Workiva Reports Strong Q4 Growth Despite Stock Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 12 2026
0mins
Source: seekingalpha
Workiva Inc. saw its stock price drop by 3.26%, hitting a 20-day low, amid a broader market rally where the Nasdaq-100 rose by 2.52% and the S&P 500 increased by 2.24%.
Despite the decline in stock price, Workiva reported a 20% year-over-year increase in Q4 2025 sales, reaching $238.9 million, and net income of $11.8 million compared to a loss of $8.8 million last year, indicating strong demand in the compliance sector. This performance highlights the company's resilience amid AI concerns that have affected the tech sector.
The strong sales figures suggest that Workiva remains a vital player in the compliance market, and the current stock price may present a buying opportunity for investors looking for growth potential as the company continues to thrive despite external pressures.
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Analyst Views on WK
Wall Street analysts forecast WK stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 46.570
Low
98.00
Averages
106.75
High
115.00
Current: 46.570
Low
98.00
Averages
106.75
High
115.00
About WK
Workiva Inc. is a provider of cloud-based reporting solutions that are designed to solve financial and non-financial business challenges at the intersection of data, process, and people. The Company offers its unified software-as-a-service (SaaS) platform that brings customers’ financial reporting, Environmental, Social, and Governance (ESG), and Governance, Risk, and Compliance (GRC) together in a controlled, secure, audit-ready platform. The Company's Workiva platform is multi-tenant cloud software deployed in multiple regions worldwide for assured integrated reporting. The Company's platform is built primarily on Amazon Web Services (AWS) and is composed of both proprietary and open-source technologies. Its Workiva platform helps customers by connecting and transforming data from hundreds of enterprise resource planning (ERP), human capital management (HCM), and customer relationship management (CRM) systems, as well as other third-party cloud and on-premises applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Pembroke Management Sells Workiva Shares Worth $17.4 Million
- Share Sale Details: Pembroke Management disclosed in an SEC filing on May 13, 2026, the sale of 249,456 shares of Workiva, valued at approximately $17.4 million, indicating a reduction in confidence towards the company.
- Ownership Ratio Change: Following this transaction, Pembroke's stake in Workiva decreased to 1.94% from 4.2%, reflecting a cautious outlook on the company's future performance.
- Market Performance Analysis: As of May 13, 2026, Workiva shares traded at $44.31, down 38.5% over the past year, significantly underperforming the S&P 500, which suggests bearish market sentiment towards the stock.
- Financial Metrics Highlights: Despite the poor stock performance, Workiva achieved a record quarterly operating margin of 6.2% and nearly 20% revenue growth, indicating strong fundamentals that may attract long-term investors' interest.
See More
Pembroke Management Reduces Workiva Holdings
- Share Reduction Transaction: Pembroke Management disclosed in an SEC filing on May 13, 2026, the sale of 249,456 shares of Workiva, with an estimated transaction value of $17.40 million, indicating a decline in confidence towards Workiva.
- Decline in Position Value: The quarter-end position value for Workiva decreased by $27.50 million, reflecting the effects of trading and price movements, with the current holding at 224,900 shares valued at $13.41 million, now representing only 1.94% of the fund's assets under management.
- Poor Market Performance: Workiva's stock price has dropped 38.5% over the past year, significantly underperforming the S&P 500 by 64.94 percentage points, highlighting bearish market sentiment towards the software sector.
- Improved Financial Metrics: Despite the poor market performance, Workiva achieved a record quarterly operating margin of 6.2%, a substantial improvement from -10.3% a year ago, with quarterly revenue growth nearing 20%, indicating strong underlying fundamentals.
See More
Workiva Defies SaaS Downturn with Strong Growth
- Significant Revenue Growth: Workiva reported $247 million in revenue for Q1 2026, marking a 20% year-over-year increase and surpassing the $245 million forecast, prompting management to raise its full-year revenue guidance to $1.039 billion, demonstrating resilience amid market challenges.
- Customer Base Expansion: While total customers grew only 4% to 6,665 enterprises, the number of customers with annual contract values over $300,000 surged by 38% to 605, and those over $500,000 increased by 39% to 265, indicating strong demand from high-value clients and enhancing revenue stability.
- Improved Profitability: Workiva achieved a GAAP profit of $18.9 million in Q1, a significant turnaround from a $21.3 million loss in the same quarter last year, showcasing effective cost management and boosting investor confidence.
