Can Workiva’s (WK) New Finance And Product Leaders Reframe Its AI Reporting Ambitions?

• Workiva Inc. recently announced that Barbara Larson will become Chief Financial Officer and Executive Vice President in January 2026, while CEO Julie Iskow steps in as interim CFO and Treasurer from late December 2025, alongside the appointment of Deepak Bharadwaj as Executive Vice President and Chief Product Officer.
• Together, these leadership moves bring in seasoned expertise from companies like Workday, Adobe, and ServiceNow to sharpen Workiva’s financial discipline and accelerate development of its AI-powered reporting platform.
• Next, we’ll examine how Larson’s incoming CFO role and broader leadership changes may influence Workiva’s investment narrative and growth ambitions.

This technology could replace computers: discover 27 stocks that are working to make quantum computing a reality.

Workiva Investment Narrative Recap

To own Workiva, you need to believe its unified, AI-enabled reporting platform can keep winning larger, multi-solution deals and expand globally, especially around complex sustainability regulations. The recent CFO and product leadership changes look incrementally supportive, but do not materially alter the near term focus on driving revenue growth while improving profitability and managing regulatory and macro uncertainty.

The appointment of Barbara Larson as CFO and EVP stands out because her remit explicitly includes partnering with the new Chief Revenue Officer to tighten financial operations while scaling adoption of Workiva’s AI-powered platform. For investors watching execution on bigger enterprise contracts and global expansion, this pairing could be important for aligning sales, product and finance around disciplined growth targets and efficiency goals.

Yet even if execution improves, investors should be aware that Workiva’s dependence on partner led services for deployments could still...

Read the full narrative on Workiva (it's free!)

Workiva’s narrative projects $1.4 billion revenue and $37.9 million earnings by 2028. This requires 20.6% yearly revenue growth and a $104.5 million earnings increase from $-66.6 million today.

Uncover how Workiva's forecasts yield a $106.90 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for Workiva span roughly US$54 to US$142 per share, reflecting a wide range of individual views. Against that backdrop, Workiva’s push into larger, multi solution enterprise deals and AI enabled reporting could have very different implications for returns depending on how you weigh the execution and regulatory risks ahead.

Explore 3 other fair value estimates on Workiva - why the stock might be worth 39% less than the current price!

Build Your Own Workiva Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Workiva research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Workiva research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Workiva's overall financial health at a glance.

Ready To Venture Into Other Investment Styles?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• Outshine the giants: these 26 early-stage AI stocks could fund your retirement.
• We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Rare earth metals are the new gold rush. Find out which 37 stocks are leading the charge.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com