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Upland Software Inc

UPLD

2.500USD

-0.010-0.40%

Close 09/19, 16:00（ET）Quotes delayed by 15 min

71.77MMarket Cap

LossP/E TTM



Upland Software Inc

2.500

-0.010-0.40%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-19

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

162 / 470

Overall Ranking

245 / 4720

Industry

Software & IT Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 3 analysts

Buy

Current Rating

4.333

Target Price

+72.64%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Upland Software, Inc. provides cloud-based software applications. The Company's applications enable its customers to drive digital transformation in various business functions, including marketing, sales, contact center, knowledge management, project management, information technology, business operations, and human resources and legal. Its applications interact with consumers across multiple channels to acquire new customers, drive product and service utilization, and resolve issues. It offers applications that help organizations optimize their sales opportunities and account management processes, coordinate proposal and reference activities, collaborate on the creation and publication of digital content and gain increased control over key sales and marketing workflows, activities and budgets. It offers applications that improve customer experience and reduce call volume and cycle times through customer self-service products and voice of the customer (VoC) technology.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 68.41.

Undervalued

The company’s latest PE is -1.38, at a low 3-year percentile range.

Institutional Selling

The latest institutional holdings are 23.42M shares, decreasing 17.23% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 1.85M shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 2.01.

Financial Health

Currency: USD Updated: 2025-09-19

The company's current financial score is 6.51, which is lower than the Software & IT Services industry's average of 7.27. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 53.38M, representing a year-over-year decrease of 23.01%, while its net profit experienced a year-over-year decrease of 12.89%.

Score

Industry at a Glance

Previous score

6.51

Change



Financials

5.18

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

6.32

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.31

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

6.64

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.11

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated: 2025-09-19

The company’s current valuation score is 1.20, which is lower than the Software & IT Services industry's average of 2.10. Its current P/E ratio is -1.39, which is -57.78% below the recent high of -0.59 and 23.14% above the recent low of -1.07.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 162/470

No Data

Earnings Forecast

Currency: USD Updated: 2025-09-19

The company’s current earnings forecast score is 8.00, which is higher than the Software & IT Services industry's average of 7.60. The average price target for Upland Software Inc is 4.50, with a high of 5.00 and a low of 3.50.

Score

Industry at a Glance

Previous score

8.00

Change

Support & Resistance

No Data

Analyst Rating

Based on 3 analysts

Buy

Current Rating

4.333

Target Price

+73.33%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

243

Total

Median

Average

Company name

Ratings

Analysts

Upland Software Inc

UPLD

Microsoft Corp

MSFT

Palo Alto Networks Inc

PANW

Zscaler Inc

ServiceNow Inc

NOW

Fortinet Inc

FTNT

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-09-19

The company’s current price momentum score is 6.41, which is lower than the Software & IT Services industry's average of 7.63. Sideways: Currently, the stock price is trading between the resistance level at 3.02 and the support level at 2.14, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.41

Change

-0.02

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(3)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

-0.057

Neutral

RSI(14)

52.039

Neutral

STOCH(KDJ)(9,3,3)

65.747

Buy

ATR(14)

0.192

Low Volatility

CCI(14)

-15.676

Neutral

Williams %R

71.622

Sell

TRIX(12,20)

0.252

Sell

StochRSI(14)

54.283

Buy

Moving Average

Sell(2)

Neutral(0)

Buy(4)

Indicators

Value

Direction

MA5

2.494

Buy

MA10

2.458

Buy

MA20

2.600

Sell

MA50

2.284

Buy

MA100

2.201

Buy

MA200

2.942

Sell

Institutional Confidence

Currency: USD Updated: 2025-09-19

The company’s current institutional recognition score is 7.00, which is higher than the Software & IT Services industry's average of 6.81. The latest institutional shareholding proportion is 81.33%, representing a quarter-over-quarter decrease of 1.65%. The largest institutional shareholder is The Vanguard, holding a total of 1.85M shares, representing 6.44% of shares outstanding, with 4.76% decrease in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

McDonald (John T)

2.83M

-0.80%

Jalak Investments B.V.

2.00M

+38.68%

The Vanguard Group, Inc.

Star Investors

1.85M

-0.14%

D. E. Shaw & Co., L.P.

1.34M

+2.66%

Acadian Asset Management LLC

1.33M

Columbia Threadneedle Investments (US)

1.31M

+4.31%

NewSouth Capital Management, Inc.

1.18M

-10.89%

Rice Hall James & Associates, LLC

919.89K

-4.64%

Castleknight Management LP

960.54K

-5.84%

Doman (Dan)

758.09K

+79.28%

Risk Assessment

Currency: USD Updated: 2025-09-19

The company’s current risk assessment score is 3.11, which is lower than the Software & IT Services industry's average of 4.01. The company's beta value is 1.16. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.