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Workday Inc (WDAY) — chart, structure and Closelook read

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Company snapshot — Workday Inc

WDAY in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Workday supplies cloud software that runs company finance and human-resources functions: accounting, payables and receivables, payroll, benefits, hiring and workforce planning, plus spend-management and expense tools. It also serves supply-chain needs in healthcare and student-lifecycle administration in education, selling mostly through its own direct sales force. It is headquartered in Pleasanton, California.
Where it sits in the stack
Workday has no seat in our Rubin build-out index, which tracks the physical chip-and-data-centre chain; it sits instead in the Agentic Winners 40, the diary's index for software vendors positioned around AI agents. Within that sleeve it is read as a data-and-workflow holder rather than an infrastructure supplier: its payroll and HR records are the kind of enterprise data an agent would need to act on, making Workday a platform that agent-builders want to plug into rather than a customer of compute itself.
Who it is priced against
Closelook's peer group calls these enterprise workflow vendors, priced against ServiceNow, Salesforce, Microsoft, Oracle and Datadog; the market also compares it with SAP.
Why Closelook tracks it
Workday holds seats in the Agentic Winners 40 and the Nasdaq-100, and carries a Closelook score, strongest on momentum and weakest on valuation. The diary has quoted it in the Agentic Winners 25 dossier for its human-capital-management record and in the SaaSpocalypse dossier for the years of HR and payroll data it holds, and named it among software names sold off together in a Morning 10 edition.
What the diary watches
Whether Workday's HR and payroll data ends up feeding third-party agent tools or stays inside an agent layer Workday builds itself, which would change how the diary reads its Agentic Winners seat.

Workday Inc (WDAY) trades on US exchanges, classified under Technology. Constituent of Agentic Winners 40.

The Closelook company score reads 65/100 composite (momentum 72, quality 63, valuation 46) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for WDAY, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 16 analyst actions on the wire · latest: price target by Goldman Sachs, 2026-08-31 · last print 2026-08-27

The Street on this name

Analyst actions and the latest print for WDAY from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Goldman Sachs — target 164 from 151 Target raised to $164 from $151 (-17.2% to spot) 2026-08-31
  • Price target Morgan Stanley — target 180 from 145 Target raised to $180 from $145 (-7% to spot) 2026-08-28
  • Price target Wells Fargo — target 225 from 215 Target raised to $225 from $215 (+16.2% to spot) 2026-08-28
  • Latest print EPS 2.75 against 2.61 expected — a +5.4% beat 2026-08-27

16 actions on the analyst wire since 2026-08-13: 16 target changes. Analyst wire → · Earnings wire →

Who it is priced against Enterprise workflow vendors · 5 names with week and year-to-date

Peer group

Enterprise workflow vendors

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against WDAY on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Agentic Winners 40 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Agentic Winners 40 · as of 2026-09-18

DayWeekMonth3 months
WDAY−2.7%+4.4%−2.3%+65.8%
Control Plane−1.8%+0.7%+0.5%—
Agentic Winners 40−1.5%0.0%−2.2%—

Against the index: 4.4 pts ahead on the week, 0.1 pts behind on the month; against its Control Plane sleeve 2.8 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Dividends and capital return no distribution in twelve months · buybacks 2.90 bn USD in FY2026

Dividends and capital return

What WDAY pays out and buys back — distributions read from the price series, money terms from the filings.

  • Distributions No cash distribution recorded in the price series over the last three years
  • Buybacks, FY2026 2.90 bn USD 6.3% of today's market value
  • Share count −2.2% in FY2026 1.63 bn USD of stock-based compensation in the year
  • Capital returned 2.90 bn USD · 104% of free cash flow dividends and buybacks together, against the year’s free cash flow

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 50/100 · S&P 500 fund at 49, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-18
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 97th percentile of the window, +4.9% over 20 sessions. Factor regime → 2026-09-18
  • Sector × region Technology in US: +1.0% week · +3.2% month · −0.8% quarter · +35.9% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-20
  • Sovereign pressure Index 0.07 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-18

FAQ · from the current data · as of 2026-09-19

Quick answers

What is Workday Inc (WDAY)?