- Analysts Optimistic on Outlook: According to The Wall Street Journal, 11 out of 13 analysts have rated Workiva as a buy, with an average price target of $84.55, suggesting a 71% upside potential over the next 12 months, reflecting a positive market sentiment towards its long-term growth prospects.
See More
Workiva Reports Strong Q1 2026 Earnings with 21% Subscription Growth
- Significant Revenue Growth: Workiva reported total revenue of $247 million for Q1 2026, reflecting a 20% year-over-year increase, with subscription revenue reaching $225 million, up 21%, indicating sustained strong demand for its platform and enhancing its competitive position in the market.
- Increase in Large Contracts: The number of contracts valued over $300,000 rose by 38%, while those over $500,000 increased by 39% in Q1, demonstrating the company's significant progress in attracting larger clients, which will drive future revenue growth.
- Improved Profitability: The non-GAAP operating margin was reported at 18.4%, with management guiding for an increase in the full-year operating margin to a range of 16.0%-16.5%, reflecting confidence in future profitability and helping to attract investor interest.
- Cash Flow and Buybacks: The company reported $863 million in cash and cash equivalents, and repurchased 763,000 shares for $50 million under its buyback program, showcasing strong capital return capabilities and effective liquidity management.
See More
Workiva Reports Significant Q1 Adjusted Earnings Growth
- Significant Earnings Growth: Workiva reported adjusted earnings of $0.77 per diluted share for Q1, a substantial increase from $0.14 in the same period last year, indicating a strong performance and notable improvement in profitability.
- Positive Market Reaction: This earnings growth exceeded market expectations, likely boosting investor confidence and potentially driving up the company's stock price, reflecting optimism about its future growth potential.
- Effective Strategic Execution: By optimizing its product offerings and enhancing customer service, the company successfully attracted more clients, driving sustained revenue growth and demonstrating effective strategic execution and market adaptability.
- Optimistic Future Outlook: With ongoing investments in technological innovation and market expansion, the company is expected to further enhance its market share and profitability, solidifying its leadership position in the industry.
See More
Workiva Q1 Earnings Beat Expectations with Positive Guidance
- Strong Earnings Report: Workiva's Q1 non-GAAP EPS of $0.86 exceeded expectations by $0.21, with revenue reaching $247 million, reflecting a robust 19.9% year-over-year growth that underscores the company's strong market position and growth potential.
- Positive Future Outlook: For Q2 2026, Workiva anticipates total revenue between $250 million and $252 million, with GAAP operating margins expected to range from 1.6% to 2.2% and non-GAAP operating margins from 14.5% to 15.0%, indicating strong confidence in future growth.
- Full Year Projections: Workiva expects total revenue for 2026 to be between $1.037 billion and $1.041 billion, with GAAP net income per diluted share projected at $0.89 to $0.99 and non-GAAP at $2.85 to $2.95, showcasing the company's sustained profitability and competitive edge in the market.
- Healthy Cash Flow: The company anticipates a free cash flow margin of approximately 20%, which not only enhances financial stability but also provides ample funding for future investments and expansion.
See More
Pembroke Management Sells Workiva Shares Worth $17.4 Million
- Share Sale Details: Pembroke Management disclosed in an SEC filing on May 13, 2026, the sale of 249,456 shares of Workiva, valued at approximately $17.4 million, indicating a reduction in confidence towards the company.
- Ownership Ratio Change: Following this transaction, Pembroke's stake in Workiva decreased to 1.94% from 4.2%, reflecting a cautious outlook on the company's future performance.
- Market Performance Analysis: As of May 13, 2026, Workiva shares traded at $44.31, down 38.5% over the past year, significantly underperforming the S&P 500, which suggests bearish market sentiment towards the stock.
- Financial Metrics Highlights: Despite the poor stock performance, Workiva achieved a record quarterly operating margin of 6.2% and nearly 20% revenue growth, indicating strong fundamentals that may attract long-term investors' interest.
See More
Pembroke Management Reduces Workiva Holdings
- Share Reduction Transaction: Pembroke Management disclosed in an SEC filing on May 13, 2026, the sale of 249,456 shares of Workiva, with an estimated transaction value of $17.40 million, indicating a decline in confidence towards Workiva.
- Decline in Position Value: The quarter-end position value for Workiva decreased by $27.50 million, reflecting the effects of trading and price movements, with the current holding at 224,900 shares valued at $13.41 million, now representing only 1.94% of the fund's assets under management.
