Workiva (NYSE:WK) Shares Gap Up on Earnings Beat

Workiva Inc. (NYSE:WK) shares gapped up before the market opened on Friday following a stronger than expected earnings report. The stock had previously closed at $59.26, but opened at $65.22. Workiva shares last traded at $64.9430, with a volume of 332,948 shares.

The software maker reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.68 by $0.10. The business had revenue of $238.94 million during the quarter, compared to analyst estimates of $235.13 million. Workiva’s revenue was up 19.5% compared to the same quarter last year. During the same period last year, the business posted $0.35 EPS. Workiva has set its FY 2026 guidance at 2.660-2.760 EPS and its Q1 2026 guidance at 0.640-0.670 EPS.

Workiva announced that its Board of Directors has approved a stock buyback program on Monday, February 16th that permits the company to buyback $250.00 million in outstanding shares. This buyback authorization permits the software maker to buy up to 7.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its shares are undervalued.

Key Workiva News

Here are the key news stories impacting Workiva this week:

• Positive Sentiment: Q4 results beat: Workiva reported $0.78 EPS vs. $0.68 consensus and revenue of $238.9M (up 19.5% YoY), showing accelerating growth and margin improvement. Workiva Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Very bullish guidance: Management raised Q1 2026 EPS to $0.640–$0.670 and FY2026 EPS to $2.660–$2.760 — both well above street consensus — signaling stronger-than-expected forward profitability and revenue growth. Workiva Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Subscription growth outlook boosted by AI and cross‑selling: Workiva expects ~19% subscription revenue growth in 2026 as AI adoption and multi‑product sales accelerate, supporting recurring revenue expansion. Workiva expects 19% subscription revenue growth in 2026 as AI adoption and multiproduct sales accelerate
• Positive Sentiment: $250M buyback approved: The board authorized repurchases up to $250M (about 7.7% of shares), which can support the share price and signals management views on valuation. RTT News Stock Buybacks
• Neutral Sentiment: Earnings materials and call: Full earnings slide deck and transcript are available for investors who want granular product and customer metrics from the Q4 call. Workiva Inc. (WK) Q4 2025 Earnings Call Transcript
• Negative Sentiment: BMO trims target: BMO lowered its price target from $92 to $83 (still an “outperform”), a modest negative signaling some analyst caution despite the strong results. (No link available.)

Analyst Ratings Changes

Several analysts have weighed in on the company. Raymond James Financial reissued an “outperform” rating and issued a $105.00 target price on shares of Workiva in a report on Wednesday, December 10th. The Goldman Sachs Group reiterated a “buy” rating and issued a $102.00 price target on shares of Workiva in a research report on Friday. Robert W. Baird set a $86.00 target price on Workiva in a research note on Friday. Truist Financial raised their price target on Workiva from $95.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, BMO Capital Markets reduced their price objective on Workiva from $92.00 to $83.00 and set an “outperform” rating on the stock in a research report on Friday. Ten research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat.com, Workiva has an average rating of “Moderate Buy” and an average price target of $96.92.

Hedge Funds Weigh In On Workiva

A number of large investors have recently bought and sold shares of the stock. GAMMA Investing LLC raised its position in shares of Workiva by 287.8% in the 3rd quarter. GAMMA Investing LLC now owns 287 shares of the software maker’s stock worth $25,000 after buying an additional 213 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in Workiva in the fourth quarter valued at about $26,000. Leonteq Securities AG purchased a new position in Workiva in the fourth quarter valued at about $27,000. EverSource Wealth Advisors LLC lifted its stake in shares of Workiva by 217.9% during the third quarter. EverSource Wealth Advisors LLC now owns 391 shares of the software maker’s stock worth $34,000 after purchasing an additional 268 shares in the last quarter. Finally, Allworth Financial LP grew its stake in shares of Workiva by 82.3% in the third quarter. Allworth Financial LP now owns 412 shares of the software maker’s stock valued at $35,000 after buying an additional 186 shares in the last quarter. Hedge funds and other institutional investors own 92.21% of the company’s stock.

Workiva Stock Performance

The firm has a fifty day moving average of $80.06 and a 200 day moving average of $82.96. The firm has a market capitalization of $3.61 billion, a PE ratio of -76.48 and a beta of 0.62.

Workiva Company Profile

Workiva, originally founded as WebFilings in 2008, delivers a cloud-native platform designed to streamline and connect data, documents and teams for reporting and compliance. Its flagship Workiva platform supports a range of applications including financial reporting, regulatory filings, internal controls documentation, risk management and environmental, social and governance (ESG) disclosures. By centralizing data and automating workflows, the company helps organizations improve accuracy, transparency and auditability across critical reporting processes.

The Workiva platform offers modular solutions that integrate with existing enterprise systems and data sources.