WK

Workiva, a software company specializing in regulatory compliance and data aggregation, has seen its stock decline 55% from its 2021 peak but is attracting analyst interest. The company is integrating AI capabilities into its platform to enhance functionality, driving growth among high-spending enterprise customers. With 19% revenue growth, improving profitability, and a valuation discount compared to historical averages, Wall Street analysts remain bullish with an average price target of $89.80, suggesting 26% upside potential.

Three internet software companies—Fastly, Five9, and Workiva—are recommended as strong investment picks following their 30%+ returns in Q3 2026. All three companies are leveraging AI adoption to drive growth, with favorable Zacks Rank ratings (#1 or #2) suggesting continued upside potential in Q4. Fastly benefits from AI-driven traffic growth, Five9 is expanding through AI agents and automation, while Workiva's earnings estimates are rising with up to 24.7% upside potential.