Upland Software (UPLD) Financials: Revenue & Earnings
UPLD$3.97+0.05 +1.28%
$11.74M
Market Cap
—
P/E
—
Forward P/E
—
Score
Upland Software (UPLD) Financials: Revenue & Earnings
UPLD price $3.97 +0.05 +1.28%
- Ticker
- UPLD
- Price
- $3.97
- Change
- +0.05 +1.28%
- Market cap ?
- $11.74M
- Beta ?
- 1.43
- Sector
- Technology
- Industry
- Software - Application
Fair value
UPLD fair value $116.70. Price $3.97. Price is 97% below fair value.
Below fair value, and cheaper than usual. A larger discount than on 97% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Average free cash flow, last three years 32.18M. Growth 0.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.4). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 2.96M. Net debt 205.80M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-04 | — | 1.60 | — | 47.24M |
| 2026-08-14 | 1.78 | 1.51 | 49.14M | 48.61M |
| 2026-05-01 | 1.60 | 1.30 | 48.69M | 48.50M |
| 2026-03-03 | 2.40 | 0.19 | 49.31M | 50.30M |
| 2025-11-06 | 3.00 | 1.74 | 50.53M | 49.88M |
| 2025-07-31 | 1.50 | 1.83 | 53.38M | 53.22M |
| 2025-05-12 | 2.30 | 0.18 | 63.66M | 61.17M |
| 2025-03-12 | 4.10 | 0.19 | 68.03M | 67.85M |
| 2024-11-07 | 4.20 | 1.68 | 66.69M | 66.79M |
| 2024-08-01 | 1.90 | 1.36 | 69.34M | 68.10M |
| 2024-05-02 | 0.19 | 0.12 | 70.74M | 68.29M |
| 2024-02-22 | 0.14 | 0.18 | 72.18M | 71.86M |
| 2023-11-02 | 0.33 | 0.19 | 74.12M | 73.60M |
| 2023-08-03 | 0.22 | 0.23 | 74.50M | 73.33M |
| 2023-05-04 | 0.28 | 0.25 | 77.10M | 74.85M |
| 2023-02-23 | 0.37 | 0.39 | 78.81M | 76.78M |
| 2022-11-03 | 0.50 | 0.41 | 79.55M | 78.38M |
| 2022-08-03 | 0.55 | 0.43 | 80.23M | 79.58M |
| 2022-05-04 | 0.41 | 0.41 | 78.72M | 76.77M |
| 2022-02-24 | 0.60 | 0.45 | 75.73M | 75.44M |
| 2021-11-03 | 5.70 | 4.90 | 76.05M | 62.74M |
| 2021-08-04 | 4.10 | 4.20 | 76.26M | 76.26M |
| 2021-05-05 | 6.00 | 0.40 | 73.97M | 61.02M |
| 2021-02-24 | 6.10 | 0.45 | 78.25M | 75.64M |
| 2020-11-05 | 5.50 | 0.48 | 74.18M | 63.37M |
| 2020-08-06 | 6.00 | 0.44 | 71.31M | 52.30M |
| 2020-05-07 | 7.20 | 0.50 | 68.03M | 47.24M |
| 2020-02-26 | 6.70 | 0.60 | 66.07M | 58.18M |
| 2019-11-07 | 5.20 | 0.58 | 55.06M | 60.36M |
| 2019-08-07 | 7.60 | 0.51 | 53.01M | 35.57M |
| 2019-05-02 | 5.30 | 0.52 | 48.49M | 47.58M |
| 2019-03-07 | 5.80 | 4.80 | 45.18M | 38.17M |
| 2018-11-08 | 3.80 | 0.40 | 37.14M | 38.12M |
| 2018-08-08 | 3.80 | 0.38 | 35.95M | 36.94M |
| 2018-05-09 | 3.70 | 2.60 | 31.61M | 23.07M |
| 2018-03-08 | 3.70 | 2.60 | 27.85M | 20.32M |
| 2017-11-09 | 2.50 | 0.25 | 26.07M | 26.07M |
| 2017-08-10 | -3.30 | 1.50 | 23.28M | 15.83M |
| 2017-05-11 | -3.30 | -2.50 | 20.75M | 28.53M |
| 2017-03-23 | -1.20 | -1.10 | 19.37M | 14.53M |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-16 | Doman Dan | Sell | 2.95K | $3.94 | 11.65K |
