Rosenblatt has initiated coverage on Workday Inc (WDAY) with a Neutral rating as of December 1, 2025. This marks the firm's first assessment of the company, which specializes in enterprise cloud applications for finance and human resources. Workday, headquartered in Pleasanton, California, employs over 19,500 people and serves more than 11,000 organizations globally.
As of the latest update, Workday's market capitalization stands at $60.1 billion, with a price-to-earnings ratio of 103.11 and an earnings per share (EPS) of 2.16. The company's current stock price is $212.32.
Upcoming earnings reports include estimates of $2.54 EPS and $2.6 billion in revenue for May 20, 2026, and $2.35 EPS with the same revenue estimate for February 23, 2026. Recent earnings performance has shown positive surprises, including a Q3 2026 EPS of $2.32 against an estimate of $2.23, reflecting a 4.2% surprise.
Analyst ratings can provide insights into market sentiment, and as of December 1, 2025, the consensus among analysts is a Buy, with 10 Strong Buy, 26 Buy, and 11 Hold ratings. This update provides insight into the evolving landscape of analyst opinions regarding Workday's investment potential.