Workiva (WK) CEO Julie Iskow surrenders 7,578 shares for RSU tax withholding
Workiva Inc. President & CEO Julie Iskow reported a tax-withholding share disposition, delivering 7,578 shares of Class A Common Stock back to the company at $60.00 per share. This action covered withholding taxes due upon the vesting of previously granted restricted stock units, and it was not an open-market sale. Following this transaction, Iskow retains a substantial equity position, directly holding 460,530 shares.
Assessing Workiva (WK) Valuation After CFO Appointment And AI Revenue Push Toward US$1b
Workiva (WK) is re-entering investor focus following the appointment of a new CFO and a strategic push into AI solutions, with a revenue target of US$1 billion. The stock is currently assessed as undervalued with a fair value of $89.45 against a current price of $60.00, driven by its multi-solution platform, larger contracts, and demand for sustainability reporting. However, this optimistic outlook is contingent on timely demand related to CSRD and stable macroeconomic conditions, while the market also considers its P/S ratio compared to industry peers.
WK SEC Filings - Workiva Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Workiva Inc. (WK) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports. It uses AI-powered tools to summarize these documents and highlight key information for investors. Recent filings cover insider stock sales, a significant shareholder update from Eminence Capital, and Workiva's third-quarter 2025 financial results, showing revenue growth and net income.
Did Workiva's (WK) New AI-Focused CFO Just Recast Its Governance and Compliance Investment Narrative?
Workiva recently appointed Barbara Larson as CFO, whose background in finance leadership and emphasis on embedding AI into Workiva's platform aligns with the company's strategy of leveraging AI for governance, risk, compliance, and sustainability. This move reinforces Workiva's focus on achieving its US$1.00 billion revenue target by 2026, driven by an AI-enabled GRC platform that responds to increasing regulatory demands. While the CFO's appointment strengthens the narrative, the company's success still heavily relies on execution, particularly with the March 2026 launch of its next-gen GRC platform and effective partner-led deployments.
WK SEC Filings - Workiva Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Workiva Inc. (WK) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, and 8-K material events, with AI-powered summaries to explain the content. Recent filings highlight director stock transactions, changes to the Board of Directors with new appointments, and the naming of Barbara Larson as the new CFO with details of her compensation package. The platform also offers financial data like market cap and current stock price for Workiva.
Vanguard (WK) reports 0 shares of Workiva after Jan 12, 2026 realignment
Vanguard Group has filed an Amendment No. 12 to its Schedule 13G/A, reporting zero beneficial ownership of Workiva Inc. common stock, representing 0% of the class. This change, effective January 12, 2026, is due to an internal realignment where certain Vanguard subsidiaries now report beneficial ownership separately, citing SEC Release No. 34-39538. This is an administrative disclosure reflecting internal organizational changes rather than a transaction involving Workiva shares.
Analysts Offer Insights on Technology Companies: Workiva (WK) and Quarterhill (OtherQTRHF)
Two analysts have issued bullish sentiments on technology companies Workiva and Quarterhill. Truist Financial analyst Terry Tillman reiterated a Buy rating for Workiva with an average price target of $89.33, while ATB Cormark Capital Markets analyst Gavin Fairweather maintained a Buy rating on Quarterhill, setting a price target of C$2.00. The consensus on Workiva is a Strong Buy, and on Quarterhill, it's a Moderate Buy.
(WK) Volatility Zones as Tactical Triggers
This article provides an AI-generated analysis of Workiva Inc. Class A (NYSE: WK), identifying a neutral near and mid-term outlook but a positive long-term bias. It outlines detailed trading strategies including position, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis. The report highlights elevated downside risk due to a lack of additional long-term support signals.
Assessing Workiva (WK) Valuation After A 31% One Year Total Shareholder Return Decline
Workiva (WK) has experienced a significant decline of approximately 31% in its share price over the past year. Despite this, a common valuation narrative suggests an $89.45 fair value, indicating it might be undervalued at its current $61.68, largely due to expected growth and AI integration. However, investors are cautioned to consider risks like regulatory shifts and execution issues, and to conduct their own detailed analysis.