Workday Inc trades as WDAY on the US exchange (US) and is classified under Technology in the Closelook research universe, as of the registry build of 2026-09-19.

Is WDAY in a Closelook index?

Yes — Workday Inc is a constituent of Agentic Winners 40, as of 2026-09-19.

What is Workday Inc's Closelook composite score?

65 out of 100, with momentum 72, quality 63 and valuation 46 sub-scores, as of 2026-09-19. Scores are Closelook's own research readings, not ratings or investment advice.

What is Workday Inc's earnings print record?

Across the 11 prints Closelook covers, Workday Inc beat EPS estimates 11 times and revenue estimates 11 times; the three-day reactions split 1 up, 4 flat and 6 down (moves beyond ±3%), as of the 2026-08-28 card. The full print-record card carries the per-print history.

Where does WDAY trade against its moving averages?

Up 6.1% at the close: Above both trend lines; one of the day's strongest moves. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is WDAY doing against its Closelook index?

Over the past month Workday Inc is −2.3% against −2.2% for the Agentic Winners 40 — 0.1 points behind its index, as of 2026-09-18. Its Control Plane sleeve is +0.5% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Workday Inc do?

Workday supplies cloud software that runs company finance and human-resources functions: accounting, payables and receivables, payroll, benefits, hiring and workforce planning, plus spend-management and expense tools. It also serves supply-chain needs in healthcare and student-lifecycle administration in education, selling mostly through its own direct sales force. It is headquartered in Pleasanton, California. Closelook's peer group calls these enterprise workflow vendors, priced against ServiceNow, Salesforce, Microsoft, Oracle and Datadog; the market also compares it with SAP.

Where does Workday Inc sit in the AI build-out?

Workday has no seat in our Rubin build-out index, which tracks the physical chip-and-data-centre chain; it sits instead in the Agentic Winners 40, the diary's index for software vendors positioned around AI agents. Within that sleeve it is read as a data-and-workflow holder rather than an infrastructure supplier: its payroll and HR records are the kind of enterprise data an agent would need to act on, making Workday a platform that agent-builders want to plug into rather than a customer of compute itself. Workday holds seats in the Agentic Winners 40 and the Nasdaq-100, and carries a Closelook score, strongest on momentum and weakest on valuation. The diary has quoted it in the Agentic Winners 25 dossier for its human-capital-management record and in the SaaSpocalypse dossier for the years of HR and payroll data it holds, and named it among software names sold off together in a Morning 10 edition.

Does Workday Inc pay a dividend?

No cash distribution shows in Workday Inc’s price series over the last three years. In fiscal 2026 the company bought back 2.90 bn USD of its own shares, 104% of that year’s free cash flow. The share count fell 2.2% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Workday Inc recently?

The most recent analyst action on Workday Inc on the Closelook wire is a price target by Goldman Sachs on 2026-08-31 (target 164 from 151). 16 actions on the analyst wire since 2026-08-13: 16 target changes. Its latest earnings print on the wire, 2026-08-27: EPS 2.75 against 2.61 expected — a +5.4% beat. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Workday Inc?

Workday Inc appears in 14 Closelook pieces, most recently Morning 10: Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000 (2026-09-09); Midday 10: Chips up again, software down again — Friday's split is turning into a trend (2026-09-08); Daily Pulse: From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week (2026-09-03). What Closelook said most recently: On the other side, the iShares software ETF fell 1.8%: Shopify −7.6%, UiPath −7.8%, Atlassian −6.9%, ServiceNow −5.0%, Workday −4.9%, Zscaler −4.6%, Intuit −4.1%, Adobe −3.5%. (Morning 10, 2026-09-09). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for WDAY, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 14 pieces · newest: Morning 10, “Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000” (2026-09-09)

Mentioned on Closelook

Where WDAY appears in the diary — 14 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

Dailies

Related in the Closelook universe

same Closelook index seat first, then Software - Application. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.