Update shared on 16 Nov 2025
Fair value Increased 9.12%Analysts have raised their price target for Workiva from $97.60 to $106.50, citing improved profit margins and a stronger forward-looking earnings outlook, even though expectations for revenue growth have been slightly lowered.
What's in the News
- Investor activism: Irenic Capital Management has launched a campaign urging Workiva to shake up its board, consider a sale, and address governance concerns, including the dual-class share structure and long-standing directors (Investor Activism, Nomination Related).
- Irenic Capital has built a stake in Workiva and is pressing for board refreshment, a review of strategic alternatives, and potential changes to the company's share structure, with an indication that a proxy fight could occur if demands are not met (Investor Activism, Activist Communication).
- Workiva has completed the repurchase of 719,665 shares, totaling $60.11 million, under its ongoing buyback program announced in August 2024 (Buyback Tranche Update).
- The company raised its earnings guidance for the full year 2025, now expecting total revenue of $880 million to $882 million and an improved GAAP operating margin (Corporate Guidance, Raised).
- Workiva announced a major expansion of its intelligent platform, introducing agentic AI and unified data automation to enhance workflow efficiency for finance and compliance teams (Product-Related Announcements).
Valuation Changes
- Consensus Analyst Price Target has increased from $97.60 to $106.50, indicating higher expected equity value.
- The discount rate has edged down slightly from 8.89% to 8.84%.
- The revenue growth projection has declined from 17.83% to 16.75%.
- Net profit margin has risen markedly from 5.81% to 9.67%.
- The future P/E ratio has decreased significantly from 93.64x to 61.19x, reflecting improved earnings expectations.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.