Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
UPLD

UPLD - Upland Software Inc Stock Price, Fair Value and News

2.79USD-0.06 (-2.11%)Market Closed

Market Summary

UPLD
USD2.79-0.06
Market Closed
-2.11%

UPLD Stock Price

View Fullscreen

UPLD RSI Chart

UPLD Valuation

Market Cap

77.0M

Price/Earnings (Trailing)

-0.57

Price/Sales (Trailing)

0.26

EV/EBITDA

1.53

Price/Free Cashflow

2.02

UPLD Price/Sales (Trailing)

UPLD Profitability

EBT Margin

-47.19%

Return on Equity

-675.71%

Return on Assets

-18.01%

Free Cashflow Yield

49.43%

UPLD Fundamentals

UPLD Revenue

Revenue (TTM)

291.5M

Rev. Growth (Yr)

-8.2%

Rev. Growth (Qtr)

-2%

UPLD Earnings

Earnings (TTM)

-136.0M

Earnings Growth (Yr)

31.36%

Earnings Growth (Qtr)

-500.36%

Breaking Down UPLD Revenue

Last 7 days

-0.4%

Last 30 days

20.8%

Last 90 days

-41.7%

Trailing 12 Months

-11.4%

How does UPLD drawdown profile look like?

UPLD Financial Health

Current Ratio

2.34

UPLD Investor Care

Buy Backs (1Y)

14.94%

Diluted EPS (TTM)

-4.78

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
2024291.5M000
2023315.6M309.9M304.5M297.9M
2022306.8M310.7M314.2M317.3M
2021297.7M302.7M304.5M302.0M
2020242.2M260.5M279.6M291.8M
2019166.8M183.8M201.8M222.6M
2018108.8M121.5M132.6M149.9M
201777.9M82.6M89.5M98.0M
201670.0M70.9M73.0M74.8M
201566.5M68.0M68.8M69.9M
201448.2M54.4M60.2M64.6M
201327.4M32.0M36.6M41.2M
201200022.8M
GRUFITY'S FAIR VALUE MODEL

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index

Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

PurpleZone


Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224


Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index
Very Expensive Stocks
Very Cheap Stocks
Try For Just $1.99

Tracking the Latest Insider Buys and Sells of Upland Software Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Mar 16, 2024
cummings karen
sold (taxes)
-40,058
4.21
-9,515
president and coo
Mar 16, 2024
smith matthew harnden
sold (taxes)
-6,163
4.21
-1,464
general counsel and secretary
Mar 16, 2024
mcdonald john t
sold (taxes)
-81,379
4.21
-19,330
ceo
Mar 16, 2024
doman dan
sold (taxes)
-64,236
4.21
-15,258
chief product officer
Mar 16, 2024
yates oliver robert macfarlane
sold (taxes)
-28,089
4.21
-6,672
chief sales officer
Mar 16, 2024
hill michael douglass
sold (taxes)
-52,873
4.21
-12,559
cfo & treasurer
Feb 06, 2024
breslin matthew
acquired
-
-
150,000
chief revenue officer
Jan 29, 2024
smith matthew harnden
acquired
-
-
50,000
general counsel and secretary
Jan 29, 2024
hill michael douglass
acquired
-
-
100,000
cfo & treasurer
Jan 29, 2024
doman dan
acquired
-
-
150,000
chief product officer

1–10 of 50

Which funds bought or sold UPLD recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
May 16, 2024
JANE STREET GROUP, LLC
added
45.8
39,997
654,663
-%
May 15, 2024
RBF Capital, LLC
added
6.13
-464,969
1,604,280
0.09%
May 15, 2024
AQR CAPITAL MANAGEMENT LLC
reduced
-70.25
-1,059,960
294,372
-%
May 15, 2024
D. E. Shaw & Co., Inc.
reduced
-4.55
-1,625,510
3,743,660
-%
May 15, 2024
CITADEL ADVISORS LLC
reduced
-41.9
-441,527
325,609
-%
May 15, 2024
GOLDMAN SACHS GROUP INC
reduced
-5.07
-14,547
32,909
-%
May 15, 2024
Royal Bank of Canada
sold off
-100
-2,000
-
-%
May 15, 2024
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
reduced
-14.13
-814,730
1,370,960
-%
May 15, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC
added
53.34
50,973
475,242
0.01%
May 15, 2024
OCCUDO QUANTITATIVE STRATEGIES LP
sold off
-100
-112,789
-
-%

1–10 of 47

Are Funds Buying or Selling UPLD?

