UPLD
Upland Software, Inc. NASDAQ Listed Nov 6, 2014$4.84
Mkt Cap $138.5M
52w Low $0.51
63.2% of range
52w High $7.36
50d MA $1.61
200d MA $1.59
P/E (TTM)
-0.7x
EV/EBITDA
15.6x
P/B
1.7x
Debt/Equity
4.5x
ROE
80.4%
P/FCF
5.7x
RSI (14)
70.20
ATR (14)
$0.53
Beta
1.34
50d MA
$1.61
200d MA
$1.59
Avg Volume
201.2K
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, retail and hospitality, and non-profit industries through direct and indirect sales organizations. 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.
Frost Bank Tower · Austin, TX 78701-3788 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1, 2026 | BMO | 0.13 | 0.16 | +23.1% | 0.62 | -1.1% | -2.4% | +18.0% | +29.2% | +1.7% | +2.7% | — |
| Mar 3, 2026 | BMO | 0.19 | 0.24 | +24.5% | 0.88 | -3.4% | -12.6% | +0.1% | -3.9% | -10.5% | -9.7% | — |
| Nov 6, 2025 | BMO | 0.19 | 0.30 | +55.2% | 1.92 | +1.6% | -4.2% | -6.5% | +5.2% | -1.1% | -1.1% | — |
| Jul 31, 2025 | BMO | 0.17 | 0.15 | -13.4% | 2.10 | +1.4% | -2.4% | +9.8% | -9.3% | -2.0% | +0.0% | — |
| May 12, 2025 | BMO | 0.17 | 0.23 | +35.3% | 2.37 | +1.3% | +19.8% | -3.2% | -1.5% | -1.8% | -1.5% | — |
| Mar 12, 2025 | BMO | 0.24 | 0.41 | +70.8% | 2.86 | -4.5% | +8.4% | +0.0% | +0.0% | +1.6% | +5.4% | — |
| Nov 7, 2024 | BMO | 0.22 | 0.42 | +90.9% | 2.22 | +1.4% | +0.5% | +16.1% | +5.4% | +0.0% | -3.3% | — |
| Aug 1, 2024 | BMO | 0.15 | 0.19 | +26.7% | 2.31 | +2.6% | +0.0% | +8.2% | -8.4% | -7.9% | -7.1% | — |
| May 2, 2024 | BMO | 0.14 | 0.19 | +35.7% | 2.05 | +2.0% | -1.5% | +28.2% | +23.2% | +5.3% | -12.2% | — |
| Feb 22, 2024 | BMO | 0.22 | 0.14 | -36.4% | 4.52 | +2.7% | -2.2% | -36.2% | -3.2% | -5.5% | +2.3% | — |
| Nov 2, 2023 | BMO | 0.23 | 0.33 | +43.5% | 3.36 | +5.1% | +10.7% | +15.1% | +4.4% | +6.9% | +3.8% | — |
| Aug 3, 2023 | BMO | 0.24 | 0.22 | -8.3% | 3.52 | -0.3% | -2.6% | -2.0% | -2.4% | -4.3% | -5.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mar 4 | Canaccord Genuity | Maintains | Buy → Buy | — | $0.77 | $0.76 | -1.9% | +0.1% | -3.9% | -10.5% | -9.7% | -13.1% |
| Aug 21 | Needham | Upgrade | Hold → Buy | — | $2.84 | $2.94 | +3.5% | -7.4% | +12.5% | -3.4% | -1.0% | -0.7% |
| May 13 | Needham | Maintains | Hold → Hold | — | $2.84 | $2.85 | +0.4% | -3.2% | -1.5% | -1.8% | -1.5% | -1.5% |
| Mar 13 | Needham | Maintains | Hold → Hold | — | $3.10 | $3.20 | +3.2% | +0.0% | +0.0% | +1.6% | +5.4% | +5.7% |
| May 7 | Roth MKM | Maintains | Sell → Sell | — | $3.19 | $3.15 | -1.3% | +5.3% | -12.2% | +0.7% | -5.7% | +4.6% |
