Workiva, Inc. (WK)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
$82.64-1.51%
Close 2026-10-29 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put WK beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Non-GAAP EPS reaches $2.85 to $2.95 in 2026: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 20% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 53% in its worst 12-month stretch.
View RiskWorkiva’s AI automation and margin expansion need to sustain revenue growth, despite a neutral sector backdrop. Revenue grew 19% year over year in Q2 FY2026, when non-GAAP EPS beat consensus. WK trades at 45× P/E versus the 31× peer median. The price reflects less growth than our forecast, despite that premium. A 19% next-quarter miss probability and an unverified 2026 EPS pillar threaten the case. Peer multiples imply a price about 4% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. WK is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering WK (as of Oct 2026).
Based on 4 Wall Street analysts offering 12-month price targets for WK in the last 4 months.
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Compare WK with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WK Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put WK next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Sustain strong revenue growth and expand margins
AI automation enhances growth potential and revenue expansion.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $82.64
The last 12 months of price, then the range of analyst 12-month targets from today’s $82.64.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Sustain strong revenue growth and expand margins
AI initiatives align with growth strategy and revenue goals.
Advances: Sustain strong revenue growth and expand margins
AI focus supports revenue growth and customer acquisition.
Advances: Achieve GAAP profitability and positive operating income
Achieving profitability aligns with financial objectives.
Advances: Sustain strong revenue growth and expand margins
Profitability and AI tools boost growth outlook.
Advances: Increase revenue to $1.041 billion in 2026
Revenue guidance supports long-term growth targets.
Advances: Sustain strong revenue growth and expand margins
Strong revenue growth and margin expansion reported.
Threatens: Increase revenue to $1.041 billion in 2026
Earnings miss raises concerns about revenue growth trajectory.
