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    Will a Veteran Tech CFO Hire Redefine Workiva’s (WK) Balance Between Growth and Discipline?

    Simply Wall St·12/22/2025 11:12:28
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    • Workiva announced that Barbara Larson will become Chief Financial Officer and Executive Vice President in January 2026, with CEO Julie Iskow serving as interim CFO and Treasurer from late December 2025 until Larson assumes the role.
    • This leadership transition brings in a finance executive with experience at SentinelOne, Workday, VMware, TIBCO, Symantec, and Equifax’s board, as Workiva pursues global growth and broader adoption of its AI-powered reporting platform.
    • Next, we’ll examine how Larson’s appointment as CFO reframes Workiva’s investment narrative around growth ambitions and operational discipline.

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    Workiva Investment Narrative Recap

    To own Workiva, you need to believe its AI-powered, cloud reporting platform will keep gaining traction as regulations tighten and enterprises standardize on integrated reporting tools. The key short term catalyst remains execution on global expansion and larger multi-solution deals; the Larson appointment primarily strengthens the finance bench and does not materially change that. The biggest current risk is that regulatory or macro uncertainty slows customers’ digital reporting budgets just as Workiva is investing for growth.

    Among recent updates, Workiva’s raised 2025 revenue guidance to about US$881 million and improving operating leverage stand out, because they directly connect to the operational discipline Larson is expected to oversee. Together with the new Chief Revenue Officer and Chief Product Officer appointments, this reinforces that the near term story is about scaling efficiently while deepening adoption of the AI-enabled platform across geographies and regulatory use cases.

    But investors should also be aware that if European rules like CSRD or CSDDD are delayed or diluted, then...

    Read the full narrative on Workiva (it's free!)

    Workiva's narrative projects $1.4 billion revenue and $37.9 million earnings by 2028. This requires 20.6% yearly revenue growth and a $104.5 million earnings increase from $-66.6 million today.

    Uncover how Workiva's forecasts yield a $106.90 fair value, a 22% upside to its current price.

    Exploring Other Perspectives

    WK 1-Year Stock Price Chart
    WK 1-Year Stock Price Chart

    Three members of the Simply Wall St Community currently estimate Workiva’s fair value between US$53.57 and about US$130.90, showing wide disagreement on upside. You can set those views against the company’s push for global expansion and AI-enabled platform adoption, which could magnify both the benefits of execution and the impact if regulatory or macro risks play out.

    Explore 3 other fair value estimates on Workiva - why the stock might be worth as much as 49% more than the current price!

    Build Your Own Workiva Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.