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UPLD

Upland Software Inc

4.56

Aug 18 • 3:59 PM ET -0.16 (-3.39%)

4.56

Aftermarket • 7:30 PM ET 0.00 (0.00%)

Technology Software - Application USA Nano NASD

Aug 17, 9:40 AMUpland Software partners with Carahsoft, naming it Master Government Aggregator to distribute knowledge and contact center solutions to U.S. public sector

Peers: LPSN BMR ILLR INUV PSQH RCT CREX PHUN HIT RSSS

| Held by: VTI VXF

Scroll to Statements

Index	-
Market Cap	13.48M
Enterprise Value	340.17M
Income	-42.55M
Sales	197.67M
Book/sh	-30.35
Cash/sh	10.71
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	760
IPO	Nov 06, 2014

P/E	-
Forward P/E	0.72
PEG	-
P/S	0.07
P/B	-
P/C	0.43
P/FCF	0.55
EV/EBITDA	6.59
EV/Sales	1.72
Quick Ratio	0.81
Current Ratio	0.81
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	-14.51
EPS next Y	6.33
EPS next Q	1.63
EPS this Y	-26.49%
EPS next Y	-6.33%
EPS next 5Y	-
EPS past 3/5Y	11.13% 4.05%
Sales past 3/5Y	-11.91% -5.76%
EPS Y/Y TTM	17.84%
Sales Y/Y TTM	-21.48%
EPS Q/Q	-146.77%
Sales Q/Q	-7.95%
Earnings	Aug 14 BMO
EPS/Sales Surpr.	17.88% 1.08%

Insider Own	31.50%
Insider Trans	-0.62%
Inst Own	30.71%
Inst Trans	-17.69%
ROA	-9.16%
ROE	-
ROIC	-13.86%
Gross Margin	64.55%
Oper. Margin	12.26%
Profit Margin	-21.53%
SMA20	-3.03%
SMA50	-10.70%
SMA200	-53.68%
Trades

Shs Outstand	2.96M
Shs Float	2.03M
Short Float	5.46%
Short Ratio	3.92
Short Interest	0.11M
52W High	39.10 -88.34%
52W Low	4.00 14.00%
Volatility	18.97% 12.51%
ATR (14)	0.64
RSI (14)	45.86
Beta	1.44
Rel Volume	0.88
Avg Volume	28.32K
Volume	24,893

Perf Week	-5.79%
Perf Month	-7.51%
Perf Quarter	-41.53%
Perf Half Y	-54.40%
Perf YTD	-68.11%
Perf Year	-79.46%
Perf 3Y	-81.83%
Perf 5Y	-98.75%
Perf 10Y	-94.83%
Recom	1.00
Target Price	12.50
Prev Close	4.72
Price	4.56
Change %	-3.39%

Date	Action	Analyst	Rating Change	Price Target Change
Aug-21-25	Upgrade	Needham	Hold → Buy	$4.50
Aug-01-25	Upgrade	Craig Hallum	Hold → Buy	$3.50
Nov-10-23	Downgrade	ROTH MKM	Neutral → Sell	$3.50
Feb-24-23	Downgrade	Truist	Buy → Hold	$11 → $9
Feb-24-23	Downgrade	ROTH MKM	Buy → Neutral	$8
Feb-24-23	Downgrade	Needham	Buy → Hold
Jan-17-23	Downgrade	Raymond James	Outperform → Mkt Perform
Nov-22-22	Initiated	Credit Suisse	Neutral	$8
Nov-04-21	Downgrade	Jefferies	Buy → Hold	$50 → $30
Nov-04-21	Downgrade	Craig Hallum	Buy → Hold	$64 → $32
Mar-29-21	Resumed	Credit Suisse	Outperform	$58
Jan-15-21	Resumed	Credit Suisse	Outperform
Nov-06-19	Initiated	Credit Suisse	Outperform	$48
Jun-24-19	Reiterated	Needham	Buy	$50 → $53
May-31-19	Initiated	Jefferies	Buy
Mar-08-19	Reiterated	Needham	Buy	$40 → $45
Aug-09-18	Upgrade	ROTH Capital	Neutral → Buy
Aug-09-18	Reiterated	Needham	Buy	$37 → $40
Jun-29-18	Reiterated	Needham	Buy	$34 → $37
Jul-14-17	Downgrade	ROTH Capital	Buy → Neutral

