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WK: Activist Pressure And Governance Reforms Will Unlock Share Price Upside

WK: Board Changes And Technology Advances Will Drive Share Price Higher

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WK
AnalystConsensusTarget
Not Invested
Published 27 Apr 2025

Update shared on 15 Dec 2025

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Analysts have nudged their price target on Workiva slightly higher to approximately $106.90 per share, reflecting incremental adjustments to the discount rate and long term growth assumptions while maintaining a broadly unchanged fair value outlook.

What's in the News

  • Workiva appointed Barbara Larson as Chief Financial Officer, effective January 20, 2026. President and CEO Julie Iskow will serve as interim CFO from December 27, 2025 until Larson’s start date (company announcement).
  • The company raised its full year 2025 guidance and now forecasts total revenue of $880 million to $882 million and a narrower GAAP net loss per share of $0.62 to $0.59 (company guidance).
  • Workiva issued fourth quarter 2025 guidance calling for revenue of $234 million to $236 million and a GAAP operating margin between 0.0% and 0.8%, indicating a move toward near break even profitability (company guidance).
  • From July 1 to September 30, 2025, Workiva repurchased 126,304 shares for $10 million, completing a $60.11 million buyback program covering 719,665 shares, or about 1.29% of shares outstanding (company disclosure).
  • Activist investor Irenic Capital Management built a stake in Workiva and launched a campaign urging board changes, a collapse of the dual class share structure, and a review of strategic alternatives, including a potential sale (activist communication).

Valuation Changes

  • Fair Value: Unchanged at approximately $106.90 per share, indicating a stable intrinsic value estimate.
  • Discount Rate: Risen slightly from about 8.84 percent to roughly 8.90 percent, reflecting a modestly higher required return.
  • Revenue Growth: Essentially unchanged, edging up marginally from about 16.75 percent to 16.75 percent in the long term model.
  • Net Profit Margin: Effectively flat, dipping insignificantly from roughly 9.67 percent to 9.67 percent in the forecast period.
  • Future P/E: Increased slightly from about 59.30 times to 59.40 times, implying a marginally higher multiple applied to forward earnings.

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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.