| May 3 | Canaccord Genuity | Maintains | Buy → Buy | — | $2.02 | $2.34 | +15.8% | +28.2% | +23.2% | +5.3% | -12.2% | +0.7% |
| Nov 10 | Roth MKM | Downgrade | Neutral → Sell | — | $4.50 | $4.19 | -6.9% | -8.9% | +3.2% | +6.1% | +0.0% | +0.9% |
| May 8 | Truist | Maintains | Hold → Hold | — | $3.68 | $3.65 | -0.8% | -7.1% | -5.6% | -2.8% | -3.2% | -4.9% |
| May 8 | Canaccord Genuity | Maintains | Action List Buy → Action List Buy | — | $3.68 | $3.65 | -0.8% | -7.1% | -5.6% | -2.8% | -3.2% | -4.9% |
| May 5 | Craig-Hallum | Maintains | Hold → Hold | — | $3.51 | $3.77 | +7.4% | +4.8% | -7.1% | -5.6% | -2.8% | -3.2% |
| Feb 27 | Canaccord Genuity | Maintains | Buy → Buy | — | $6.02 | $6.09 | +1.2% | -2.2% | -1.7% | -3.1% | -1.6% | +8.3% |
| Feb 24 | Needham | Downgrade | Buy → Hold | — | $8.73 | $5.36 | -38.6% | -31.0% | -2.2% | -1.7% | -3.1% | -1.6% |
| Jan 17 | Raymond James | Downgrade | Outperform → Market Perform | — | $8.60 | $8.16 | -5.1% | -5.8% | -2.8% | -0.8% | +3.2% | +3.5% |
| Nov 22 | Credit Suisse | Maintains | Neutral → Neutral | — | $7.24 | $7.19 | -0.7% | +1.2% | +2.0% | +2.5% | -4.4% | -1.8% |
| Nov 4 | Raymond James | Maintains | Outperform → Outperform | — | $7.43 | $7.55 | +1.6% | +2.8% | -4.7% | -3.4% | -7.8% | +9.0% |
| Aug 4 | Raymond James | Maintains | Outperform → Outperform | — | $11.92 | $12.07 | +1.3% | +1.0% | -3.7% | +1.6% | -4.3% | +1.2% |
| May 23 | Jefferies | Maintains | Hold → Hold | — | $13.48 | $13.44 | -0.3% | -2.2% | -4.3% | +2.5% | -0.8% | +3.1% |
| May 5 | Raymond James | Maintains | Outperform → Outperform | — | $15.48 | $14.87 | -3.9% | -11.9% | +1.5% | -2.4% | -1.0% | +0.5% |
| May 5 | Needham | Maintains | Buy → Buy | — | $15.48 | $14.87 | -3.9% | -11.9% | +1.5% | -2.4% | -1.0% | +0.5% |
| Jan 11 | Raymond James | Maintains | Outperform → Outperform | — | $18.63 | $18.67 | +0.2% | +12.2% | +1.0% | -2.7% | -1.6% | +0.0% |
| Nov 4 | Jefferies | Downgrade | Buy → Hold | — | $33.80 | $25.24 | -25.3% | -23.0% | +1.3% | -2.4% | +1.0% | -6.1% |
| Nov 4 | Raymond James | Maintains | Outperform → Outperform | — | $33.80 | $25.24 | -25.3% | -23.0% | +1.3% | -2.4% | +1.0% | -6.1% |
| Nov 4 | Craig-Hallum | Downgrade | Buy → Hold | — | $33.80 | $25.24 | -25.3% | -23.0% | +1.3% | -2.4% | +1.0% | -6.1% |
| Nov 4 | Needham | Maintains | Buy → Buy | — | $33.80 | $25.24 | -25.3% | -23.0% | +1.3% | -2.4% | +1.0% | -6.1% |
