Workiva, Inc. (WK)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$76.55-2.60%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
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 | -3.9% |
| Our one-year growth estimate | diamond | 18.1% |
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 2026-09-04.
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 22.0 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 119 industry peers · Company calendar date is not available
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: This range indicates if Workiva can sustain its strong growth trend. Meeting or exceeding this range shows continued demand for its services.
Supportive ifTotal revenue reported for Q3 is above $262 million.
Worry ifTotal revenue reported for Q3 is below $260 million.
Why it matters: Updates on the repurchase plan can show management's trust in the company. It may also affect share supply and how investors feel.
Watch forNews about more share buybacks or a larger buyback plan.
Also watch forAnnouncement of a pause or reduction in the share repurchase plan.
Why it matters: Slower customer growth may show less demand for Workiva's services.
Worry ifCustomer count increases by less than 250 from Q2 to Q3.
Less concerning ifCustomer count increases by more than 300 from Q2 to Q3.
Why it matters: Growth in large contracts shows Workiva can attract bigger clients. This can lead to more stable revenue.
Supportive ifNumber of customers with an annual contract value over $100,000 increases by more than 20% year over year.
Worry ifNumber of customers with an annual contract value over $100,000 increases by less than 20% year over year.
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 | ±$200 on $10,000 · ±2.0% | How much price usually moves either way. |
| Bad day | $476 loss on $10,000 · 4.8% | 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: This range shows that the company is still making money. A miss could worry investors.
Watch forGAAP net income per diluted share reported is at least $0.25.
Also watch forGAAP net income per diluted share reported is below $0.21.
Why it matters: More share buybacks show that management believes in the company's worth.
Supportive ifShare repurchases in Q3 2026 exceed $123 million.
Worry ifShare repurchases in Q3 2026 are below $100 million.
Why it matters: This shows that Workiva wants to give money back to shareholders. This can boost investor trust.
Supportive ifTotal share repurchases exceed $100 million by the end of 2026.
Worry ifTotal share repurchases are less than $100 million by the end of 2026.
Why it matters: This margin range shows how well Workiva controls costs while increasing revenue. This range helps the company's efficiency.
Supportive ifNon-GAAP operating margin for Q3 is above 17.5%.
Worry ifNon-GAAP operating margin for Q3 is below 17.0%.
Why it matters: The new auditor's work can affect how investors feel and the quality of reports.
Watch forThe new auditor shows strong work and reports on time.
Also watch forThe new auditor has delays or problems with financial reporting.
Why it matters: A retention rate above 97% shows strong customer loyalty, which supports revenue growth.
Supportive ifGross retention rate remains above 97% in upcoming reports.
Worry ifGross retention rate drops below 97%.
Why it matters: An increase shows Workiva is expanding its market presence. A decrease could indicate trouble retaining clients.
Supportive ifCustomer count reported is at least 6,800.
Worry ifCustomer count reported is below 6,750.
Why it matters: A drop could signal a broader slowdown that may affect Workiva's growth trajectory.
Worry ifSector revenue growth reported above its median.
Less concerning ifSector revenue growth reported below its median.
Why it matters: The end of Ernst & Young may affect how investors feel about the company.
Worry ifWorkiva has a new accounting firm. This firm is independent and public.
Less concerning ifNo new accounting firm is announced. Investor confidence stays steady.
Why it matters: Adding more customers shows Workiva is growing in the market and meeting demand.
Supportive ifCustomer count exceeds 7,000 by the end of Q3 2026.
Worry ifCustomer count remains below 6,750 by the end of Q3 2026.