Show Previous Ratings

Aug-17-26 09:05AM	Upland Software and Carahsoft Partner to Expand Public Sector Impact (Business Wire) -11.78%
Aug-14-26 09:13AM	Upland Software: Q2 Earnings Snapshot (Associated Press) -12.30%
09:05AM	Upland Software Reports Second Quarter 2026 Financial Results (Business Wire)
Aug-06-26 09:05AM	Upland Software Named in the 2026 Gartner Magic Quadrant for Customer Service Knowledge Management Systems (Business Wire)
Jul-28-26 09:05AM	Upland Software Publishes CEO Letter Outlining Strategic Priorities (Business Wire) +9.40%
05:05PM	Loading…
Jul-21-26 05:05PM	Upland Software Appoints Jennifer Simon as Chief Financial Officer (Business Wire) -7.25%
Jul-08-26 09:01AM	Upland Software, Inc. Regains Compliance with Nasdaq Minimum Bid Price Requirement (Business Wire)
Jun-04-26 10:33AM	Upland Software Announces 1-for-10 Reverse Stock Split to Support Nasdaq Compliance (UPLD) (InvestorsHub) -7.28%
09:05AM	Upland Announces Board's Approval of Reverse Stock Split Ratio (Business Wire)
May-26-26 09:05AM	Upland Software Earns 43 Badges in G2s Summer 2026 Market Reports (Business Wire) +16.72%
May-01-26 04:05PM	Upland Announces Commencement of New CEO Tenure and Inducement Awards (Business Wire) +18.01%
09:19AM	Upland Software: Q1 Earnings Snapshot (Associated Press)
09:05AM	Upland Software Reports First Quarter 2026 Financial Results (Business Wire)
Apr-28-26 09:33AM	Upland Software to Release First Quarter 2026 Financial Results on May 1, 2026 (Business Wire)
Mar-30-26 09:05AM	Upland Second Street Launches TexttoVote at 2026 America's Newspapers MegaConference (Business Wire)
09:05AM	Loading…
Mar-17-26 09:05AM	Upland Software Earns Over 40 Badges in G2's Spring 2026 Market Reports (Business Wire)
Mar-04-26 08:30AM	Upland Software, Inc. Q4 2025 Earnings Call Summary (Moby)
Mar-03-26 06:00PM	Upland Software Inc (UPLD) Q4 2025 Earnings Call Highlights: Strong Profitability Amid Revenue ... (GuruFocus.com) -12.59%
03:35PM	Why Upland Software (UPLD) Stock Is Down Today (StockStory)
09:20AM	Upland Software: Q4 Earnings Snapshot (Associated Press Finance)
09:16AM	Upland Software (NASDAQ:UPLD) Misses Q4 CY2025 Sales Expectations (StockStory)
09:00AM	Upland Software Reports Fourth Quarter 2025 Financial Results (Business Wire)
Mar-01-26 10:07PM	What To Expect From Upland Software's (UPLD) Q4 Earnings (StockStory)
Feb-25-26 11:37PM	3 Stocks Under $10 We Keep Off Our Radar (StockStory)
09:00AM	Upland Software Names Sean Nathaniel as Chief Executive Officer (Business Wire)
Feb-24-26 09:00AM	Upland Software to Release Fourth Quarter 2025 Financial Results on March 3, 2026 (Business Wire)
Feb-10-26 09:05AM	Upland Panviva's Sidekick Unveils AI Conversational Search to Elevate Enterprise Knowledge (Business Wire)
Feb-05-26 11:38PM	1 Value Stock on Our Buy List and 2 We Avoid (StockStory) -7.81%
03:40PM	Upland Software, Amplitude, Asana, PagerDuty, and Palo Alto Networks Shares Plummet, What You Need To Know (StockStory)
Feb-03-26 09:05AM	New Upland BA Insight Platform Delivers Integrated AI Search Experiences for Enterprises (Business Wire)
10:33PM	Loading…
Jan-29-26 10:33PM	Q3 Earnings Roundup: Upland Software (NASDAQ:UPLD) And The Rest Of The Sales And Marketing Software Segment (StockStory)
Dec-31-25 11:38PM	1 Cash-Producing Stock to Target This Week and 2 We Turn Down (StockStory)
Dec-29-25 10:55AM	Why Upland Software (UPLD) Stock Is Down Today (StockStory)
