Workday Shares Outpace S&P With 2.63% Gain Ahead of Feb 24 Earnings

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Workday’s shares jumped 2.63% on Feb 6, outperforming the S&P 500's 2.05% gain after posting a 24.3% decline over the past month versus a 3.7% sector drop. Analysts expect Feb 24 earnings of $2.30 EPS (+19.8%) on $2.52 billion revenue (+14.1%), with a 15.02 forward P/E.

1. Market Performance

Workday shares rose 2.63% on Feb 6, outpacing a 2.05% S&P 500 gain, while the stock has declined 24.3% over the past month versus a 3.7% drop in the Computer & Technology sector.

2. Earnings Outlook

The company will report fiscal Q4 results on Feb 24, with analysts forecasting $2.30 EPS, up 19.8% year-over-year, and revenue of $2.52 billion, a 14.1% increase from the same quarter last year.

3. Valuation Discount

Workday trades at a forward P/E of 15.02, below the Internet-Software industry average of 19.86, and carries a PEG ratio of 0.69 compared with the industry’s 1.12, reflecting a relative valuation discount.

4. Analyst Rankings

Consensus EPS estimates for the upcoming quarter have risen 0.15% over the past 30 days, supporting a Zacks Rank of #2 (Buy) as analysts adjust forecasts to evolving business trends.

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