StocksFundsScreenerSectorsWatchlists
UPLD

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

2.31USD0.00 (0.00%)Market Closed

Market Summary

UPLD
USD2.310.00
Market Closed
0.00%

UPLD Stock Price

View Fullscreen

UPLD RSI Chart

UPLD Valuation

Market Cap

66.7M

Price/Earnings (Trailing)

-0.37

Price/Sales (Trailing)

0.22

EV/EBITDA

1.19

Price/Free Cashflow

1.37

UPLD Price/Sales (Trailing)

UPLD Profitability

EBT Margin

-61.23%

Return on Equity

-142.42%

Return on Assets

-20.67%

Free Cashflow Yield

73.1%

UPLD Fundamentals

UPLD Revenue

Revenue (TTM)

297.9M

Rev. Growth (Yr)

-8.42%

Rev. Growth (Qtr)

-2.62%

UPLD Earnings

Earnings (TTM)

-179.9M

Earnings Growth (Yr)

29.39%

Earnings Growth (Qtr)

-84.68%

Breaking Down UPLD Revenue

Last 7 days

-19.5%

Last 30 days

-6.1%

Last 90 days

-40.9%

Trailing 12 Months

-40.5%

How does UPLD drawdown profile look like?

UPLD Financial Health

Current Ratio

2.3

UPLD Investor Care

Buy Backs (1Y)

10.45%

Diluted EPS (TTM)

-5.79

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
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
Apr 16, 2024
First Dallas Securities Inc.
reduced
-71.26
-145,000
39,000
0.02%
Apr 16, 2024
Hodges Capital Management Inc.
reduced
-66.73
-12,756,000
4,096,000
0.26%
Apr 05, 2024
NBC SECURITIES, INC.
reduced
-4.8
-81,000
183,000
0.02%
Apr 05, 2024
CWM, LLC
sold off
-100
-
-
-%
Apr 01, 2024
BURKETT FINANCIAL SERVICES, LLC
reduced
-50.00
-268
155
-%
Mar 11, 2024
VANGUARD GROUP INC
reduced
-27.46
-4,057,690
8,025,270
-%
Mar 01, 2024
GOLDMAN SACHS GROUP INC
added
18.11
7,146
94,912
-%
Feb 16, 2024
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
unchanged
-
-201,308
2,185,690
0.01%
Feb 16, 2024
PRICE T ROWE ASSOCIATES INC /MD/
reduced
-8.8
-40,000
203,000
-%
Feb 15, 2024
JANE STREET GROUP, LLC
added
612
520,473
614,666
-%

1–10 of 44

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
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
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
4
Insider Trading
Mar 11, 2024
4/A
Insider Trading
Feb 27, 2024
SC 13D/A
13D - Major Acquisition
Feb 22, 2024
8-K
Current Report

Peers (Alternatives to Upland Software Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
263.8B
34.9B
-8.06% 39.18%
63.77
7.57
11.18% 1888.46%
148.0B
37.3B
-4.97% 126.73%
78.44
3.97
16.95% 120.64%
45.0B
5.3B
-15.78% 8.85%
49.12
8.43
9.15% 48.14%
28.2B
2.3B
-2.82% 1.38%
56.41
12.44
9.90% -4.45%
18.0B
4.5B
-10.77% -12.15%
28.27
3.98
3.06% 514.65%
MID-CAP
7.6B
620.4M
-2.15% 66.67%
2.8K
12.2
31.48% 103.97%
6.4B
4.4B
-3.62% 67.80%
-18.89
1.46
7.53% 78.52%
3.4B
970.0M
0.90% -15.87%
-19.13
3.53
13.46% 43.89%
3.2B
881.7M
-11.74% 32.17%
39.97
3.64
4.64% 44.42%
2.5B
296.4M
-29.09% -9.49%
-9.26
8.49
11.14% -3.59%
2.2B
228.1M
5.25% -2.33%
25.62
9.81
18.99% 599.09%
SMALL-CAP
1.2B
413.5M
0.63% -1.64%
92.02
2.88
-1.65% -71.35%
193.8M
572.4M
-33.69% -85.09%
-0.98
0.34
-19.38% -489.49%
177.2M
119.1M
-15.04% -58.05%
-19.23
1.49
24.27% 36.31%
145.7M
31.3M
38.43% 88.82%
-24.82
4.65
4.69% 43.72%

Upland Software Inc News

Latest updates
Yahoo Movies Canada • 15 Apr 2024 • 02:39 pm
Simply Wall St • 21 Mar 2024 • 07:00 am
InvestorsObserver • 04 Mar 2024 • 08:00 am
Yahoo Finance • 23 Feb 2024 • 08:00 am
InvestorsObserver • 23 Feb 2024 • 08:00 am
Business Wire • 22 Feb 2024 • 08:00 am

