Information Technology·Application Software·$30.6B
Workday Inc. (WDAY) is a leading provider of enterprise cloud applications for finance and human resources....
Earnings Per Share (EPS)
EPS is a key indicator of profitability and performance, reflecting how much profit is allocated to each share of common stock.
Revenue Growth
Revenue growth is critical for assessing the company's ability to expand its market share and drive future profitability.
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EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+240.28%
Avg Stock Reaction
+0.38%
In Q4-2026, Workday reported an impressive EPS of $2.47, significantly exceeding expectations. The stock reacted positively, gaining 0.79% the following day, reflecting strong investor confidence.
Management Promises & Guidance
Overall, Wall Street is optimistic about Workday's upcoming earnings, especially given its strong history of beating EPS estimates. Investors are looking for continued growth and solid performance metrics.
Bull Case
If Workday delivers another strong earnings surprise, it could reinforce its position as a leader in the cloud application space, driving further stock appreciation.
Bear Case
Conversely, if the company fails to meet expectations or shows signs of slowing growth, it could lead to a significant decline in stock price, given the high valuation.
Earnings Per Share (EPS)
$2.50EPS is a key indicator of profitability and performance, reflecting how much profit is allocated to each share of common stock.
Revenue Growth
N/ARevenue growth is critical for assessing the company's ability to expand its market share and drive future profitability.
Customer Retention Rate
N/AA high customer retention rate indicates strong product satisfaction and loyalty, which is vital for recurring revenue in subscription-based models.
The print will turn on these two things.
Q1
What will the EPS be for Q1-2027?
Given Workday's strong history of beating EPS estimates, this will be a key indicator of ongoing profitability and investor confidence.
Q2
How is customer retention trending this quarter?
Customer retention is crucial for subscription-based businesses, and any decline could signal potential revenue issues moving forward.
Why consensus could be wrong
The Street may be underestimating the impact of new product launches and customer acquisition strategies that could drive higher-than-expected growth.
Supporting Evidence
Workday has consistently beaten EPS estimates, indicating strong underlying performance.
Options pricing suggests a larger move than historical averages, indicating heightened expectations.
Recent customer feedback has been overwhelmingly positive, suggesting strong retention.
Key Risk
If customer retention rates show a significant decline, it could challenge the growth narrative and lead to a reevaluation of the stock.
Pre-commit to what would confirm each case.
This quarter, the focus is on whether Workday can maintain its impressive earnings trajectory amidst increasing competition in the cloud software market.
Bull Confirmed If
An EPS of $2.50 or higher would confirm strong demand and operational efficiency.
Bear Confirmed If
An EPS below $2.00 would raise concerns about growth sustainability and customer retention.
Implied Move
±17.36%
Historical Avg
±1.3%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±17.4% while WDAY has averaged ±1.3% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Workday beats expectations, history suggests a potential stock increase of around +0.38%, confirming strong operational performance.
In-Line / Cautious
If results are in line but management provides cautious commentary, the stock may react neutrally, reflecting investor uncertainty.
Miss
A miss could lead to a decline, with historical patterns suggesting a potential drop of around -2.52%.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VIKING HLDGS LTD
May 19, 2026