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WK · Workiva Inc

Track WK — free
$72.00 +0.77 (+1.08%)
Market Cap
$3.79B
Shares
54.42M
Volume · Oct 5 9.13M Avg daily vol (3M) 899.96K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$71.23 Open$73.11 Day$70.05–73.46 52W close$44.31–93.31 Avg vol 30d1.0M Short int3.8M · 6.9% float · 4.4d Short vol71% Last earningsAug 4, 2026 DataJan 2020–Oct 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Nov 6, 2026 Est · unconfirmed · in 5 wks
filed Aug 4, 2026
call held Aug 4, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$965.70M
Trailing 12 months
Net income (TTM)
$47.04M
Trailing 12 months
Revenue growth YoY
+18.6%
Year over year
Operating margin
3.3%
Trailing 12 months
P / E (TTM)
85.8
Trailing earnings · reciprocal yield 1.2%
FCF yield
5.3%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
0.0%
Year over year · fewer shares
Price change (1Y)
-18.6%
Trailing year
Short interest
6.9%
Latest settlement · 4.4 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Aug 4, 2026
Q2 FY26

TL;DR. Workiva Q2 2026: revenue beat the high end with 19% growth and non-GAAP operating margin beat by 180 bps at 16.8%, prompting the company to raise full-year non-GAAP operating margin guidance to ~18% (achieving its 2027 target a year early) and lift free cash flow margin guidance to ~21%.

Bullish
  • + Total revenue grew 19% to $255M, beating the high end of guidance by $3M
  • + Raised full-year 2026 non-GAAP operating margin guidance to ~18%, hitting the 2027 target a year early
  • + Raised full-year 2026 free cash flow margin guidance by 100 bps to ~21%
  • + Large contract cohorts expanded: $300K+ contracts up 34% to 656 and $500K+ contracts up 33% to 276
Bearish
  • − Cash, cash equivalents, and marketable securities fell $48M sequentially to $815M, driven by $123M of share repurchases

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

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Neutral Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +12%
above
Price vs 50-day avg +2%
above
RSI (14) 51
neutral
MACD trend Negative
52-week position 55%
mid-range
Momentum
relative strength
Neutral
1-month return −9%
trailing
6-month return +27%
trailing
YTD return −17%
this year
Relative strength +15%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $70 › 200d $64 — 50d above 200d
Institutional flow Accumulating
1 of 307 funds reported for Sep 30 · net +355 sh shares
Insider flow Distributing
Net -$499.2K over 90 days · 100% sells
Short interest Falling
6.93% of float · ▼ -11.0% MoM · 4.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
307 holders — mid 3-yr range
Squeeze score 78
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 83.9
rich
Buyback $228.0M
remaining
Balance sheet $60.3M
net cash
Quant / Vol
risk profile
Very High
Volatility 45%
annualized · 1-yr
Max drawdown −53%
past year
ATR 4.5%
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 8 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 operating margin Initiated 17% – 17.5%
GAAP net income per diluted share Initiated $0.21 – $0.25
prior qtr $0.24 midpoint −4.2% QoQ
Non-GAAP net income per diluted share Initiated $0.79 – $0.82
Full Year 2026
Total revenue Initiated $1.04B – $1.04B
prior FY $884.57M midpoint +17.8% Y/Y
GAAP operating margin Initiated 5.7% – 5.8%
Non-GAAP operating margin Initiated 18%
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%
Guided vs delivered · last 8 settled
Total revenue Third Quarter 2024
guided $182M – $183M
$185.62M Beat +1.7%
Total revenue Full Year 2024
guided $727M – $729M
$738.68M Beat +1.5%
Total revenue Second Quarter 2024
guided $174M – $176M
$177.5M Beat +1.4%
Total revenue First Quarter 2024
guided $173M – $175M
$175.67M Beat +1.0%

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
+12% Bullish
Price vs 50-day avg
+2% Bullish
RSI (14)
51 Neutral
MACD trend
Negative Bearish
52-week position
55% Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $70 › 200d $64 — 50d above 200d
Institutional flow Accumulating
1 of 307 funds reported for Sep 30 · net +355 sh shares
Insider flow Distributing
Net -$499.2K over 90 days · 100% sells
Short interest Falling
6.93% of float · ▼ -11.0% MoM · 4.4 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
307 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $44 Now $71 · 55% Range high $93
vs 200-day avg +12% vs 50-day avg +2%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$3.79B -17.4% +19.7% 83.9 6.9%
QH
QUHUO Ltd
$350.35B +240.7% +59.7% — 0.0%
SAP
Sap SE
$243.17B -14.1% — — 0.4%
CRM
Salesforce, Inc.
$191.79B -11.4% +25.9% 21.3 3.9%
SHOP
Shopify Inc.
$183.03B -6.0% +30.1% 95.5 1.3%

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
307
% held
91.3%
Reported
1 of 307
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
271
View
Short & Settlement
Short Interest Falling
Shares short
3.8M
Days to cover
4.4d
Change
-464.4K sh
View
Short Volume
Short vol %
71%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
16.3K
Value
$1.2M
As of
Sep 11, 2026
View
Off-Exchange
Off-exchange %
44.0%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$499.2K
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
Remaining
$228.0M
View
Filings
SEC Filings
Latest
Investor Event Transcript
Filed
Sep 9, 2026
This year
15
View
Proposed Sales
Value
$499.2K
Shares
6.6K
Filed
Aug 20, 2026
View
Earnings & Events
Webcasts
Last webcast
Sep 9, 2026
View

Performance

5D 20D 120D MTD YTD
WK +2.3% -9.4% +26.9% +7.0% -17.4%
SPY -0.2% -0.5% +12.2% +0.9% +12.9%
vs SPY +2.5% -8.9% +14.7% +6.1% -30.3%

Capital returns

Buyback program · as of Mar 31, 2026
Authorized
—
Spent (derived)
—
Remaining
$228.00M

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) 7 filings 6 filers Visit website Investor relations