Analysts Are Bullish on These Technology Stocks: Workiva (WK), Xiaomi (XIACF)
Three analysts recently issued bullish ratings on technology stocks Workiva (WK), Xiaomi (XIACF), and DLocal (DLO). Truist Financial reiterated a Buy rating on Workiva with an $89.33 average price target, while Bernstein maintained a Buy on Xiaomi with a HK$46.00 price target. Separately, Truist Financial assigned a Buy rating to DLocal with a $15.00 price target, contributing to a Strong Buy consensus for the company.
Analysts Are Bullish on These Technology Stocks: Workiva (WK), Xiaomi (XIACF)
Three analysts have issued bullish sentiments on technology stocks Workiva (WK), Xiaomi (XIACF), and DLocal (DLO). Workiva received a "Strong Buy" consensus with an average price target of $89.33, while Xiaomi also has a "Strong Buy" consensus with a 41.4% upside. DLocal was assigned a "Buy" rating with a target of $15.00, contributing to a "Strong Buy" consensus for the company.
WK SEC Filings - Workiva Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Workiva Inc. (WK) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It offers access to official regulatory documents and AI-powered tools to help explain the information within each document. The platform also details recent filings, such as insider share sales and quarterly earnings reports, providing AI-generated summaries, impact scores, and sentiment analysis for each.
Price-Driven Insight from (WK) for Rule-Based Strategy
This article from Stock Traders Daily provides a price-driven analysis for Workiva Inc. Class A (NYSE: WK), indicating strong sentiment across all horizons despite elevated downside risk due to a lack of additional long-term support signals. It outlines three AI-generated trading strategies: a Long Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with multi-timeframe signal analysis. The report highlights key support and resistance levels for various time horizons.
Workiva (WK) Valuation Check After Earnings Beat And Strong Recurring Revenue Momentum
Workiva (WK) has demonstrated strong quarterly results, exceeding revenue, billings, and guidance expectations, yet its stock performance has been mixed. Despite a significant share price decline over the past year, the company is considered 28% undervalued by analysts, with a fair value target of $89.45. This positive outlook is driven by Workiva's focus on large multi-solution platform deals, particularly with Fortune 50 and Fortune 100 companies, and the increasing demand for its sustainability reporting solutions fueled by new regulations.
Workiva Beat And ARR Growth Put Profitability Goals In Sharper Focus
Workiva (NYSE:WK) exceeded revenue and EPS guidance in its latest quarterly results, driven by strong annual recurring revenue (ARR) growth and improved operating leverage. The company's transition from a net loss to a net income this quarter, coupled with positive GAAP EPS guidance for 2026, reinforces its path towards consistent profitability. While a full-year loss remains, the progress and robust ARR figures highlight the potential for Workiva's cloud platform in integrated reporting and compliance.
Workiva (NYSE: WK) director receives 877-share restricted stock grant
Workiva Inc. director Richard Scott Herren was granted 877 restricted stock units (RSUs) of Class A common stock at $0.00 per share. This equity award was made on March 2, 2026, under the Workiva Inc. 2014 Equity Incentive Plan. This event is categorized as a neutral filing impact and sentiment, as per the SEC Form 4 filing.
Workiva (WK) director Richard Scott Herren reports zero Class A share ownership
Richard Scott Herren, a director at Workiva Inc. (WK), has filed an initial statement of beneficial ownership (Form 3) indicating zero holdings of the company's Class A Common Stock. This filing establishes his starting ownership position for SEC reporting purposes. The filing indicates no insider buy or sell transactions, simply reflecting his initial status as a director with no shares owned.
