Workiva Inc. (WK) Stock Analysis
Recovery setup
Technology · Software - Application
Hold if already holding. Not a fresh buy at $54.75, but acceptable to hold if already in. Reasons: Earnings in 4 days (event risk); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend).
Workiva provides a unified cloud SaaS platform for financial reporting, sustainability management, and GRC, serving over 6,600 organizations including more than 85% of FORTUNE 1,000 companies. Revenue of $884.6 million in 2025 was approximately 92% subscription and support fees.... Read more
Hold if already holding. Not a fresh buy at $54.75, but acceptable to hold if already in. Reasons: Earnings in 4 days (event risk); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 45. Mixed signals. Hold existing position. Score 6.3/10, moderate confidence.
Passes 6/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear). Fails on earnings proximity 4d<=7d. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductSEC filings10-K Item 1A: 'We derive more than 35% of our total revenue from customers using our platform for SEC filings.'
Material Events(8-K, last 90d)
- 2026-01-28Item 5.02LOWDirector David Mulcahy resigned Jan 27, 2026; no disagreement cited. Suku Radia appointed Lead Independent Director. R. Scott Herren and Mark S. Peek elected as new directors.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $54.75, but acceptable to hold if already in. Reasons: Earnings in 4 days (event risk); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend). Chart setup: Death cross but MACD improving, RSI 45. Mixed signals. Hold existing position. Target $76.80 (+40.3%), stop $50.94 (−7.5%), A.R:R 5.0:1. Score 6.3/10, moderate confidence.
Take-profit target: $76.80 (+40.2% upside). Target $76.80 (+40.3%), stop $50.94 (−7.5%), A.R:R 5.0:1. Stop-loss: $50.94.
Earnings in 4 days (event risk); Below 200-MA, MA slope -2.1%/30d (confirmed downtrend).
Workiva Inc. trades at a P/E of N/A (forward 15.9). TrendMatrix value score: 8.5/10. Verdict: Hold.
21 analysts cover WK with a consensus score of 4.4/5. Average price target: $88.
What does Workiva Inc. do?Workiva provides a unified cloud SaaS platform for financial reporting, sustainability management, and GRC, serving...
Workiva provides a unified cloud SaaS platform for financial reporting, sustainability management, and GRC, serving over 6,600 organizations including more than 85% of FORTUNE 1,000 companies. Revenue of $884.6 million in 2025 was approximately 92% subscription and support fees. The platform connects data across ERP, HCM, and CRM systems for regulatory disclosure, audit, and sustainability workflows.