Analyst Price Targets — WDAY
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| February 25, 2026 2:45 pm | Mark Marcon | Robert W. Baird | $190.00 | $133.29 | TheFly | Workday price target lowered to $190 from $195 at Baird |
| February 25, 2026 2:28 pm | Daniel Jester | BMO Capital | $182.00 | $128.18 | StreetInsider | Workday (WDAY) PT Lowered to $182 at BMO Capital Amid 'Expected Reset' |
| February 25, 2026 2:20 pm | Gil Luria | D.A. Davidson | $125.00 | $127.46 | StreetInsider | Workday (WDAY) PT Lowered to $125 at DA Davidson as Guidance Falls Short of Estimates |
| February 25, 2026 1:59 pm | Rishi Jaluria | RBC Capital | $180.00 | $127.39 | StreetInsider | Workday (WDAY) PT Lowered to $180 at RBC Capital |
| February 25, 2026 1:46 pm | Billy Fitzsimmons | Piper Sandler | $135.00 | $128.34 | StreetInsider | Workday (WDAY) PT Lowered at Piper Sandler as 'Formal FY27 Guidance Disappoints' |
| February 25, 2026 1:32 pm | Jason Celino | KeyBanc | $155.00 | $127.20 | StreetInsider | Workday (WDAY) PT Lowered to $155 at KeyBanc |
| February 24, 2026 12:15 pm | — | Robert W. Baird | $195.00 | $129.21 | TheFly | Workday price target lowered to $195 from $297 at Baird |
| February 23, 2026 1:33 pm | — | Cantor Fitzgerald | $200.00 | $129.00 | TheFly | Workday price target lowered to $200 from $280 at Cantor Fitzgerald |
| February 23, 2026 1:01 pm | — | Morgan Stanley | $200.00 | $129.32 | TheFly | Workday price target lowered to $200 from $280 at Morgan Stanley |
| February 23, 2026 10:03 am | — | Jefferies | $150.00 | $137.81 | TheFly | Workday downgraded to Hold from Buy at Jefferies |
Latest News for WDAY
NEW YORK--(BUSINESS WIRE)--Empathy, the technology company transforming how the world plans for and navigates life's hardest moments, today announced it has been named a Workday Wellness partner. Empathy Loss Support™, an innovative blend of advanced technology and human-first support for bereavement, and Empathy LifeVault™, a digital legacy planning and organization tool, will integrate with Workday Wellness,…
Workday remains a Buy, with an adjusted base-case fair value of $200, implying ~49% upside from current levels (~$133.7). Despite AI-driven fears, Workday's economic moat (although a bit eroded over time) supports long-term resilience. Management shift prioritizes growth over margin expansion, with FY'27 revenue growth guided at ~12% but margins pressured by AI investments.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Workday is trading at its historically low valuations while seeking to reaffirm its enterprise software leadership role in the AI era. The market's pessimism over AI risk is overdone; WDAY's trusted position in the ERP industry and its evolving AI strategy remain underappreciated. WDAY's status as a reputable ‘system of record' provides a level of security and accountability that AI agents alone cannot replicate.
Kahuna and Skillcentrix help Workday customers move beyond inferred skills with in-field validation and trusted records for safer staffing and compliance.
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