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WK · Workiva Inc

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$75.39 -0.32 (-0.42%) At close · Aug 20
Market Cap
$4.10B
Shares
54.42M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$75.39 Open$75.15 Day$74.84–76.98 52W close$44.31–93.31 Avg vol 30d793K Short int5.0M · 9.1% float · 6.7d Short vol61% Last earningsAug 4, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 6, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 4, 2026

AI Brief

TL;DR.

Bullish
    Bearish

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

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +14%
      above
      Price vs 50-day avg +33%
      above
      RSI (14) 73
      overbought
      MACD trend Positive
      52-week position 63%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return +49%
      trailing
      6-month return +22%
      trailing
      YTD return −13%
      this year
      Relative strength +11%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $57 › 200d $66 — 200d above 50d
      Institutional flow Distributing
      -5% holders QoQ · +62 funds added
      Insider flow Distributing
      Net -$126.5K over 90 days · 100% sells
      Short interest Falling
      9.13% of float · ▼ -16.6% MoM · 6.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr low
      302 holders — near 3-yr low, contrarian setup
      Squeeze score 68
      elevated · 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 90.8
      rich
      Buyback $28.0M
      remaining
      Balance sheet $338.8M
      net cash
      Quant / Vol
      risk profile
      Very High
      Volatility 45%
      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

      Beat or met 6 of last 8
      Latest guidance · from the 8-K filed Aug 4, 2026
      Third Quarter 2026
      Total revenue Initiated $260M – $262M
      prior qtr $255.29M midpoint +2.2% QoQ
      GAAP operating margin Initiated 4.2% – 4.8%
      Non-GAAP net income per diluted share Initiated $0.79 – $0.82
      GAAP net income per diluted share Initiated $0.21 – $0.25
      prior qtr $0.24 midpoint −4.2% QoQ
      Non-GAAP operating margin Initiated 17% – 17.5%
      Full Year 2026
      Total revenue Initiated $1.04B – $1.04B
      prior FY $884.57M midpoint +17.8% Y/Y
      Non-GAAP operating margin Initiated 18%
      GAAP operating margin Initiated 5.7% – 5.8%
      GAAP net income per diluted share Initiated $1.21 – $1.22
      prior FY $-0.47 midpoint +358.5% Y/Y
      Non-GAAP net income per diluted share Initiated $3.38 – $3.39
      Free cash flow margin Initiated 21%
      Prior guidance period ended · from the 8-K filed May 5, 2026
      Total revenue · Second Quarter 2026 $250M – $252M
      GAAP operating margin · Second Quarter 2026 1.6% – 2.2%
      Non-GAAP operating margin · Second Quarter 2026 14.5% – 15%
      GAAP net income per diluted share · Second Quarter 2026 $0.12 – $0.15
      Non-GAAP net income per diluted share · Second Quarter 2026 $0.62 – $0.65
      Guided vs delivered · last 8 settled
      Total revenue Fourth Quarter 2025
      guided $234M – $236M
      $238.94M Beat +1.7%
      Total revenue Full Year 2025
      guided $880M – $882M
      $884.57M Beat +0.4%
      Total revenue Q1 2024
      guided $173M – $175M
      $175.67M Beat +1.0%
      Total revenue full year 2024
      guided $718M – $722M
      $738.68M Beat +2.6%

      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 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +14% Bullish
      Price vs 50-day avg
      +33% Bullish
      RSI (14)
      73 Bearish
      MACD trend
      Positive Bullish
      52-week position
      63% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $57 › 200d $66 — 200d above 50d
      Institutional flow Distributing
      -5% holders QoQ · +62 funds added
      Insider flow Distributing
      Net -$126.5K over 90 days · 100% sells
      Short interest Falling
      9.13% of float · ▼ -16.6% MoM · 6.7 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr low
      302 holders — near 3-yr low, contrarian setup
      Price context
      position in its 52-week range
      Range low $44 Now $75 · 63% Range high $93
      vs 200-day avg +14% vs 50-day avg +33%

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

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Customers 6,750 Q2 2026 —
      Customers with an ACV of more than $300,000 656 Q2 2026 —
      Customers with an ACV of more than $500,000 276 Q2 2026 —
      Customers with an annual contract value (“ACV”) of more than $100,000 2,690 Q2 2026 —
      Free cash flow non-GAAP $78M Q2 2026 —
      GAAP → non-GAAP reconciliation
      GAAP Net cash provided by operating activities 78.31M
      -332K Purchase of property and equipment
      = Free cash flow 77.98M
      Free cash flow margin non-GAAP 20.6% Six months ended June 30, 2026 —
      Gross retention rate 97% Q2 2026 —
      Net retention rate 111% Q2 2026 —
      Operating cash flow margin non-GAAP 20.8% Six months ended June 30, 2026 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      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
      		$4.10B -12.6% +19.7% 90.8 9.1%
      SAP
      Sap SE
      		 $249.56B -10.6% — — 0.7%
      SHOP
      Shopify Inc.
      		 $188.60B -8.6% +30.1% 98.4 1.6%
      CRM
      Salesforce, Inc.
      		 $160.64B -22.5% +25.9% 22.7 3.6%
      UBER
      Uber Technologies, Inc
      		 $160.44B -3.9% +18.3% — 2.3%

      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 Accumulating
      Holders
      302
      % held
      91.0%
      Net QoQ
      +469.1K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      278
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      5.0M
      Days to cover
      6.7d
      Change
      -991.5K sh
      View
      Short Volume
      Short vol %
      61%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      77
      Value
      $4.5K
      As of
      Jul 31, 2026
      View
      Off-Exchange
      Off-exchange %
      41.8%
      Week of
      Jul 13, 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
      8-K
      Filed
      Aug 4, 2026
      This year
      14
      View
      Proposed Sales
      Value
      $499.2K
      Shares
      6.6K
      Filed
      Aug 20, 2026
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Sep 15, 2026
      Last call
      Aug 4, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      WK +2.2% +48.8% +22.4% +26.1% -12.6%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY +4.2% +45.5% +11.3% +24.0% -24.4%

      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) 277 filings 272 filers Visit website Investor relations

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