BTIG Research Cuts Workiva (NYSE:WK) Price Target to $90.00

Workiva (NYSE:WK) had its price objective dropped by equities research analysts at BTIG Research from $105.00 to $90.00 in a research note issued to investors on Friday, Marketbeat reports. The brokerage presently has a “buy” rating on the software maker’s stock. BTIG Research’s target price would suggest a potential upside of 51.85% from the company’s previous close.

WK has been the topic of a number of other research reports. The Goldman Sachs Group reaffirmed a “buy” rating and set a $110.00 price objective on shares of Workiva in a research report on Thursday, November 6th. UBS Group set a $110.00 target price on Workiva in a research note on Sunday, November 9th. Weiss Ratings restated a “sell (d-)” rating on shares of Workiva in a report on Wednesday, January 21st. Truist Financial increased their price target on Workiva from $95.00 to $110.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Finally, Stifel Nicolaus set a $98.00 price objective on Workiva in a research report on Thursday, November 6th. Ten analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $98.31.

Workiva Price Performance

Shares of NYSE:WK opened at $59.27 on Friday. The firm has a market capitalization of $3.33 billion, a PE ratio of -70.56 and a beta of 0.62. Workiva has a 1 year low of $56.06 and a 1 year high of $97.10. The firm’s 50-day moving average is $80.06 and its two-hundred day moving average is $82.96.

Workiva (NYSE:WK) last announced its quarterly earnings data on Thursday, February 19th. The software maker reported $0.78 earnings per share 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. During the same quarter last year, the firm posted $0.35 EPS. The company’s revenue for the quarter was up 19.5% on a year-over-year basis. Workiva has set its FY 2026 guidance at 2.660-2.760 EPS and its Q1 2026 guidance at 0.640-0.670 EPS. Analysts expect that Workiva will post -0.92 EPS for the current fiscal year.

Workiva declared that its board has initiated a stock buyback program on Monday, February 16th that allows the company to buyback $250.00 million in shares. This buyback authorization allows the software maker to purchase up to 7.7% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s board believes its stock is undervalued.

Institutional Investors Weigh In On Workiva

Hedge funds and other institutional investors have recently made changes to their positions in the business. GAMMA Investing LLC boosted its holdings in Workiva by 287.8% in the third quarter. GAMMA Investing LLC now owns 287 shares of the software maker’s stock valued at $25,000 after purchasing an additional 213 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new stake in Workiva during the fourth quarter worth approximately $26,000. Leonteq Securities AG purchased a new stake in shares of Workiva during the 4th quarter worth approximately $27,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Workiva by 217.9% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 391 shares of the software maker’s stock valued at $34,000 after buying an additional 268 shares in the last quarter. Finally, Allworth Financial LP boosted its holdings in shares of Workiva by 82.3% in the 3rd 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. Institutional investors and hedge funds own 92.21% of the company’s stock.

Workiva News Summary

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.)

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.