Workiva Inc. (WK) Stock Analysis
Recovery setup
Technology · Software - Application
Hold if already holding. Not a fresh buy at $48.95, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -4.9%/30d (confirmed downtrend).
Workiva provides a unified SaaS platform for financial reporting, sustainability management, and governance, risk, and compliance (GRC), serving more than 6,600 organizations including over 85% of Fortune 1000 companies. Revenue reached $884.6 million in fiscal 2025, with... Read more
Hold if already holding. Not a fresh buy at $48.95, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -4.9%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Score 6.3/10, moderate confidence.
Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 44d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA) and SEC filing concern. Suitability: aggressive.
About Workiva Inc.
About Workiva Inc.
Workiva's unified SaaS platform generated $884.6 million in revenue in fiscal year 2025, growing at a 20% rate, with financial reporting, sustainability management, and governance, risk, and compliance (GRC) as its three primary solution groups. The platform serves more than 6,600 organizations globally, including over 85% of Fortune 1000 companies. Approximately 92% of 2025 revenue came from subscription and support fees, and the company employed more than 2,860 people as of December 31, 2025.
Workiva earns subscription fees across 30+ fit-for-purpose solutions built on a multi-tenant cloud platform running primarily on Amazon Web Services. The company organizes sales around three solution groups: financial reporting (tied to SEC/XBRL regulatory mandates and longest-tenured), sustainability management (targeting CSRD, California SB-253, and other disclosure requirements), and GRC (internal audit, SOX controls, risk management). Approximately 26.7% of consolidated 2025 revenue came from countries outside the United States, where regulatory mandates for structured financial and sustainability disclosures mirror U.S. drivers. More than 70% of new solution and new customer bookings in 2025 were from non-SEC solutions, yet more than 35% of total revenue still comes from SEC filing customers. Workiva has maintained a gross retention rate historically above 94%, but posted net losses of $26.2 million, $55.0 million, and $127.5 million in fiscal years 2025, 2024, and 2023, respectively.
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Regulatory mandates drive demand but also concentrate risk. The European Parliament's adoption of the Detailed Omnibus Directive revised CSRD scoping thresholds and removed the climate transition plan requirement — changes the 10-K states have already influenced the pace of customer adoption of Workiva's sustainability solutions. Concurrent U.S. executive orders have reduced alignment between regulators on sustainability disclosure, creating purchasing uncertainty. In April 2026, the Audit Committee dismissed Ernst & Young as independent auditor via Form 8-K, without naming a successor at the time of filing.
See also: Technology · Software - Application
From Workiva Inc.'s most recent 10-K filing, extracted June 16, 2026.
Recent developments
updated 2026-06-17Recent Developments — Workiva Inc.
Latest news
- NEWS Comerica Bank Purchases 33,829 Shares of Workiva Inc. $WK - MarketBeat — MarketBeat positive
- NEWS After plunging 15.0% in 4 weeks, here's why the trend might reverse for Workiva (WK) - MSN — MSN positive
- NEWS After Plunging 15.0% in 4 Weeks, Here's Why the Trend Might Reverse for Workiva (WK) - qz.com — qz.com positive
- NEWS Did Workiva's (WK) New AI-Focused CFO Just Recast Its Governance and Compliance Investment Narrative? - simplywall.st — simplywall.st neutral
- NEWS Did Workiva's (WK) New AI-Focused CFO Just Recast Its Governance and Compliance Investment Narrative? - Sahm — Sahm neutral
Generated 2026-06-17T09:07:23Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductSEC filing customers35%10-K Item 1A: 'We derive more than 35% of our total revenue from customers using our platform for SEC filings'
Material Events(8-K, last 90d)
- 2026-05-05Item 4.01HIGHAudit Committee dismissed Ernst & Young LLP as independent auditor on Apr 30, 2026, effective after completion of Q1 2026 interim review and Form 10-Q filing. No disagreements or reportable events disclosed. No successor auditor named in filing.SEC filing →
- 2026-06-02Item 5.02LOWStockholders approved amendment to Workiva's 2014 Equity Incentive Plan on May 28, 2026, increasing authorized shares from 17,760,000 to 21,660,000 (adding 3,900,000 shares). Routine compensatory arrangement; no officer departure or appointment.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $48.95, but acceptable to hold if already in. Reasons: Negative momentum; Below 200-MA, MA slope -4.9%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Target $68.49 (+39.9%), stop $45.52 (−7.5%), A.R:R 3.9:1. Score 6.3/10, moderate confidence.
Take-profit target: $68.49 (+39.9% upside). Target $68.49 (+39.9%), stop $45.52 (−7.5%), A.R:R 3.9:1. Stop-loss: $45.52.
Negative momentum; Below 200-MA, MA slope -4.9%/30d (confirmed downtrend).
Workiva Inc. trades at a P/E of 203.3 (forward 13.9). TrendMatrix value score: 8.8/10. Verdict: Hold.
21 analysts cover WK with a consensus score of 4.4/5. Average price target: $79.
What does Workiva Inc. do?Workiva provides a unified SaaS platform for financial reporting, sustainability management, and governance, risk, and...
Workiva provides a unified SaaS platform for financial reporting, sustainability management, and governance, risk, and compliance (GRC), serving more than 6,600 organizations including over 85% of Fortune 1000 companies. Revenue reached $884.6 million in fiscal 2025, with approximately 92% from subscription and support fees and a net loss of $26.2 million.