Workiva (NYSE:WK) Issues FY 2026 Earnings Guidance

Workiva (NYSE:WK) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.850-2.950 for the period, compared to the consensus EPS estimate of 2.280. The company issued revenue guidance of $1.0 billion-$1.0 billion, compared to the consensus revenue estimate of $1.0 billion. Workiva also updated its Q2 2026 guidance to 0.620-0.650 EPS.

Analysts Set New Price Targets

WK has been the topic of several recent analyst reports. Stifel Nicolaus decreased their price target on Workiva from $79.00 to $65.00 and set a “buy” rating on the stock in a research note on Wednesday. Robert W. Baird set a $74.00 price target on Workiva in a research note on Wednesday. BMO Capital Markets decreased their price target on Workiva from $92.00 to $83.00 and set an “outperform” rating on the stock in a research note on Friday, February 20th. BTIG Research decreased their price target on Workiva from $90.00 to $80.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Truist Financial reaffirmed a “buy” rating and issued a $90.00 price target (down from $110.00) on shares of Workiva in a research note on Friday, February 20th. Ten investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $90.33.

Workiva Stock Up 1.6%

NYSE WK traded up $0.82 during trading hours on Thursday, hitting $52.35. 1,373,832 shares of the company were exchanged, compared to its average volume of 1,222,404. The company has a 50 day moving average of $58.51 and a two-hundred day moving average of $74.62. Workiva has a 52-week low of $49.44 and a 52-week high of $97.10. The firm has a market cap of $2.97 billion, a price-to-earnings ratio of 227.60 and a beta of 0.54.

Workiva (NYSE:WK) last issued its quarterly earnings results on Tuesday, May 5th. The software maker reported $0.77 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.11. Workiva had a negative return on equity of 68.43% and a net margin of 1.53%.The company had revenue of $247.31 million for the quarter, compared to the consensus estimate of $245.17 million. During the same quarter in the prior year, the business earned $0.14 EPS. Workiva’s revenue was up 19.9% on a year-over-year basis. Workiva has set its FY 2026 guidance at 2.850-2.950 EPS and its Q2 2026 guidance at 0.620-0.650 EPS. On average, equities research analysts predict that Workiva will post 0.53 EPS for the current year.

Workiva declared that its board has approved a share repurchase plan on Monday, February 16th that allows the company to repurchase $250.00 million in outstanding shares. This repurchase authorization allows the software maker to reacquire up to 7.7% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s board believes its stock is undervalued.

Key Workiva News

Here are the key news stories impacting Workiva this week:

• Positive Sentiment: Q1 results topped expectations — Workiva reported $0.77 EPS vs. $0.66 consensus and revenue of $247.3M (up ~20% YoY); management issued FY2026 EPS guidance of $2.85–$2.95 and Q2 guidance of $0.62–$0.65, supporting the bullish case for growth and profitability improvement. Workiva (NYSE:WK) Surprises With Q1 CY2026 Sales
• Positive Sentiment: Earnings call highlighted acceleration potential and margin upside — management commentary emphasized continued demand for Workiva’s connected reporting platform, execution on cross-sell/up-sell and operating-leverage opportunities that underpin the raised FY outlook. Workiva Earnings Call Highlights Growth, Margin Upside
• Positive Sentiment: Some brokers remain constructive — Raymond James reiterated its buy stance, which supports investor confidence despite mixed analyst actions. Raymond James Sticks to Its Buy Rating for Workiva (WK)
• Neutral Sentiment: Full transcripts and analyst recaps are available — detailed call and transcript coverage (earnings slides, Seeking Alpha/Yahoo transcripts) give investors material to re-run financial models and verify guidance assumptions. Workiva (WK) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Price-target trims could cap near-term upside — Stifel cut its target from $79 to $65 (still a buy), signaling reduced near-term valuation runway despite positive fundamentals. Benzinga Coverage
• Negative Sentiment: BTIG lowered its target from $90 to $80 while keeping a buy, another signal that analysts are moderating upside expectations even as they stay constructive. BTIG Target Cut Coverage

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Hotchkis & Wiley Capital Management LLC purchased a new position in Workiva during the 3rd quarter worth approximately $88,289,000. Fuller & Thaler Asset Management Inc. grew its stake in Workiva by 11.4% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 893,859 shares of the software maker’s stock worth $77,095,000 after buying an additional 91,808 shares during the last quarter. UBS Group AG grew its stake in Workiva by 40.8% during the 3rd quarter. UBS Group AG now owns 778,118 shares of the software maker’s stock worth $66,980,000 after buying an additional 225,449 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in Workiva by 12.4% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 588,807 shares of the software maker’s stock worth $50,785,000 after buying an additional 64,999 shares during the last quarter. Finally, Barclays PLC grew its stake in Workiva by 531.6% during the 4th quarter. Barclays PLC now owns 582,586 shares of the software maker’s stock worth $50,248,000 after buying an additional 490,351 shares during the last quarter. Hedge funds and other institutional investors own 92.21% of the company’s stock.

Workiva Company Profile

Workiva, originally founded as WebFilings in 2008, delivers a cloud-native platform designed to streamline and connect data, documents and teams for reporting and compliance. Its flagship Workiva platform supports a range of applications including financial reporting, regulatory filings, internal controls documentation, risk management and environmental, social and governance (ESG) disclosures. By centralizing data and automating workflows, the company helps organizations improve accuracy, transparency and auditability across critical reporting processes.

The Workiva platform offers modular solutions that integrate with existing enterprise systems and data sources.