Coverage
— → Added to coverage
Investment conviction●●●○○3 of 5
Research target$258.69Stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$34.87BSnapshot value
Research history
See all WDAY changes ↗What changed
Workday is the cloud standard for HCM and finance with embedded compliance, audit controls, and SOX certification. The finance module is still early in its adoption cycle relative to HCM, providing a multi-year expansion TAM. AI-assisted workflows (recruiting, financial close) raise switching costs.
Workday Financials displacing Oracle EBS/SAP in mid-market enterprises AI recruiting and skills ontology adding value to HCM suite Q2 FY27 earnings — subscription revenue growth and margin expansion
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
research_only - seeded from company_layer_membership
Snapshot · 7/22/26🔴 Caution · ins-$16.6M · 13F 18+/7-×0.0 · short↑0.39
Snapshot · 7/22/26