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Upland Software Inc

UPLD

1.220USD

+0.040+3.39%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

35.25MMarket Cap

LossP/E TTM



Upland Software Inc

1.220

+0.040+3.39%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Upland Software Inc

Currency: USD Updated: 2026-02-06

Key Insights

Upland Software Inc's fundamentals are relatively stable, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 177 out of 482 in the Software & IT Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 4.33.In the medium term, the stock price is expected to trend down.Despite a very weak stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Upland Software Inc's Score

Industry at a Glance

Industry Ranking

177 / 482

Overall Ranking

296 / 4521

Industry

Software & IT Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Upland Software Inc Highlights

StrengthsRisks

Upland Software, Inc. provides artificial intelligence (AI)-powered knowledge and content management software. The Company provides cloud-based software applications. Its solutions cover knowledge management, content lifecycle and workflow automation, and digital marketing. It provides knowledge management solutions designed to help organizations capture, organize, and distribute information to employees and customers. It also offers content lifecycle and workflow automation solutions that support document management, compliance, and process efficiency across various industries. Digital marketing solutions provide tools for audience engagement, campaign management, and content distribution across digital channels. The Company’s customers operate in a range of industries, including financial services, consulting services, technology, manufacturing, media, telecommunications, government, insurance, non-profit, healthcare, life sciences, legal, retail and hospitality.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 274.79M.

Fairly Valued

The company’s latest PE is -0.70, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 14.40M shares, decreasing 26.09% quarter-over-quarter.

Held by James Simons

Star Investor James Simons holds 257.71K shares of this stock.

Higher Market Activity

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

Analyst Rating

Based on 3 analysts

Buy

Current Rating

4.333

Target Price

+267.23%

Upside Space

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

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Upland Software Inc is 5.72, ranking 444 out of 482 in the Software & IT Services industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 50.53M, representing a year-over-year decrease of 24.24%, while its net profit experienced a year-over-year decrease of 17.43%.

Score

Industry at a Glance

Previous score

5.72

Change



Financials

4.77

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

2.41

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

7.53

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

6.79

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

7.10

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Upland Software Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Upland Software Inc is 6.81, ranking 356 out of 482 in the Software & IT Services industry. Its current P/E ratio is -0.70, which is -44.09% below the recent high of -0.39 and -491.90% above the recent low of -4.15.

Score

Industry at a Glance

Previous score

6.81

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 177/482

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Upland Software Inc is 8.00, ranking 106 out of 482 in the Software & IT Services industry. The average price target 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

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 3 analysts

Buy

Current Rating

4.333

Target Price

+267.23%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

242

Total

Median

Average

Company name

Ratings

Analysts

Upland Software Inc

UPLD

Microsoft Corp

MSFT

Palo Alto Networks Inc

PANW

CrowdStrike Holdings Inc

CRWD

Zscaler Inc

ServiceNow Inc

NOW

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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: 2026-02-06

The current price momentum score of Upland Software Inc is 6.47, ranking 350 out of 482 in the Software & IT Services industry. Currently, the stock price is trading between the resistance level at 1.52 and the support level at 1.04, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.28

Change

0.19

Support & Resistance

Relevant data have not been disclosed by the company yet.

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(4)

Neutral(1)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-0.040

Sell

RSI(14)

27.363

Sell

STOCH(KDJ)(9,3,3)

15.680

Neutral

ATR(14)

0.066

Low Volatility

CCI(14)

-134.207

Sell

Williams %R

82.363

Oversold

TRIX(12,20)

-0.667

Sell

StochRSI(14)

86.095

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

1.260

Sell

MA10

1.336

Sell

MA20

1.417

Sell

MA50

1.524

Sell

MA100

1.855

Sell

MA200

2.024

Sell

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Upland Software Inc is 3.00, ranking 280 out of 482 in the Software & IT Services industry. The latest institutional shareholding proportion is 49.85%, representing a quarter-over-quarter decrease of 4.75%. The largest institutional shareholder is The Vanguard, holding a total of 1.81M shares, representing 6.28% of shares outstanding, with 4.65% decrease in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

McDonald (John T)

2.77M

-0.70%

Jalak Investments B.V.

2.60M

+30.00%

The Vanguard Group, Inc.

Star Investors

1.84M

-0.52%

Acadian Asset Management LLC

1.33M

Columbia Threadneedle Investments (US)

1.32M

+10.75%

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

1.11M

-16.95%

NewSouth Capital Management, Inc.

965.26K

-2.82%

Rice Hall James & Associates, LLC

871.26K

-10.17%

Castleknight Management LP

823.14K

-14.30%

Two Sigma Investments, LP

737.50K

+13.86%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Software & IT Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Upland Software Inc is 3.15, ranking 334 out of 482 in the Software & IT Services industry. The company's beta value is 1.23. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Upland Software Inc’s latest ESG disclosure leads the Software & IT Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.