WDAY Earnings

WDAY reported its earnings on 2026-02-24, showcasing a revenue of 2.53B against an estimate of 2.52B, resulting in a 0.48% surprise. The EPS was 2.47, surpassing the expected 2.32 by 6.47%. The stock experienced a 2.24% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following WDAY's earnings announcement on 2026-02-24, the stock price moved by 2.24% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, WDAY's stock price tends to shift by an average of -0.58% in the 10 days leading up to earnings and -1.53% in the 10 days following, providing insight into potential market.

For 2027/Q1, analysts estimate WDAY's annual revenue to reach 2.53B, while the EPS is projected at 2.53. These estimates reflect recent revisions, with revenue estimates revised upward by 0.31% and EPS estimates revised downward by -0.01% over the past three months, indicating analyst expectation in the company's performance.

The correlation between WDAY's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 0.31%, while EPS estimates moved revised downward by -0.01%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, WDAY's stock price typically moves by -0.58% in the 10 days before its earnings and -1.53% in the 10 days after. For the upcoming 2027/Q1 earnings, analysts expect an EPS of 2.53 and revenue of 2.53B.

The earnings call reflects strong financial performance with significant growth in operating and free cash flows. Despite conservative guidance, optimism about AI-driven growth and international market expansion is evident. Management's focus on organic growth and strategic investments in AI solutions, alongside solid subscription revenue growth, suggests a positive outlook. However, the Q1 guidance indicates a sequential decline, which is a minor concern. Overall, the positive aspects outweigh the negatives, leading to a positive sentiment rating.