Global X Defense Tech ETF vs Workday Inc — how do they compare? Global X Defense Tech ETF trades at $60.14, while Workday Inc trades at $141 (market cap $36.36B). The key difference: Workday Inc is trading nearer its 52-week high, Global X Defense Tech ETF nearer its low. Which is the better fit depends on your goals.
| SHLD | WDAY | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $78.02 | $247.69 |
52-Week Low | $58.20 | $112.55 |
Market Cap | — | $36.36B |
Enterprise Value | — | $35.81B |
Signals from Pluang's Aura AI — not financial advice
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Workday (WDAY) trades at $141.17, down 2.49% amid a Morgan Stanley downgrade (July 21, 2026). The stock shows bullish technical signals with moving averages supporting upside, though RSI levels indicate overbought conditions. Fundamentally, WDAY maintains strong revenue growth ($8.45B in 2025) and consistent earnings beats, with Q1 2026 EPS of $2.66 exceeding expectations. The company's agentic AI initiatives are driving expansion deals, highlighted by a 200% YoY growth in new contract value.
WDAY presents a compelling growth opportunity with a consensus price target of $150.83 (6.8% upside), supported by 55.55% analyst buy ratings. However, risks include AI competition, regulatory scrutiny over HR software bias (Reuters, June 22, 2026), and elevated valuation multiples (P/E of 45.86). Investors should weigh robust fundamentals against near-term sentiment headwinds from the recent downgrade.
Trailing returns across standard periods
Latest headlines on both assets
SHLD tracks the Global X Defense Tech Index, targeting companies that lead the technological transformation of the defense sector. It focuses on pure-play innovators in cybersecurity, artificial intelligence, robotics, and advanced military systems, excluding traditional commercial aerospace to maintain a high level of thematic purity.
Read more on SHLD →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →