Bernstein·2026-10-15CompanyOutperform$238Workday Inc (WDAY.US) Workday: Re-founding in an AI world at Workday Rising and FAM
Goldman Sachs·2026-10-14CompanyNeutral$164Workday Inc. (WDAY.US) Investor Day: Focus shifts to driving adoption as product strategy matures
Deutsche Bank·2026-08-28CompanyHold$220Workday (WDAY.US) Helpful preliminary FY28 outlook, still early days on AI
Morgan Stanley·2026-08-28CompanyUnderweight$145 → $180▲Workday Inc (WDAY.US) 2Q27 Results – Worth the Wait?
Bernstein·2026-09-08ThematicGlobal Software and European Technology Software Global Software: The next ERP supercycle: The race to control enterprise execution
Barclays·2026-08-14SectorU.S. Software Raimo's Roundup: Q2 On-Cycle Earnings Recap – Greater Differentiation
Goldman Sachs·2026-08-09SectorTechnology: Software: Detailing the Mosaic: On Cycle to Off Cycle Reads