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
QuarterlyIQ Insights · WK
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 7.3% |
| Our one-year growth estimate | diamond | 20.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 13.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers
WK — legal / regulatory event — Changes in Registrant’s Certifying Accountant
Dated 2026-05-05
Changes in Registrant’s Certifying Accountant. (a) Dismissal of Independent Registered Public Accounting Firm. O n April 30, 2026, the Audit Committee of the Board of Directors (the “Committee”) of Workiva Inc. (the “Company”) approved the dismissal of Ernst & Young LLP (“EY”) as the Company’s independent registered public accounting firm, effective immediately following the completion of their interim review of the Company’s unaudited interim consolidated financial statements for the quarter…
Why it matters: Large customer contracts grew quickly in Q2. Continued growth would back the plan to expand major accounts.
Supportive ifThe count of customers with ACV over $300,000 grows at least 30% year over year in the next report.
Worry ifThat customer count grows less than 20% year over year in the next report.
Why it matters: Workiva reported a 16.8% margin in Q2 and raised its full-year margin view. A Q3 beat would show that gains continue.
Supportive ifQ3 non-GAAP operating margin is above 17.5%, the top of the company’s Q3 range.
Worry ifQ3 non-GAAP operating margin is below 17.0%, the bottom of its Q3 range.
Why it matters: Workiva beat Q2 revenue guidance and set Q3 guidance of $260 million to $262 million. A beat would keep growth on track.
Supportive ifOn the November 5 results, Q3 revenue is above $262 million and year-over-year growth stays near or above 19%.
Worry ifQ3 revenue is below $260 million or year-over-year growth falls below 19%.
Why it matters: Net retention fell from 112% in Q1 to 111% in Q2. A rise would show current customers are buying more Workiva services.
Supportive ifA later quarterly report shows net retention above 111%.
Worry ifA later quarterly report shows net retention below 111%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$193 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $461 loss on $10,000 · 4.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,251 loss on $10,000 · 52.5% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Workiva bought $123 million of shares in Q2, leaving $106 million under its plan. A filing can show whether it keeps buying shares.
Watch forA company filing shows more share purchases under the plan. Less than $106 million remains.
Also watch forThe next quarterly report shows no more purchases. About $106 million remains available.