| 2026-09-16 | Nathaniel Sean | Sell | 1.64K | $3.94 | 6.47K |
| 2026-09-16 | Simon Jennifer L. | Sell | 1.12K | $3.94 | 4.41K |
| 2026-08-17 | Simon Jennifer L. | Buy | 30.00K | — | — |
| 2026-08-17 | Simon Jennifer L. | Buy | 6.67K | — | — |
| 2026-08-17 | Simon Jennifer L. | Other | 0 | — | — |
| 2026-08-07 | Mattox Timothy | Sell | 847 | $4.28 | 3.63K |
| 2026-08-06 | Mattox Timothy | Sell | 1.00K | $4.27 | 4.27K |
| 2026-08-05 | Mattox Timothy | Sell | 1.00K | $4.53 | 4.53K |
| 2026-08-04 | Mattox Timothy | Sell | 1.00K | $4.33 | 4.33K |
| 2026-08-03 | Mattox Timothy | Sell | 1.00K | $4.45 | 4.45K |
| 2026-07-31 | Mattox Timothy | Sell | 1.00K | $4.48 | 4.48K |
| 2026-07-28 | Tamez David | Other | 0 | — | — |
| 2026-06-16 | Hill Michael Douglass | Sell | 8.93K | $0.61 | 5.42K |
| 2026-06-16 | Nathaniel Sean | Sell | 18.61K | $0.61 | 11.28K |
| 2026-06-16 | Doman Dan | Sell | 29.52K | $0.61 | 17.90K |
| 2026-06-04 | Nathaniel Sean | Buy | 500.00K | — | — |
| 2026-06-04 | Nathaniel Sean | Buy | 133.33K | — | — |
| 2026-05-01 | Nathaniel Sean | Other | 0 | — | — |
| 2026-04-30 | MCDONALD JOHN T | Buy | 250.00K | — | — |
| 2026-04-30 | MCDONALD JOHN T | Sell | 250.00K | — | — |
| 2026-03-16 | MCDONALD JOHN T | Sell | 18.61K | $0.54 | 10.05K |
| 2026-03-16 | Hill Michael Douglass | Sell | 8.93K | $0.54 | 4.82K |
| 2026-03-16 | Doman Dan | Sell | 33.49K | $0.54 | 18.09K |
| 2026-02-27 | Doman Dan | Buy | 100.00K | — | — |
| 2026-02-23 | Hill Michael Douglass | Buy | 70.00K | — | — |
| 2026-02-23 | Doman Dan | Buy | 150.00K | — | — |
| 2025-12-16 | Doman Dan | Sell | 24.59K | $1.49 | 36.52K |
| 2025-12-16 | MCDONALD JOHN T | Sell | 19.68K | $1.49 | 29.22K |
| 2025-12-16 | Hill Michael Douglass | Sell | 8.86K | $1.49 | 13.15K |
| 2025-10-27 | Chung David H S | Buy | 25.00K | — | — |
| 2025-10-27 | COURTER STEPHEN E | Buy | 25.00K | — | — |
| 2025-10-27 | Mattox Timothy | Buy | 25.00K | — | — |
| 2025-10-27 | MAY DAVID | Buy | 25.00K | — | — |
| 2025-10-27 | Walsh Teresa Miles | Buy | 25.00K | — | — |
| 2025-09-16 | MCDONALD JOHN T | Sell | 22.96K | $2.48 | 56.93K |
| 2025-09-16 | Hill Michael Douglass | Sell | 11.15K | $2.48 | 27.66K |
| 2025-09-16 | Doman Dan | Sell | 26.24K | $2.48 | 65.07K |
| 2025-09-11 | MCDONALD JOHN T | Sell | 14.44K | $2.36 | 34.06K |
| 2025-06-30 | Cummings Karen | Sell | 40.99K | $1.95 | 79.94K |
| 2025-06-16 | Smith Matthew Harnden | Sell | 3.60K | $1.84 | 6.62K |
| 2025-06-16 | MCDONALD JOHN T | Sell | 22.96K | $1.84 | 42.24K |
| 2025-06-16 | Hill Michael Douglass | Sell | 11.15K | $1.84 | 20.52K |
| 2025-06-16 | Doman Dan | Sell | 14.76K | $1.84 | 27.15K |
| 2025-06-16 | Cummings Karen | Sell | 11.48K | $1.84 | 21.12K |
