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Upland Software, Inc. logo

Upland Software, Inc.

UPLD

NASDAQTechnologySoftware - Application

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Previous close

$4.88

+$0.20 · +4.27%

Aug 21, 4:00 PM ET

UPLD company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Sell

Trim exposure — unfavorable risk-reward

Valuation

52

Fair Value

Momentum

17

Strong Down

Sentiment

61

Bullish

Risk resilience

25

High Risk

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Company profile

Company website

Upland Software, Inc. delivers cloud-hosted enterprise work management solutions to a global clientele, with significant operations across the United States, the United Kingdom, and Canada. The company's portfolio features a family of Upland-branded software applications tailored for diverse organizational functions, including marketing, sales, contact centers, project administration, information technology, general business operations, human resources, and legal departments. Complementing its software, Upland offers specialized professional services encompassing implementation, data extraction, integration, configuration, and training, along with ongoing customer support. Its broad customer base ranges from large multinational corporations and governmental bodies to small and medium-sized businesses. Upland strategically serves numerous industries, such as financial services, consulting, technology, manufacturing, media, telecommunications, political organizations, healthcare, life sciences, retail, hospitality, and non-profit sectors, leveraging both direct and indirect sales channels. Incorporated in 2010 and headquartered in Austin, Texas, the company was formerly known as Silverback Enterprise Group, Inc. before rebranding as Upland Software, Inc. in November 2013.

Industry
Software - Application
Sector
Technology
Headquarters
US
CEO
Sean Nathaniel
Listed since
Nov 6, 2014
Employees
760

Market position

Day range

Current $4.88

52-week range

Current $4.88

Open
$5.28
Previous close
$4.68
Volume
31.85K
1.02× average
Average volume
31.1K
Average daily volume
Market cap
14.33M USD
Beta
1.42
Market reference 1
50-day average
$4.9457
-1.33% below average
200-day average
$9.6057
-49.20% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
246.72M USD
P/E (TTM)
-0.34×
P/B (TTM)
-0.16×
P/S (TTM)
0.07×
EV / EBITDA
26.67×
Earnings yield
-95.07%
Free cash flow yield
59.75%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
76.28%
Operating margin
-6.14%
Net margin
-18.50%
Return on equity
-48.20%
Return on assets
-9.42%
Return on invested capital
5.07%

Financial health

Debt / equity
-2.52×
Current ratio
0.8×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends84%31%-21%-73%Gross margin, FY2021: 67.07%Gross margin, FY2022: 67.31%Gross margin, FY2023: 67.65%Gross margin, FY2024: 70.49%Gross margin, FY2025: 62.37%Operating margin, FY2021: -11.48%Operating margin, FY2022: -12.68%Operating margin, FY2023: -55.03%Operating margin, FY2024: -37.23%Operating margin, FY2025: 7.66%Net margin, FY2021: -19.27%Net margin, FY2022: -21.56%Net margin, FY2023: -60.39%Net margin, FY2024: -41.02%Net margin, FY2025: -17.94%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 67.07%. Gross margin FY2022 67.31%. Gross margin FY2023 67.65%. Gross margin FY2024 70.49%. Gross margin FY2025 62.37%. Operating margin FY2021 -11.48%. Operating margin FY2022 -12.68%. Operating margin FY2023 -55.03%. Operating margin FY2024 -37.23%. Operating margin FY2025 7.66%. Net margin FY2021 -19.27%. Net margin FY2022 -21.56%. Net margin FY2023 -60.39%. Net margin FY2024 -41.02%. Net margin FY2025 -17.94%.