| Nov 4 | Canaccord Genuity | Maintains | Buy → Buy | — | $33.80 | $25.24 | -25.3% | -23.0% | +1.3% | -2.4% | +1.0% | -6.1% |
| Aug 5 | Raymond James | Maintains | Outperform → Outperform | — | $34.83 | $35.23 | +1.1% | +2.1% | +2.7% | +1.6% | +2.3% | -1.0% |
| Aug 5 | Canaccord Genuity | Maintains | Buy → Buy | — | $34.83 | $35.23 | +1.1% | +2.1% | +2.7% | +1.6% | +2.3% | -1.0% |
| Feb 25 | Credit Suisse | Maintains | Outperform → Outperform | — | $49.29 | $49.25 | -0.1% | -3.4% | +3.8% | +2.1% | -0.9% | -3.5% |
| Jan 21 | Canaccord Genuity | Maintains | Buy → Buy | — | $48.81 | $49.63 | +1.7% | +0.0% | +2.2% | -2.7% | +1.2% | -2.3% |
| Nov 6 | Needham | Maintains | Buy → Buy | — | $49.60 | $49.60 | +0.0% | -5.9% | -6.9% | -5.9% | +4.9% | -1.4% |
| Nov 6 | Credit Suisse | Maintains | Outperform → Outperform | — | $49.60 | $49.60 | +0.0% | -5.9% | -6.9% | -5.9% | +4.9% | -1.4% |
| Nov 6 | Raymond James | Maintains | Outperform → Outperform | — | $49.60 | $49.60 | +0.0% | -5.9% | -6.9% | -5.9% | +4.9% | -1.4% |
| Nov 3 | Raymond James | Maintains | Outperform → Outperform | — | $42.70 | $43.65 | +2.2% | +7.2% | +3.7% | +4.4% | -5.9% | -6.9% |
| Sep 2 | Truist | Maintains | Buy → Buy | — | $41.08 | $41.61 | +1.3% | -2.1% | -6.6% | -5.0% | -3.5% | +2.6% |
| Aug 7 | Raymond James | Maintains | Outperform → Outperform | — | $40.46 | $42.25 | +4.4% | +0.7% | -2.2% | -13.0% | -1.9% | -1.5% |
| Aug 7 | Needham | Maintains | Buy → Buy | — | $40.46 | $42.25 | +4.4% | +0.7% | -2.2% | -13.0% | -1.9% | -1.5% |
| Aug 7 | Credit Suisse | Maintains | Outperform → Outperform | — | $40.46 | $42.25 | +4.4% | +0.7% | -2.2% | -13.0% | -1.9% | -1.5% |
| May 8 | Raymond James | Maintains | Outperform → Outperform | — | $32.00 | $32.34 | +1.1% | -1.5% | -1.9% | -4.7% | -6.0% | -1.2% |
| May 8 | SunTrust Robinson Humphrey | Maintains | Buy → Buy | — | $32.00 | $32.34 | +1.1% | -1.5% | -1.9% | -4.7% | -6.0% | -1.2% |
| Apr 13 | Needham | Maintains | Buy → Buy | — | $28.61 | $28.44 | -0.6% | -1.6% | +1.3% | -3.7% | +2.6% | +8.5% |
| Nov 6 | Credit Suisse | Maintains | Outperform → Outperform | — | $38.12 | $38.53 | +1.1% | +1.7% | +1.6% | -11.1% | -0.6% | +3.8% |
| Oct 8 | Raymond James | Maintains | Outperform → Outperform | — | $38.94 | $38.86 | -0.2% | -2.9% | +2.1% | -1.3% | +2.6% | +2.3% |
| May 31 | Jefferies | Maintains | Buy → Buy | — | $48.10 | $48.05 | -0.1% | -2.7% | -3.9% | +2.7% | +2.4% | +0.2% |
