Workday Inc. (WDAY) delivered mixed results in Q1 FY2027 on revenue of $2.5B versus the $2.5B estimate (+13.5% YoY) and EPS of $2.66. The next Workday Inc. (WDAY) earnings date is Aug 27, 2026. Below is the full Workday Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Workday Inc. (WDAY) Earnings Analysis — key stats
Next earnings date
Aug 27, 2026
Latest reported quarter
Q1 FY2027
Earnings verdict
Mixed
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±5.3% (over the last 8 reports)
Post-earnings direction
Up 4 / Down 4 (of the last 8 reports)
Implied move (next report)
±17.2% (options-derived · into Aug 27, 2026)
Institutional ownership
62.3% (13F as of 2026-06-30)
Top 10 holders
42.0% (of shares outstanding)
Insider activity
1 buys / 11 sells (recent Form 4 filings)
Revenue
$2.5B (vs $2.5B est · +1.0% surprise · +13.5% YoY)
EPS
$2.66 (vs $2.51 est · +6.0% surprise · +234.6% YoY)
Share price
$198.68 (-3.8%)
Market cap
$52.0B
Workday Inc. (WDAY) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 FY2027
$2.5B vs $2.5B est
$2.66 vs $2.51 est
+6.0%
+1.2%
Mixed
Q1 FY2027
$2.5B vs $2.5B est
$2.47 vs $2.32 est
+6.5%
+3.0%
Mixed
Q4 FY2026
$2.4B vs $2.4B est
$2.32 vs $2.17 est
+6.9%
-5.0%
Mixed
Q3 FY2026
$2.3B vs $2.3B est
$2.21 vs $2.11 est
+4.7%
-2.7%
Mixed
Q2 FY2026
$2.2B vs $2.2B est
$2.23 vs $2.01 est
+10.9%
-11.4%
Mixed
Q1 FY2026
$2.2B vs $2.2B est
$1.92 vs $1.78 est
+7.9%
+2.1%
Mixed
Q4 FY2025
$2.2B vs $2.1B est
$1.89 vs $1.76 est
+7.4%
-5.3%
Mixed
Q3 FY2025
$2.1B vs $2.1B est
$1.75 vs $1.65 est
+6.1%
+11.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
8.3%
21.1M
$2.6B
+5.2%
Vanguard Capital Management LLC
5.2%
13.2M
$1.6B
-4.4%
Hotchkis & Wiley Capital Management LLC
5.0%
12.7M
$1.6B
+19.0%
Eagle Capital Management LLC
4.5%
11.3M
$1.4B
+30.1%
Undisclosed filer
4.4%
11.2M
$1.4B
-4.0%
State Street Corp
3.8%
9.6M
$1.2B
+0.4%
First Eagle Investment Management, LLC
3.5%
8.8M
$1.1B
+16.0%
Invesco Ltd.
3.2%
8.1M
$997.1M
+82.0%
Geode Capital Management, LLC
2.3%
5.9M
$721.7M
+14.4%
Goldman Sachs Group INC
1.8%
4.6M
$566.0M
+17.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Garfield Mark S.
officer: Chief Accounting Officer
2026-07-10
Sell
918
$130530
DUFFIELD DAVID A
10 percent owner
2026-07-09
Sell
108K
—
DUFFIELD DAVID A
10 percent owner
2026-07-09
Buy
108K
—
DUFFIELD DAVID A
10 percent owner
2026-07-09
Sell
1K
$182884
DUFFIELD DAVID A
10 percent owner
2026-07-09
Sell
2K
$237734
DUFFIELD DAVID A
10 percent owner
2026-07-09
Sell
2K
$226305
DUFFIELD DAVID A
10 percent owner
2026-07-09
Sell
500
$67006
DUFFIELD DAVID A
10 percent owner
2026-07-09
Sell
14K
$1.9M
What you'll find
Next Workday Inc. (WDAY) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Workday Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Workday Inc. (WDAY)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Workday Inc.'s next earnings date?
Workday Inc.'s (WDAY) next scheduled earnings date is Aug 27, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Workday Inc. (WDAY) beat or miss earnings?
In Q1 FY2027, Workday Inc. (WDAY) posted mixed results — revenue of $2.5B versus the $2.5B estimate (+1.0% surprise) and EPS of $2.66 versus $2.51 expected (+6.0% surprise). Magnisto decodes every Workday Inc. (WDAY) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Workday Inc. beat earnings estimates?
Over its last 8 reported quarters, Workday Inc. (WDAY) beat Wall Street EPS estimates 8 times, most recently a mixed result in Q2 FY2027. Magnisto tracks every Workday Inc. (WDAY) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Workday Inc. stock move after earnings?
Over its last 8 quarterly reports, Workday Inc. (WDAY) moved an average of ±5.3% the day after earnings — ranging from -11.4% (Q2 FY2026) to +11.3% (Q3 FY2025). The stock rose after 4 of those 8 reports and fell after 4. Heading into its next report on Aug 27, 2026, options-implied volatility is pricing in a move of roughly ±17.2% (derived). Magnisto tracks the realized post-earnings move for every Workday Inc. (WDAY) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Workday Inc.?
Institutions hold about 62.3% of Workday Inc.'s (WDAY) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.3%), Vanguard Capital Management LLC (5.2%), Hotchkis & Wiley Capital Management LLC (5.0%). Magnisto lists Workday Inc.'s (WDAY) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Workday Inc. (WDAY)?
In the most recent Form 4 filings Magnisto tracks, Workday Inc. (WDAY) insiders recorded 1 purchase and 11 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Workday Inc. (WDAY) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Workday Inc. (WDAY), anchored to the current $198.68 share price, so you can weigh the bull, base and bear cases for Workday Inc. side by side.
Is Workday Inc. (WDAY) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Workday Inc. fits your own thesis and risk profile. This is research, not investment advice.