RS Breakdown — momZ +1.05 · low 6w×1.00 · vs industry
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
$52.17
Market Cap
$2.94B
Float
50.7M
Shares Outstanding
52.5M
P/E (TTM)
218.04
Price/Sales (TTM)
3.17
vs. Analyst Target
+49.1% to analyst PT
Profit Margin
1.53%
Operating Margin (TTM)
6.20%
Revenue (TTM)
$926M
Dividend Rate
None
Analyst Target Price
$77.80 (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
3.9%
Institutional Ownership
93.1%
Short Float
10.2%
% 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
$49.74
Near-term / short-term trend
Weekly
40-Week SMA
$68.97
Medium-term trend
Weekly
80-Week SMA
$74.26
Cyclical trend (business cycle)
Weekly
200-Week SMA
$82.94
Secular trend (multi-year)
Monthly
10-Month SMA
$66.60
Near-term monthly trend
Monthly
20-Month SMA
$74.02
Medium-term monthly trend
Monthly
40-Month SMA
$81.91
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
1.45x
1 months ago
$59.00
resistance
1.12x
2 months ago
$77.00
resistance
1.72x
4 months ago
$86.00
resistance
1.01x
5 months ago
$96.00
resistance
1.37x
16 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 30, 2026 (17 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
1.0%
58.3%
12
Jun
2.8%
58.3%
12
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%
51.1%
544
Tuesday
-0.05%
50.8%
599
Wednesday
0.07%
50.2%
596
Thursday
0.25%
54.6%
584
Friday
0.16%
50.9%
581
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 93.1%
Insider Transactions — Smart Summary
Total insider ownership: 3.9%
Founder-led management: Martin Vanderploeg (Non-Executive Chair)
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