Are funds buying UPLD calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own UPLD
No. of Funds

Unveiling Upland Software Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 27, 2024
ulysses aggregator, lp
19.48%
6,982,493
SC 13D/A
Feb 13, 2024
vanguard group inc
6.04%
1,897,228
SC 13G/A
Dec 18, 2023
ulysses aggregator, lp
18.20%
6,982,493
SC 13D/A
Jul 07, 2023
blackrock inc.
3.4%
1,108,669
SC 13G/A
Feb 09, 2023
vanguard group inc
7.76%
2,465,451
SC 13G
Feb 08, 2023
marathon asset management ltd
4.01%
1,273,897
SC 13G/A
Jan 31, 2023
blackrock inc.
7.1%
2,247,557
SC 13G/A
Oct 21, 2022
mcdonald john t
5.2%
1,650,706
SC 13D/A
Aug 25, 2022
ulysses aggregator, lp
17.20%
6,571,428
SC 13D
Feb 08, 2022
cdam (uk) ltd
0.0%
0
SC 13G/A

Recent SEC filings of Upland Software Inc

View All Filings
Date Filed Form Type Document
May 02, 2024
10-Q
Quarterly Report
May 02, 2024
8-K
Current Report
Apr 26, 2024
ARS
ARS
Apr 26, 2024
DEF 14A
DEF 14A
Apr 26, 2024
DEFA14A
DEFA14A
Apr 16, 2024
PRE 14A
PRE 14A
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading

Peers (Alternatives to Upland Software Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
277.0B
34.9B
3.35% 33.87%
66.98
7.95
11.18% 1888.46%
137.2B
38.6B
-8.72% 67.31%
98.72
3.56
14.01% 141.26%
47.3B
5.3B
2.96% 8.03%
51.62
8.85
9.15% 48.14%
28.6B
2.2B
0.65% 6.79%
65.84
12.85
3.59% -21.47%
19.3B
4.5B
8.62% -7.71%
30.27
4.26
3.06% 514.65%
MID-CAP
8.7B
671.8M
11.01% 66.39%
113.53
12.92
33.64% 185.98%
6.7B
4.7B
-3.99% 99.28%
-36.23
1.43
10.90% 88.31%
3.5B
895.2M
7.46% 35.00%
38.7
3.87
5.72% 46.94%
3.4B
970.0M
0.90% -15.87%
-19.13
3.53
13.46% 43.89%
3.2B
296.4M
28.11% -1.60%
-11.7
10.73
11.14% -3.59%
2.7B
228.1M
21.43% 43.87%
31.34
11.99
18.99% 599.09%
SMALL-CAP
1.2B
413.5M
0.63% -1.64%
92.02
2.88
-1.65% -71.35%
256.1M
31.6M
76.57% 260.07%
-43.61
8.1
2.76% 43.72%
253.0M
572.4M
33.33% -82.31%
-1.28
0.44
-19.38% -489.49%
193.1M
117.7M
5.95% -44.01%
-19.58
1.64
12.54% 11.24%

Upland Software Inc News

Latest updates
Yahoo Lifestyle UK • 16 May 2024 • 11:47 am
Defense World • 07 May 2024 • 09:14 am