| 2025-06-13 | Doman Dan | Buy | 350.00K | — | — |
| 2025-03-17 | Mattox Timothy | Sell | 20.00K | $3.19 | 63.86K |
| 2025-03-16 | Smith Matthew Harnden | Sell | 4.13K | $3.10 | 12.82K |
| 2025-03-16 | MCDONALD JOHN T | Sell | 24.27K | $3.10 | 75.25K |
| 2025-03-16 | Hill Michael Douglass | Sell | 12.65K | $3.10 | 39.22K |
| 2025-03-16 | Doman Dan | Sell | 16.41K | $3.10 | 50.88K |
| 2025-03-16 | Cummings Karen | Sell | 8.65K | $3.10 | 26.81K |
| 2025-01-28 | Smith Matthew Harnden | Buy | 50.00K | — | — |
| 2025-01-28 | MCDONALD JOHN T | Buy | 250.00K | — | — |
| 2025-01-28 | MCDONALD JOHN T | Buy | 250.00K | — | — |
| 2025-01-28 | Hill Michael Douglass | Buy | 70.00K | — | — |
| 2025-01-28 | Doman Dan | Buy | 150.00K | — | — |
| 2024-12-17 | Mattox Timothy | Sell | 2.77K | $4.56 | 12.61K |
| 2024-12-16 | Smith Matthew Harnden | Sell | 6.20K | $4.51 | 27.95K |
| 2024-12-16 | MCDONALD JOHN T | Sell | 17.83K | $4.51 | 80.43K |
| 2024-12-16 | Hill Michael Douglass | Sell | 11.07K | $4.51 | 49.93K |
| 2024-12-16 | Doman Dan | Sell | 11.64K | $4.51 | 52.51K |
| 2024-12-16 | Cummings Karen | Sell | 7.81K | $4.51 | 35.23K |
| 2024-12-10 | MCDONALD JOHN T | Buy | 187.50K | — | — |
| 2024-12-10 | MCDONALD JOHN T | Sell | 73.78K | $5.31 | 391.78K |
| 2024-12-10 | MCDONALD JOHN T | Sell | 187.50K | — | — |
| 2024-12-09 | MCDONALD JOHN T | Buy | 125.00K | — | — |
| 2024-12-09 | MCDONALD JOHN T | Sell | 49.19K | $4.89 | 240.53K |
| 2024-12-09 | MCDONALD JOHN T | Sell | 125.00K | — | — |
| 2024-12-06 | MCDONALD JOHN T | Buy | 187.50K | — | — |
| 2024-12-06 | MCDONALD JOHN T | Sell | 73.78K | $4.45 | 328.33K |
| 2024-12-06 | MCDONALD JOHN T | Sell | 187.50K | — | — |
| 2024-12-05 | MCDONALD JOHN T | Buy | 62.50K | — | — |
| 2024-12-05 | MCDONALD JOHN T | Sell | 24.59K | $4.32 | 106.25K |
| 2024-12-05 | MCDONALD JOHN T | Sell | 62.50K | — | — |
| 2024-12-04 | MCDONALD JOHN T | Buy | 31.25K | — | — |
| 2024-12-04 | MCDONALD JOHN T | Sell | 12.30K | $4.00 | 49.19K |
| 2024-12-04 | MCDONALD JOHN T | Sell | 31.25K | — | — |
| 2024-12-03 | MCDONALD JOHN T | Buy | 156.25K | — | — |
| 2024-12-03 | MCDONALD JOHN T | Sell | 61.48K | $4.37 | 268.69K |
| 2024-12-03 | MCDONALD JOHN T | Sell | 156.25K | — | — |
| 2024-11-14 | Mattox Timothy | Sell | 18.00K | $2.50 | 45.06K |
| 2024-11-13 | Mattox Timothy | Sell | 2.00K | $2.64 | 5.27K |
| 2024-11-04 | Chung David H S | Buy | 25.00K | — | — |
| 2024-11-04 | COURTER STEPHEN E | Buy | 25.00K | — | — |
| 2024-11-04 | Mattox Timothy | Buy | 25.00K | — | — |
| 2024-11-04 | Walsh Teresa Miles | Buy | 25.00K | — | — |
| 2024-11-04 | MAY DAVID | Buy | 25.00K | — | — |
| 2024-09-16 | Smith Matthew Harnden | Sell | 1.24K | $2.24 | 2.78K |
