Current stock research snapshot · 8/28/26 Fresh

WKWorkiva Inc.

WATCH

Investment conviction●●○○○2 of 5 · current snapshot

Research target$94.67Current stock price target

Investment thesis statusINTACTLast reviewed 8/28/26

Market cap$4.22BSnapshot value · 8/28/26

Research history

What changed

Aug 28, 2026

Conviction
1 → 2

Aug 28, 2026

Target
— → $94.67

Aug 28, 2026

Thesis status
NEEDS_MORE_DATA → INTACT

Aug 28, 2026

Coverage
— → Added to coverage

Current investment thesis

Digital Trust > Compliance & GRC > SEC/SOX/ESG reporting workflow lock-in; switching cost is re-engineering the close

Current stock catalysts

Next earnings (last reported 2026-08-04); new regulatory reporting mandates

Current investment risks

Trailing EPS turns negative; net retention rolls over two quarters; Workday/Microsoft bundle the close-to-file workflow

Stock social sentiment

first-pass dt_ds_first_pass_2026-08-28; Fintel 🟢 Lean-Bull

Snapshot · 8/28/26

Institutional positioning

🟢 Lean-Bull · ins-$0.6M · 13F 21+/4-×0.5 · short↓0.28

Snapshot · 8/28/26