Upland Software Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
Income Statement (Quarterly)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue-2.6%72,178,00074,121,00074,497,00077,056,00078,811,00079,549,00080,227,00078,716,00075,730,00076,053,00076,264,00073,969,00078,247,00074,184,00071,315,00068,032,00066,066,00055,065,00053,013,00048,493,00045,180,000
Gross Profit-5.3%48,469,00051,183,00050,319,00051,520,00052,104,00053,823,00053,674,00053,961,00050,532,00051,237,00051,252,00049,542,00051,257,00048,601,00047,643,00045,831,00044,993,00038,392,00036,430,00033,705,00030,168,000
Operating Expenses-1.8%57,851,00058,902,00059,706,000188,951,00066,113,00054,377,00064,562,00068,738,00052,776,00056,979,00060,415,00067,070,00050,122,00051,282,00054,587,00061,154,00057,504,00042,090,00041,962,00036,270,00034,959,000
  S&GA Expenses3.4%17,438,00016,860,00015,755,00014,289,00014,131,00014,361,00015,331,00015,593,00014,003,00014,364,00014,298,00012,432,00011,566,00011,760,00011,820,00010,931,00011,490,0008,709,0007,989,0006,982,0005,980,000
  R&D Expenses-8.5%11,662,00012,740,00012,443,00012,530,00010,799,00011,645,00011,676,00012,067,00010,199,00010,441,00011,113,00010,940,0009,623,0009,967,00010,294,0009,118,0008,548,0007,434,0007,008,0006,398,0005,743,000
EBITDA Margin5.1%-0.48-0.50-0.52-0.53-0.18-0.14-0.17-0.17-0.19-0.18-0.17-0.17---------
Interest Expenses-110.8%-5,322,000-2,525,000-5,376,000-5,461,000-6,275,000-7,354,000-7,754,000-7,762,000-7,926,000-7,971,000-7,942,000-7,787,000-7,935,000-8,078,000-7,873,000-7,643,000-6,434,000-5,517,000-5,246,000-5,116,000-4,518,000
Income Taxes142.3%622,000-1,471,000-233,000-1,400,000-86,000-1,056,000-500,000-100,000-2,123,000-3,348,0001,500,000-4,394,000-392,0001,100,000-673,000-4,300,000-639,000547,000-6,100,000-600,000-11,927,000
Earnings Before Taxes-51.7%-15,379,000-10,141,000-15,380,000-141,467,000-22,763,000-7,569,000-16,865,000-22,957,000-9,611,000-14,363,000-17,504,000-25,078,000-6,092,000-10,161,000-14,832,000-24,368,000-20,504,000-11,760,000-11,470,000-8,442,000-10,125,000
EBT Margin1.8%-0.61-0.62-0.60-0.60-0.22-0.18-0.21-0.21-0.22-0.21-0.19-0.19---------
Net Income-84.7%-16,012,000-8,670,000-15,147,000-140,045,000-22,676,000-6,513,000-16,393,000-22,831,000-7,471,000-11,015,000-19,042,000-20,684,000-5,669,000-11,310,000-14,159,000-20,081,000-19,865,000-12,307,000-5,369,000-7,830,0001,802,000
Net Income Margin1.4%-0.60-0.61-0.59-0.59-0.22-0.17-0.19-0.20-0.19-0.19-0.19-0.17---------
Free Cashflow-51.6%8,603,00017,777,0006,733,00015,610,0005,693,0001,457,00013,917,0008,046,00012,942,0004,880,00010,580,00012,221,000---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets-2.7%8708949569651,1131,1141,0301,0631,0291,0221,0461,0351,011994859884897683658476483
  Current Assets-2.1%30030732332632130920621026324024325131829415317123916615759.0067.00
    Cash Equivalents-1.3%23724026325824924213813018918017718725023388.0099.0017511310814.0017.00
  Net PPE-5.5%2.002.002.002.002.002.002.003.003.003.003.003.003.003.004.004.004.003.004.002.003.00
  Goodwill1.6%35434835335047748049250545746017.0044938438337937834634.00273--
Liabilities-0.3%626628673685692694718734713715735717705706707724684465425391396
  Current Liabilities1.6%131129136145151152171180156145157147121115116135129106107105108
Shareholder's Equity-15.5%12614916816730930931232931630731131830728815215921321823385.0087.00
  Retained Earnings-3.4%-488-472-464-449-309-286-279-263-240-233-222-203-182-176-165-151-131-111-98.87-93.50-85.67
  Additional Paid-In Capital-1.3%609617617612607601594580568558547533515504363354345345339184180
Shares Outstanding-6.9%30.0032.0033.0032.0032.0032.0031.0031.0030.0030.0030.0030.00---------
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/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations-52.0%8,78918,3077,02215,8255,8411,87814,0388,22213,0925,33810,80512,50321,46818,656805-5,3097,022-3425194,8772,550
  Share Based Compensation-12.6%4,6825,3606,3706,4627,5797,52714,87711,61910,45212,04713,55017,82410,42910,96310,9809,3207,0387,1876,9014,6283,750
Cashflow From Investing64.9%-186-530-289-215-148-421-144-62,509-150-458-20,024-72,900-285-137-400-68,148-110,829-23,744-80,016-3,172-113,193
Cashflow From Financing68.3%-12,639-39,931-2,033-6,781-2,976103,735-2,397-4,211-3,084-1,715-1,286-2,095-4,178126,681-11,400-3,204165,62429,527173,417-4,800112,426
  Buy Backs-100.0%-3,215-------------------