Dec-19-25 04:15PM	Upland Software, Unity, Palantir Technologies, AppLovin, and C3.ai Shares Are Soaring, What You Need To Know (StockStory)
Dec-17-25 03:45PM	Upland Software, Palantir Technologies, Zeta Global, Qualys, and C3.ai Stocks Trade Down, What You Need To Know (StockStory)
Dec-15-25 02:40PM	Upland Software, JFrog, Elastic, C3.ai, and Tenable Shares Are Falling, What You Need To Know (StockStory) -6.13%
Dec-14-25 11:34PM	1 Value Stock on Our Buy List and 2 That Underwhelm (StockStory)
Dec-11-25 09:05AM	Upland Qvidian Unveils 2025 AI Adoption Report, Highlighting Key Trends in Proposal Management (Business Wire)
Dec-08-25 11:37PM	3 Out-of-Favor Stocks We Think Twice About (StockStory) -5.42%
Dec-03-25 09:05AM	Upland Software Earns 49 Badges in G2's Winter 2026 Market Reports (Business Wire)
Nov-25-25 11:01PM	3 Reasons UPLD is Risky and 1 Stock to Buy Instead (StockStory)
Nov-13-25 12:38AM	5 Revealing Analyst Questions From Upland Software's Q3 Earnings Call (StockStory) +5.95%
Nov-10-25 11:31PM	3 Stocks Under $10 We Find Risky (StockStory) +5.23%
12:36PM	Upland Software (UPLD) Shares Skyrocket, What You Need To Know (StockStory)
Nov-07-25 09:10AM	UPLD Q3 Deep Dive: AI-Driven Deal Momentum Amid Declining Revenue and Focused Portfolio (StockStory) -6.52%
Nov-06-25 06:03PM	Upland Software Inc (UPLD) Q3 2025 Earnings Call Highlights: Strategic Growth Amid Revenue ... (GuruFocus.com)
09:13AM	Upland Software: Q3 Earnings Snapshot (Associated Press Finance)
09:10AM	Upland Software's (NASDAQ:UPLD) Q3 Sales Top Estimates (StockStory)
09:05AM	Upland Software Reports Third Quarter 2025 Financial Results (Business Wire)
Nov-04-25 10:15PM	Upland Software Earnings: What To Look For From UPLD (StockStory) -6.83%
Oct-23-25 01:40PM	Upland Software to Release Third Quarter 2025 Financial Results on November 6, 2025 (Business Wire)
Oct-21-25 12:35AM	1 Cash-Producing Stock to Keep an Eye On and 2 We Avoid (StockStory)
Oct-14-25 12:37AM	3 Unprofitable Stocks with Questionable Fundamentals (StockStory)
Oct-10-25 03:31PM	Upland Software, Health Catalyst, SoundHound AI, BILL, and DigitalOcean Stocks Trade Down, What You Need To Know (StockStory) -6.10%
Sep-23-25 03:40PM	Upland Software, Shopify, Domo, Five9, and GoDaddy Stocks Trade Down, What You Need To Know (StockStory)
Sep-15-25 12:32AM	3 Volatile Stocks with Open Questions (StockStory)
Sep-09-25 11:00AM	Upland Software Earns 49 Badges in G2's Fall 2025 Market Reports (Business Wire)
Sep-03-25 12:36AM	3 Small-Cap Stocks We Steer Clear Of (StockStory)
Aug-27-25 12:31PM	Upland Software (UPLD) Stock Trades Up, Here Is Why (StockStory)
Aug-25-25 12:01PM	Upland Software (UPLD) Stock Trades Up, Here Is Why (StockStory)
Aug-20-25 12:02AM	3 Reasons UPLD is Risky and 1 Stock to Buy Instead (StockStory) +10.08%
Aug-18-25 04:35PM	Upland Software (UPLD) Shares Skyrocket, What You Need To Know (StockStory) +20.65% +16.22%
Aug-15-25 12:37AM	3 Value Stocks We Keep Off Our Radar (StockStory)
Aug-14-25 09:05AM	Upland RightAnswers is Now Available in AWS Marketplace (Business Wire)
Aug-12-25 11:03PM	Upland's Q2 Earnings Call: Our Top 5 Analyst Questions (StockStory)
10:57PM	UPLD Q2 Deep Dive: AI-Driven Strategy and Portfolio Streamlining Reshape Growth Outlook (StockStory)
Aug-07-25 12:32AM	3 Stocks Under $10 Walking a Fine Line (StockStory) -6.00%
