Workday vs Zscaler
This page compares Workday and Zscaler, outlining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Workday and Zscaler, outlining their business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Why It's Moving
Workday's Stellar Fiscal 2026 Earnings Ignite Hopes for Explosive Stock Upside Through 2026
- Q4 revenue rocketed 14.5% to $2.532 billion, with subscriptions up 15.7% to $2.360 billion, highlighting accelerating adoption of Workday's HCM and financial management tools.
- Full-year subscription strength beat expectations, reflecting sticky customer relationships and AI innovations driving platform expansion.
- Market reacted positively with elevated trading volume and 18 momentum alerts, as peers showed mixed moves in a stock-specific rally.
Zscaler Breaks Out Technically as Analysts Eye Major Upside Despite Recent Pullback
- Q2 revenue surged 26% to $815.8 million, edging past estimates and highlighting accelerating adoption of Zero Trust security solutions.
- Full fiscal 2026 guidance lifted to $3.309-$3.322 billion, reflecting confidence in sustained growth amid AI-driven data protection needs.
- Technical charts show breakout with higher bullish volumes and resilience versus Nasdaq weakness, fueling long trade signals targeting significant upside.
Workday's Stellar Fiscal 2026 Earnings Ignite Hopes for Explosive Stock Upside Through 2026
- Q4 revenue rocketed 14.5% to $2.532 billion, with subscriptions up 15.7% to $2.360 billion, highlighting accelerating adoption of Workday's HCM and financial management tools.
- Full-year subscription strength beat expectations, reflecting sticky customer relationships and AI innovations driving platform expansion.
- Market reacted positively with elevated trading volume and 18 momentum alerts, as peers showed mixed moves in a stock-specific rally.
Zscaler Breaks Out Technically as Analysts Eye Major Upside Despite Recent Pullback
- Q2 revenue surged 26% to $815.8 million, edging past estimates and highlighting accelerating adoption of Zero Trust security solutions.
- Full fiscal 2026 guidance lifted to $3.309-$3.322 billion, reflecting confidence in sustained growth amid AI-driven data protection needs.
- Technical charts show breakout with higher bullish volumes and resilience versus Nasdaq weakness, fueling long trade signals targeting significant upside.
Investment Analysis
Workday
WDAY
Pros
- Workday's fiscal 2025 subscription revenue is projected to grow 17%, reaching $7.703 billion, indicating strong demand for its cloud applications.
- The company maintains a solid non-GAAP operating margin forecast of 25.5%, demonstrating efficient profitability in its core business.
- Analyst consensus strongly supports Workday with a 'Buy' rating and an average price target around $285, reflecting confidence in its growth prospects.
Considerations
- Workday's valuation remains very high with a price-to-earnings ratio over 100, suggesting the stock may be overvalued relative to earnings.
- The stock price has recently shown bearish technical sentiment and is forecasted to decline slightly in the near term.
- The company faces intense competition in the enterprise cloud applications market, which could pressure market share and growth.
Zscaler
ZS
Pros
- Zscaler is a leading provider in cloud security, a sector with strong growth driven by increasing cybersecurity demands.
- The company has demonstrated robust revenue growth and is expanding its customer base in both domestic and international markets.
- Zscaler benefits from a scalable cloud-native platform, which provides competitive advantages and operational efficiencies.
Considerations
- Zscaler operates in a highly competitive and rapidly evolving cybersecurity market, facing risks from larger incumbents and innovative startups.
- Its stock price can be volatile due to sensitivity to macroeconomic factors and tech-sector cycles.
- The company has yet to consistently generate positive net income, reflecting profitability challenges in its growth phase.
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Related Market Insights
The Cloud Revolution: Why SaaS Companies Are Reshaping Modern Business
Explore the SaaS & Cloud Computing Neme. Invest in the digital revolution as the cloud market triples to $1.25T by 2028. Discover top companies like MSFT, CRM, ADBE. Start investing from $1.
Aimee Silverwood | Financial Analyst
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Workday (WDAY) Next Earnings Date
Workday's next earnings date is estimated for late May 2026, specifically around May 28, following the company's historical reporting pattern after its fiscal Q4 2026 results on February 24, 2026. This release will cover the fiscal 2027 first quarter ending April 30, 2026. No official confirmation has been issued as of now.
Zscaler (ZS) Next Earnings Date
Zscaler's next earnings date is estimated between May 28, 2026, and June 1, 2026, following the company's most recent report on February 26, 2026. This release will cover the Q3 fiscal 2026 results, aligning with Zscaler's historical quarterly reporting pattern. Investors should monitor for an official announcement, as the date remains projected.
Workday (WDAY) Next Earnings Date
Workday's next earnings date is estimated for late May 2026, specifically around May 28, following the company's historical reporting pattern after its fiscal Q4 2026 results on February 24, 2026. This release will cover the fiscal 2027 first quarter ending April 30, 2026. No official confirmation has been issued as of now.
Zscaler (ZS) Next Earnings Date
Zscaler's next earnings date is estimated between May 28, 2026, and June 1, 2026, following the company's most recent report on February 26, 2026. This release will cover the Q3 fiscal 2026 results, aligning with Zscaler's historical quarterly reporting pattern. Investors should monitor for an official announcement, as the date remains projected.
Which Baskets Do They Appear In?
SaaS & Cloud Computing
Invest in the digital revolution that's reshaping how businesses operate worldwide. This collection of carefully selected stocks represents companies at the forefront of software innovation, cloud technology, and digital transformation.
Published: May 23, 2025
Explore BasketWhich Baskets Do They Appear In?
SaaS & Cloud Computing
Invest in the digital revolution that's reshaping how businesses operate worldwide. This collection of carefully selected stocks represents companies at the forefront of software innovation, cloud technology, and digital transformation.
Published: May 23, 2025
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