UPLD Income Statement

2023-12-31
Consolidated Statements of Operations - USD ($)
$ in Thousands
12 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Total revenue$ 297,852$ 317,303$ 302,016
Total cost of revenue96,361103,74199,453
Gross profit201,491213,562202,563
Operating expenses:   
Sales and marketing64,34259,41655,097
Research and development49,37546,18742,693
General and administrative61,26470,46276,901
Depreciation and amortization58,61443,66941,315
Acquisition-related expenses3,06021,55621,234
Impairment of goodwill128,75512,5000
Total operating expenses365,410253,790237,240
Loss from operations(163,919)(40,228)(34,677)
Other expense:   
Interest expense, net(18,684)(29,145)(31,626)
Other income (expense), net236(781)(253)
Total other expense(18,448)(29,926)(31,879)
Loss before benefit from income taxes(182,367)(70,154)(66,556)
Benefit from income taxes2,4931,7418,344
Net loss(179,874)(68,413)(58,212)
Preferred stock dividends(5,347)(1,846)0
Net loss attributable to common stockholders, basic(185,221)(70,259)(58,212)
Net loss attributable to common stockholders, diluted$ (185,221)$ (70,259)$ (58,212)
Net loss per common share:   
Net loss per common share, basic (in dollars per share)$ (5.77)$ (2.23)$ (1.92)
Net loss per common share, diluted (in dollars per share)$ (5.77)$ (2.23)$ (1.92)
Weighted-average common shares outstanding, basic (in shares)32,074,90631,528,88130,295,769
Weighted-average common shares outstanding, diluted (in shares)32,074,90631,528,88130,295,769
Total product revenue   
Total revenue$ 287,631$ 304,835$ 289,771
Subscription and support   
Total revenue281,554297,887287,621
Total cost of revenue88,89493,94892,168
Perpetual license   
Total revenue6,0776,9482,150
Professional services   
Total revenue10,22112,46812,245
Total cost of revenue$ 7,467$ 9,793$ 7,285

UPLD Balance Sheet

2023-12-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 236,559$ 248,653
Accounts receivable, net of allowance for credit losses38,76547,594
Deferred commissions, current10,42910,961
Unbilled receivables2,7015,313
Income tax receivable, current3,775542
Prepaid expenses and other current assets8,0048,232
Total current assets300,233321,295
Tax credits receivable1,6572,411
Property and equipment, net1,9321,830
Operating lease right-of-use asset2,9295,719
Intangible assets, net182,349248,851
Goodwill353,778477,043
Deferred commissions, noncurrent12,56813,794
Interest rate swap assets14,27041,168
Other assets3081,348
Total assets870,0241,113,459
Current liabilities:  
Accounts payable8,13714,939
Accrued compensation7,1747,393
Accrued expenses and other current liabilities7,05010,644
Deferred revenue102,763106,465
Liabilities due to sellers of businesses05,429
Operating lease liabilities, current2,3513,205
Current maturities of notes payable (includes unamortized discount of $2,228 and $2,264 at December 31, 2023 and December 31, 2022, respectively)3,1723,136
Total current liabilities130,647151,211
Notes payable, less current maturities (includes unamortized discount of $3,148 and $5,203 at December 31, 2023 and December 31, 2022, respectively)473,502511,847
Deferred revenue, noncurrent3,8604,707
Operating lease liabilities, noncurrent1,5974,947
Noncurrent deferred tax liability, net16,02518,416
Other long-term liabilities4611,170
Total liabilities626,092692,298
Series A Convertible Preferred stock, 0.0001 par value; 5,000,000 shares authorized: 115,000 shares issued and outstanding as of December 31, 2023 and December 31, 2022, respectively117,638112,291
Stockholders’ equity:  
Common stock, $0.0001 par value; 75,000,000 and 50,000,000 shares authorized as of December 31, 2023 and December 31, 2022, respectively; 29,908,407 and 32,221,855 shares issued and outstanding as of December 31, 2023 and December 31, 2022, respectively33
Additional paid-in capital608,995606,755
Accumulated other comprehensive income6,16811,110
Accumulated deficit(488,872)(308,998)
Total stockholders’ equity126,294308,870
Total liabilities, convertible preferred stock and stockholders’ equity$ 870,024$ 1,113,459
Common stock authorized (in shares)75,000,00050,000,000
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 Wed Apr 17 2024, market cap of Upland Software Inc is 66.66 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 Wed Apr 17 2024, UPLD's PE ratio (Price to Earnings) is -0.37 and Price to Sales (PS) ratio is 0.22. 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.