Aug-05-25 09:05AM	Upland BA Insight to Showcase Generative AI Innovation and Thought Leadership at ILTACON 2025 (Business Wire)
Aug-01-25 03:31AM	Upland Software Inc (UPLD) Q2 2025 Earnings Call Highlights: Strong Organic Growth and ... (GuruFocus.com) +9.76%
Jul-31-25 11:40PM	Upland Software's BA Insight Platform Now Available on AWS Marketplace to Streamline AI Agent Development (Insider Monkey)
10:31AM	Upland (NASDAQ:UPLD) Reports Q2 In Line With Expectations But Quarterly Revenue Guidance Slightly Misses Expectations (StockStory)
09:13AM	Upland Software: Q2 Earnings Snapshot (Associated Press Finance)
09:00AM	Upland Software Reports Second Quarter 2025 Financial Results (Business Wire)
Jul-30-25 10:06AM	Upland Software Inc (UPLD) Q2 2025: Everything You Need to Know Ahead of Earnings (GuruFocus.com) -16.00%
Jul-29-25 11:19PM	What To Expect From Upland's (UPLD) Q2 Earnings (StockStory)
Jul-28-25 12:01PM	Why Upland (UPLD) Stock Is Up Today (StockStory) +33.16%
09:00AM	Upland Software Announces the Successful Completion of Debt Refinancing (Business Wire)
Jul-25-25 08:35AM	Upland Software to Release Second Quarter 2025 Financial Results on July 31, 2025 (Business Wire)
Jul-24-25 09:05AM	Upland BA Insight is Now Available in the New AWS Marketplace AI Agents and Tools Category (Business Wire)
Jul-07-25 12:32AM	1 Cash-Producing Stock Worth Your Attention and 2 to Think Twice About (StockStory) -6.34%
Jun-30-25 08:55AM	Upland's Q1 Earnings Call: Our Top 5 Analyst Questions (StockStory) +10.80%
Jun-25-25 11:36PM	A Look Back at Sales And Marketing Software Stocks' Q1 Earnings: Upland (NASDAQ:UPLD) Vs The Rest Of The Pack (StockStory)
09:05AM	Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports (Business Wire)
Jun-16-25 04:28PM	Upland, EVgo, SoundHound AI, Xerox, and Monolithic Power Systems Shares Skyrocket, What You Need To Know (StockStory) +6.36%
02:59PM	Here is What You Need to Know Before Investing in Upland Software, Inc. (UPLD) (Insider Monkey)
Jun-04-25 09:45AM	UPLD Q1 Earnings Call: Revenue Miss and Margin Expansion Amid Portfolio Reshaping (StockStory)
May-26-25 12:38AM	2 Unprofitable Stocks to Keep an Eye On and 1 to Approach with Caution (StockStory)
May-21-25 12:00AM	3 Reasons to Avoid UPLD and 1 Stock to Buy Instead (StockStory) -7.75%
May-13-25 03:15AM	Q1 2025 Upland Software Inc Earnings Call (Thomson Reuters StreetEvents)
03:06AM	Upland Software Inc (UPLD) Q1 2025 Earnings Call Highlights: Surpassing Expectations with ... (GuruFocus.com)
May-12-25 09:13AM	Upland Software: Q1 Earnings Snapshot (Associated Press Finance) +19.83%
09:05AM	Upland Software Reports First Quarter 2025 Financial Results (Business Wire)
May-09-25 04:32PM	Upland Software to Release First Quarter 2025 Financial Results on May 12, 2025 (Business Wire)
May-07-25 12:30AM	3 Stocks Under $10 That Concern Us (StockStory)
Apr-25-25 05:09AM	3 Reasons UPLD is Risky and 1 Stock to Buy Instead (StockStory)
Apr-19-25 03:45PM	Is Upland Software (UPLD) the Ridiculously Cheap Stock to Invest in? (Insider Monkey)
Apr-14-25 05:03AM	Sales And Marketing Software Stocks Q4 In Review: Upland (NASDAQ:UPLD) Vs Peers (StockStory)
Apr-02-25 05:50PM	Upland Software (UPLD) Stock Dips While Market Gains: Key Facts (Zacks) -12.20%
Mar-25-25 09:05AM	Upland Software Earns 75+ Badges in G2's Spring 2025 Market Reports (Business Wire)
Mar-21-25 05:50PM	Why Upland Software (UPLD) Outpaced the Stock Market Today (Zacks)

