InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$190.81

2026-10-16

Market Cap

$46.0B

Volume

2.5M

52-Wk High

$247.40

52-Wk Low

$110.36

Trailing PE

38.5

P/S

4.53

Gross Margin

75.8%

Net Margin

12.3%

ROE

17%

ROIC

11%

Piotroski

8/9

Altman Z

3.8

1-Yr Return

-16.2%

5-Yr Return

+2.5%

Workday, Inc. delivers comprehensive, cloud-hosted enterprise software solutions to clients worldwide. These platforms empower organizations to strategize, operate, examine performance, integrate with existing systems, and oversee their overall business functions. A core offering includes a robust suite of financial management tools. These are designed to assist Chief Financial Officers (CFOs) in meticulously maintaining general ledger accounting data, streamlining financial workflows, gaining instant insights into financial and operational metrics, optimizing consolidation, accelerating month-end closes, bolstering internal controls and audit readiness, and ensuring uniformity throughout their financial activities. Workday also provides cloud-based spend management solutions. These facilitate smoother supplier engagement and contract administration, optimize the handling of indirect expenditures, and enable the effective execution of sourcing initiatives, including requests for proposals (RFPs). Its Human Capital Management (HCM) platform stands out, offering a comprehensive set of applications for overseeing the entire employee journeyâfrom initial recruitment through to retirement. This empowers HR departments to efficiently handle hiring, onboarding, payroll, talent development, reskilling programs, and to cultivate exceptional employee experiences. Furthermore, the company offers dedicated applications for business planning, alongside powerful analytics and reporting capabilities. These advanced tools feature augmented analytics that translate complex data into easily digestible narratives for business users, leverage machine learning for enhanced operational efficiency and automation, and provide benchmarking features to compare performance against industry peers. Workday's diverse clientele spans numerous sectors, including professional and business services, financial institutions, healthcare providers, educational bodies, government agencies, technology firms, media organizations, retailers, and the hospitality industry. Originally incorporated in 2005 as North Tahoe Power Tools, Inc., the company adopted the name Workday, Inc. in July of the same year. Its corporate headquarters are located in Pleasanton, California.

SectorTechnologyIndustrySoftware - ApplicationExchangeNASDAQMarket Cap$46.0BEmployees21,000 (SEC-filed)CEOAneel BhusriIPO2012-10-12CountryUS

6110 Stoneridge Mall Road, Pleasanton, CA 94588 · Tel 925 951 9000 · workday.com

INSIDERSTREET SCORE75 / 100Street mean $210.00 (29 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$462M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · WDAY -16.2% · S&P 500 +15.9% · spread -32.0pp

7 Years vs S&P 500 · WDAY +2.5% · S&P 500 +189.9% · spread -187.4pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE75of 100

Score Breakdown

Profitability	66/100
Growth	68/100
Momentum	93/100
Quality	81/100
Earnings Quality	59/100
Balance Sheet	78/100
Value	34/100
Risk (safety)	80/100
Overall	74.9/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
ADSK	82
VEEV	83
TEAM	56
NBIS	44
MSTR	32
ROP	70
WDAY	75

IS Score Trend — quarterly

18 quarters, 23 Q1 to 27 Q2. Peak 75 in 24 Q4, latest 75 — -1 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY75 / 100IS Score 74.9 / 100 · -0.5 from peak of 75

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 73 / 100 · Power +46 · 18 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 75 and price structure at 73 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 74.9	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 58 → 71 → 68 → 75	the direction matters more than the level
Technical vote share back above 50%	now 64%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,145 → now 914	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)12 buys2026-08-18

