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Upland Software Inc

UPLD
0.666USD
+0.064+10.69%
Close 03/31, 16:00ETQuotes delayed by 15 min
9.55MMarket Cap
LossP/E TTM

Upland Software Inc

0.666
+0.064+10.69%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
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: 2026-03-30

Key Insights

Upland Software Inc's fundamentals are relatively stable, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 152 out of 480 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 3.75.In the medium term, the stock price is expected to trend down.Despite a very weak market performance over the past month, 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.

Upland Software Inc's Score

Industry at a Glance

Industry Ranking
152 / 480
Overall Ranking
242 / 4542
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.
Overvalued
The company’s latest PE is -0.38, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 14.44M shares, decreasing 25.69% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 1.81M 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 2 analysts
Buy
Current Rating
3.750
Target Price
+506.80%
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: 2026-03-30

The current financial score of Upland Software Inc is 6.93, ranking 260 out of 480 in the Software & IT Services industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 49.31M, representing a year-over-year decrease of 27.51%, while its net profit experienced a year-over-year decrease of 91.94%.

Score

Industry at a Glance

Previous score
6.93
Change
0

Financials

4.78

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

10.00

Operational Efficiency

7.20

Growth Potential

5.59

Shareholder Returns

7.10

Upland Software Inc's Company Valuation

Currency: USD Updated: 2026-03-30

The current valuation score of Upland Software Inc is 6.81, ranking 344 out of 480 in the Software & IT Services industry. Its current P/E ratio is -0.38, which is -15.36% below the recent high of -0.33 and -979.02% above the recent low of -4.15.

Score

Industry at a Glance

Previous score
6.81
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 152/480
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-30

The current earnings forecast score of Upland Software Inc is 8.00, ranking 113 out of 480 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
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 2 analysts
Buy
Current Rating
3.750
Target Price
+506.80%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

243
Total
8
Median
12
Average
Company name
Ratings
Analysts
Upland Software Inc
UPLD
2
Microsoft Corp
MSFT
59
Palo Alto Networks Inc
PANW
55
CrowdStrike Holdings Inc
CRWD
54
Zscaler Inc
ZS
49
Datadog Inc
DDOG
48
1
2
3
...
49

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: 2026-03-30

The current price momentum score of Upland Software Inc is 6.41, ranking 294 out of 480 in the Software & IT Services industry. Currently, the stock price is trading between the resistance level at 0.80 and the support level at 0.45, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
6.60
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(1)
Neutral(4)
Buy(2)
Indicators
Value
Direction
MACD(12,26,9)
0.063
Neutral
RSI(14)
44.562
Neutral
STOCH(KDJ)(9,3,3)
53.512
Neutral
ATR(14)
0.078
High Vlolatility
CCI(14)
60.072
Neutral
Williams %R
38.717
Buy
TRIX(12,20)
-1.754
Sell
StochRSI(14)
93.300
Buy
Moving Average
Sell(3)
Neutral(0)
Buy(3)
Indicators
Value
Direction
MA5
0.649
Buy
MA10
0.624
Buy
MA20
0.614
Buy
MA50
0.946
Sell
MA100
1.295
Sell
MA200
1.757
Sell

Institutional Confidence

Currency: USD Updated: 2026-03-30

The current institutional shareholding score of Upland Software Inc is 3.00, ranking 284 out of 480 in the Software & IT Services industry. The latest institutional shareholding proportion is 49.99%, representing a quarter-over-quarter decrease of 4.48%. The largest institutional shareholder is The Vanguard, holding a total of 1.81M shares, representing 6.23% of shares outstanding, with 5.40% decrease in holdings.

Score

Industry at a Glance

Previous score
3.00
Change
0

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%
Columbia Threadneedle Investments (US)
1.32M
+10.75%
Acadian Asset Management LLC
1.33M
--
Doman (Dan)
707.26K
-3.36%
Rice Hall James & Associates, LLC
871.26K
-10.17%
NewSouth Capital Management, Inc.
965.26K
-2.82%
D. E. Shaw & Co., L.P.
1.11M
-16.95%
Castleknight Management LP
823.14K
-14.30%
1
2

Risk Assessment

Currency: USD Updated: 2026-03-30

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 331 out of 480 in the Software & IT Services industry. The company's beta value is 1.34. 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.

Score

Industry at a Glance

Previous score
3.15
Change
0
Beta vs S&P 500 index
1.39
VaR
+6.88%
240-Day Maximum Drawdown
+82.80%
240-Day Volatility
+97.81%

Return

Best Daily Return
60 days
+24.38%
120 days
+24.38%
5 years
+33.16%
Worst Daily Return
60 days
-13.06%
120 days
-13.06%
5 years
-36.20%
Sharpe Ratio
60 days
-2.82
120 days
-3.16
5 years
-0.73

Risk Assessment

Maximum Drawdown
240 days
+82.80%
3 years
+90.41%
5 years
+98.79%
Return-to-Drawdown Ratio
240 days
-0.87
3 years
-0.28
5 years
-0.20
Skewness
240 days
+1.76
3 years
+0.80
5 years
+0.51

Volatility

Realised Volatility
240 days
+97.81%
5 years
+84.35%
Standardised True Range
240 days
+22.52%
5 years
+66.75%
Downside Risk-Adjusted Return
120 days
-518.66%
240 days
-518.66%
Maximum Daily Upside Volatility
60 days
+92.68%
Maximum Daily Downside Volatility
60 days
+64.83%

Liquidity

Average Turnover Rate
60 days
+1.55%
120 days
+1.02%
5 years
--
Turnover Deviation
20 days
+201.02%
60 days
+41.50%
120 days
-6.92%

Peer Comparison

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8.35 /10
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8.35 /10
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Akamai Technologies Inc
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8.32 /10
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