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 as other third-party cloud and on-premise applications. It serves public and private companies, government agencies, and higher-education institutions. Workiva Inc. was founded in 2008 and is headquartered in Ames, Iowa.
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Workiva swings to profit in Q2 2026 with revenue of $255.29 million
Workiva reported a swing to profitability in its second quarter of 2026, posting net income of $13.44 million compared with a net loss of $19.4 million a year earlier. Revenue rose to $255.29 million from $215.19 million in the prior-year period. The company also issued fresh guidance and filed a new shelf registration related to its employee stock ownership plan. The results come alongside the launch of new AI agents for its reporting platform and a sharp short-term share price rebound, with a 30-day return of 29.04% and a 90-day return of 43.69%, even as the year-to-date return remains down 18.86% and the five-year total shareholder return is down 49.97%.
Workiva Stock Draws Fresh Valuation Attention, Seen 34% Below Fair Value
Workiva has drawn fresh valuation attention, with its stock closing at US$52.17 and a widely followed narrative placing fair value at US$78.73, implying the stock is 33.7% undervalued. The narrative is driven by expectations of revenue growth from multi-solution platform deals and larger contracts with Fortune 50 and Fortune 100 companies, as well as strong demand for sustainability reporting solutions tied to regulations like Europe's CSRD. However, risks include potential shifts in European rules or weaker customer budgets affecting software spending. The stock's recent 30-day return of 6.62% contrasts with a year-to-date decline of 37.12% and a one-year total shareholder return of negative 22.30%.
Salesforce Shares Fall 5.8% in Three Months Amid Broader Software Sector Weakness
Salesforce shares have declined 5.8% over the past three months, underperforming the Zacks Internet – Software industry's 5.7% gain. Several enterprise software names, including SAP, Adobe and Workiva, have also struggled during the same period, falling 5.1%, 8.7% and 9.9% respectively. The broad-based weakness suggests investors are reassessing the software sector rather than losing confidence in Salesforce alone. The biggest overhang is the rapid rise of artificial intelligence, particularly agentic AI, which can automate complex business tasks with minimal human intervention, prompting questions about whether the traditional software-as-a-service pricing model could face pressure over time. Despite these concerns, Salesforce is transforming into a broader enterprise AI platform, with its biggest growth engine, Agentforce, seeing annual recurring revenues surge 205% year over year to 1.2 billion dollars in the first quarter of fiscal 2027. Combined AI and Data annual recurring revenues reached 3.4 billion dollars, more than tripling from the year-ago period. First-quarter fiscal 2027 revenues increased 13.3% year over year, marking a noticeable acceleration, and management expects revenue growth of 10 to 11 percent in the fiscal second quarter and approximately 11 percent for the full fiscal year. The recent share price weakness has made Salesforce's valuation more attractive, with the stock trading at a forward 12-month price-to-earnings ratio of 11.26, well below the industry average of 26.32. While challenges remain, the recent decline appears to reflect investor sentiment more than weakening fundamentals, and for existing investors, holding the stock continues to look like the more sensible strategy.
StockStory names Workiva and Nextpower as growth stocks to watch, flags Artivion as one to sell
StockStory highlights Workiva and Nextpower as growth stocks poised to flourish, while cautioning against Artivion. Workiva, a cloud-based financial reporting platform, saw annual recurring revenue grow 22.1% and boasts a 79.4% gross margin. Nextpower, a solar tracker provider, achieved 19.3% annual revenue growth over two years and significantly improved its free cash flow margin. In contrast, Artivion faces challenges including a small revenue base of $458.7 million, negative free cash flow margin, and low returns on capital. Workiva trades at 2.6 times forward price-to-sales, Nextpower at 25.6 times forward price-to-earnings, and Artivion at 44.2 times forward price-to-earnings.
Workiva Shares Surge 5.9% on Strong Fundamentals and Raised Guidance
Workiva shares soared 5.9% in the last trading session to close at $49.05, backed by solid volume. The company delivered 20% revenue growth, 21% subscription revenue growth, expanding profitability, rising large enterprise deals, 112% net retention, increasing multi-solution adoption, AI-driven product innovation, and raised full-year margin and free cash flow guidance. Workiva is expected to report quarterly earnings of $0.64 per share, a year-over-year increase of 236.8%, on revenues of $250.94 million, up 16.6% from the prior-year quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, and the stock carries a Zacks Rank of 1, or Strong Buy.
Workiva Stock Down 47.7% in Six Months, ARR Hits $901.4 Million
Workiva's stock has fallen 47.7% over the past six months to $45.75 per share, prompting investors to reassess their positions. The company reported annual recurring revenue of $901.4 million in the first quarter, with year-on-year ARR growth averaging 22.1% over the last four quarters. Workiva maintained a trailing 12-month gross margin of 79.4%, which has improved by 3.4 percentage points over the past two years. Its customer acquisition cost payback period stood at 39.8 months, indicating efficient recovery of sales and marketing investments. The stock currently trades at 2.6 times forward price-to-sales.
Innodata vs. Workiva: Which Tech Stock Is a Better Buy in 2026?
Innodata and Workiva present contrasting investment cases for 2026, with Innodata offering rapid AI-driven growth and Workiva providing a stable, subscription-based platform. Innodata's fiscal 2025 revenue surged 48% to nearly $252 million, driven by demand for AI data engineering, though one customer accounted for 58% of revenue. Workiva's revenue grew nearly 20% to $884 million, with 92% recurring revenue and a net retention rate of 112.8%, but it reported a net loss of approximately $26 million. Valuation metrics show Innodata trading at a forward P/E of 88.5x and a P/S ratio of 12.4x, while Workiva trades at 16.3x forward P/E and 3.0x P/S. The analysis favors Innodata for its higher growth potential despite customer concentration risk, while noting both companies carry significant risks.