Insider Buys (180d)0none disclosed

ETF Funds (30d)1349 up / 1267 downnet +82 funds

Institutions Added (13F)-24managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,145 · latest 914 (-231 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	914	209.6M	$25.4B	84.0%
2026 Q1	938	198.8M	$25.3B	79.7%
2025 Q4	1,088	197.4M	$41.0B	79.1%
2025 Q3	1,091	197.7M	$45.8B	79.2%
2025 Q2	1,134	192.4M	$44.4B	77.1%
2025 Q1	1,145	194.2M	$43.5B	77.8%
2024 Q4	1,124	195.1M	$48.7B	78.2%
2024 Q3	1,072	184.3M	$43.5B	73.9%
2024 Q2	1,035	183.7M	$40.0B	73.6%
2024 Q1	1,065	185.3M	$49.3B	74.3%
2023 Q4	1,046	183.6M	$49.5B	73.6%
2023 Q3	929	184.3M	$38.7B	73.9%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Garfield Mark S.	Chief Accounting Officer	2026-10-12	SELL	918	$0.17M	69,309
Duffield David A	10 percent owner	2026-10-09	C-Conversion	99,835	—	204,884
Duffield David A	10 percent owner	2026-10-09	SELL	46,607	$8.69M	158,277
Duffield David A	10 percent owner	2026-10-09	SELL	14,294	$2.67M	143,983
Duffield David A	10 percent owner	2026-10-09	SELL	14,228	$2.68M	129,755
Duffield David A	10 percent owner	2026-10-09	SELL	12,732	$2.41M	117,023
Duffield David A	10 percent owner	2026-10-09	SELL	10,472	$1.99M	106,551
Duffield David A	10 percent owner	2026-10-09	SELL	1,502	$0.29M	105,049

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	218	3,067,938	$461.6M	Counted
F — Tax withholding	24	152,244	$23.3M	None — compensation
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$461.6M218 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-10-13	Mark Garfield	918	$0.2M
2026-10-09	David A. Duffield Trust U/T/A 7/14/88	99,835	$18.8M
2026-10-06	Gerrit Kazmaier	2,729	$0.5M
2026-10-06	David A. Duffield Trust U/T/A 7/14/88	99,228	$18.8M
Trailing 12 mo	65 filings	3,942,184	$660M

Filed	Form	Reporting person	% of class	Shares
2026-09-04	SCHEDULE 13G/A	BlackRock, Inc.	10.00%	19.7M sh
2026-08-12	SCHEDULE 13G/A	Hotchkis and Wiley Capital Management, LLC	6.31%	12.7M sh
2026-07-30	SCHEDULE 13G/A	BlackRock, Inc.	9.70%	19.6M sh
2026-04-29	SCHEDULE 13G	Vanguard Portfolio Management	5.57%	11.7M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Michael McCaul	House	SELL	$1,001 - $15,000	2026-08-28	2026-10-16
Michael McCaul	House	SELL	$1,001 - $15,000	2026-08-27	2026-10-16
Michael McCaul	House	SELL	$1,001 - $15,000	2026-08-25	2026-10-16
Ron Wyden	Senate	SELL	$1,001 - $15,000	2022-11-11	2023-05-15
Ron Wyden	Senate	SELL	$1,001 - $15,000	2022-11-11	2023-05-14
Ronald Lee Wyden	Senate	SELL	$1,001 - $15,000	2022-11-11	2023-05-14

House 12-Mo49 trades37 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)938

13F Shares199M79.7% of shares out

New / Closed154 / 279positions, QoQ

Increased / Reduced351 / 332positions, QoQ

Put/Call (13F)0.95option positions

Free Float80.6%194M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Fort Washington Investment Advisor	518,185	$99M
Assenagon Asset Management S.A.	385,790	$73M
Douglas Lane & Associates, Llc	324,088	$62M
Banque Pictet & Cie Sa	184,310	$35M
Sapient Capital Llc	106,022	$20M
Fjarde Ap-Fonden /Fourth Swedish N	79,106	$15M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$1.2B
VTI	0.1%	$1.2B
VSMPX	0.1%	$1.2B
VTSAX	0.1%	$1.2B
VOO	0.1%	$1.0B
VFIAX	0.1%	$1.0B

