Workday Inc Stock Price, News & Analysis

Workday (NASDAQ: WDAY) was named a Leader in the 2025 Gartner Magic Quadrant for Cloud ERP for Service-Centric Enterprises for the fourth consecutive year on October 15, 2025.

The company highlighted its suite—Workday Financial Management, HCM, Adaptive Planning, Spend Management—and Workday Illuminate™ agentic AI capabilities, noting insight from more than a trillion transactions annually and customer examples including Intermountain Health, Iowa State University, Seattle Children's Hospital, and Valvoline. Workday was also the only vendor to receive the Customers' Choice distinction in Gartner Peer Insights for this market.

Workday (NASDAQ: WDAY) announced that more than 650 institutions across 19 countries have selected its AI-powered HCM, Financial Management, and Student solutions as of Oct 15, 2025. Workday Student now has 85 live customers supporting 3 million student records and over 140 customers representing 190 institutions globally. The release highlights new U.S. wins (Loyola University Chicago, Macalester, Swarthmore) and global go-lives (University of Melbourne, Auckland, Hull).

Workday emphasized AI agents for transcript and credit evaluations, Data Cloud integrations, and cited research showing institutional demand to improve retention, streamline operations, and unify academic, HR, and financial data. Workday was named a Leader in the 2025 Gartner Magic Quadrant for Higher Education SIS SaaS.

Workday (NASDAQ: WDAY) has completed its acquisition of Paradox, a conversational AI platform specializing in candidate experience and recruitment automation. The integration creates a comprehensive AI-powered talent acquisition suite combining Workday Recruiting, HiredScore, and Paradox capabilities.

The Workday Paradox Candidate Experience Agent is now available, offering 24/7 AI-driven support for recruitment processes, including instant responses, self-scheduling, and interview coordination. This solution particularly targets frontline and high-volume hiring needs, aiming to streamline the hiring process while maintaining a human-centered approach.

The acquisition strengthens Workday's AI agent portfolio, creating a unified platform that combines smart talent discovery, engaging candidate conversations, and seamless hiring and onboarding processes.

Elliott Investment Management has announced a significant $2 billion investment in Workday Inc. (NASDAQ: WDAY), making it one of the company's largest investors. Elliott expressed strong confidence in Workday's leadership team, including CEO Carl Eschenbach and CFO Zane Rowe.

The investment firm praised Workday's recent progress, highlighting its position as a unique software franchise with industry-leading growth potential and best-in-class customer retention. Elliott also endorsed Workday's newly announced multi-year plan presented at their Financial Analyst Day, stating it will enhance the company's operating model and capital allocation framework.

Workday (NASDAQ:WDAY) has announced a strategic partnership with Microsoft to enhance enterprise AI agent management. The collaboration integrates Workday's Agent System of Record (ASOR) with Microsoft Entra Agent ID, enabling organizations to securely manage AI agents built using Microsoft Azure AI Foundry and Copilot Studio.

The partnership offers four key benefits: seamless agent registration across platforms, actionable analytics for ROI measurement, enhanced human-agent collaboration through interoperability, and robust governance and security features. This integration aims to help organizations better manage their AI workforce while maintaining security and operational efficiency.

Workday (NASDAQ:WDAY) announced a significant expansion of its Agent Partner Network, with over 15 Workday Ventures portfolio companies joining the ecosystem. The network, which has grown more than 4X since its June launch to over 50 partners, connects AI agents to Workday's Agent System of Record (ASOR).

The company introduced several new AI agents available in the Workday Marketplace, including solutions from partners like Aisera, Auditoria.AI, and Censia. These agents focus on automating tasks across HR, finance, and workplace productivity. The ASOR platform provides governance and security frameworks to ensure AI agents operate responsibly within enterprise environments.

Workday (NASDAQ:WDAY) has announced a definitive agreement to acquire Sana, a leading AI enterprise knowledge tools company, for $1.1 billion. The acquisition, expected to close in Q4 FY2026, will transform Workday into the new front door for work by integrating Sana's AI-powered search, agents, and learning capabilities.

Sana's core products, Sana Learn and Sana Agents, have served over 1 million users across hundreds of enterprises, with customers reporting significant improvements: up to 95% time savings, 90% productivity gains, and 275% boost in learning engagement. The integration will enhance Workday's platform with AI-driven capabilities, enabling proactive task automation, personalized learning experiences, and intelligent workflow management for its 75 million users.

Workday (NASDAQ:WDAY) has announced Workday Build, a new developer platform that enables customers and partners to create, share, and scale AI-powered solutions directly on Workday's platform. The platform includes the new Workday Flowise Agent Builder, a low-code tool for building and managing custom AI agents.

Key components include AI Developer Products and Tools with a Developer Copilot, Workday Data Cloud for enhanced data access, expanded marketplace offerings, and a skilled developer community. The platform aims to transform how organizations leverage AI within Workday's secure environment.

The Workday Flowise Agent Builder will be available to Workday Extend Professional customers in H1 2026, while Workday Data Cloud will begin early adoption in H1 2026 with general availability later that year.

Workday (NASDAQ:WDAY) has announced a significant expansion of its Workday Illuminate™ platform with new AI agents for HR, Finance, and Industry sectors. The company is introducing purpose-built AI agents embedded directly into workflows to transform core business processes like performance reviews, workforce planning, and financial close.

Key innovations include new HR agents for business process automation, case management, and performance analysis, financial agents for streamlining reconciliation and planning, and industry-specific agents for specialized workflows. Early results show impressive efficiency gains, with the Contract Intelligence Agent reducing execution time by 65% and the Financial Audit Agent saving up to 900 hours annually.

Workday is also launching Workday Flex Credits, a new subscription-based consumption model that provides built-in access to AI innovations with scalable growth options. The new Illuminate agents will be available in 2026, while Flex Credits are available for purchase immediately.