Workday Inc
Technology
Workday Inc (WDAY) Stock News
The latest WDAY headlines and market coverage — 2 recent stories, updated throughout the day.
- Zacks Investment Research·
WDAY's Operating Margin Expands: Will the Improvement Continue?
Workday delivered strong profitability improvements in Q2 with non-GAAP operating margin expanding to 31.1% and subscription revenues growing 13.9%. The company's AI business is gaining momentum with agentic AI ARR reaching $600 million, up 200% year-over-year. Other tech firms like Corning and Sanmina also demonstrated significant margin expansion driven by strong execution and AI infrastructure demand.
- Zacks Investment Research·Neutral
Workday (WDAY) Surpasses Q2 Earnings and Revenue Estimates
Workday reported Q3 2026 earnings of $2.75 per share, beating consensus estimates of $2.62, with revenues of $2.65 billion exceeding expectations by 0.57%. However, the stock has declined 11.2% year-to-date versus the S&P 500's 12.1% gain. The company received a Zacks Rank #3 (Hold) rating with mixed estimate revisions. UiPath is expected to report results on September 3 with flat earnings expectations of $0.15 per share but 9.9% revenue growth.