Workiva stock price target raised to $92 by Stifel on margin improvements

Published 10/09/2025, 21:56
Workiva stock price target raised to $92 by Stifel on margin improvements

Investing.com - Stifel raised its price target on Workiva (NYSE:WK) to $92.00 from $85.00 on Wednesday, while maintaining a Buy rating on the cloud-based compliance and reporting software provider. According to InvestingPro data, this aligns with the broader analyst sentiment, as 8 analysts have recently revised their earnings estimates upward, with price targets ranging from $85 to $105.

The price target increase follows Stifel’s attendance at Workiva’s in-person Investor Day, which was held alongside the company’s annual customer conference, Workiva Amplify.

During the event, Workiva management reiterated its 2027 and 2030 operating models, while raising its 2027 adjusted operating margin target to 18% from 16%, citing expected sales and marketing efficiencies driven by a continued focus on productivity.

Workiva emphasized its platform as a unified solution for financial reporting, governance, risk and compliance (GRC), and sustainability, while also introducing new AI capabilities that will be monetized through recently announced pricing tiers called Essentials, Standard, and Advanced.

The company highlighted its broad-based $35 billion total addressable market, with 50% attributed to financial reporting, 20% to GRC, and 20% to sustainability, though management acknowledged some moderation in demand for sustainability solutions.

In other recent news, Workiva Inc reported impressive financial results for the second quarter of 2025, significantly exceeding earnings expectations. The company achieved an earnings per share (EPS) of $0.19, far surpassing the anticipated $0.05, representing a remarkable increase of 280%. Revenue also exceeded forecasts, reaching $215 million compared to the expected $208.86 million. Additionally, Wolfe Research raised its price target for Workiva to $95 from $85 while maintaining an Outperform rating, following the company’s Analyst Day at its annual Amplify user conference. Workiva updated its FY27 operating margin target to 18% from 16%, driven by improved sales and marketing efficiencies. Truist Securities reiterated its Buy rating on Workiva, maintaining a $95 price target after attending the company’s 2025 Amplify customer conference. The conference bolstered Truist’s confidence in Workiva’s subscription revenue growth potential. These developments highlight the company’s strong financial performance and positive outlook from analysts.

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