Workiva remains undervalued despite a strong post-earnings rally, offering significant upside as the market rotates into small-cap value stocks. Q2 results showcased accelerating revenue growth and margin expansion, defying industry trends and highlighting strong execution and demand. Workiva's large addressable market, high net retention rates, and ambitious margin targets support a compelling long-term investment thesis.
Workiva Inc. (NYSE:WK ) Q2 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Jill E. Klindt - Executive VP, CFO & Treasurer Julie Iskow - CEO, President & Director Katie White - Corporate Participant Conference Call Participants Adam R.
While the top- and bottom-line numbers for Workiva (WK) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Workiva (WK) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.16 per share a year ago.
Workiva Inc. is experiencing robust growth in large enterprise contracts and maintains high net retention, supporting a Strong Buy rating and $107 fair value target. The company is still early in international expansion, offering significant growth potential as it increases its presence in Europe and Asia Pacific. Despite near-term headwinds from cautious IT spending and service revenue transition, I view these as temporary and expect 17% revenue growth.
Shares of Workiva have dropped ~10% after reporting Q1 results, despite the company maintaining its full-year outlook, amid macroeconomic turmoil. Meanwhile, the company continues to post high-teens growth rates, while gross retention is exceeding the company's expectations. Focus on the long-term drivers: the company is moving upmarket with larger multi-product deals, while also planning to triple operating margins by FY27.
Workiva Inc. (NYSE:WK ) Q1 2025 Results Conference Call May 1, 2025 5:00 PM ET Company Participants Katie White - Senior Director, Investor Relations Julie Iskow - Chief Executive Officer Jill Klindt - Chief Financial Officer Mike Rost - Chief Strategy Officer. Conference Call Participants Patrick Schulz - Baird Steve Enders - Citi Jake Roberge - William Blair Adam Hotchkiss - Goldman Sachs Ryan Krieger - Wolfe Research Dominique Manansala - Truist Andrew DeGasperi - BNP Paribas Brett Huff - Stephens John Messina - Raymond James Operator Good afternoon, ladies and gentlemen.
While the top- and bottom-line numbers for Workiva (WK) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Workiva (WK) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.22 per share a year ago.
Workiva takes center stage as U.S. agencies race to meet strict financial upgrade mandates.
Shares of Workiva have crashed more than 30% this year on worries for an ESG pullback. Meanwhile, ESG is only a minority slice of Workiva's $35 billion global TAM, the majority of which consists of regular corporate and financial reporting automation tools. The company notes that new sweeping regulations in Europe are driving greater adoption of Workiva's compliance toolkit, regardless of the U.S. political climate.
Running a global organization is becoming increasingly complex. Managers are tasked with overseeing remote employees who are working across dozens of digital applications, so chasing down valuable data can be a time-consuming ordeal.