| 2024-09-16 | MCDONALD JOHN T | Sell | 17.83K | $2.24 | 39.95K |
| 2024-09-16 | Cummings Karen | Sell | 7.82K | $2.24 | 17.51K |
| 2024-09-16 | Doman Dan | Sell | 11.64K | $2.24 | 26.08K |
| 2024-09-16 | Hill Michael Douglass | Sell | 11.07K | $2.24 | 24.80K |
| 2024-08-09 | MCDONALD JOHN T | Buy | 66.36K | $1.96 | 130.31K |
| 2024-08-08 | MCDONALD JOHN T | Buy | 33.63K | $1.98 | 66.63K |
| 2024-06-16 | Smith Matthew Harnden | Sell | 1.46K | $2.63 | 3.84K |
| 2024-06-16 | Cummings Karen | Sell | 7.82K | $2.63 | 20.55K |
| 2024-06-16 | Doman Dan | Sell | 13.45K | $2.63 | 35.37K |
| 2024-06-16 | MCDONALD JOHN T | Sell | 17.83K | $2.63 | 46.90K |
| 2024-06-16 | Hill Michael Douglass | Sell | 11.07K | $2.63 | 29.11K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 30, holders -16 vs prior quarter. Ownership 31.04%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 137.92K | -1.22M | -89.83% | 644.08K |
| VANGUARD CAPITAL MANAGEMENT LLC | 120.38K | -1.08M | -90.00% | 562.16K |
| ACADIAN ASSET MANAGEMENT LLC | 112.37K | -1.10M | -90.72% | 524.00K |
| RICE HALL JAMES & ASSOCIATES, LLC | 101.14K | -873.30K | -89.62% | 472.34K |
| CASTLEKNIGHT MANAGEMENT LP | 77.72K | -699.48K | -90.00% | 362.95K |
| BLACKROCK, INC. | 54.96K | -569.58K | -91.20% | 256.67K |
| D. E. SHAW & CO., INC. | 47.87K | -610.24K | -92.73% | 223.54K |
| RBF CAPITAL, LLC | 42.75K | -384.79K | -90.00% | 199.66K |
| GEODE CAPITAL MANAGEMENT, LLC | 35.84K | -414.25K | -92.04% | 167.41K |
| TWO SIGMA INVESTMENTS, LP | 26.79K | -385.32K | -93.50% | 125.11K |
| MAN GROUP PLC | 25.27K | -175.63K | -87.42% | 117.99K |
| RENAISSANCE TECHNOLOGIES LLC | 24.58K | -217.81K | -89.86% | 114.81K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23.34K | -340.73K | -93.59% | 109.00K |
| RUSSELL INVESTMENTS GROUP, LTD. | 21.53K | -245.63K | -91.94% | 100.54K |
| JANE STREET GROUP, LLC | 15.59K | 15.59K | New | 72.78K |
| VANGUARD FIDUCIARY TRUST CO | 14.35K | -129.15K | -90.00% | 67.02K |
| UBS GROUP AG | 11.66K | -21.42K | -64.75% | 54.44K |
| STATE STREET CORP | 10.99K | -98.96K | -90.00% | 51.34K |
| BARCLAYS PLC | 3.16K | -27.05K | -89.53% | 14.78K |
| FMR LLC | 1.72K | -15.48K | -90.00% | 8.03K |
| TOWER RESEARCH CAPITAL LLC (TRC) | 1.00K | 554 | +123.66% | 4.68K |
| VANGUARD GLOBAL ADVISERS, LLC | 966 | -8.70K | -90.01% | 4.51K |
| OSAIC HOLDINGS, INC. | 378 | -6.35K | -94.38% | 1.76K |
| MORGAN STANLEY | 60 | -528 | -89.80% | 280 |
| CORECAP ADVISORS, LLC | 50 | -455 | -90.10% | 234 |
Earnings and financials
Upland Software, Inc. (UPLD) trades at $3.97, with a market cap of $11.74M and a trailing P/E of n/a. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
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