Workiva (WK) CEO logs PSU-based stock award and tax share withholdings
Workiva Inc. President & CEO Julie Iskow reported receiving 4,092 shares of Class A common stock from performance restricted stock units that vested at 200% of their target for the 2024-2025 period. To cover tax withholdings on these and previously granted restricted stock units, Iskow delivered a total of 4,785 shares back to Workiva. Following these transactions, Iskow directly owns 468,108 shares of Workiva Class A common stock.
Why Workiva (WK) Is Up 8.4% After Swing to Profitability and Higher 2026 Guidance
Workiva Inc. (WK) shares rose 8.4% after the company reported a swing to profitability in Q4 2025 with $11.82 million in net income, up from a loss the previous year. The company also issued strong 2026 guidance, forecasting revenue of approximately $1.04 billion and GAAP net income per diluted share of $0.70 to $0.80, signaling improved operating leverage and management confidence. This positive financial outlook reinforces Workiva's investment thesis, highlighting its ability to monetize regulatory-driven demand despite potential macro and regulatory uncertainties.
(WK) Price Dynamics and Execution-Aware Positioning
This article, published on Stock Traders Daily, analyzes Workiva Inc. Class A (NYSE: WK) through the lens of price dynamics and execution-aware positioning. Key findings indicate divergent sentiment across all horizons, suggesting choppy conditions and no clear price positioning signal. The analysis, generated by AI models, provides three distinct trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) tailored to different risk profiles.
Assessing Workiva (WK) Valuation After Prolonged Share Price Weakness And Ongoing Losses
Workiva (WK) has experienced significant share price weakness and ongoing losses, with its stock down over 30% in the last year. Despite being undervalued according to analyst consensus and intrinsic estimates, trading at about $57.70 against a fair value of $106.27, the company is still losing money on its $884.57 million revenue. Investors are advised to consider the potential upsides and warning signs highlighted in the analysis, especially concerning regulatory tailwinds and partner execution, to determine if the current price offers a genuine opportunity.
Truist Financial Reaffirms Their Buy Rating on Workiva (WK)
Truist Financial analyst Terry Tillman reiterated a Buy rating on Workiva (WK) with a $90.00 price target, following the company's Q3 earnings report. Workiva reported increased quarterly revenue and a net profit, but corporate insider sentiment is negative due to recent share sales. Stephens also issued a Buy rating, while TipRanks – OpenAI maintained a Hold rating on the stock.
Workiva (NYSE: WK) grows 2025 revenue 20% and guides past $1B
Workiva Inc. (NYSE: WK) announced strong financial results for Q4 and full-year 2025, reporting a 20% revenue growth to $885 million for the full year and significantly improved non-GAAP operating margin. The company also issued an optimistic outlook for 2026, projecting total revenue to exceed $1 billion, alongside continued strong profitability and free cash flow generation. These results reflect Workiva's success in leveraging its AI-powered platform and strategic evolution to drive durable growth and operational efficiency.
Analysts’ Opinions Are Mixed on These Technology Stocks: Workiva (WK), SolarEdge Technologies (SEDG) and AXT (AXTI)
This article presents a roundup of recent analyst ratings for three technology stocks: Workiva (WK), SolarEdge Technologies (SEDG), and AXT (AXTI). Workiva received a "Strong Buy" consensus with a significant upside, SolarEdge Technologies was given a "Hold" consensus, and AXT received a "Moderate Buy" consensus. The report includes price targets, analyst success rates, and average returns for each stock.
Analysts’ Opinions Are Mixed on These Technology Stocks: Workiva (WK), SolarEdge Technologies (SEDG) and AXT (AXTI)
This article summarizes recent analyst ratings for three technology stocks: Workiva (WK), SolarEdge Technologies (SEDG), and AXT (AXTI). Workiva received a "Strong Buy" consensus with a significant upside, while SolarEdge Technologies was rated "Hold" with minimal upside. AXT garnered a "Moderate Buy" consensus.
