Workday jumps 14% as it bumps up margin forecast on AI strength

TL;DR

Workday shares surged as much as 14% in extended trading after reporting stronger-than-expected results.
The company beat earnings per share expectations with $2.66 adjusted vs. $2.51 expected and revenue of $2.54 billion vs. $2.52 billion expected.
Workday's revenue grew 13% in the fiscal first quarter.
Management lifted the full-year adjusted operating margin forecast to 30.5%, up from 30%.
Aneel Bhusri replaced Carl Eschenbach as CEO during the quarter, and Sana AI agents became available to clients.
The number of clients using Workday's AI agents more than doubled, with over 4,000 clients using at least one.
Annualized revenue from agentic AI solutions is approaching $500 million.
Workday stock has experienced its worst year since its 2012 IPO, down 43% for 2026 as of Thursday's close.

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