Workday, Inc. (WDAY)
Estimates & Forecasts•Proprietary EPS, revenue & margin forecasts — FY+1 to FY+4
Popular:
WDAY Price Targets Summary| Metric | 2024 | 2025 | 2026 | 2027E | 2028E | 2029E | 2030E |
|---|---|---|---|---|---|---|---|
| Net Income | $1.4B | $526M | $693M | $2.1B | $2.1B | $1.3B | $1.5B |
| EPS (Diluted) | $5.21 | $1.95 | $2.58 | $7.99 | $8.32 | $5.11 | $6.10 |
| YoY Growth | — | -61.9% | +31.7% | +197.2% | +1.9% | -39.9% | +16.8% |
| Net Margin | 19.0% | 6.2% | 7.3% | 19.1% | 17.2% | 9.0% | 9.5% |
USD · WDAY · Proprietary Model| Metric | 2026A | 2027E | 2028E | 2029E | 2030E |
|---|---|---|---|---|---|
| Revenue | $9.6B | $10.8B | $12.2B | $14.0B | $15.6B |
| Net Income | $693M | $2.1B | $2.1B | $1.3B | $1.5B |
| EPS (Diluted) | $2.58 | $7.99 | $8.32 | $5.11 | $6.10 |
| Free Cash Flow | $2.8B | $1.7B | $2.1B | $2.5B | $2.9B |
Forecast ranges are relatively stable; revisions are usually smaller unless a major catalyst hits.
Quick answers to the most common questions about buying WDAY stock.
Workday, Inc.'s projected EPS for the next fiscal year is $7.99. This estimate blends our quantitative model with Wall Street analyst consensus and carries a confidence score of 76/100. The model factors in revenue trajectory, margin path, and share buyback trends to arrive at this figure.
Our scenario-based model produces three price targets for Workday, Inc.: Bear case $N/A, Base case $396, and Bull case $789. These targets are derived by applying the median historical P/E ratio to forward EPS estimates under each growth scenario. They are not buy/sell recommendations.
Workday, Inc.'s projected revenue growth for the next fiscal year is 12.7%, reaching approximately $10.8B in total revenue. Growth estimates are probability-weighted and blend analyst consensus with our CAGR extrapolation model. Outer years (FY+3, FY+4) fade toward industry median growth rates.
Accuracy depends on several measurable factors. Our model confidence score of 76/100 is computed from revenue predictability (25% weight), margin stability (20%), historical earnings beat rate (20%), data depth (15%), analyst coverage (10%), and model-consensus agreement (10%). Currently expanding margins support higher forecast reliability. No forecast model is perfect — always cross-reference with your own analysis.
Workday, Inc.'s forward operating margin is estimated at 9.5% for the next fiscal year. The margin trend is currently "expanding". Our model tracks margin mean-reversion patterns and adjusts for sector-specific cost dynamics. Operating leverage is a key driver of EPS growth beyond top-line revenue expansion.
The v2 model uses a multi-step process: (1) Revenue is projected via blended CAGR with probability weighting, (2) Operating and net margins follow a mean-reversion path calibrated to sector norms, (3) EPS is derived from net income divided by projected diluted shares (accounting for buyback trends), (4) For FY+1 and FY+2, estimates are blended with analyst consensus based on coverage depth, (5) Price targets apply median historical P/E to forward EPS under bear/base/bull growth scenarios. All inputs are from public filings and third-party data providers.
The bear case ($N/A) assumes P25 revenue growth, worst-case margins, and multiple compression. Key risks include: unexpected margin contraction, revenue deceleration below model floor, regulatory headwinds, macro deterioration, or competitive disruption. A confidence score below 60 suggests higher estimate volatility. Always size positions according to the full scenario range, not just the base case.
Our model is below Wall Street consensus with a 23.8% gap. For FY+1, analyst estimates blend with our model at 65% analyst weight. By FY+3 and FY+4, estimates are purely model-driven as analyst coverage thins out at longer horizons.