Workiva increases 2025 revenue forecast to $880M-$882M, achieving 21% subscription growth and improved margins.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 06 2025
0mins
Should l Buy WK?
Source: SeekingAlpha
Financial Performance: Workiva Inc. reported a strong Q3 2025 with a 23% growth in subscription revenue and a 21% increase in total revenue, prompting an upward revision of their full-year revenue guidance to $880 million-$882 million.
Contract Momentum: The company experienced significant growth in large contracts, with those valued over $100,000 increasing by 23%, and those over $500,000 rising by 42% compared to Q3 2024, indicating strong demand for their solutions.
Leadership Changes: Workiva announced the departure of CFO Jill Klindt and Chief Sales Officer Michael Hawkins, with Michael Pinto appointed as the new Chief Revenue Officer, signaling a strategic focus on future growth and efficiency.
Market Outlook and Risks: Management expressed confidence in operational efficiency and margin improvements despite ongoing macroeconomic uncertainties, while also acknowledging potential risks related to management transitions and shifts in service revenue.
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Analyst Views on WK
Wall Street analysts forecast WK stock price to rise
10 Analyst Rating
10 Buy
0 Hold
0 Sell
Strong Buy
Current: 62.380
Low
98.00
Averages
106.75
High
115.00
Current: 62.380
Low
98.00
Averages
106.75
High
115.00
About WK
Workiva Inc. is a provider of cloud-based reporting solutions that are designed to solve financial and non-financial business challenges at the intersection of data, process, and people. The Company offers its unified software-as-a-service (SaaS) platform that brings customers’ financial reporting, Environmental, Social, and Governance (ESG), and Governance, Risk, and Compliance (GRC) together in a controlled, secure, audit-ready platform. The Company's Workiva platform is multi-tenant cloud software deployed in multiple regions worldwide for assured integrated reporting. The Company's platform is built primarily on Amazon Web Services (AWS) and is composed of both proprietary and open-source technologies. Its Workiva platform helps customers by connecting and transforming data from hundreds of enterprise resource planning (ERP), human capital management (HCM), and customer relationship management (CRM) systems, as well as other third-party cloud and on-premises applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Enhanced Integration Capabilities for Workiva: Workiva's revenue grew by 21% to $224 million in Q3 2025, driven by an increase in high-spending customers, with businesses spending over $300,000 and $500,000 annually rising by 41% and 42%, respectively.
- Optimistic Financial Forecast: Workiva raised its full-year revenue forecast for 2025 to $881 million, and if it exceeds this expectation in the earnings report on February 19, a stock rally is anticipated, especially given its current attractive valuation.
See More
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- Future Earnings Expectations: Datadog will report earnings on February 10, and if AI customer growth continues, it could spark a stock rebound, while Workiva is set to report on February 19, with a full-year revenue forecast of $881 million, which could lead to stock price increases if exceeded.
- AI Technology Application Outlook: Both companies are actively integrating AI technologies, with Datadog enhancing customer experience through Bits AI and OpenAI Monitoring, while Workiva's AI assistant simplifies report generation, showcasing AI's potential in improving operational efficiency and customer satisfaction.
See More
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- Analyst Rating Adjustments: Needham analyst downgraded OneStream's rating from Buy to Hold and removed the price target, indicating a cautious market sentiment regarding the transaction.
- Competitor Response: Following the acquisition announcement, shares of OneStream's competitors, BlackLine and Workiva, rose, demonstrating a positive market reaction to M&A activity in the software sector.
- Investor Confidence: BTIG analysts believe this acquisition will bolster investor confidence in current software valuations, marking a broader appetite for acquisitions in the software industry, potentially leading to more deals in the future.
See More
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- E-commerce Dominance: Sea Limited's Shopee processed 10 billion orders worth $90.6 billion in the first three quarters of 2025, solidifying its position as Southeast Asia's largest e-commerce platform, thereby enhancing the company's competitiveness in the digital economy.
- Financial Services Expansion: Sea's Monee platform provides loans to Shopee merchants and offers 'buy now, pay later' services, which are expected to further increase user engagement and market share as merchants grow their businesses.
- Gaming Development Strength: Garena, as one of the world's top game development studios, has launched hits like Free Fire and Call of Duty: Mobile, boosting Sea's influence in the global gaming market and driving revenue growth.
- Market Outlook Analysis: Despite Sea's stock being down 35% from its 52-week high, the company is projected to achieve its fastest revenue growth in four years at over 30% in 2025, presenting a compelling entry point for long-term investors.
See More
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- Revenue Growth Outlook: Sea Limited is projected to achieve over 30% revenue growth in 2025, marking its fastest pace in four years, despite its stock being down 35% due to concerns over global consumer financial health, presenting a potential entry point for long-term investors.
- Market Opportunity Analysis: While often referred to as the 'Amazon of Southeast Asia', the current dip in Sea Limited's stock may attract investors looking to capitalize on future market recoveries, particularly as e-commerce and the digital economy continue to expand rapidly.
- Competitive Landscape: Sea Limited's diversified operations across e-commerce, software, and artificial intelligence provide it with a competitive edge in the digital economy, and its multi-faceted strategy helps mitigate risks associated with market volatility.
- Investment Strategy Recommendation: Analysts suggest keeping an eye on Sea Limited's stock during market pullbacks, especially given its anticipated revenue growth, which could yield substantial returns for investors.
See More
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- Increased Holdings: Eminence Capital added 1.08 million shares of Workiva in Q3, raising its total to 3.72 million shares valued at $320.52 million, making it the fund's third-largest position, indicating strong confidence in Workiva's future growth.
- Value Shift: This increase resulted in a position value rise of approximately $139.35 million, reflecting the fund's focus on the company's improving profitability, particularly in the cloud software sector.
- Financial Performance: Workiva reported Q3 revenue of $224 million, a 21% year-over-year increase, with subscription and support revenue up 23%, showcasing robust performance in customer spending and market demand.
- Profitability Improvement: Workiva's non-GAAP operating margin surged from 4.1% last year to 12.7%, while free cash flow margin increased from 10% to about 20%, indicating significant enhancements in profitability and cash flow management.
See More