- Poor Market Performance: Workiva's stock price has dropped 38.5% over the past year, significantly underperforming the S&P 500 by 64.94 percentage points, highlighting bearish market sentiment towards the software sector.
- Improved Financial Metrics: Despite the poor market performance, Workiva achieved a record quarterly operating margin of 6.2%, a substantial improvement from -10.3% a year ago, with quarterly revenue growth nearing 20%, indicating strong underlying fundamentals.
See More
Workiva Defies SaaS Downturn with Strong Growth
- Significant Revenue Growth: Workiva reported $247 million in revenue for Q1 2026, marking a 20% year-over-year increase and surpassing the $245 million forecast, prompting management to raise its full-year revenue guidance to $1.039 billion, demonstrating resilience amid market challenges.
- Customer Base Expansion: While total customers grew only 4% to 6,665 enterprises, the number of customers with annual contract values over $300,000 surged by 38% to 605, and those over $500,000 increased by 39% to 265, indicating strong demand from high-value clients and enhancing revenue stability.
- Improved Profitability: Workiva achieved a GAAP profit of $18.9 million in Q1, a significant turnaround from a $21.3 million loss in the same quarter last year, showcasing effective cost management and boosting investor confidence.
- Analysts Optimistic on Outlook: According to The Wall Street Journal, 11 out of 13 analysts have rated Workiva as a buy, with an average price target of $84.55, suggesting a 71% upside potential over the next 12 months, reflecting a positive market sentiment towards its long-term growth prospects.
See More
Workiva Reports Strong Q1 2026 Earnings with 21% Subscription Growth
- Significant Revenue Growth: Workiva reported total revenue of $247 million for Q1 2026, reflecting a 20% year-over-year increase, with subscription revenue reaching $225 million, up 21%, indicating sustained strong demand for its platform and enhancing its competitive position in the market.
- Increase in Large Contracts: The number of contracts valued over $300,000 rose by 38%, while those over $500,000 increased by 39% in Q1, demonstrating the company's significant progress in attracting larger clients, which will drive future revenue growth.
- Improved Profitability: The non-GAAP operating margin was reported at 18.4%, with management guiding for an increase in the full-year operating margin to a range of 16.0%-16.5%, reflecting confidence in future profitability and helping to attract investor interest.
- Cash Flow and Buybacks: The company reported $863 million in cash and cash equivalents, and repurchased 763,000 shares for $50 million under its buyback program, showcasing strong capital return capabilities and effective liquidity management.
See More
Workiva Reports Significant Q1 Adjusted Earnings Growth
- Significant Earnings Growth: Workiva reported adjusted earnings of $0.77 per diluted share for Q1, a substantial increase from $0.14 in the same period last year, indicating a strong performance and notable improvement in profitability.
- Positive Market Reaction: This earnings growth exceeded market expectations, likely boosting investor confidence and potentially driving up the company's stock price, reflecting optimism about its future growth potential.
- Effective Strategic Execution: By optimizing its product offerings and enhancing customer service, the company successfully attracted more clients, driving sustained revenue growth and demonstrating effective strategic execution and market adaptability.
- Optimistic Future Outlook: With ongoing investments in technological innovation and market expansion, the company is expected to further enhance its market share and profitability, solidifying its leadership position in the industry.
See More
Workiva Q1 Earnings Beat Expectations with Positive Guidance
- Strong Earnings Report: Workiva's Q1 non-GAAP EPS of $0.86 exceeded expectations by $0.21, with revenue reaching $247 million, reflecting a robust 19.9% year-over-year growth that underscores the company's strong market position and growth potential.
- Positive Future Outlook: For Q2 2026, Workiva anticipates total revenue between $250 million and $252 million, with GAAP operating margins expected to range from 1.6% to 2.2% and non-GAAP operating margins from 14.5% to 15.0%, indicating strong confidence in future growth.
- Full Year Projections: Workiva expects total revenue for 2026 to be between $1.037 billion and $1.041 billion, with GAAP net income per diluted share projected at $0.89 to $0.99 and non-GAAP at $2.85 to $2.95, showcasing the company's sustained profitability and competitive edge in the market.
- Healthy Cash Flow: The company anticipates a free cash flow margin of approximately 20%, which not only enhances financial stability but also provides ample funding for future investments and expansion.
See More