Workiva Announces Fourth Quarter and Full Year 2025 Financial Results
Workiva Inc. announced strong financial results for its fourth quarter and full year ended December 31, 2025, with total revenue up 20% year-over-year to $885 million, driven by a 22% increase in subscription revenue. The company also reported significant improvements in its GAAP and non-GAAP operating margins, increased its share repurchase plan, and provided optimistic guidance for the first quarter and full year 2026, expecting total revenue close to $1.04 billion. These results highlight the critical relevance of Workiva's AI-powered platform for trust and transparency in financial reporting and GRC.
Analysts Offer Insights on Technology Companies: Workiva (WK) and Megaport (OtherMGPPF)
Analysts have provided ratings for two technology companies: Workiva (WK) and Megaport (MGPPF). William Blair maintained a Buy rating for Workiva, while UBS maintained a Hold rating for Megaport. Both companies have an analyst consensus of Strong Buy, with significant upside potential from their current levels.
AI platform Workiva nears $1B sales, expands stock buybacks
Workiva Inc. (NYSE: WK) reported strong financial results for Q4 and full-year 2025, with total revenue reaching $885 million, up 20% year-over-year. The AI-powered platform company announced outperformance in both top and bottom lines and provided a positive outlook for 2026, expecting to surpass $1 billion in total revenue. Additionally, Workiva's board authorized an increase of $250 million to its share repurchase plan, demonstrating confidence in its financial health and future growth.
(WK) as a Liquidity Pulse for Institutional Tactics
This article from Stock Traders Daily analyzes Workiva Inc. Class A (NYSE: WK) through its AI models, identifying weak near- and mid-term sentiment despite a long-term positive outlook. It provides specific institutional trading strategies (Position, Momentum Breakout, Risk Hedging) with entry points, targets, and stop losses. The analysis also highlights multi-timeframe signal strengths, support, and resistance levels for the stock.
Form 4: Swain Junko reports multiple insider transactions in WK
Junko Swain, SVP and Chief Accounting Officer at Workiva Inc. (WK), reported multiple insider transactions in a Form 4 filing. The filing indicates the acquisition of 771 Class A shares through the vesting of performance restricted stock units (PSUs) and the disposition of 374 shares to cover tax withholding obligations. Following these transactions, Swain's direct beneficial ownership in Workiva stands at 30,834 shares.
Assessing Workiva (WK) Valuation After Board Refresh And New Lead Independent Director
Workiva (WK) has strengthened its governance by adding two independent directors and appointing a new Lead Independent Director. Despite recent share price momentum, the stock appears significantly undervalued compared to intrinsic value estimates and analyst targets. Investors are encouraged to assess the company's growth assumptions and profitability in light of these changes and external market factors.
(WK) Risk Channels and Responsive Allocation
This article analyzes Workiva Inc. Class A (NYSE: WK), highlighting weak near and mid-term sentiment despite a strong long-term outlook. It identifies key support and resistance levels and provides three distinct AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, tailored for different risk profiles. The analysis suggests elevated downside risk due to the absence of additional long-term support signals.
Will Workiva’s New CFO-Heavy Board Steer WK Toward Sharper Discipline or Bigger Ambitions?
Workiva Inc. has appointed two experienced finance and operations leaders, Scott Herren and Mark Peek, to its board of directors. This move is expected to influence the company's governance, capital allocation, and long-term business strategy, particularly as Workiva aims for profitability and manages its current loss-making status and negative shareholder equity. The article suggests these appointments reinforce the board's expertise during a critical period for the company.
Workiva reshapes board with new independent leadership
Workiva (WK) has announced significant changes to its board of directors, including the resignation of Lead Independent Director David S. Mulcahy and the appointment of Suku Radia as his successor. The board will expand to eight members with the addition of former Cisco and Autodesk CFO Scott Herren and former Workday co-president and CFO Mark Peek, both expected to strengthen Workiva’s strategic focus on the CFO office and drive growth in the AI-driven reporting and compliance market. Despite strong revenue growth and improved margins, Spark’s AI Analyst rates WK as Neutral due to significant financial risks, high leverage, negative equity, and valuation concerns.
