Workiva
About: Workiva Inc is a cloud-native platform that simplifies the complexities of reporting and compliance. Workiva platform empowers customers by connecting and transforming data from hundreds of enterprise resource planning (ERP), human capital management (HCM), and customer relationship management (CRM) systems, as well as other third-party cloud and on-premise applications. Customers use the platform to create, review and publish data-linked documents and reports with greater control, consistency, accuracy, and productivity and it is also used for SEC Filings. Company's Geographical region consist of USA, Netherland, UK, and Others. Majority of revenue is from USA.
Employees: 2,873
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
41% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 46
24% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 97
4% more funds holding
Funds holding: 313 [Q4 2024] → 327 (+14) [Q1 2025]
2.44% less ownership
Funds ownership: 91.54% [Q4 2024] → 89.1% (-2.44%) [Q1 2025]
32% less capital invested
Capital invested by funds: $5.17B [Q4 2024] → $3.54B (-$1.63B) [Q1 2025]
83% less funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 1 (-5) [Q1 2025]
86% less call options, than puts
Call options by funds: $1.27M | Put options by funds: $8.92M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$95
45%
upside
Avg. target
$100
52%
upside
High target
$105
60%
upside
5 analyst ratings
5 positive
100%
0 neutral
0%
0 negative
0%
Stephens & Co. Brett Huff | 45%upside $95 | Overweight Reiterated | 22 May 2025 |
Raymond James Brian Peterson | 60%upside $105 | Outperform Maintained | 2 May 2025 |
Stifel Brad Reback | 52%upside $100 | Buy Maintained | 2 May 2025 |
Goldman Sachs Adam Hotchkiss | 60%upside $105 | Buy Maintained | 17 Apr 2025 |
Truist Securities Terry Tillman | 45%upside $95 | Buy Maintained | 7 Apr 2025 |
Financial journalist opinion
Neutral
Business Wire
2 weeks ago
Workiva Welcomes SaaS Executive Astha Malik as New Board Director
NEW YORK--(BUSINESS WIRE)--Workiva Inc. (NYSE:WK) today announced the appointment of Astha Malik, Chief Business Officer of Braze, Inc. (Nasdaq:BRZE), to its board of directors.
Neutral
Business Wire
2 weeks ago
Workiva Inc. to Participate in Upcoming Investor Conferences
NEW YORK--(BUSINESS WIRE)--Workiva Inc. (NYSE:WK), the platform that powers transparency, accountability, and trust, today announced its participation at the following events: William Blair 45th Annual Growth Stock Conference: Jill Klindt, CFO, and Mike Rost, Chief Strategy Officer, will present on June 4, 2025 at 4:20 p.m. ET. Baird 2025 Global Consumer, Technology & Services Conference: Julie Iskow, CEO, will present on June 5th at 2:00 p.m. ET. The events will be webcast live and a recor.
Positive
The Motley Fool
1 month ago
1 Overlooked Growth Stock Down 55% to Buy on the Dip, According to Wall Street
Workiva (WK -9.59%) developed a unique software platform that helps organizations bring their data together so they can create detailed reports for executives, investors, and even regulators like the Securities and Exchange Commission (SEC). The company just reported its financial results for the first quarter of 2025 (ended March 31), and it beat expectations on the top and bottom line.
Negative
Seeking Alpha
1 month ago
Workiva: Focus On The Long Haul
Shares of Workiva have dropped ~10% after reporting Q1 results, despite the company maintaining its full-year outlook, amid macroeconomic turmoil. Meanwhile, the company continues to post high-teens growth rates, while gross retention is exceeding the company's expectations. Focus on the long-term drivers: the company is moving upmarket with larger multi-product deals, while also planning to triple operating margins by FY27.
Neutral
Seeking Alpha
1 month ago
Workiva Inc. (WK) Q1 2025 Earnings Call Transcript
Workiva Inc. (NYSE:WK ) Q1 2025 Results Conference Call May 1, 2025 5:00 PM ET Company Participants Katie White - Senior Director, Investor Relations Julie Iskow - Chief Executive Officer Jill Klindt - Chief Financial Officer Mike Rost - Chief Strategy Officer. Conference Call Participants Patrick Schulz - Baird Steve Enders - Citi Jake Roberge - William Blair Adam Hotchkiss - Goldman Sachs Ryan Krieger - Wolfe Research Dominique Manansala - Truist Andrew DeGasperi - BNP Paribas Brett Huff - Stephens John Messina - Raymond James Operator Good afternoon, ladies and gentlemen.
Neutral
Zacks Investment Research
1 month ago
Workiva (WK) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Workiva (WK) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Positive
Zacks Investment Research
1 month ago
Workiva (WK) Tops Q1 Earnings and Revenue Estimates
Workiva (WK) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.22 per share a year ago.
Neutral
Business Wire
1 month ago
Workiva Inc. Announces First Quarter 2025 Financial Results
NEW YORK--(BUSINESS WIRE)--Workiva Inc. (NYSE:WK), the platform that powers transparency, accountability, and trust, today announced financial results for its first quarter ended March 31, 2025. "We kicked off the year with solid revenue growth as we continue to see broad-based demand across our solution portfolio. CFOs trust Workiva to be the platform that drives performance and productivity," said Julie Iskow, President & Chief Executive Officer. "We remain focused on the execution of our.
Neutral
GlobeNewsWire
1 month ago
The Rise of US ESG Reporting Software Market: A $0.71 billion Industry Dominated by Tech Giants -Nasdaq, Workiva, and Diligent | MarketsandMarkets™
Delray Beach, FL, April 17, 2025 (GLOBE NEWSWIRE) -- The US ESG Reporting Software Market is expected to reach USD 0.71 billion in 2029 from USD 0.35 billion in 2024, at a CAGR of 15.2% during the forecast period, according to a new report by MarketsandMarkets™.
Positive
Zacks Investment Research
1 month ago
Federal Mandates Drive Workiva: Buy, Sell or Hold the Stock?
Workiva takes center stage as U.S. agencies race to meet strict financial upgrade mandates.
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