Upland Software Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
Income Statement (Quarterly)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Revenue-2.0%70,736,00072,178,00074,121,00074,497,00077,056,00078,811,00079,549,00080,227,00078,716,00075,730,00076,053,00076,264,00073,969,00078,247,00074,184,00071,315,00068,032,00066,066,00055,065,00053,013,00048,493,000
Gross Profit2.5%49,687,00048,469,00051,183,00050,319,00051,520,00052,104,00053,823,00053,674,00053,961,00050,532,00051,237,00051,252,00049,542,00051,257,00048,601,00047,643,00045,831,00044,993,00038,392,00036,430,00033,705,000
Operating Expenses144.3%141,328,00057,851,00058,902,00059,706,000188,951,00066,113,00054,377,00064,562,00068,738,00052,776,00056,979,00060,415,00067,070,00050,122,00051,282,00054,587,00061,154,00057,504,00042,090,00041,962,00036,270,000
  S&GA Expenses-2.4%17,018,00017,438,00016,860,00015,755,00014,289,00014,131,00014,361,00015,331,00015,593,00014,003,00014,364,00014,298,00012,432,00011,566,00011,760,00011,820,00010,931,00011,490,0008,709,0007,989,0006,982,000
  R&D Expenses6.8%12,455,00011,662,00012,740,00012,443,00012,530,00010,799,00011,645,00011,676,00012,067,00010,199,00010,441,00011,113,00010,940,0009,623,0009,967,00010,294,0009,118,0008,548,0007,434,0007,008,0006,398,000
EBITDA Margin27.7%-0.35-0.48-0.50-0.52-0.53-0.18-0.14-0.17-0.17-0.19-0.18-0.17---------
Interest Expenses6.8%-4,958,000-5,322,000-2,525,000-5,376,000-5,461,000-6,275,000-7,354,000-7,754,000-7,762,000-7,926,000-7,971,000-7,942,000-7,787,000-7,935,000-8,078,000-7,873,000-7,643,000-6,434,000-5,517,000-5,246,000-5,116,000
Income Taxes-180.4%-500,000622,000-1,471,000-233,000-1,400,000-86,000-1,056,000-500,000-100,000-2,123,000-3,348,0001,500,000-4,394,000-392,0001,100,000-673,000-4,300,000-639,000547,000-6,100,000-600,000
Earnings Before Taxes-528.6%-96,677,000-15,379,000-10,141,000-15,380,000-141,467,000-22,763,000-7,569,000-16,865,000-22,957,000-9,611,000-14,363,000-17,504,000-25,078,000-6,092,000-10,161,000-14,832,000-24,368,000-20,504,000-11,760,000-11,470,000-8,442,000
EBT Margin22.9%-0.47-0.61-0.62-0.60-0.60-0.22-0.18-0.21-0.21-0.22-0.21-0.19---------
Net Income-500.4%-96,130,000-16,012,000-8,670,000-15,147,000-140,045,000-22,676,000-6,513,000-16,393,000-22,831,000-7,471,000-11,015,000-19,042,000-20,684,000-5,669,000-11,310,000-14,159,000-20,081,000-19,865,000-12,307,000-5,369,000-7,830,000
Net Income Margin22.8%-0.47-0.60-0.61-0.59-0.59-0.22-0.17-0.19-0.20-0.19-0.19-0.19---------
Free Cashflow-42.6%4,938,0008,603,00017,777,0006,733,00015,610,0005,693,0001,457,00013,917,0008,046,00012,942,0004,880,00010,580,000---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Assets-13.2%7558708949569651,1131,1141,0301,0631,0291,0221,0461,0351,011994859884897683658476
  Current Assets-3.7%28930030732332632130920621026324024325131829415317123916615759.00
    Cash Equivalents-2.1%23223724026325824924213813018918017718725023388.0099.0017511310814.00
  Net PPE-6.7%2.002.002.002.002.002.002.002.003.003.003.003.003.003.003.004.004.004.003.004.002.00
  Goodwill-25.4%26435434835335047748049250545746017.0044938438337937834634.00--
Liabilities-1.6%616626628673685692694718734713715735717705706707724684465425391
  Current Liabilities-5.6%123131129136145151152171180156145157147121115116135129106107105
Shareholder's Equity-84.1%20.0012614916816730930931232931630731131830728815215921321823385.00
  Retained Earnings-19.7%-585-488-472-464-449-309-286-279-263-240-233-222-203-182-176-165-151-131-111-98.87-93.50
  Additional Paid-In Capital-1.0%603609617617612607601594580568558547533515504363354345345339184
Shares Outstanding-6.4%28.0030.0032.0033.0032.0032.0032.0031.0031.0030.0030.0030.00---------
Float----109---400---1,200---738---972-
Cashflow (Last 12 Months)
(In Thousands)
Cashflow (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Cashflow From Operations-41.7%5,1218,78918,3077,02215,8255,8411,87814,0388,22213,0925,33810,80512,50321,46818,656805-5,3097,022-3425194,877
  Share Based Compensation-24.8%3,5224,6825,3606,3706,4627,5797,52714,87711,61910,45212,04713,55017,82410,42910,96310,9809,3207,0387,1876,9014,628
Cashflow From Investing1.6%-183-186-530-289-215-148-421-144-62,509-150-458-20,024-72,900-285-137-400-68,148-110,829-23,744-80,016-3,172
Cashflow From Financing24.1%-9,599-12,639-39,931-2,033-6,781-2,976103,735-2,397-4,211-3,084-1,715-1,286-2,095-4,178126,681-11,400-3,204165,62429,527173,417-4,800
  Buy Backs-7,998-3,215------------------
Get Full Access to Grufity – and Unlimited Downloads
Gain full access to fair value, watchlists, stock screener, unlimited page visits, and additional features by joining as a member today for just $1.99.
Try For Just $1.99

