Workday Expected to Announce Increased Q3 Earnings; Top Analysts Update Predictions Before Earnings Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy WDAY?
Source: Benzinga
Earnings Release: Workday, Inc. is set to announce its third-quarter earnings on November 25, with analysts predicting earnings of $2.17 per share and revenue of $2.42 billion.
Acquisition Announcement: On November 19, Workday confirmed its acquisition of Pipedream, an integration platform that connects over 3,000 business applications.
Stock Performance: Workday shares increased by 0.7% to close at $226.64 on Monday, reflecting positive market sentiment.
Analyst Ratings: Various analysts have maintained or adjusted their ratings and price targets for Workday, with notable changes from Citigroup, DA Davidson, Barclays, TD Cowen, and Piper Sandler.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy WDAY?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on WDAY
Wall Street analysts forecast WDAY stock price to rise
31 Analyst Rating
22 Buy
9 Hold
0 Sell
Moderate Buy
Current: 133.380
Low
235.00
Averages
275.19
High
325.00
Current: 133.380
Low
235.00
Averages
275.19
High
325.00
About WDAY
Workday, Inc. is a provider of an artificial intelligence (AI) platform to help organizations manage their people, money, and agents. The Company provides over 11,000 organizations with cloud solutions powered by AI to help solve business challenges, including supporting and empowering their workforce, managing their finances and spending in an ever-changing environment, and planning for the unexpected. It offers Financial Management, Spend Management, Human Capital Management (HCM), Planning, and Analytics applications. The Company sells its solutions worldwide primarily through direct sales. It also offers professional services, both directly and through its Workday Services Partners, to help customers deploy its solutions. It offers businesses flexible solutions to help them adapt to their industry-specific needs and respond to change. It serves various industries, including professional and business services, financial services, healthcare, education, government, and others.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- AI Infrastructure Bubble Warning: Bill Gurley of Benchmark cautioned investors in a CNBC interview about a potential AI infrastructure bubble, recommending a shift towards undervalued SaaS stocks, which could mitigate investment risks and enhance return potential.
- SaaS Stock Recovery Signals: NYU Professor Scott Galloway expressed that fears surrounding SaaS stocks are overblown, suggesting it is a good time to buy, which may attract more investor interest in the sector and potentially drive stock rebounds.
- ServiceNow's Sustained Growth: ServiceNow continues to grow its revenue by over 20% and has shown strong momentum in AI solutions, despite its stock price declining nearly 25% year-to-date, indicating its core position in IT and HR makes it a valuable long-term investment.
- Workday's AI Contract Value Doubling: Workday's annual contract value for AI solutions doubled to $100 million last quarter, and although its stock has fallen over 35% year-to-date, its leadership in HR and finance data and mid-term growth expectations still attract investor interest.
See More
- Market Warning: Benchmark partner Bill Gurley warned investors in a CNBC interview about a potential AI infrastructure bubble, recommending a shift towards undervalued software-as-a-service (SaaS) stocks, reflecting a cautious market sentiment towards AI investments.
- Revenue Growth: ServiceNow is growing its revenue by over 20%, yet its stock is down nearly 25% year-to-date, trading at a forward price-to-sales (P/S) multiple of 7.5 and a forward price-to-earnings (P/E) ratio of 28, indicating its strong market position in IT and HR.
- AI Solutions: Workday's new annual contract value for AI solutions doubled to $100 million last quarter, despite its stock being down over 35% year-to-date, with a forward P/S multiple below 3.5 and a forward P/E below 13, showcasing its growth potential in the AI sector.
- Creative Software Growth: Adobe's AI annual recurring revenue growth has more than tripled, even as its stock is down over 25% year-to-date, trading at a forward P/S multiple of 4 and a forward P/E below 11, demonstrating its continued leadership in the creative professional space.
See More
- Market Pressure Intensifies: The S&P 500 index fell by 0.37%, and the Nasdaq 100 dropped to a 3.75-month low as rising bond yields raised inflation concerns, indicating a pessimistic outlook for future economic conditions.
- Surging Energy Prices: The IEA reported that the Iran war is disrupting 7.5 million barrels per day of global oil supply, and the closure of the Strait of Hormuz has obstructed about one-fifth of the world's oil flow, potentially pushing crude prices above the 2008 record high of nearly $150 per barrel.
- Fed Policy Expectations: The market is pricing in only a 10% chance of a 25 basis point rate hike by the Fed at the April meeting, reflecting investor concerns over slowing economic growth, which could influence future monetary policy directions.
- Tech Stocks Decline: The
See More
- Market Volatility Analysis: David Sambur from Apollo Global Management stated that the selloff in software stocks due to fears of AI disruption is far from over, as the IGV Software ETF has rebounded about 3% in March but is still down 20% this year, indicating significant market uncertainty.
- Competitive Environment Challenges: Sambur highlighted that software companies are facing critical questions regarding revenue models, gross margins, competitive landscapes, and valuations, particularly with intensified competition from firms like Anthropic and OpenAI, which could lead to substantial shifts in market dynamics.
- Investment Opportunity Assessment: Despite the overshadowing AI fears, Sambur sees investment opportunities arising from share buybacks announced by companies like Intuit, Hubspot, and Salesforce, especially as reduced M&A activity may limit innovation in the sector.
- Future Uncertainty: Sambur emphasized that the industry's inability to predict software evolution over the next 1 to 5 years has led investors to recalibrate valuations and incorporate greater margins of safety, reflecting concerns over the rapid technological changes affecting the market.
See More
- AI Interview Assistant Lyn: Incredible Health's AI interview assistant Lyn initiates interviews immediately after candidates apply, achieving an impressive 87% interview completion rate compared to just 10% with traditional methods, thereby enhancing recruitment efficiency and reducing HR costs.
- Shortened Hiring Cycles: Lyn reduces the average first-round interview time from 13 days to just 2 days, enabling hospitals and healthcare organizations to quickly fill critical vacancies and avoid patient care risks and additional overtime costs associated with unfilled positions.
- Integration and Compatibility: As a Workday Certified Integration Partner, Incredible Health's Lyn seamlessly integrates with various applicant tracking systems (ATS), ensuring recruitment teams can operate efficiently within existing systems while minimizing IT burdens and accelerating deployment.
- Market Impact: Incredible Health boasts 1.5 million healthcare workers and over 1,500 healthcare employers in the U.S., leveraging AI technology to significantly enhance hiring efficiency, helping hospitals reduce nurse hiring times from 86 days to under 20 days, thereby strengthening its competitive position in the healthcare recruitment market.
See More
- Market Performance: The S&P 500 Index rose by 0.64%, the Dow Jones Industrial Average increased by 0.59%, and the Nasdaq 100 Index climbed by 0.80%, indicating strong support from chipmakers and travel stocks, reflecting investor confidence in economic recovery.
- Employment Data Impact: The ADP report revealed an increase of only 9,000 jobs in February, the smallest gain in five weeks, signaling a slowdown in hiring by US employers, which contributed to a 2 basis point drop in the 10-year T-note yield to 4.20%, providing support for stocks.
- Oil Price Volatility: WTI crude oil prices surged over 1% due to Iranian attacks on key energy infrastructure in the Middle East, with the IEA warning that the conflict could disrupt global oil supply by 8 million barrels per day, further driving up prices.
- Fed Policy Expectations: The market widely anticipates that the Federal Reserve will keep interest rates unchanged at the upcoming FOMC meeting, despite the core PCE price index exceeding target levels, indicating persistent inflation pressures that may influence future monetary policy.
See More