Income trends

Revenue

216.88M USD-21.08%

Operating income

16.62M USD+118.91M USD

Net income

−38.9M USD+65.49%
Income trends across reported periods367.02M USD168.15M USD−30.72M USD−229.59M USDRevenue, FY2021: 302.02M USDRevenue, FY2022: 317.3M USDRevenue, FY2023: 297.85M USDRevenue, FY2024: 274.79M USDRevenue, FY2025: 216.88M USDOperating income, FY2021: −34.68M USDOperating income, FY2022: −40.23M USDOperating income, FY2023: −163.92M USDOperating income, FY2024: −102.3M USDOperating income, FY2025: 16.62M USDNet income, FY2021: −58.21M USDNet income, FY2022: −68.41M USDNet income, FY2023: −179.87M USDNet income, FY2024: −112.73M USDNet income, FY2025: −38.9M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 302.02M USD. Revenue FY2022 317.3M USD. Revenue FY2023 297.85M USD. Revenue FY2024 274.79M USD. Revenue FY2025 216.88M USD. Operating income FY2021 −34.68M USD. Operating income FY2022 −40.23M USD. Operating income FY2023 −163.92M USD. Operating income FY2024 −102.3M USD. Operating income FY2025 16.62M USD. Net income FY2021 −58.21M USD. Net income FY2022 −68.41M USD. Net income FY2023 −179.87M USD. Net income FY2024 −112.73M USD. Net income FY2025 −38.9M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue216.88M USD274.79M USD297.85M USD317.3M USD302.02M USD
Cost of goods sold81.61M USD81.09M USD96.36M USD103.74M USD99.45M USD
Gross profit135.27M USD193.7M USD201.49M USD213.56M USD202.56M USD
Research and development36.51M USD47.37M USD49.38M USD46.19M USD42.69M USD
Selling, general, and administrative82.14M USD115.76M USD125.61M USD129.88M USD132M USD
Operating expenses118.65M USD296M USD365.41M USD253.79M USD237.24M USD
Interest expense15.79M USD8.94M USD18.68M USD29.15M USD31.63M USD
Depreciation and amortization32.14M USD54.99M USD71.99M USD56.15M USD52.93M USD
Operating income16.62M USD−102.3M USD−163.92M USD−40.23M USD−34.68M USD
Net income−38.9M USD−112.73M USD−179.87M USD−68.41M USD−58.21M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 2 misses, 0 met estimates
Average EPS surprise
+427.32%
11 comparable reports
Latest EPS result
1.78
Estimate 1.51 · Beat by 17.88%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates4.412.991.570.15Q1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Mar 12, 2025: actual 4.1, estimate 0.19, surprise +2057.89%, Beat. Q2 2025, reported May 12, 2025: actual 2.3, estimate 0.18, surprise +1177.78%, Beat. Q3 2025, reported Jul 31, 2025: actual 1.5, estimate 1.83, surprise -18.03%, Miss. Q4 2025, reported Nov 6, 2025: actual 3, estimate 1.74, surprise +72.41%, Beat. Q1 2026, reported Mar 3, 2026: actual 2.4, estimate 0.193, surprise +1144.81%, Beat. Q2 2026, reported May 1, 2026: actual 1.6, estimate 1.3, surprise +23.08%, Beat. Q3 2026, reported Aug 14, 2026: actual 1.78, estimate 1.51, surprise +17.88%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 1.63, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates70.75M62.38M54.01M45.65MQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Mar 12, 2025: actual 68.03M USD, estimate 67.85M USD, surprise +0.26%, Beat. Q2 2025, reported May 12, 2025: actual 63.66M USD, estimate 61.17M USD, surprise +4.06%, Beat. Q3 2025, reported Jul 31, 2025: actual 53.38M USD, estimate 53.22M USD, surprise +0.31%, Beat. Q4 2025, reported Nov 6, 2025: actual 50.53M USD, estimate 49.88M USD, surprise +1.30%, Beat. Q1 2026, reported Mar 3, 2026: actual 49.31M USD, estimate 50.3M USD, surprise -1.96%, Miss. Q2 2026, reported May 1, 2026: actual 48.69M USD, estimate 48.5M USD, surprise +0.40%, Beat. Q3 2026, reported Aug 14, 2026: actual 49.14M USD, estimate 48.61M USD, surprise +1.08%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 48.37M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$12.50

156.15% upside
Past 12 months12-month forecastHigh $15.00Average $12.50Low $10.00

Rating distribution

11 ratings
Strong buy00%
Buy545%
Hold545%
Sell19%
Strong sell00%

Recent analyst actions

3 institutions

UPLD news

businesswire.com

Upland Software and Carahsoft Partner to Expand Public Sector Impact

AUSTIN, Texas & RESTON, Va.--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a provider of enterprise intelligence that turns knowledge, content, and data into actionable AI-powered outcomes, and Carahsoft…

Read source
businesswire.com

Upland Software Reports Second Quarter 2026 Financial Results

AUSTIN, Texas--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a leader in AI-powered knowledge and content management software, today announced its financial and operating results for the second quarter 2026 and…

Read source
gurufocus.com

Upland Software Named in the 2026 Gartner® Magic Quadrant™ for Customer Service Knowledge Management Systems

[url="]Upland Software, Inc.[/url] (Nasdaq: UPLD), a provider of enterprise intelligence that turns knowledge, content, and data into actionable AI-powered outc

Read source
businesswire.com

Upland Software Named in the 2026 Gartner® Magic Quadrant™ for Customer Service Knowledge Management Systems

AUSTIN, Texas--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a provider of enterprise intelligence that turns knowledge, content, and data into actionable AI-powered outcomes, today announced it has been…

Read source
gurufocus.com

Upland Software Publishes CEO Letter Outlining Strategic Priorities

Upland Software, Inc. (Nasdaq: UPLD) (“Upland” or the “Company”), a provider of enterprise intelligence that turns knowledge, content, and data into act

Read source
businesswire.com

Upland Software Publishes CEO Letter Outlining Strategic Priorities

AUSTIN, Texas--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD) (“Upland” or the “Company”), a provider of enterprise intelligence that turns knowledge, content, and data into actionable AI-powered outcomes, today…

Read source

Corporate actions

Corporate action history

Stock split

Effective Jun 17, 2026

1:10

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ETFs holding UPLD

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
400.94K
Weight
0.00%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
123.9K
Weight
0.00%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%

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