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Workiva Inc.

Recommendation Details

PortfolioSmallcap

DateOct 29, 2026

ForecastQ Daily Probabilities

47.6%

53.4%

21.2%

Company Description

Workiva Inc. is a global provider of cloud-based software solutions designed to streamline and manage compliance and regulatory reporting. Its flagship offering, the Workiva platform, delivers a suite of advanced capabilities such as secure collaboration, robust data linking and integration, precise granular permissions, efficient process management, and comprehensive audit trails. This platform empowers users to centralize data from various sources, including enterprise resource planning (ERP), governance, risk, and compliance (GRC), human capital management (HCM), customer relationship management (CRM) systems, and numerous other third-party cloud-based or on-premise applications. Workiva serves a diverse clientele that spans public and private companies, governmental organizations, and academic institutions. The company was established in 2008 and is headquartered in Ames, Iowa.

Recent News & Events

Imminent Q3 2026 earnings on Nov 5 with elevated expectations and rich valuation is the dominant near-term catalyst; recent S&P index inclusion and mixed analyst actions provide secondary drivers.

Earnings Report

Q3 2026 Earnings Due Nov 5 After Close

Workiva reports Q3 2026 results after market close on November 5, with consensus at ~$0.798 EPS and ~$261.4M revenue, near the low end of guidance ($0.79-$0.82 EPS; $260-262M revenue). The stock is up ~37% since last report and trades near its post-earnings high, so the bar is elevated; focus will be on subscription growth, net revenue retention (111%), large-contract momentum, and whether margin upgrades continue. A miss or deceleration in growth metrics could trigger sharp downside given positioning.

Business Wire / Workiva Press Release

Index Inclusion

Added to S&P SmallCap 600 and S&P Composite 1500

S&P Dow Jones Indices announced Workiva would replace FormFactor in the S&P SmallCap 600 (and join the S&P Composite 1500) effective before the open on October 6, 2026. Index inclusion forces tracking funds to buy shares, generating positive flows; the stock popped ~3.3% on the news. Impact is largely realized but lingering passive demand may provide modest support.

Yahoo Finance (StockStory)

Analyst Rating Changes

Mixed Recent Analyst Actions Ahead of Earnings

Several rating changes in recent weeks reflect divided sentiment — Weiss Ratings upgraded to hold (Oct 20), Wall Street Zen raised to strong-buy (Oct 18), while Zacks Research downgraded to hold (Oct 5). Consensus is Moderate Buy with a ~$87 price target versus a recent ~$83.71 price, suggesting limited upside per analysts and potential volatility around the print.

MarketBeat

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Company Information