VaramirStart free · no cardSign in
WDAY as of Oct 31 · 10:23 ET
WDAYNasdaqServices-Computer Processing & Data Preparation

Workday, Inc. · Brief

Next report

27 days

Nov 27 · after closeest.Q3 FY27
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
2 of 8≥ implied
avg implied
±6.9%
avg realized
±5.4%
Feb 25 '25±7.9%▲+6.22%×0.79
May 22 '25±5.9%▼−12.52%×2.13
Aug 21 '25±7.1%▼−2.77%×0.39
Q3 FY25±6.4%▼−7.85%×1.23
Feb 24 '26±8.4%▲+2.24%×0.27
Q1 FY27±9.3%▲+5.16%×0.56
Q2 FY27±7.1%▲+5.76%×0.81
Sep 29 '26±3.5%▲+0.68%×0.20
quarterimplied−15%0+15%realized×
Sep '26±3.5%▲+0.68%×0.20
Q2 FY27±7.1%▲+5.76%×0.81
Q1 FY27±9.3%▲+5.16%×0.56
Feb '26±8.4%▲+2.24%×0.27
Q3 FY25±6.4%▼−7.85%×1.23
Aug '25±7.1%▼−2.77%×0.39
2 older reports
May '25±5.9%▼−12.52%×2.13
Feb '25±7.9%▲+6.22%×0.79
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 27 report · est.

Bull2 of 3

6customers disclosing the company as a supplierSEC filings
924managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2

6 of 8recent reports where the move came in under the options implied rangeEarnings history
6 of 23of the largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26
AI captions · Oct 5 '26once per report · top 2 per case

Linked exposure

WDAY report session

Customers 1

NSPInsperity×0.45
× = co-movement · max 500dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 238-KMaterial agreement: Underwriting Agreement with Morgan Stanley & Co. LLC, BofA Securities, Inc., Barclays Capital Inc., and Wells Fargo…Source
Oct 18-KMaterial agreement: Credit Agreement with Wells Fargo Bank, National Association, as the administrative agent, the swing line lender, and…Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.