13F Filers Holding WDAY — quarterly

Institutional Put/Call — quarterly

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session50.7%2026-10-15

20-Day Avg55.3%50-day 56.7%

TrendFalling20d vs 50d

By Market CenterQ: 49% · N: 74% · B: 48%latest session

Weekly Notional ($B)

Where WDAY Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	5.3M	47 sh
Ubsa Ubs Ats	4.9M	57 sh
Sgmt Sigma X2	3.3M	52 sh
Ebxl Level Ats	3.0M	35 sh
Bids Bids Ats	2.5M	613 sh
Mspl Ms Pool (Ats-4)	2.4M	151 sh

Where a dollar of Workday, Inc. revenue goes. All values FY2026 filings, live.

Region	Revenue	Share
UNITED STATES	$7.2B	75%
Non-US	$2.4B	25%

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WDAY (live moat model)Peer median: ADSK · VEEV · TEAM · NBIS · MSTR

Component scores from the live moat model. Peer median illustrative.

Moat score 56/100 — Narrow; primary source Network Effects.

3.8 · Employees (SEC filings)

Officer	Title
Aneel Bhusri	Co-Founder, CEO & Executive Chairman of the Board
Gerrit Kazmaier	President of Product & Technology
Zane C. Rowe	Chief Financial Officer
Richard Harry Sauer	Chief Legal Officer, Head of Corporate Affairs & Corporate Secretary

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)6 of 6recent quarters

Avg Surprise+6.7%

Next Report2026-11-24

Income Quality1.71OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY22	FY23	FY24	FY25	FY26
Revenue	+19.0%	+21.0%	+16.8%	+16.4%	+13.1%
Gross profit	+18.9%	+21.4%	+21.8%	+16.2%	+13.4%
Operating income	-53.3%	+91.4%	-182.4%	+126.8%	+146.7%
Net income	-110.3%	-1365.5%	-476.3%	-61.9%	+31.7%

$B · FY ends	FY22	FY23	FY24	FY25	FY26
Revenue	5.1	6.2	7.3	8.4	9.6
Cost of revenue	1.4	1.7	1.8	2.1	2.3
Gross profit	3.7	4.5	5.5	6.4	7.2
R&D expense	1.9	2.2	2.5	2.6	2.7
SG&A expense	1.9	2.4	2.8	3.3	5.2
Operating income	-0.1	-0.2	0.2	0.4	1.0
EBITDA	0.4	0.2	0.8	1.1	1.4
D&A	0.3	0.4	0.3	0.3	0.3
Pretax income	0.0	-0.3	0.4	0.6	1.0
Income tax	-0.0	0.1	-1.0	0.1	0.3
Net income	0.0	-0.4	1.4	0.5	0.7
Diluted EPS ($)	0.12	-1.44	5.21	1.95	2.58
Diluted shares (M)	254	255	265	269	263

Operating CF$3B

CapEx$0B

Free cash flow$3B

SBC$2B

Buybacks$3B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY23	FY24	FY25	FY26
Cash & equivalents	1.9	2.0	1.5	1.5
ST investments	4.2	5.8	6.5	3.9
Receivables (net)	1.6	1.6	2.0	2.3
Total current assets	7.9	9.7	10.3	8.4
PP&E (net)	1.5	1.5	1.6	1.8
Goodwill + intangibles	3.2	3.1	3.9	5.9
Total assets	13.5	16.5	18.0	18.1
Accounts payable	0.2	0.1	0.1	0.1
Short-term debt	0.1	0.1	0.1	0.0
Deferred revenue	3.6	4.1	4.5	5.0
Total current liabilities	4.6	5.1	5.5	6.4
Long-term debt	3.0	3.0	3.0	3.0
Total liabilities	7.9	8.4	8.9	10.3
Shareholders' equity	5.6	8.1	9.0	7.8

