Zuora teams with Workday for a more comprehensive solution, no terms
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2025
0mins
Should l Buy WDAY?
Partnership Announcement: Zuora has partnered with Workday to enhance the order-to-cash process, enabling organizations to utilize a variety of business models for monetization.
Opportunities for Integrators: The collaboration offers significant benefits for system integrator partners, allowing them to provide clients with a more comprehensive solution by combining Zuora's monetization suite with Workday's offerings.
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Analyst Views on WDAY
Wall Street analysts forecast WDAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WDAY is 275.19 USD with a low forecast of 235.00 USD and a high forecast of 325.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
31 Analyst Rating
22 Buy
9 Hold
0 Sell
Moderate Buy
Current: 162.920
Low
235.00
Averages
275.19
High
325.00
Current: 162.920
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.
Workday CEO Resignation Leads to 6.58% Stock Drop
- Executive Change: Workday's CEO Carl Eschenbach has stepped down, with co-founder and current executive chair Aneel Bhusri appointed as his successor, resulting in a 6.58% drop in stock price to $152.20, reflecting market concerns over leadership changes.
- Board Restructuring: Eschenbach will leave the board but continue as a strategic advisor to the CEO, which may impact the company's governance structure and decision-making processes moving forward.
- Stable Financial Outlook: Workday expects its fiscal 2026 fourth quarter and full-year financial results to align with guidance, indicating that the company maintains financial stability during this leadership transition.
- Market Environment Challenges: The software sector undergoes a 'forest fire' every 10-15 years, and analysts suggest that the market is about to take off, prompting Workday to adjust its strategy in response to potential challenges ahead.
See More
Carl Eschenbach Steps Down as CEO; Aneel Bhusri Returns to Lead Workday
- Leadership Transition: Carl Eschenbach steps down as CEO, with Aneel Bhusri returning to the role, marking a new chapter for Workday after a period of global expansion and operational scaling, which is expected to further enhance the company's leadership in the rapidly evolving AI sector.
- Global Expansion Achievements: Under Eschenbach's leadership, Workday significantly expanded its global operations and strengthened operational discipline, laying a solid foundation for the company in the AI era, which is anticipated to provide robust support for future market competition.
- Financial Outlook Confirmation: Workday expects its fiscal 2026 fourth quarter and full-year financial results to align with previous guidance, despite adjustments to GAAP operating margins, which will bolster investor confidence in the company's stability.
- Strategic Advisor Role: Eschenbach will continue as a strategic advisor to support Bhusri's leadership, ensuring stability during the transition and further solidifying Workday's competitive advantage in the enterprise software market.
See More
Carl Eschenbach Steps Down as CEO; Aneel Bhusri Returns to Lead Workday
- Leadership Transition: Carl Eschenbach steps down as CEO, with Aneel Bhusri returning to the role, signaling Workday's shift towards a focus on the rapidly evolving AI landscape, which is expected to enhance the company's market leadership.
- Global Expansion Achievements: Under Eschenbach's leadership, Workday significantly expanded its global operations and strengthened operational discipline, laying a solid foundation for the company in the AI era and enhancing its competitiveness in the enterprise software market.
- Financial Outlook Confirmation: Workday expects its fiscal 2026 fourth quarter and full-year financial results to align with previous guidance, despite adjustments to GAAP operating margins, indicating stability in financial management.
- Future Strategic Direction: Bhusri emphasizes that AI represents a transformation larger than SaaS, which will define the next generation of market leaders, indicating that the company will remain agile and forward-looking in response to technological innovation and market demand changes.
See More
Workday Launches New Feature and Maintains Buy Rating
- Rating Maintenance and Price Target: Evercore ISI maintained a Buy rating on Workday, Inc. (NASDAQ:WDAY) on February 5, setting a price target of $300, reflecting confidence in the company's future growth despite ongoing pessimism in the software sector.
- New Feature Launch: On February 3, Workday introduced the Military Skills Mapper, a feature designed to help organizations identify and hire military veterans more effectively by translating military backgrounds into civilian-equivalent skills, enhancing employers' understanding of veterans' technical expertise.
- Rating Adjustment: Piper Sandler adjusted Workday's price target from $235 to $200 on February 2 while maintaining a Neutral rating, indicating continued pessimism around the software industry and recommending a focus on hyperscaler, consumption, and vertical sub-sectors.
- Enterprise Cloud Application Development: Workday is focused on developing enterprise cloud applications, offering human capital management, financial management, and analytics applications for educational institutions, companies, and government agencies, positioning itself for long-term growth despite competitive pressures.
See More
The Impact of Software Concerns on Private Credit and Recommended BDC Stocks to Consider
- Private Credit Sector: The emergence of private credit "cockroaches" indicates a shift in the market, particularly affecting the software sector.
