Workday's HCM core remains the gold standard for large enterprise but growth has moderated as the upmarket TAM matures. Financial management adoption continues to expand but faces Oracle competitive intensity. AI agents (Illuminate) provide upsell motion but monetization is still developing. Operating margin expansion path supports earnings growth above revenue growth. International and mid-market expansion are the durable growth vectors.
Thesis reviewed May 29, 2026
Workday Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Technology25WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| NOW | ServiceNow Inc. | 30 | +17% | ↓8% | EARLY |
| SNOW | Snowflake Inc. | 30 | +9% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TEAM | Atlassian Corporation | 30 | +7% | ↓8% | NEUTRAL |
| DOCU | DocuSign Inc. | 30 | +6% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold WDAY may also have indirect exposure through these country funds.
Workday Illuminate AI agents launched for HR workflows
Subscription revenue growth at 17%, lowest since IPO
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | Buy | $1k–$15k | Aug 18, 26 | ||
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | Buy | Unknown amount | Jun 5, 26 | ||
| Gilbert CisnerosCA | Sell | Unknown amount | May 29, 26 | ||
| Gilbert CisnerosCA | D | Sell | $1k–$15k | Apr 14, 26 | |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 28, 26 | |
| Julia LetlowLA | R | Buy | $1k–$15k | Nov 19, 24 | |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | |
| Julia LetlowLA | R | Sell | $1k–$15k | Jun 17, 25 | |
| Julia LetlowLA | R | Buy | $1k–$15k | Jul 24, 25 | |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 10, 25 |