WDAY
Guest preview — showing qualitative direction only.
WDAY Analysis Summary
Workday (WDAY) operates in Layer 7: AI Applications, in the Enterprise Copilots sub-sector. With a $70.0B market cap and 20% AI-derived revenue, it sits in the downstream tier of the AI supply chain.
The current composite signal is neutral with none conviction, driven primarily by quarterly factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 11, 2026 07:02 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 11, 2026 07:02 UTC (0.1h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is neutral with none conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on Workday (AI Applications, 20% AI revenue). Signal: -0.21.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
Sign in to unlock upstream/downstream signal map and relationship context. Sign in.
Portfolio Position
Sign in to unlock current target weights, sleeve placement, and conviction. Sign in.
Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $70,000M (70.0B)
- Avg Daily Volume
- $200.0M
- AI Revenue %
- 20%
- Liquid Options
- Yes
- Layer
- 7 — AI Applications
- Sub-Sector
- Enterprise Copilots
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About WDAY
- Company: Workday
- Supply Chain Position: AI Applications (Layer 7 of 10)
- Market Cap: $70.0B
- AI Revenue: 20%
- Sub-sector: Enterprise Copilots
- Tier: Downstream
- Supply Chain Partners: 0 companies
WDAY FAQ
What does Workday do in AI?
Workday (WDAY) operates in the AI Applications layer of the AI supply chain, in the Enterprise Copilots sub-sector.
Is WDAY a buy or sell?
Full signal analysis for WDAY is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is WDAY in?
WDAY is in Layer 7: AI Applications. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Workday's AI revenue exposure?
Workday derives approximately 20% of its revenue from AI-related activities. It has a market capitalization of $70.0B and sits in the downstream tier of the AI supply chain.
Who are WDAY's AI supply chain partners?
WDAY does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.