Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Workiva Inc
Workiva Inc., together with its subsidiaries, provides cloud-based reporting solutions in the United States and internationally. The company provides Workiva platform, a multi-tenant cloud software that provides data-linking capabilities; audit trail services; administrators access management; and connects and transforms data from various enterprise resource planning, human capital management, and customer relationship management systems, as well… Read full Trend Edge analysis →
Sector: Technology
Industry: Software-Application
Exchange: NYSE
IPO Date: December 12, 2014
Headquarters: 2900 University Boulevard, Ames, IA, United States, 50010
Founder-Led: Yes — Martin Vanderploeg (Non-Executive Chair)
Key Metrics
Current Price
$47.51
Market Cap
$2.81B
Float
50.9M
Shares Outstanding
52.5M
P/E (TTM)
208.42
Price/Sales (TTM)
3.03
vs. Analyst Target
+65.7% to analyst PT
Profit Margin
1.53%
Operating Margin (TTM)
6.20%
Revenue (TTM)
$926M
Dividend Rate
None
Analyst Target Price
$78.73 (13 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$352M
-$48.4M
$261M
-$30.4M
2021
$443M
-$37.7M
$339M
-$19.8M
2022
$538M
-$90.9M
$408M
-$72.7M
2023
$630M
-$128M
$476M
-$59.3M
2024
$739M
-$55.0M
$567M
-$25.6M
2025
$885M
-$26.2M
$694M
$1.4M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$215M
-$19.4M
Sep 2025
$224M
$2.8M
Dec 2025
$239M
$11.8M
Mar 2026
$247M
$19.0M
Ownership & Float
Insider Ownership
3.6%
Institutional Ownership
97.7%
Short Float
8.6%
% of All Funds Holding
3.50%
Number of Funds Holding
288
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$53.20
Near-term / short-term trend
Weekly
40-Week SMA
$73.77
Medium-term trend
Weekly
80-Week SMA
$78.32
Cyclical trend (business cycle)
Weekly
200-Week SMA
$83.56
Secular trend (multi-year)
Monthly
10-Month SMA
$73.14
Near-term monthly trend
Monthly
20-Month SMA
$77.72
Medium-term monthly trend
Monthly
40-Month SMA
$84.12
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$54.00
resistance
1.35x
0 months ago
$59.00
resistance
1.16x
0 months ago
$77.00
resistance
1.72x
2 months ago
$86.00
resistance
1.01x
3 months ago
$96.00
resistance
1.37x
14 months ago
Historical Earnings Reactions (46 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
1.21%
1.85%
63.04%
16.56%
-19.96%
1 Day
2.10%
2.32%
63.04%
32.07%
-14.78%
1 Week
0.92%
0.81%
56.52%
22.94%
-28.98%
2 Weeks
1.17%
2.03%
56.52%
24.13%
-31.11%
1 Month
3.94%
3.40%
60.00%
49.02%
-27.74%
Next earnings: July 24, 2026 (56 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
-2.6%
41.7%
12
Feb
-1.8%
50.0%
12
Mar
-0.9%
50.0%
12
Apr
-0.9%
50.0%
12
May
1.8%
63.6%
11
Jun
3.2%
63.6%
11
Jul
2.8%
72.7%
11
Aug
10.7%
81.8%
11
Sep
1.4%
72.7%
11
Oct
-1.8%
45.5%
11
Nov
8.0%
72.7%
11
Dec
0.7%
36.4%
11
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.01%
51.5%
538
Tuesday
-0.05%
50.7%
594
Wednesday
0.07%
50.2%
590
Thursday
0.26%
55.0%
578
Friday
0.13%
50.8%
577
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 97.7%
Insider Transactions — Smart Summary
Total insider ownership: 3.6%
Founder-led management: Martin Vanderploeg (Non-Executive Chair)
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The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
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AI Consult identifies the highest-probability signal from the current trend.