Cash Flow Statement — Full

$B	FY23	FY24	FY25	FY26
Net income	(0.4)	1.4	0.5	0.7
D&A	0.4	0.3	0.3	0.3
Stock-based compensation	1.3	1.4	1.5	1.6
Working capital change	0.0	(0.0)	(0.2)	(0.3)
Operating cash flow	1.7	2.1	2.5	2.9
Capital expenditures	(0.4)	(0.2)	(0.3)	(0.2)
Investing cash flow	(2.5)	(1.8)	(1.8)	0.3
Buybacks	(0.1)	(0.4)	(0.7)	(2.9)
Dividends paid	0.0	0.0	0.0	0.0
Debt issuance / (repay)	1.1	0.0	0.0	0.0
Financing cash flow	1.2	(0.3)	(1.2)	(3.3)
Free cash flow	1.3	1.9	2.2	2.8

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
PROFITABILITY
ROE	0.8%	-7.2%	20.2%	6.1%	8.2%	17%
ROA	0.3%	-3.1%	9.2%	3.1%	3.8%	7.9%
ROIC	-7.1%	-6.5%	18.1%	7.8%	9.4%	11.4%
Gross margin	72.2%	72.5%	75.6%	75.5%	75.7%	75.8%
Operating margin	-2.3%	-3.6%	2.5%	4.9%	10.7%	12.0%
Net margin	0.6%	-5.9%	19.0%	6.2%	7.3%	12.3%
EBITDA margin	7.3%	3.3%	10.4%	12.8%	14.2%	16.4%
FCF margin	26.8%	20.9%	26.4%	25.9%	29.1%	—
VALUATION
P/E	2191.13	-127.30	56.64	134.52	66.76	38.5
P/B	14.19	8.36	9.68	7.83	5.93	7.4
P/S	12.52	7.51	10.80	8.38	4.84	4.53
P/FCF	46.69	36.00	40.95	32.31	16.66	16.2
EV/EBITDA	166.85	211.91	97.94	61.32	30.94	29.4
EV/Revenue	12.22	7.05	10.18	7.83	4.67	4.8
Earnings yield	0.0%	-0.8%	1.8%	0.7%	1.5%	2.63%
FCF yield	2.1%	2.8%	2.4%	3.1%	6.0%	6.18%

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
LEVERAGE & SOLVENCY
Current ratio	1.00	1.71	1.92	1.85	1.32	0.91
Quick ratio	1.00	1.71	1.92	1.85	1.32	0.91
Debt / equity	0.46	0.58	0.41	0.37	0.49	0.58
Debt / assets	20.0%	24.1%	20.0%	18.7%	21.1%	23.8%
Net debt / EBITDA	-4.09	-13.89	-6.00	-4.32	-1.12	1.86
Interest coverage	1.97	-1.54	4.08	6.60	9.53	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
EFFICIENCY
Asset turnover	0.53	0.52	0.48	0.49	0.53	0.64
Receivables turnover	4.52	4.42	4.51	4.71	4.46	5.3
DSO (days)	81	83	81	78	82	69
DPO (days)	17	22	24	16	20	15
Cash conversion cycle	64	60	57	61	62	54
GROWTH (YoY)
Revenue growth	19.0%	21.0%	16.5%	16.6%	13.1%	—
Net income growth	110.4%	-1348.6%	476.7%	-61.9%	31.7%	—
EPS growth	109.9%	-1334.3%	460.6%	-62.1%	35.0%	—
FCF growth	36.2%	-5.9%	47.3%	14.6%	26.8%	—
PER SHARE ($)
EPS (diluted, TTM)	0.12	-1.43	5.14	1.95	2.63	5.01
Book value / share	17.83	21.71	30.06	33.46	29.63	25.90
Revenue / share	20.20	24.16	26.94	31.28	36.26	40.72
FCF / share	5.42	5.04	7.11	8.11	10.54	11.40
Cash / share	14.33	23.79	29.06	29.69	20.66	13.64
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.2%	0.5%	1.0%	6.3%	13.04%
Altman Z-Score	6.61	3.94	6.34	5.58	3.53	3.8
Piotroski F-Score	6	5	8	5	7	8/9
Beneish M-Score	-2.85	-2.98	-2.59	-2.73	-2.80	-2.72

