BMO Capital on Workday (WDAY): 'The AI Pieces Starting to Come Together'

Guggenheim Upgrades Workday (WDAY) to Buy

(Updated - September 17, 2025 6:27 AM EDT)

Guggenheim analyst John DiFucci upgraded Workday (NASDAQ: WDAY) from Neutral to Buy with a price target of $285.00.

The analyst comments "We are upgrading the shares of WDAY to Buy from Neutral and are introducing a Price Target of $285 based on our DCF. We have viewed WDAY as a Nice House in a Tough Neighborhood, as management is Controlling What They Can to better position the company for the future, while struggling to offset pressure on its core business. WDAYs traditional core business is usually... More

Workday (WDAY) PT Lowered to $290 at TD Cowen

TD Cowen analyst J. Derrick Wood lowered the price target on Workday (NASDAQ: WDAY) to $290.00 (from $310.00) while maintaining a Buy rating.

The analyst comments "We attended WDAY's Rising conf & Analyst Day in SF. Another reset to the MT growth outlook... More

Needham on Workday (WDAY): 'Shares Likely Rising After Financial Analyst Day'

Needham analyst Scott Berg reiterated a Buy rating and $300.00 price target on Workday (NASDAQ: WDAY).

The analyst comments "We attended Workday's annual Financial Analyst Day and Rising customer conference yesterday and came away more impressed with its updated Agentic strategy. While the company once... More

Bernstein SocGen Group Reiterates Outperform Rating on Workday (WDAY)

Bernstein SocGen Group analyst Mark Moerdler reiterated an Outperform rating and $304.00 price target on Workday (NASDAQ: WDAY).

The analyst commented: "Overall, we think Workday is pushing on multiple innovation and execution levers to generate growth from it large addressable market. The balanced... More

Workday (WDAY) PT Raised to $300 at Evercore ISI

Evercore ISI analyst Kirk Materne raised the price target on Workday (NASDAQ: WDAY) to $300.00 (from $275.00) while maintaining a Outperform rating.

The analyst comments "For a stock without much investor enthusiasm these days, we thought many of the announcements at Rising helped highlight how Workday is evolving its core platform and making acquisitions that should help the company deliver durable growth in an AI world. While the early FY27 subscription revenue guide of 13% is slightly below the Street, the... More

BofA Securities Reiterates Buy Rating on Workday (WDAY)

BofA Securities analyst Brad Sills reiterated a Buy rating and $265.00 price target on Workday (NASDAQ: WDAY)

The analyst comments "We attended Workdays analyst day in conjunction with the Workday Rising user conference. Workday continues to bolster the Illuminate agent platform with the... More

KeyBanc on Workday (WDAY): 'Underappreciated and Undervalued'

KeyBanc analyst Jason Celino reiterated an Overweight rating and $285.00 price target on Workday (NASDAQ: WDAY).

The analyst comments "We attended Workday's Financial Analyst Day in SF. Most notably, the Company provided an updated financial framework for FY28, targeting a 12-15% subscription... More

Citizens JMP Reiterates Market Outperform Rating on Workday (WDAY)

Citizens JMP analyst Patrick Walravens reiterated a Market Outperform rating and $315.00 price target on Workday (NASDAQ: WDAY).

The analyst commented, "We maintain our Market Outperform rating and $315 price target on Workday after attending Workday Rising and the Financial Analyst Day in San... More

Piper Sandler Upgrades Workday (WDAY) to Neutral

Piper Sandler analyst Brent Bracelin upgraded Workday (NASDAQ: WDAY) from Underweight to Neutral with a price target of $235.00 (from $220.00).

The analyst comments: "We came away from Workday Rising encouraged by early signals that leadership has accelerated efforts to increase relevancy in the AI era via... More