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WorkdayZscaler

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.

Why It's Moving

Workday

Workday Powers Toward Record Highs on AI Momentum and Analyst Buzz from Workday Rising Event

  • Workday Rising event unveiled AI-focused acquisitions including Sana and key partnerships, positioning the platform as essential for enterprise AI ecosystems.
  • Seven recent analyst updates feature two upgrades and boosted targets, with consensus forecasting 25% upside and potential to hit $400+ amid technical rebound.
  • Goldman Sachs initiated coverage at Neutral on Jan 19, citing AI optimism tempered by market share hurdles, amid shares climbing from recent lows around $183.
Sentiment:
🐃Bullish
Zscaler

Zscaler Climbs Modestly Amid Anticipation for Upcoming Earnings Beat

  • Analysts forecast Q2 EPS of $0.89, a 14.1% year-over-year jump, and revenue of $798 million, up 23.17%, highlighting accelerating demand for cloud-native cybersecurity.
  • Recent analyst updates lean bullish, with multiple buy ratings and price targets up to $290 from firms like BMO Capital and Rosenblatt, reflecting optimism on business momentum.
  • Despite a premium Forward P/E of 54.34 versus the industry average, Zscaler's PEG ratio of 2.98 supports its growth trajectory amid sector tailwinds.
Sentiment:
🐃Bullish

Investment Analysis

Workday

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

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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July 25, 2025

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Workday (WDAY) Next Earnings Date

Workday's next earnings date is estimated for Tuesday, February 24, 2026, following the company's historical reporting pattern after the Q3 FY26 release on November 25, 2025. This report will cover fiscal Q4 2026 results. The date remains an estimate, as Workday has not yet officially confirmed it.

Zscaler (ZS) Next Earnings Date

Zscaler (ZS) is scheduled to report its next earnings on March 4, 2026. This release will cover the Q2 2026 fiscal quarter, following the Q1 2026 results reported on November 25, 2025. Investors should note that while multiple sources align on this date, official confirmation from the company is pending.

Which Baskets Do They Appear In?

SaaS & Cloud Computing

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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