Workday (WDAY) Stock Rises as Google Cloud Partnership Brings AI Agents to HR and Finance

TLDR

• Workday and Google Cloud are expanding their partnership to integrate AI agents for HR and finance into everyday workplace apps.
• Workday’s Sana Self-Service Agent is now available inside Google’s Gemini Enterprise, giving employees direct access to Workday data.
• Gemini is now the default AI model inside Sana for Workday, replacing the previous setup.
• The partnership supports Agent-to-Agent and Model Context Protocol approaches, allowing AI agents to hand off tasks in real time.
• WDAY trades at around $124.50, down 48% over the past year, though analysts at Canaccord Genuity maintain a Buy rating with a $275 price target.

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Workday (WDAY) and Google Cloud announced an expanded partnership on Wednesday, bringing AI agents for HR and finance directly into the applications employees already use.

Workday, Inc., WDAY

WDAY was trading around $124.50 at the time of the announcement, down roughly 48% over the past year. The company holds a market cap of $30.75 billion.

At the center of the deal is Workday’s Sana Self-Service Agent, now available inside Google’s Gemini Enterprise. Employees can ask questions in Gemini and get answers pulled directly from Workday, with the right permissions and policies already applied.

Managers can use the same interface to review team goals, approve timesheets, and kick off performance reviews. No need to jump between systems.

Gemini is now the default AI model inside Sana for Workday, replacing the previous configuration. The integration connects Gemini with Workday Data Cloud, so data stays in Workday’s environment rather than being duplicated elsewhere.

The Sana Self-Service Agent is available today in early access for eligible Workday customers through Google Cloud’s Agent Marketplace. More agents from Workday are expected later this year.

How the Tech Works

The partnership supports Agent-to-Agent (A2A), Agent-to-UI (A2UI), and Model Context Protocol (MCP) frameworks. In plain terms, that means AI agents can pass tasks to each other in real time within a single workflow, without a human having to step in.

Alphabet itself will use the Gemini Enterprise Agent Platform to build a custom Workday agent for its own administrators, streamlining internal workflows.

Workday Data Cloud uses zero-copy technology, allowing data to be shared between Workday and Google Cloud Lakehouse without being duplicated. It’s available to early adopter customers now and will be generally available later this year.

Accenture, Deloitte, and KPMG are listed as system integrators helping enterprise customers with deployment. Workday currently serves more than 11,500 organizations, including over 65% of the Fortune 500.

Analyst Reactions

Analyst reaction to Workday has been mixed lately. Canaccord Genuity holds a Buy rating with a $275 price target, pointing to progress in the company’s AI strategy.

BofA Securities resumed coverage with a Neutral rating and a $140 price target, citing concerns about growth. Freedom Broker trimmed its target from $210 to $180 but kept a Buy rating.

DA Davidson raised its target to $135 from $125, citing strong annual contract value growth.

Workday reported first-quarter fiscal 2027 results that beat analyst estimates, though its second-quarter and full-year guidance was mixed relative to expectations.

The company posted revenue of $9.85 billion with 13% growth and gross profit margins of 75.77%. InvestingPro lists the stock among its most undervalued picks, with 19 analysts recently revising earnings estimates upward.

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