Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Workiva, Inc. (WK)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$85.28+1.67%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
4.05 → 4.05 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for WK yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Non-GAAP EPS reaches $2.85 to $2.95 in 2026 | A primary condition in Workiva, Inc.'s published investment case. The stated target is >= $2.85 per share. | Under Pressure | Non-GAAP EPS falls below $2.7 in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented software business, not a turnaround, with recent execution supporting a multi-year view. The thesis is intact, though the risk assessment has risen from elevated to high.
WK is valued at a sizable premium to peers, and the evidence suggests expectations are somewhat ahead of what the valuation model supports. The priced-in tag is justified and fragility is low, but that does not remove the risk of disappointment if growth or guidance weakens.
Near-term results show strong revenue growth, customer gains, and margin expansion, consistent with management’s stated priorities. Management has also followed through on repurchases, though execution is marked mixed; a guidance cut is a meaningful near-term risk, even as recent earnings reports were positive.
Over the next few quarters, the thesis depends on WK sustaining growth and margins without cutting guidance. For the multi-year view, larger customer contracts and customer growth matter, while easier interest rates and stabilization among major technology peers could help the sector backdrop.
The 1-to-3-year thesis remains intact on strong operating performance, but its high risk and expensive valuation make continued execution central. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| The company shows consistent quarterly revenue gains. |
| Intact |
| Quarterly revenue declines or stagnates over two consecutive quarters |
Revenue: $255.29M FY2026-Q2; GAAP. Published target: Quarterly revenue grows sequentially each quarter. Target period is not explicitly aligned with this observation. Aug 4, 2026255,290,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Total revenue reaches about $1.04 billion in fiscal 2026 | A primary condition in Workiva, Inc.'s published investment case. The stated target is >= $1.04 billion. | Intact | Total revenue falls below $1.0 billion in FY26 | Revenue: $255.29M FY2026-Q2; GAAP. Published target: >= $1.04 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 4, 2026255,290,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$3.49 → $4.05 · observed estimates
$1.20B → $1.20B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $3.49 | $1,199,453,895 | 6 / 8 |
| 2026-07-25 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-07-26 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-07-27 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-07-28 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-07-29 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-07-30 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-07-31 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-08-01 | $3.49 | $1,199,462,986 | 6 / 8 |
| 2026-08-02 | $3.49 | $1,199,462,986 | 6 / 8 |
| 2026-08-03 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-08-04 | $3.49 | $1,199,462,986 | 6 / 8 |
| 2026-08-05 | $3.49 | $1,199,462,986 | 6 / 8 |
| 2026-08-06 | $3.49 | $1,199,507,190 | 11 / 11 |
| 2026-08-08 | $4.05 | $1,203,191,950 | 11 / 11 |
| 2026-08-09 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-10 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-12 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-13 | $4.05 | $1,203,191,950 | 11 / 11 |
| 2026-08-14 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-15 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-16 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-17 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-18 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-19 | $4.05 | $1,203,146,045 | 6 / 8 |
| 2026-08-20 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-21 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-22 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-23 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-24 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-25 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-26 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-27 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-28 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-29 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-30 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-08-31 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-01 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-02 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-03 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-04 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-05 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-06 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-07 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-08 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-09 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-10 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-11 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-09-12 | $4.05 | $1,203,136,408 | 6 / 8 |
| 2026-09-13 | $4.05 | $1,203,136,408 | 6 / 8 |
| 2026-09-14 | $4.05 | $1,203,136,408 | 6 / 8 |
| 2026-09-15 | $4.05 | $1,203,136,408 | 6 / 8 |
| 2026-09-16 | $4.05 | $1,203,136,408 | 6 / 8 |
| 2026-09-17 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-18 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-19 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-20 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-21 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-22 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-23 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-24 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-25 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-26 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-27 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-28 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-29 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-09-30 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-01 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-02 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-03 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-04 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-05 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-06 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-07 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-08 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-09 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-10 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-11 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-12 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-13 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-14 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-15 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-16 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-17 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-18 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-19 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-20 | $4.05 | $1,203,092,590 | 6 / 8 |
| 2026-10-21 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-22 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-23 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-24 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-25 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-26 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-27 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-28 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-29 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-30 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-10-31 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-11-01 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-11-02 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-11-03 | $4.05 | $1,203,138,045 | 6 / 8 |
| 2026-11-04 | $4.05 | $1,203,138,045 | 6 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 11 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.