Analysts have raised their fair value estimate for Workiva from $96.10 to $97.60. They cite updated assumptions around profit margins and revenue growth trajectories as the reason for this change.
What's in the News
- Irenic Capital Management has built a stake in Workiva and is urging the company to refresh its board, evaluate a potential sale, and collapse its dual-class structure. The firm has warned of a possible proxy fight if no agreement is reached (Key Developments).
- Workiva announced a major expansion of its intelligent platform at Amplify, introducing agentic AI, unified data automation, and a modernized controls experience to streamline workflows and strengthen reporting for finance, GRC, and sustainability teams (Key Developments).
- The company has released new financial guidance for Q3 and full year 2025, projecting revenue between $870 million and $873 million and a GAAP net loss per share in the range of $(0.79) to $(0.72) for the year (Key Developments).
- Workiva completed the repurchase of 593,361 shares for $50.11 million under its ongoing buyback program (Key Developments).
- Chief Financial Officer Jill Klindt will be stepping down from her role. She will remain as CFO until December 2025 or until a successor is appointed (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from $96.10 to $97.60.
- Discount Rate has increased marginally from 8.94% to 8.96%.
- Revenue Growth projection has fallen notably from 20.60% to 17.83%.
- Net Profit Margin estimate has improved from 5.42% to 5.81%.
- Future P/E ratio has edged up from 92.33x to 93.82x.
Disclaimer
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