UPLD Income Statement

2024-03-31
Condensed Consolidated Statements of Operations (unaudited) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
Revenue$ 70,736$ 77,056
Cost of revenue21,04925,536
Gross profit49,68751,520
Operating expenses:  
Sales and marketing17,01814,289
Research and development12,45512,530
General and administrative13,23217,189
Depreciation and amortization11,39615,094
Acquisition-related expenses01,094
Impairment of goodwill87,227128,755
Total operating expenses141,328188,951
Loss from operations(91,641)(137,431)
Other expense:  
Interest expense, net(4,958)(5,461)
Other income (expense), net(78)1,425
Total other expense(5,036)(4,036)
Loss before benefit from income taxes(96,677)(141,467)
Benefit from income taxes5471,422
Net loss(96,130)(140,045)
Preferred stock dividends(1,375)(1,315)
Net loss attributable to common stockholders, basic(97,505)(141,360)
Net loss attributable to common stockholders, diluted$ (97,505)$ (141,360)
Net loss per common share:  
Net loss per common share, basic (in dollars per share)$ (3.37)$ (4.38)
Net loss per common share, diluted (in dollars per share)$ (3.37)$ (4.38)
Weighted-average common shares outstanding, basic (in shares)28,917,89732,259,110
Weighted-average common shares outstanding, diluted (in shares)28,917,89732,259,110
Total product revenue  
Revenue$ 68,548$ 74,485
Subscription and support  
Revenue67,07872,914
Cost of revenue19,82923,485
Perpetual license  
Revenue1,4701,571
Professional services  
Revenue2,1882,571
Cost of revenue$ 1,220$ 2,051

UPLD Balance Sheet

2024-03-31
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2024
Dec. 31, 2023
Current assets:  
Cash and cash equivalents$ 231,614$ 236,559
Accounts receivable (net of allowance of $389 and $572 at March 31, 2024, and December 31, 2023, respectively)29,25338,765
Deferred commissions, current9,67810,429
Unbilled receivables3,2132,701
Income tax receivable, current5,2213,775
Prepaid expenses and other current assets10,2158,004
Total current assets289,194300,233
Tax credits receivable1,5531,657
Property and equipment, net1,8031,932
Operating lease right-of-use asset2,4802,929
Intangible assets, net166,988182,349
Goodwill264,012353,778
Deferred commissions, noncurrent12,59312,568
Interest rate swap assets15,88914,270
Other assets434308
Total assets754,946870,024
Current liabilities:  
Accounts payable4,6428,137
Accrued compensation7,0837,174
Accrued expenses and other current liabilities6,7707,050
Deferred revenue99,550102,763
Operating lease liabilities, current2,0732,351
Current maturities of notes payable (includes unamortized discount of $2,143 and $2,228 at March 31, 2024, and December 31, 2023, respectively)3,2573,172
Total current liabilities123,375130,647
Notes payable, less current maturities (includes unamortized discount of $2,657 and $3,148 at March 31, 2024, and December 31, 2023, respectively)472,642473,502
Deferred revenue, noncurrent3,4283,860
Operating lease liabilities, noncurrent1,2241,597
Noncurrent deferred tax liability, net14,69616,025
Other long-term liabilities447461
Total liabilities615,812626,092
Mezzanine Equity  
Series A Convertible Preferred stock, $0.0001 par value; 5,000,000 shares authorized; 115,000 shares issued and outstanding as of March 31, 2024, and December 31, 2023, respectively119,013117,638
Stockholders’ equity:  
Common stock, $0.0001 par value; 75,000,000 shares authorized; 27,996,656 and 29,908,407 shares issued and outstanding as of March 31, 2024, and December 31, 2023, respectively33
Additional paid-in capital602,813608,995
Accumulated other comprehensive income2,3076,168
Accumulated deficit(585,002)(488,872)
Total stockholders’ equity20,121126,294
Total liabilities, convertible preferred stock and stockholders’ equity$ 754,946$ 870,024
Common stock authorized (in shares)75,000,00075,000,000
UPLD
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. It offers a family of software applications under the Upland brand in the areas of marketing, sales, contact center, project management, information technology, business operations, and human resources and legal. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves large global corporations, various government agencies, and small and medium-sized businesses, as well as financial, consulting, technology, manufacturing, media, telecommunication, political, healthcare, life sciences, and retail and hospitality sectors. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.
 CEO
 WEBSITEuplandsoftware.com
 INDUSTRYSoftware - Apps
 EMPLOYEES1006

Upland Software Inc Frequently Asked Questions


What is the ticker symbol for Upland Software Inc? What does UPLD stand for in stocks?

UPLD is the stock ticker symbol of Upland Software Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Upland Software Inc (UPLD)?

As of Fri May 17 2024, market cap of Upland Software Inc is 76.98 Million. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of UPLD stock?

You can check UPLD's fair value in chart for subscribers.

What is the fair value of UPLD stock?

You can check UPLD's fair value in chart for subscribers. The fair value of Upland Software Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Upland Software Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for UPLD so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Upland Software Inc a good stock to buy?

The fair value guage provides a quick view whether UPLD is over valued or under valued. Whether Upland Software Inc is cheap or expensive depends on the assumptions which impact Upland Software Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for UPLD.

What is Upland Software Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri May 17 2024, UPLD's PE ratio (Price to Earnings) is -0.57 and Price to Sales (PS) ratio is 0.26. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. UPLD PE ratio will change depending on the future growth rate expectations of investors.