| Oct 4 | Raymond James | Maintains | Outperform → Outperform | — | $34.32 | $34.62 | +0.9% | +2.7% | +4.0% | -4.0% | -0.5% | -7.0% |
| Aug 9 | Roth Capital | Upgrade | Neutral → Buy | — | $33.98 | $36.69 | +8.0% | +1.6% | +0.2% | -0.1% | -1.2% | +1.0% |
| Jun 29 | Canaccord Genuity | Maintains | Buy → Buy | — | $34.39 | $34.97 | +1.7% | -0.1% | +1.2% | -0.1% | +3.6% | +1.9% |
| Mar 23 | Canaccord Genuity | Maintains | Buy → Buy | — | $30.05 | $30.71 | +2.2% | -3.1% | +3.3% | -4.7% | -2.3% | +2.8% |
| Mar 9 | Canaccord Genuity | Maintains | Buy → Buy | — | $27.09 | $28.00 | +3.4% | +10.9% | -1.6% | -4.4% | +3.9% | -0.7% |
| Aug 14 | Canaccord Genuity | Maintains | Buy → Buy | — | $23.08 | $23.20 | +0.5% | +3.5% | -1.8% | +2.3% | -2.4% | +0.7% |
| Jun 26 | SunTrust Robinson Humphrey | Maintains | Buy → Buy | — | $22.50 | $22.53 | +0.1% | -0.9% | -1.7% | +2.3% | -2.2% | +0.4% |
No insider trades available.
8-K · 5.02
!!! Very High
Upland Software, Inc. -- 8-K 5.02: Executive Change
Jun 4
8-K
Upland Software, Inc. -- 8-K Filing
Upland Software's Q1 2025 revenue declined to $60.2 million following divestitures, though net losses narrowed significantly to $1.2 million from $25.8 million year-over-year.
May 1
8-K
Upland Software, Inc. -- 8-K Filing
Upland Software filed a routine 8-K that explicitly disclaims integration into other filings, indicating non-material event disclosures or procedural filings requiring limited investor attention.
Apr 22
8-K
Unknown — 8-K Filing
UPLD faces potential Nasdaq delisting if it fails to maintain minimum bid price within 180 days, creating significant downside risk and liquidity concerns for shareholders.
Apr 10
8-K · 4.01
!!! Very High
Unknown — 8-K 4.01: Auditor Change / Resignation
Upland Software's auditor resignation raises concerns about financial statement reliability and potential underlying accounting issues, which could trigger stock volatility and investor skepticism until a qualified replacement auditor is secured.
Mar 13
8-K
Upland Software, Inc. -- 8-K Filing
Upland Software's Q2 2025 revenue declined 27% to $46.9 million due to strategic divestitures, though the company returned to profitability with $1.1 million GAAP net income versus prior-year losses.
Mar 3
8-K · 5.02
!!! Very High
Upland Software, Inc. -- 8-K 5.02: Executive Change
Upland Software appoints Sean Nathaniel as Chief Executive Officer effective April 30, 2026, signaling a leadership transition that investors should monitor for strategic direction changes.