Evaluating Workiva (WK) After Recent Share Weakness And A 29.7% Undervaluation Signal
Workiva (WK) has experienced significant share weakness, with its stock down 12% over the past month and 23% over the past year. Despite this, the company is identified as potentially 29.7% undervalued, with a fair value estimated at $108.45 against a current price of $76.27, based on analysts projecting future revenue growth of 20.6% annually and a shift from net loss to profit. However, its current P/S ratio of 5.1x is above the industry average but below a fair ratio estimate, suggesting a mixed valuation signal.
(WK) Movement as an Input in Quant Signal Sets
This article analyzes Workiva Inc. Class A (NYSE: WK) using AI models, highlighting weak near and mid-term sentiment, potentially pressuring a neutral long-term outlook. It identifies an exceptional short setup with a 50.0:1 risk-reward ratio and provides distinct trading strategies for position trading, momentum breakout, and risk hedging. The analysis also includes multi-timeframe signal strengths, support, and resistance levels.
Workiva Inc. (NYSE:WK) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Workiva Inc. (NYSE:WK) has received a "Moderate Buy" consensus rating from 11 analysts, with an average 1-year price target of $103.92. This comes after the software maker surpassed Q4 earnings estimates, reporting $0.55 EPS against an expected $0.38 and $224.17 million in revenue. Institutional investors hold a significant portion of the company's stock, and several analysts have recently reiterated or raised their price objectives for Workiva.
Liquidity Mapping Around (WK) Price Events
This article provides a detailed analysis of Workiva Inc. Class A (NYSE: WK) stock, highlighting a weak near-term sentiment but an exceptional risk-reward setup targeting a 16.4% gain. It outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for various holding periods. The analysis emphasizes institutional trading strategies and real-time AI signals for optimized position sizing and minimized drawdown risk.
The Truth About Workiva Inc: Is This Boring-Looking Stock a Secret Tech Flex?
Workiva Inc (WK) is presented as an overlooked but potentially significant tech stock, specializing in compliance, financial, and ESG reporting for large companies. The article highlights its value in streamlining complex reporting processes, its strong recurring revenue model, and its position as a specialist against larger competitors. While not a "get-rich-quick" stock, it's suggested as a solid long-term investment for those seeking steady growth in a compliance-driven market.
Will Workiva's (WK) New CFO Shift the Balance Between Growth Ambitions and Profit Discipline?
Workiva (WK) is appointing Barbara Larson as its new CFO on January 20, 2026, leading investors to question how the company will balance growth with profitability and operating discipline, especially given softer U.S. labor data. Larson's experience in enterprise software finance is expected to influence Workiva's financial strategy, with her tenure beginning before the February 24 earnings call. The market will be watching for evidence that revenue growth and margin improvements can coexist amid potential customer caution regarding digital transformation spending.
Why (WK) Price Action Is Critical for Tactical Trading
This article analyzes Workiva Inc. Class A (NYSE: WK) stock, highlighting a weak near-term sentiment and a mid-channel oscillation pattern. It presents an exceptional 64.8:1 risk-reward setup, targeting an 18.5% gain versus 0.3% risk, and outlines institutional trading strategies for long, breakout, and hedging positions based on AI-generated signals and multi-timeframe analysis.
Kopp Family Office LLC Sells 43,293 Shares of Workiva Inc. $WK
Kopp Family Office LLC reduced its stake in Workiva Inc. by 42.9% in the third quarter of 2025, selling 43,293 shares and now holding 57,566 shares valued at approximately $4.96 million. Despite this reduction, institutional ownership remains high at 92.21%, with several other large funds increasing or initiating positions. Analysts largely maintain a "Moderate Buy" rating with an average target price of $103.92, following Workiva's recent beat on quarterly EPS and revenue estimates.