Model	Score	Zone	Note
Piotroski F-Score	8 / 9	Strong
Altman Z-Score	3.8	Safe (>2.99)	Safe
Income quality	1.71	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.72	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.97
Interest burden	0.99
Operating margin	12.8%
Asset turnover	0.60×
Financial leverage	2.16×
= ROE	16%

Growth Quality (live)	Value
Revenue stability	1.00
Earnings stability	0.55
Earnings persistence	0.50
Revenue CAGR 3y	14.9%
EPS CAGR 3y	—
FCF CAGR 3y	22.7%

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Buyback Yield13.04%

Dividend Yield0.00%none paid

Total Shareholder Return12.59%cash yield

SBC / Revenue16.2%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
ADSK	$50.1B	30.9	54%	24.0%	+18.0%	8/9	-20.0%
VEEV	$50.3B	50.0	14%	29.5%	+16.5%	6/9	+6.0%
TEAM	$52.6B	-989.6	-4%	7.9%	+26.0%	7/9	+38.4%
NBIS	$39.7B	636.4	1%	-32.7%	+583.4%	5/9	+34.5%
MSTR	$55.1B	-1.4	-31%	—	+6.8%	3/9	—
ROP	$37.9B	15.9	13%	55.4%	+10.9%	8/9	—
ZM	$27.5B	8.6	32%	—	+5.0%	5/9	—
INTU	$86.9B	19.7	24%	8.3%	+13.9%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

81 Analysts

Str Sell (0)Sell (3)Hold (38)Buy (40)Str Buy (0)

Mean Target (qtr)$210.0029 targets

Target vs. Price+10.1%last-quarter mean

Next Report2026-11-24street $2.74

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$9.54B	$9.73B / $9.45B	$9.08	$9.16 / $8.82	27
FY2027	$10.67B	$10.71B / $10.66B	$11.09	$11.65 / $10.64	23
FY2028	$11.78B	$11.90B / $11.62B	$13.24	$14.54 / $11.90	23

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$201.25	+5.5%	4
Last Quarter	$210.00	+10.1%	29
Last Year	$205.03	+7.5%	75
All Time	$244.09	+27.9%	184

Rolling mean of published targets vs. last close $190.81. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B

DCF

3/5

ROE

4/5

ROA

4/5

Debt/Eq

2/5

P/E

2/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

WDAY -16.2% vs S&P 500 +15.9% — spread -32.0pp

Sector — XLK +29.0%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$188.94	+1.87	+0.99%	Above
SMA 50	$191.46	-0.65	-0.34%	Below
SMA 200	$155.79	+35.02	+22.48%	Above
EMA 9	$189.68	+1.13	+0.60%	Above
EMA 21	$189.29	+1.52	+0.80%	Above
EMA 50	$184.11	+6.70	+3.64%	Above
EMA 200	$172.92	+17.89	+10.35%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +4618 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%78

Momentum 25%91

Volume 20%56

Volatility 10%83

Patterns 15%50

This Week64% bullishof 11 price-based votes

4 Weeks Ago45%+19 pts since

12 Weeks Ago18%+46 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$188.94

Price vs SMA 50$191.46

Price vs SMA 200$155.79

EMA 9/21 Cross189.7/189.3

SMA 50/200Golden

ADX DirectionADX 19

Supertrend$177

Parabolic SAR$182

SMA Slope-0.150

RSI52.1

Stochastic K/D59/53

StochRSI K/D81/74

Williams %R-53

CCI111

TSI vs Signal1.7

CMO4.2

ROC2.51%

OBV SignalAccum

Chaikin MF-0.090

MFI61

Force Index2M

Elder Ray Bull10.19

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 53

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$195.75 / $201.11 / $205.60	S1 / S2	$191.26 / $185.90
Bollinger (20,2)	$183.52 – $194.36	Squeeze	ON
52-wk range	$110.36 – $247.40	Off 52-wk high	-22.9%
ATR (14)	$7.38 (3.9%)	Historical vol	27.1%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+3.7%Jan64%

