Workday Shares Decline Despite Q3 Earnings Surpassing Expectations: Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy WDAY?
Source: Benzinga
Earnings Report Highlights: Workday, Inc. reported third-quarter earnings of $2.32 per share, surpassing analyst expectations of $2.18, with revenue of $2.43 billion also exceeding estimates of $2.42 billion.
Subscription Revenue Growth: The company saw a 14.6% year-over-year increase in subscription revenues, totaling $2.24 billion, and a 17.6% rise in the 12-month subscription revenue backlog, reaching $8.21 billion.
CEO's Statement: CEO Carl Eschenbach emphasized the company's strong performance and the advantages of their unified platform that integrates people, finances, and AI to enhance customer outcomes.
Stock Performance: Following the earnings report, Workday's stock fell by 3.70% to $226.21 in extended trading, despite the positive earnings results.
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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: 127.940
Low
235.00
Averages
275.19
High
325.00
Current: 127.940
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.
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