Equity Brief · Technology2026-05-20
WDAY·Technology

Last results 21 May 2026

Workday Inc

I · AI Analysis

The brief

Workday provides cloud-based software for businesses to handle core operations like payroll, accounting, expense management, hiring, and financial planning [Yahoo Finance]. Their customers span industries including healthcare, finance, retail, manufacturing, and education, with over 21,000 employees supporting these enterprise clients globally [Yahoo Finance].

Workday is a California-based enterprise software company that sells cloud applications to help large organizations manage HR, finance, and planning [Yahoo Finance]. The company generates $9.6B in annual revenue with strong profitability, but the stock has dropped 38.6% year-to-date amid investor concerns about AI displacement risk [Nasdaq]. Heavy insider selling by the co-founder, totaling over $128M in three months, adds to the cautious picture [SEC Form 4].

Workday is financially healthy with strong margins, positive free cash flow, and no net debt burden.

The brief AI analysisConfidence 8/10

Sentinellis health

9.5/10

Financially healthy

Market capitalisation

$32.3B

Revenue (TTM)

$9.6B

Explainers

How we read these numbers

Plain-English guides · no account needed

II · Recent news

What moved

6 stories · ranked by relevance

  • Macro2026-05-20

    Jim Cramer Says Workday Has Become a “Poster Boy” For AI Displacement

    Yahoo Finance

  • Macro2026-05-19

    BWG Global Downgrades Workday, Inc. (WDAY)

    Yahoo Finance

  • Macro2026-05-18

    Can Healthy Revenue Growth Boost Workday's Q1 Earnings?

    Yahoo Finance

  • Macro2026-05-18

    Workday (WDAY) Partners With Anthropic and the Local Initiatives Support Corporation

    Yahoo Finance

  • Macro2026-05-19

    Workday and Zscaler Shares Skyrocket, What You Need To Know

    Yahoo Finance

  • Macro2026-05-19

    Workday to keep expanding Indian workforce, deepen AI investments, executive says

    Yahoo Finance

Premium · Free with any account

The stock has fallen 38.6% year-to-date, reflecting investor concerns that AI tools from OpenAI, Anthropic, and others could disrupt demand for traditional HR and finance software [Nasdaq].

1 of 4 risks in this report

Risks

4

Opportunities

5

Red flags

3

Leadership

10

11 more findings in the full report — free with any account.

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III · Related

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Produced 20 May 2026, 19:54 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated