AU · rank #14 · 2026-09-07
WK
NYSE · $4.12B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.007 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.56 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 10 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.159 |
| Analyst upside Consensus target $81.80 | +6.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +58.96% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.62 |
| Gross margin TTM | +80.2% |
| 52w high | $97.10 |
| Market cap (USD) | $4.12B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Workiva operates an AI-powered cloud platform unifying financial, regulatory, and ESG reporting with governed audit trails and XBRL outputs for large enterprises across SEC, SOX, GRC, and multi-framework sustainability disclosures.
Rationale
100% revision agreement across 11 analysts, a 21% Q2 EPS beat, accelerating margin expansion (18% non-GAAP target achieved a year early), and 58.9% momentum acceleration collectively reinforce the analyst-upside signal as fundamentally grounded rather than sentiment-driven.
Material risks
- 1Large ERP incumbents (SAP, Oracle) and general AI data platforms could commoditize the governed-workspace moat by embedding disclosure and ESG modules natively, eroding Workiva's sole-hub positioning among enterprise customers already running these stacks.
- 2Regulatory softening or delay of SEC climate rules and CSRD/ESRS enforcement would directly undercut the multi-framework demand thesis underpinning both the revenue growth guide (~17-18%) and the margin expansion story embedded in current analyst targets.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.