Workday, Inc. (WDAY)
- Analysts40
- Implied upside+24.3%
- Target range$92.00 to $275.00
Insider activity
| Date | Insider | Action | Value | Type |
|---|---|---|---|---|
| July 9, 2026 | DUFFIELD DAVID A 10% owner | Sell | $14.7M | Routine |
| July 7, 2026 | Rowe Zane Chief Financial Officer | Sell | $862,203 | Routine |
| July 5, 2026 | Enslin Robert President, CCO | Sell | $724,972 | Routine |
| July 6, 2026 | DUFFIELD DAVID A 10% owner | Sell | $14.5M | Routine |
Congress trades
| Date | Member | Action | Amount |
|---|---|---|---|
| 2026-06-17 | Michael McCaul TX | Purchase | $1,001 - $15,000 |
| 2026-06-11 | Michael McCaul TX | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 14, 2026 | FORM 4 |
| 4 | July 13, 2026 | FORM 4 |
| 144 | July 10, 2026 | View on EDGAR |
| 144 | July 9, 2026 | View on EDGAR |
| 4 | July 7, 2026 | FORM 4 |
| 4 | July 7, 2026 | FORM 4 |
| 4 | July 7, 2026 | FORM 4 |
| 4 | July 7, 2026 | FORM 4 |
Our WDAY coverage
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
The Close, July 14: IBM lost a quarter of its value, and SK Hynix's Nasdaq stock jumped 27%
IBM lost about a quarter of its value in a single session after a weak preliminary report, and the damage spread across enterprise software. SK Hynix's brand-new Nasdaq stock went the other way, jumping 27% on a day chips broadly rallied.
Inflation fell for the first time since 2020, the Kospi closed green, and IBM still crashed 23% (July 14, 2026)
June CPI fell 0.4%, the first monthly decline since 2020, and chips bounced. Then IBM missed on preliminary results, lost roughly 23%, and dragged Workday, ServiceNow and Adobe down with it. CleanSpark jumped 8% on a $6.6 billion AI data center lease, and the Kospi closed green before the CPI number even existed.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
Are SaaS stocks AI roadkill or AI winners? A look at ServiceNow (NOW), Adobe (ADBE) and the SaaSpocalypse
Software has shed about $2 trillion as AI agents threaten the per-seat model. What ServiceNow (NOW) and Adobe (ADBE) actually do, why NOW round-tripped from its lows, and whether SaaS is still needed in the AI era.
Green in a sea of red: why Microsoft is bucking the tech selloff today
Tech is bleeding on a memory-chip rout, but Microsoft is green. A deep dive into the rotation lifting MSFT and asset-light software while chips and Oracle get sold.
Frequently asked questions
What do analysts expect for WDAY?
40 analysts cover Workday, Inc. (WDAY). The consensus rating is Buy and the average price target is $168.17, in a range of $92.00 to $275.00.
Are insiders buying or selling WDAY?
We track Form 4 filings for Workday, Inc. (WDAY). The most recent activity shows 0 open-market purchase filing(s) and 4 qualifying sale filing(s) in our records. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, or Own call when they did not.
Where can I see WDAY SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed July 14, 2026.