- Investment Opportunities: This situation may present new investment opportunities in shares of business development companies that hold the debt of these affected companies.
See More
The Impact of Software Concerns on BDC Stocks: Reasons Some May Be Good Investment Opportunities
- Private Credit Sector: The private credit sector is facing challenges, likened to "cockroaches" emerging from the software industry.
- Opportunities in Business Development Companies: This situation may present investment opportunities in business development companies that hold the debt of affected firms.
See More
Workday CEO Resignation Leads to 6.58% Stock Drop
- Executive Change: Workday's CEO Carl Eschenbach has stepped down, with co-founder and current executive chair Aneel Bhusri appointed as his successor, resulting in a 6.58% drop in stock price to $152.20, reflecting market concerns over leadership changes.
- Board Restructuring: Eschenbach will leave the board but continue as a strategic advisor to the CEO, which may impact the company's governance structure and decision-making processes moving forward.
- Stable Financial Outlook: Workday expects its fiscal 2026 fourth quarter and full-year financial results to align with guidance, indicating that the company maintains financial stability during this leadership transition.
- Market Environment Challenges: The software sector undergoes a 'forest fire' every 10-15 years, and analysts suggest that the market is about to take off, prompting Workday to adjust its strategy in response to potential challenges ahead.
See More
Carl Eschenbach Steps Down as CEO; Aneel Bhusri Returns to Lead Workday
- Leadership Transition: Carl Eschenbach steps down as CEO, with Aneel Bhusri returning to the role, marking a new chapter for Workday after a period of global expansion and operational scaling, which is expected to further enhance the company's leadership in the rapidly evolving AI sector.
- Global Expansion Achievements: Under Eschenbach's leadership, Workday significantly expanded its global operations and strengthened operational discipline, laying a solid foundation for the company in the AI era, which is anticipated to provide robust support for future market competition.
- Financial Outlook Confirmation: Workday expects its fiscal 2026 fourth quarter and full-year financial results to align with previous guidance, despite adjustments to GAAP operating margins, which will bolster investor confidence in the company's stability.
- Strategic Advisor Role: Eschenbach will continue as a strategic advisor to support Bhusri's leadership, ensuring stability during the transition and further solidifying Workday's competitive advantage in the enterprise software market.
See More
Carl Eschenbach Steps Down as CEO; Aneel Bhusri Returns to Lead Workday
- Leadership Transition: Carl Eschenbach steps down as CEO, with Aneel Bhusri returning to the role, signaling Workday's shift towards a focus on the rapidly evolving AI landscape, which is expected to enhance the company's market leadership.
- Global Expansion Achievements: Under Eschenbach's leadership, Workday significantly expanded its global operations and strengthened operational discipline, laying a solid foundation for the company in the AI era and enhancing its competitiveness in the enterprise software market.
- Financial Outlook Confirmation: Workday expects its fiscal 2026 fourth quarter and full-year financial results to align with previous guidance, despite adjustments to GAAP operating margins, indicating stability in financial management.
- Future Strategic Direction: Bhusri emphasizes that AI represents a transformation larger than SaaS, which will define the next generation of market leaders, indicating that the company will remain agile and forward-looking in response to technological innovation and market demand changes.
See More
Workday Launches New Feature and Maintains Buy Rating
- Rating Maintenance and Price Target: Evercore ISI maintained a Buy rating on Workday, Inc. (NASDAQ:WDAY) on February 5, setting a price target of $300, reflecting confidence in the company's future growth despite ongoing pessimism in the software sector.
- New Feature Launch: On February 3, Workday introduced the Military Skills Mapper, a feature designed to help organizations identify and hire military veterans more effectively by translating military backgrounds into civilian-equivalent skills, enhancing employers' understanding of veterans' technical expertise.
- Rating Adjustment: Piper Sandler adjusted Workday's price target from $235 to $200 on February 2 while maintaining a Neutral rating, indicating continued pessimism around the software industry and recommending a focus on hyperscaler, consumption, and vertical sub-sectors.
- Enterprise Cloud Application Development: Workday is focused on developing enterprise cloud applications, offering human capital management, financial management, and analytics applications for educational institutions, companies, and government agencies, positioning itself for long-term growth despite competitive pressures.
See More
The Impact of Software Concerns on Private Credit and Recommended BDC Stocks to Consider
- Private Credit Sector: The emergence of private credit "cockroaches" indicates a shift in the market, particularly affecting the software sector.
- Investment Opportunities: This situation may present new investment opportunities in shares of business development companies that hold the debt of these affected companies.
See More
The Impact of Software Concerns on BDC Stocks: Reasons Some May Be Good Investment Opportunities
- Private Credit Sector: The private credit sector is facing challenges, likened to "cockroaches" emerging from the software industry.
- Opportunities in Business Development Companies: This situation may present investment opportunities in business development companies that hold the debt of affected firms.
See More