Feb 25
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Rice Hall James & Associates, Llc | 893,697 | $1M | Added | Dec 2025 |
| 2 | Acadian Asset Management Llc | 1,211,465 | $806K | Reduced | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 1,203,774 | $802K | New | Mar 2026 |
| 4 | Rbf Capital, Llc | 855,096 | $569K | — | Mar 2026 |
| 5 | D.e. Shaw & Co | 658,110 | $438K | Reduced | Mar 2026 |
| 6 | Two Sigma Investments, Lp | 412,114 | $274K | Added | Mar 2026 |
| 7 | Vanguard Portfolio Management Llc | 364,068 | $242K | New | Mar 2026 |
| 8 | Russell Investments Group, Ltd. | 267,156 | $178K | Added | Mar 2026 |
| 9 | Renaissance Technologies Llc | 242,391 | $161K | Added | Mar 2026 |
| 10 | Man Group Plc | 200,895 | $134K | Reduced | Mar 2026 |
| 11 | Round Rock Advisors Llc | 90,331 | $129K | Reduced | Dec 2025 |
| 12 | Assenagon Asset Management S.a. | 125,366 | $83K | Reduced | Mar 2026 |
| 13 | Northern Trust Corp | 64,044 | $43K | — | Mar 2026 |
| 14 | Evergreen Capital Management Llc | 62,390 | $42K | — | Mar 2026 |
| 15 | Boston Partners | 43,744 | $29K | Reduced | Mar 2026 |
| 16 | First Heartland Consultants, Inc. | 17,829 | $25K | Added | Dec 2025 |
| 17 | Ubs Group Ag | 33,077 | $22K | Reduced | Mar 2026 |
| 18 | Bank Of America Corp /de/ | 31,149 | $21K | Reduced | Mar 2026 |
| 19 | Barclays Plc | 30,211 | $20K | — | Mar 2026 |
| 20 | Heron Bay Capital Management | 27,192 | $18K | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 12
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | Columbia Small Cap Value Discovery Fund | 972,993 | $1M | Jan 2026 |
| 2 | Fidelity Extended Market Index Fund | 125,915 | $111K | Feb 2026 |
| 3 | U.S. Small Cap Equity Fund | 83,276 | $111K | Jan 2026 |
| 4 | Dunham Small Cap Value Fund | 45,742 | $61K | Jan 2026 |
| 5 | Fidelity Total Market Index Fund | 46,648 | $41K | Feb 2026 |
| 6 | iShares Micro-Cap ETF | 60,332 | $40K | Mar 2026 |
| 7 | Fidelity Series Total Market Index Fund | 34,698 | $31K | Feb 2026 |
| 8 | Fidelity Nasdaq Composite Index Fund | 21,178 | $19K | Feb 2026 |
| 9 | U.S. Small Cap Equity Fund | 24,780 | $17K | Mar 2026 |
| 10 | Dimensional US Core Equity 1 ETF | 3,287 | $4K | Jan 2026 |
| 11 | Guggenheim Active Allocation Fund | 172 | $152 | Feb 2026 |
| 12 | Small Cap Core Fund | 51 | $34 | Mar 2026 |
Valuation
Market Cap
$138.5M
Enterprise Value
$462.8M
P/E (TTM)
-0.69x
Forward P/E
6.91x
PEG Ratio
0.02x
P/B
1.72x
P/S
0.69x
P/FCF
5.67x
EV/EBITDA
15.63x
Shares Out
28.6M
Financials (TTM)
Revenue
$201.9M
Net Income
-$14.3M
EBITDA
$29.6M
Free Cash Flow
$24.4M
Op Cash Flow
$25.8M
EPS Basic
$-1.56
EPS Diluted
$-7.04
EPS Forward
$0.70
Gross Margin
75.9%
Op Margin
5.2%
Net Margin
-7.1%
Balance Sheet
Total Assets
$413.2M
Total Liab.
$332.5M
Total Equity
$80.7M
Cash
$29.4M
LT Debt
$353.7M
Book Value/Sh
$2.82
Debt/Equity
4.51x
Current Ratio
0.80
Quick Ratio
0.80
Returns & Growth
ROE
80.4%
ROA
-9.4%
ROIC
5.1%
Rev Growth YoY
-21.1%
EPS Growth YoY
+63.4%
Price Returns
2W
+14.8%
1M
+44.5%
3M
+2.3%
6M
-50.9%
12M
-58.2%
Technicals
52W High
$7.36
52W Low
$0.51
50d MA
$1.61
200d MA
$1.59
RSI (14)
70.20
ATR (14)
$0.53
Beta
1.34
Avg Volume
201K
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$14.63
High
$25.00
Low
$2.50
Median
$15.50
Data updated apr 27, 2026 6:55am
· Source: financialmodelingprep.com