+0.4%Feb71%

-2.3%Mar36%

-1.0%Apr46%

+0.8%May69%

+1.7%Jun54%

+2.1%Jul54%

+7.3%Aug85%

-3.7%Sep23%

+1.4%Oct46%

+4.8%Nov62%

-1.0%Dec57%

Sample: 14 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	WDAY	S&P 500
Weekly volatility (σ, 1y)	8.08%	1.83%
Best / worst week (1y)	+26.9% / -15.0%	—
Max drawdown (5y, monthly)	-60.5%	—
1-week VaR (95%)	-12.7%	—
Beta (5y)	1.08	1.00

WDAY EQUITY WEATHER (LIVE)CLOUDY · -4

Trend+21

Momentum+15

Volume-39

Volatility-30

Breadth-17

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 391 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-4.1+11.3 vs industry

Trend+20.9+38.9 vs industry

Momentum+14.9+32.3 vs industry

Volume-39.1-39.1 vs industry

Reading	WDAY	Software - Application n=1,755	Technology n=6,969	All US symbols n=70,435
Overall	-4.1	-15.4	-20.7	-20.5
Trend	+20.9	-18.0	-20.8	-21.3
Momentum	+14.9	-17.4	-28.5	-15.8
Volume	-39.1	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Gerrit Kazmaier President, Product and Techn	$28.4M	96% equity+incentive
Carl M. Eschenbach Former Chief Executive Of	$26.0M	94% equity+incentive
Aneel Bhusri Co-Founder, Chief Executive Off	$19.2M	80% equity+incentive
Zane Rowe Chief Financial Officer	$11.1M	93% equity+incentive
Richard H. Sauer Chief Legal Officer and Hea	$7.8M	93% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	51
Social	51
Governance	68
Composite ESG	57

Composite ESG Trend

Filed	8-K contents	Items
2026-10-13	Other Events; Exhibits	8.01,9.01
2026-10-01	Material Agreement; Termination of Agreement; Financial Obligation; Ex	1.01,1.02,2.03,9.01
2026-09-29	Earnings Release; Exit/Disposal Costs	2.02,2.05
2026-08-27	Earnings Release; Other Events; Exhibits	2.02,8.01,9.01
2026-06-22	Shareholder Vote	5.07
2026-05-21	Earnings Release; Exhibits	2.02,9.01
2026-04-24	Exhibits	9.01
2026-03-06	Departure/Election of Directors; Appointment of Officers	5.02

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2021 to 2026
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-11-19 to 2026-08-27
Analyst estimates	dim/forward_estimates	3 rows · 2026-01-31 to 2028-01-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	56 rows · 2011 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-10-06 to 2026-10-12
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-04-29 to 2026-09-04
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Workday, Inc. (WDAY)

Institutions holding — 12 quarters

Workday, Inc. (WDAY)

Monthly Net Insider Flow (000 shares)

Signal Summary

Workday, Inc. (WDAY)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding WDAY — quarterly

Institutional Put/Call — quarterly

Workday, Inc. (WDAY)

Where WDAY Trades in the Dark

Workday, Inc. (WDAY)

3.8 · Employees (SEC filings)

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Balance Sheet — Full

Cash Flow Statement — Full

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Street Price Target — Trajectory

Third-Party Composite Rating

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Family Scores (site weights)

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)

Workday, Inc. (WDAY)