Upland Software, Inc. engages in providing cloud-based software applications. Its products include AccuRoute, Adestra, Altify, BA Insight, Cimpl, ComSci, Eclipse PPM, FileBound, InGenius, Intelligent Capture, InterFAX, Kapost, Localytics, Mobile Commons, Objectif Lune, Panviva, PostUp, PowerStreering, PSA, Qvidian, Rant and Rave, RightAnswers, RO Innovation, Second Street, Ultriva, and Waterfall. The company was founded by John T. McDonald in July 2010 and is headquartered in Austin, TX.

Founder & ChairmanMr. John T. McDonald J.D.

Chief Operating & Product OfficerMr. Daniel Doman

CEO & PresidentMr. Sean Nathaniel

Interim Chief Financial OfficerMr. David Tamez

Chief Technology OfficerMr. Rick Rinewalt

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mattox Timothy	Director	Aug 07 '26	Sale	4.28	847	3,627	36,053	Aug 11 04:54 PM
Mattox Timothy	Director	Aug 06 '26	Sale	4.27	1,000	4,270	36,900	Aug 10 05:36 PM
TIMOTHY WILLIAM MATTOX	Director	Aug 07 '26	Proposed Sale	4.28	848	3,630		Aug 07 04:05 PM
Mattox Timothy	Director	Aug 05 '26	Sale	4.53	1,000	4,530	37,900	Aug 06 04:55 PM
Mattox Timothy	Director	Aug 04 '26	Sale	4.33	1,000	4,330	38,900	Aug 06 04:55 PM
TIMOTHY WILLIAM MATTOX	Director	Aug 06 '26	Proposed Sale	4.27	1,000	4,270		Aug 06 04:02 PM
TIMOTHY WILLIAM MATTOX	Director	Aug 05 '26	Proposed Sale	4.53	1,000	4,530		Aug 05 04:15 PM
Mattox Timothy	Director	Jul 31 '26	Sale	4.48	1,000	4,480	40,900	Aug 04 05:46 PM
Mattox Timothy	Director	Aug 03 '26	Sale	4.45	1,000	4,450	39,900	Aug 04 05:46 PM
TIMOTHY WILLIAM MATTOX	Director	Aug 04 '26	Proposed Sale	4.33	1,000	4,330		Aug 04 04:21 PM
TIMOTHY WILLIAM MATTOX	Director	Aug 03 '26	Proposed Sale	4.45	1,000	4,450		Aug 03 04:12 PM
TIMOTHY WILLIAM MATTOX	Director	Jul 31 '26	Proposed Sale	4.48	1,000	4,480		Jul 31 04:05 PM
MCDONALD JOHN T	CEO	Sep 11 '25	Sale	2.36	14,438	34,064	2,452,125	Sep 11 05:50 PM
MCDONALD JOHN T	Officer	Sep 10 '25	Proposed Sale	2.31	15,000	34,650		Sep 10 11:49 AM

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UPLD

Upland Software Inc

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