score
66
out of 100
Analysts
61% buy
41 covering
P/E
40.6x
forward 18.3x
1-year return
-17.0%
Dividend yield
0.00%
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Overview

⚠ Investor warnings · 4 flags
  • high
    Elevated short interest
    Short interest at 16.9% signals significant bearish conviction; well above typical software peers, implying meaningful downside risk.
  • high
    Heavy insider selling
    Last 10 transactions show $29.27M in sales, zero buys - consistent one-sided distribution by insiders at current prices.
  • moderate
    Momentum score collapse
    ACCE Momentum sub-score is just 17/100, dragging overall score to 55 despite reasonable fundamentals elsewhere.
  • moderate
    QoQ revenue stagnation
    Sequential revenue growth of only 0.4% suggests near-term growth is decelerating sharply despite 13.5% YoY headline.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

-20.1% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish61% buy · 41 covering analysts
● Strong buy 18● Buy 7● Hold 16● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 17% of peers
low 0.0x40.6xhigh 45.0x
ROEbetter than 50% of peers
low -64%16%high 54%
Div yieldbetter than 50% of peers
low 0.0%0.0%high 3.8%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
ADSKAutodesk Inc. Common Stock$45.3B28.353.8%0.830.0%-Compare
TEAMAtlassian Corporation Class A Common Stock$48.6B--4.5%0.980.0%-Compare
CSU.TOConstellation Software$43.0B45.023.3%1.500.1%-Compare
PAYXPaychex Inc. Common Stock$41.3B23.844.8%1.233.8%-Compare
ROPRoper Technologies Inc. Common Stock$36.9B15.613.1%0.470.9%-Compare
MSTRStrategy Inc Common Stock Class A$61.1B--63.6%0.160.0%-Compare

Sector report card

Where WDAY ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Press releases mentioning this company

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Recent performance

1 week
+4.4%
1 month
-2.3%
3 months
+65.8%
6 months
+42.6%
YTD
-9.7%
1 year
-17.0%

SEC filings

40 filings
September 2026
Sep 17
Form 4Insider transactionPeriod 2026-09-15
Sep 14
Form 4Insider transactionPeriod 2026-09-10
Sep 9
Form 4Insider transactionPeriod 2026-09-05
37 more filings + AI summaries on Investor+.INVESTOR

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