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WK

Workiva Inc
$54.54 +2.37 (+4.54%) At close · Jul 13
Market Cap
$3.06B
Shares
56,119,336

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$54.54 Open$53.09 Day$52.75–55.73 52W$43.45–97.10 Avg vol 30d997K Short int5.9M · 10.5% float · 5.1d Short vol69% Last earningsMay 5, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 5
Up next
Next earnings call
Aug 7, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Bearish Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 17.2 · elevated Equity put/call 0.67
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg −22%
      below
      Price vs 50-day avg +10%
      above
      RSI (14) 65
      neutral
      MACD trend Positive
      52-week position 21%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return +11%
      trailing
      6-month return −36%
      trailing
      YTD return −37%
      this year
      Relative strength −45%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bearish
      Trend (MA cross) No cross
      50d $50 › 200d $70 — 200d above 50d
      Institutional flow Distributing
      17 of 315 funds reported for Jun 30 · net -129.9K sh shares · +2 new
      Insider flow Distributing
      Net -$126.5K over 90 days · 100% sells
      Short interest Rising
      10.52% of float · ▲ +14.0% MoM · 5.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      315 holders — mid 3-yr range
      Squeeze score 71
      high risk · 0–100
      Fundamentals
      Excellent
      Revenue growth +20%
      Y/Y
      Gross margin 78%
      expanding
      EPS growth +53%
      Y/Y
      Free cash flow $138.0M
      Valuation P/E 227.3
      rich
      Buyback $28.0M
      remaining
      Balance sheet $338.6M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 52%
      annualized · 1-yr
      Max drawdown −53%
      past year
      ATR 4.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed May 5, 2026
      Second Quarter 2026
      Total revenue Initiated $250M – $252M
      prior qtr $247.31M midpoint +1.5% QoQ
      GAAP operating margin Initiated 1.6% – 2.2%
      Non-GAAP operating margin Initiated 14.5% – 15%
      GAAP net income per diluted share Initiated $0.12 – $0.15
      prior qtr $0.33 midpoint −59.1% QoQ
      Non-GAAP net income per diluted share Initiated $0.62 – $0.65
      Full Year 2026
      Total revenue Initiated $1.04B – $1.04B
      prior FY $884.57M midpoint +17.5% Y/Y
      GAAP operating margin Initiated 3.8% – 4.3%
      Non-GAAP operating margin Initiated 16% – 16.5%
      GAAP net income per diluted share Initiated $0.89 – $0.99
      prior FY $-0.47 midpoint +300.0% Y/Y
      Non-GAAP net income per diluted share Initiated $2.85 – $2.95
      Free cash flow margin Initiated at least 20%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −22% Bearish
      Price vs 50-day avg
      +10% Bullish
      RSI (14)
      65 Neutral
      MACD trend
      Positive Bullish
      52-week position
      21% Neutral
      Market signals — smart money & positioning
      Bearish · 3 of 6
      Trend (MA cross) No cross
      50d $50 › 200d $70 — 200d above 50d
      Institutional flow Distributing
      17 of 315 funds reported for Jun 30 · net -129.9K sh shares · +2 new
      Insider flow Distributing
      Net -$126.5K over 90 days · 100% sells
      Short interest Rising
      10.52% of float · ▲ +14.0% MoM · 5.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      315 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $43 Now $55 · 21% 52-wk high $97
      vs 200-day avg -22% vs 50-day avg +10%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      contracts with annual value over $300,000 growth 38% Q1 2026 call
      contracts with annual value over $500,000 growth 39% Q1 2026 call
      non-GAAP operating margin beat non-GAAP 240 Q1 2026 call
      Free cash flow non-GAAP $138M full year 2025
      Free cash flow margin non-GAAP 15.6% full year 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Software - Application — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      WK
      Workiva Inc
      this stock
      $3.06B -36.8% +19.7% 227.3 10.5%
      SAP
      Sap SE
      $188.59B -34.1% 1.0%
      SHOP
      Shopify Inc.
      $161.87B -22.5% +26.1% 122.3 1.6%
      UBER
      Uber Technologies, Inc
      $151.16B -9.1% +18.3% 18.4 2.8%
      CRM
      Salesforce, Inc.
      $140.23B -35.4% +25.9% 19.8 6.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      313
      % held
      80.1%
      Reported
      17 of 315
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      261
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      5.9M
      Days to cover
      5.1d
      Change
      +725.4K sh
      View
      Short Volume
      Short vol %
      69%
      As of
      Jul 13, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      100
      Value
      $4.9K
      As of
      Jun 11, 2026
      View
      Off-Exchange
      Off-exchange %
      47.2%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$126.5K
      Buyers / Sellers
      0 / 1
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Greg Gianforte
      Amount
      $100.0K–$250.0K
      Traded
      Jun 24, 2020
      View
      Financials
      Financials
      Revenue (FY)
      $884.6M
      Net income (FY)
      $-26.2M
      EPS diluted
      $-0.47
      View
      Buybacks
      Authorized
      $100.0M
      Remaining
      $28.0M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      Investor Event Transcript
      Filed
      Jun 30, 2026
      This year
      12
      View
      Proposed Sales
      Value
      $6.0M
      Shares
      120.0K
      Filed
      Jul 1, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jun 4, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      WK +5.8% +11.0% -36.4% +12.4% -36.8%
      SPY -0.3% +1.6% +8.3% +0.3% +9.9%
      vs SPY +6.1% +9.5% -44.7% +12.1% -46.6%

      Capital returns

      Buyback program · as of Dec 31, 2025
      Authorized
      $100.00M
      Spent (derived)
      $72.00M
      Remaining
      $28.00M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1445305 CUSIP 98139A105 13F (30d) 16 filings 15 filers Visit website Investor relations