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

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The desk on WDAY

What this diary said about Workday Inc, what it holds and what would change its view — in its own words, dated. Investment diary, not advice.

What we said

Our record on WDAY

Every scored call, pick and trade this diary has made on Workday Inc, with the outcome where it is known.

Signals for this name

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

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 Closelooknet index and its own sleeve — equal-weight, nightly closes.

Agentic Winners 40 · as of 2026-10-26

DayWeekMonth3 months
WDAY−0.7%+6.8%+10.1%+30.6%
Control Plane+0.1%+4.6%+8.0%—
Agentic Winners 40−0.8%+1.6%+5.4%—

Against the index: 5.2 pts ahead on the week, 4.7 pts ahead on the month; against its Control Plane sleeve 2.1 pts ahead on the month.

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

Mentioned on Closelooknet 17 pieces · newest: Morning 10, “Chips — one day of bounce, then Asia sells it: Kospi −4.3%, SK Hynix −5.3%, Nasdaq futures lower” (2026-10-20)

Mentioned on Closelooknet

Where WDAY appears in the diary — 17 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

Dailies

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 43/100 · S&P 500 fund at 39, above its 200-day averageEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-10-26
  • Factor regime Defensive rotation — low-vol leading, regime-change watchMomentum against low volatility (SPMO / SPLV): below its 50-day trend, 81th percentile of the window, -12.4% over 20 sessions. Factor regime → 2026-10-26
  • Sector × region Technology in US: +0.2% week · −5.1% month · +9.0% quarter · +31.5% 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 → 2026-10-26
  • Sovereign pressure Index -1.24 · down 1.85 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-10-26
How it trades on rate days beta 0.35 to TLT · on the worst bond days it held up better than the market

How it trades on rate days

How WDAY has moved when long-dated Treasury yields rise — measured against TLT, the 20+ year Treasury fund.

  • Beta to long bonds, 1 year 0.35 — shows only a loose link to bond moves for every 1% move in TLT (20+ year Treasuries), Workday Inc moved 0.35% on average · correlation 0.06 · higher than 25% of US names
  • Beta, last 3 months 1.20 more rate-sensitive lately than over the year
  • On the 10 worst bond days +0.61% on average against −0.74% for the S&P 500 the 10 sessions of the past year in which TLT fell most, i.e. long yields rose most
  • Latest of those days −0.72% TLT −1.29% that day 2026-09-24

Daily total returns from the adjusted price series; a TLT down day is a day long yields rose. Beta = the average move of the name for a 1% move in TLT. Past sensitivity, not a forecast. An investment diary, not a recommendation.

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 Closelooknet scores where it exists.

Company snapshot — Workday Inc

WDAY in five paragraphs: what it makes and sells, where it sits in the Closelooknet 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
Closelooknet's peer group calls these enterprise workflow vendors, priced against ServiceNow, Salesforce, Microsoft, Oracle and Datadog; the market also compares it with SAP.
Why Closelooknet tracks it
Workday holds seats in the Agentic Winners 40 and the Nasdaq-100, and carries a Closelooknet 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 Closelooknet company score reads 66/100 composite (momentum 87, quality 63, valuation 44) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelooknet’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.

The Street on this name 18 analyst actions on the wire · latest: downgrade by KeyBanc, 2026-10-15 · last print 2026-08-27

The Street on this name

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

  • Downgrade KeyBanc — Overweight → Sector Weight Downgraded to Sector Weight from Overweight 2026-10-15
  • Price target Jefferies — target 210 from 220 Target cut to $210 from $220 (+14% to spot) 2026-10-07
  • Price target Goldman Sachs — target 164 from 151 Target raised to $164 from $151 (-17.2% to spot) 2026-08-31
  • Latest print EPS 2.75 against 2.61 expected — a +5.4% beat 2026-08-27

18 actions on the analyst wire since 2026-08-13: 1 downgrade, 17 target changes. Analyst wire → · Earnings wire →

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 5.7% 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.

FAQ · from the current data · as of 2026-10-27

Quick answers

What is Workday Inc (WDAY)?

Workday Inc trades as WDAY on the US exchange (US) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-10-27.

Is WDAY in a Closelooknet index?

Yes — Workday Inc is a constituent of Agentic Winners 40, as of 2026-10-27.

What is Workday Inc's Closelooknet composite score?

66 out of 100, with momentum 87, quality 63 and valuation 44 sub-scores, as of 2026-10-27. Scores are Closelooknet's own research readings, not ratings or investment advice.

What is Workday Inc's earnings print record?

Across the 11 prints Closelooknet 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?

Reclaimed its 50-day: Closed back above its 50-day line 5 sessions ago, with the 200-day still rising beneath it. As of 2026-10-23 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is WDAY doing against its Closelooknet index?

Over the past month Workday Inc is +10.1% against +5.4% for the Agentic Winners 40 — 4.7 points ahead of its index, as of 2026-10-26. Its Control Plane sleeve is +8.0% 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.

How does Workday Inc compare with its peers?

Against its peer group (Enterprise workflow vendors), Workday Inc (WDAY) sits 16.0% below its 52-week high, 8.6% above its 50-day average; ServiceNow Inc (NOW) is 0.3% below, Salesforce.com Inc (CRM) is 7.4% below, Microsoft Corporation (MSFT) is 4.9% below. Put any of them next to WDAY in the chart grid (2×1 or 2×2) and the page lays the companies side by side: performance, trend, valuation, margins and our money-flow reading.

How does Workday Inc trade when bond yields rise?

Over the past year Workday Inc had a beta of 0.35 to TLT, the long-dated Treasury fund — it shows only a loose link to bond moves, higher than 25% of US names. On the 10 sessions in which long bonds fell most it moved +0.61% on average, against −0.74% for the S&P 500. The "How it trades on rate days" block on this page carries the lines.

Where has Closelooknet written about Workday Inc?

Workday Inc appears in 17 Closelooknet pieces, most recently Morning 10: Chips — one day of bounce, then Asia sells it: Kospi −4.3%, SK Hynix −5.3%, Nasdaq futures lower (2026-10-20); Midday 10: Chips — memory and optics sold again: Lumentum −7.7%, SanDisk −6.5%, chip fund −2.6%; Meta +3.8% (2026-10-12); Midday 10: Nasdaq — a record print at 27,272, chips extend, software sold from its highs; AMD joins the trillion club (2026-09-22). What Closelooknet said most recently: Workday gained 2.3%, the AI cloud provider Nebius 2.9%. (Morning 10, 2026-10-20). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

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. Closelooknet'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 Closelooknet 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 Closelooknet wire is a downgrade by KeyBanc on 2026-10-15 (Overweight → Sector Weight). 18 actions on the analyst wire since 2026-08-13: 1 downgrade, 17 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 Closelooknet 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.

What does this page show?

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

Related in the Closelooknet universe

same Closelooknet index seat first, then Software - Application. Scored names rank on their Closelooknet 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.