Workiva Inc. (WK) Stock Analysis
Range Bound setup
Technology · Software - Application
Sell if holding. Momentum 3.8/10 is below the 5.0 floor at $49.69 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Sector modifier (Technology): -0.8.
Workiva provides a cloud SaaS platform connecting financial reporting, sustainability management, and GRC for 6,600+ organizations including 85%+ of Fortune 1000 companies. Revenue was $884.6M in 2025 (up 20%), with ~92% from subscription and support fees. The unified platform... Read more
Sell if holding. Momentum 3.8/10 is below the 5.0 floor at $49.69 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Sector modifier (Technology): -0.8. Chart setup: RSI 41 mid-range, Bollinger mid-band. Score 6.2/10, moderate confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.
Recent Developments — Workiva Inc.
Material events (past 30 days)
- May 5, 2026 HIGH Item 4.01: Ernst & Young LLP dismissed as Workiva's independent registered public accounting firm effective after completion of Q1 2026 interim review. No disagreements or reportable events. Successor auditor not yet named in this filing.
Latest news
- Comerica Bank Purchases 33,829 Shares of Workiva Inc. $WK - MarketBeat — MarketBeat positive
- After plunging 15.0% in 4 weeks, here's why the trend might reverse for Workiva (WK) - MSN — MSN positive
- After Plunging 15.0% in 4 Weeks, Here's Why the Trend Might Reverse for Workiva (WK) - qz.com — qz.com positive
- Did Workiva's (WK) New AI-Focused CFO Just Recast Its Governance and Compliance Investment Narrative? - simplywall.st — simplywall.st neutral
- Did Workiva's (WK) New AI-Focused CFO Just Recast Its Governance and Compliance Investment Narrative? - Sahm — Sahm neutral
Generated 2026-05-20T21:06:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductSEC filings platform (>35% of revenue)35%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 4.01HIGHErnst & Young LLP dismissed as Workiva's independent registered public accounting firm effective after completion of Q1 2026 interim review. No disagreements or reportable events. Successor auditor not yet named in this filing.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
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
Sell if holding. Momentum 3.8/10 is below the 5.0 floor at $49.69 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Negative momentum; Sector modifier (Technology): -0.8. Chart setup: RSI 41 mid-range, Bollinger mid-band. Prior stop was $46.21. Score 6.2/10, moderate confidence.
Take-profit target: $68.49 (+37.8% upside). Prior stop was $46.21. Stop-loss: $46.21.
Sector modifier (Technology): -0.8; Negative momentum; Below 200-MA, MA slope -2.9%/30d (confirmed downtrend).
Workiva Inc. trades at a P/E of 207.5 (forward 14.2). TrendMatrix value score: 8.8/10. Verdict: Sell.
21 analysts cover WK with a consensus score of 4.4/5. Average price target: $79.
What does Workiva Inc. do?Workiva provides a cloud SaaS platform connecting financial reporting, sustainability management, and GRC for 6,600+...
Workiva provides a cloud SaaS platform connecting financial reporting, sustainability management, and GRC for 6,600+ organizations including 85%+ of Fortune 1000 companies. Revenue was $884.6M in 2025 (up 20%), with ~92% from subscription and support fees. The unified platform creates switching costs as customers link financial data, compliance workflows, and SEC filings across teams.