WDAY

Workday stock closed at $195.20, up 2.3% and outperforming the S&P 500's 0.41% gain. The HR software maker is expected to report earnings of $2.74 per share (18.1% YoY growth) and quarterly revenue of $2.69 billion (10.6% growth). Trading at a Forward P/E of 17.15, below its industry average of 20.63, Workday carries a Zacks Rank #3 (Hold) rating with a PEG ratio of 0.92.

ServiceNow and Workday both demonstrate steady revenue growth in their enterprise software businesses, but ServiceNow is pulling ahead with faster expansion. ServiceNow's Q2 2026 revenue grew 24% year-over-year to $4 billion, driven by AI offerings exceeding $1 billion in annual contract value, while Workday grew 13% to $2.7 billion. Both companies benefit from sticky digital platforms and recurring revenue models, though ServiceNow shows superior pricing power and customer expansion.