(WK) Price Dynamics and Execution-Aware Positioning
This article analyzes Workiva Inc. Class A (NYSE: WK), noting a neutral near-term sentiment and potential for moderate mid-term weakness, with an oscillating mid-channel pattern. It highlights an exceptional risk-reward short setup and provides detailed institutional trading strategies for long, breakout, and hedging positions based on AI model analysis across multiple timeframes.
Will a Veteran Tech CFO Hire Redefine Workiva’s (WK) Balance Between Growth and Discipline?
Workiva (WK) has announced Barbara Larson as their new CFO, effective January 2026, with CEO Julie Iskow serving as interim CFO. This strategic hire, bringing extensive tech finance experience, is expected to reinforce Workiva's focus on both global growth and operational discipline for its AI-powered reporting platform. The company aims for significant revenue and earnings growth by 2028, reflecting a potential 22% upside to its current stock price according to its forecasts.
Workiva Appoints Deepak Bharadwaj as EVP & Chief Product Officer to Fuel AI-Powered Platform Innovation
Workiva Inc. has announced the appointment of Deepak Bharadwaj as EVP & Chief Product Officer. Bharadwaj will be responsible for leading Workiva's product and UX organizations, focusing on the strategy and execution for the company’s AI-powered platform and expanding product portfolio. He brings over 25 years of product leadership experience from companies like Adobe and ServiceNow, aiming to drive the next phase of Workiva's product growth and enhance customer value.
Can Workiva’s (WK) New Finance And Product Leaders Reframe Its AI Reporting Ambitions?
Workiva has announced new leadership appointments, including Barbara Larson as CFO and Deepak Bharadwaj as Chief Product Officer, aimed at strengthening financial discipline and accelerating AI-powered reporting platform development. These changes are expected to support Workiva's growth ambitions, focusing on increasing revenue, improving profitability, and navigating regulatory challenges. The company projects significant revenue and earnings growth by 2028, with a fair value estimate suggesting a potential upside for its stock.
Precision Trading with Workiva Inc. Class A (WK) Risk Zones
This article analyzes Workiva Inc. Class A (WK) using AI models, highlighting a mid-channel oscillation pattern and a significant short setup with a 60.2:1 risk-reward ratio. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored to different risk profiles, and includes a multi-timeframe signal analysis indicating weak near-term and long-term sentiment. The article also provides AI-generated signals for support and resistance levels.
Analysts Offer Insights on Technology Companies: Palantir Technologies (PLTR), Workiva (WK) and Alkami Technology (ALKT)
This article summarizes recent analyst ratings for three technology companies: Palantir Technologies (PLTR), Workiva (WK), and Alkami Technology (ALKT). William Blair maintained a Hold rating on Palantir Technologies, while also maintaining a Buy rating on Workiva. Craig-Hallum and Lake Street both reiterated Buy ratings for Alkami Technology, with the latter implying a significant upside.
Workiva (NYSE: WK) appoints Barbara Larson as new CFO with $8M RSU grant and change-in-control severance
Workiva Inc. has appointed Barbara Larson as its new Executive Vice President, Chief Financial Officer, and Treasurer, effective January 20, 2026. Larson's compensation package includes a $485,000 base salary, an 85% target bonus, and an $8 million restricted stock unit grant, along with comprehensive severance terms. CEO Julie Iskow will serve as Interim CFO from December 27, 2025, until Larson assumes her role.
Should You Invest in Workiva (WK)?
The article discusses Workiva (WK), a software services company, highlighting its strong customer retention and consistent revenue growth despite a lack of profitability. The 13D Activist Fund, which holds Workiva, notes the company's discount compared to rivals due to this profitability issue. Workiva provides cloud-based reporting solutions to major enterprises, and its stock performance and hedge fund interest are also reviewed.
