Upland Software Stock Today

UPLD Stock  USD 3.09  0.05  1.64%   

Performance

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Odds Of Distress

Less than 31

 
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Zero
Below Average
Upland Software is trading at 3.09 as of the 28th of March 2024, a 1.64 percent up since the beginning of the trading day. The stock's lowest day price was 3.0. Upland Software has about a 31 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Upland Software are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of August 2023 and ending today, the 28th of March 2024. Click here to learn more.
Business Domain
Software & Services
IPO Date
6th of November 2014
Category
Technology
Classification
Information Technology
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas. Upland Software operates under SoftwareApplication classification in the United States and is traded on NASDAQ Exchange. The company has 28.86 M outstanding shares of which 594.57 K shares are at this time shorted by private and institutional investors with about 2.16 trading days to cover. More on Upland Software

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Upland Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Upland Software's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Upland Software or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Chairman of the Board, CEOJohn McDonald
Business ConcentrationApplication Software, Software - Application, Information Technology, NASDAQ Composite, NASDAQ Composite Total, Information Technology, Software, Software—Application, Technology (View all Sectors)
Average Analyst Recommendation
Analysts covering Upland Software report their recommendations after researching Upland Software's financial statements, talking to executives and customers, or listening in on Upland Software's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Upland Software. The Upland consensus assessment is calculated by taking the average forecast from all of the analysts covering Upland Software.
Financial Strength
Based on the measurements of operating efficiency obtained from Upland Software's historical financial statements, Upland Software is not in a good financial situation at the present time. It has a very high chance of going through financial crunch in April. Financial strength of Upland Software is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
Current ValueLast YearChange From Last Year 10 Year Trend
Asset Turnover0.410.3299
Fairly Up
Slightly volatile
Gross Profit Margin0.720.4797
Way Up
Pretty Stable
Total Current Liabilities95.9 M130.6 M
Way Down
Slightly volatile
Non Current Liabilities Total678.3 M646 M
Sufficiently Up
Slightly volatile
Total Assets576.7 M902.9 M
Way Down
Slightly volatile
Total Current Assets156.9 M289.8 M
Way Down
Slightly volatile
Upland Software's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Upland Software's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Upland Software's financial leverage. It provides some insight into what part of Upland Software's total assets is financed by creditors.
By using current balance sheet information, investors can analyze the liability, assets, and equity on Upland Software's books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how Upland Software deploys its capital and how much of that capital is borrowed.
Liquidity
Upland Software cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. The company currently holds 598.26 M in liabilities with Debt to Equity (D/E) ratio of 1.69, which is about average as compared to similar companies. Upland Software has a current ratio of 1.19, suggesting that it may not have the ability to pay its financial obligations when due. Debt can assist Upland Software until it has trouble settling it off, either with new capital or with free cash flow. So, Upland Software's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Upland Software sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Upland to invest in growth at high rates of return. When we think about Upland Software's use of debt, we should always consider it together with cash and equity.

Change In Cash

(11.49 Million)
Upland Software (UPLD) is traded on NASDAQ Exchange in USA. It is located in Frost Bank Tower, Austin, TX, United States, 78701-3788 and employs 1,061 people. Upland Software is listed under Application Software category by Fama And French industry classification. The company currently falls under 'Micro-Cap' category with a current market capitalization of 88.01 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Upland Software's market, we take the total number of its shares issued and multiply it by Upland Software's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Upland Software conducts business under Software sector and is part of Information Technology industry. The entity has 28.86 M outstanding shares of which 594.57 K shares are at this time shorted by private and institutional investors with about 2.16 trading days to cover. Upland Software currently holds about 138.28 M in cash with 49.94 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.37, which can makes it an attractive takeover target, given it will continue generating positive cash flow.
Check Upland Software Probability Of Bankruptcy
Ownership Allocation
Upland Software shows a total of 28.86 Million outstanding shares. The majority of Upland Software outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Upland Software to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Upland Software. Please pay attention to any change in the institutional holdings of Upland Software as this could imply that something significant has changed or is about to change at the company. Also note that roughly two million nineteen thousand eight hundred fifty-seven invesors are currently shorting Upland Software expressing very little confidence in its future performance.
Check Upland Ownership Details

Upland Stock Price Odds Analysis

What are Upland Software's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Upland Software jumping above the current price in 90 days from now is about 76.78%. The Upland Software probability density function shows the probability of Upland Software stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the stock has a beta coefficient of 2.0759. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Upland Software will likely underperform. Additionally, upland Software has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 3.09HorizonTargetOdds Above 3.09
23.15%90 days
 3.09 
76.78%
Based on a normal probability distribution, the odds of Upland Software to move above the current price in 90 days from now is about 76.78 (This Upland Software probability density function shows the probability of Upland Stock to fall within a particular range of prices over 90 days) .

Upland Stock Institutional Holders

Institutional Holdings refers to the ownership stake in Upland Software that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Upland Software's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Upland Software's value.
InstituionRecorded OnShares
Boothbay Fund Management, Llc2023-09-30
782.2 K
Invenomic Capital Management, Lp2023-09-30
725.3 K
Hillsdale Investment Management Inc.2023-12-31
536.6 K
Public Employees Retirement System Of Ohio2023-09-30
516.7 K
Jacobs Levy Equity Management, Inc.2023-09-30
493.9 K
Rbf Llc2023-09-30
486.2 K
Dimensional Fund Advisors, Inc.2023-12-31
481.4 K
Assenagon Asset Management Sa2023-12-31
406.4 K
Rice Hall James & Associates, Llc2023-12-31
384.9 K
Vanguard Group Inc2023-09-30
2.6 M
Hodges Capital Management Inc2023-09-30
1.7 M
View Upland Software Diagnostics

Upland Software Historical Income Statement

Upland Software Income Statement is one of the three primary financial statements used for reporting Upland's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Upland Software revenue and expense. Upland Software Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At present, Upland Software's Interest Expense is projected to increase significantly based on the last few years of reporting. The current year's Cost Of Revenue is expected to grow to about 162.7 M, whereas Selling And Marketing Expenses is forecasted to decline to about 32.4 M. View More Fundamentals

Upland Stock Against Markets

Picking the right benchmark for Upland Software stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Upland Software stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Upland Software is critical whether you are bullish or bearish towards Upland Software at a given time. Please also check how Upland Software's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Upland Software without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Upland Software Corporate Directors

Upland Software corporate directors refer to members of an Upland Software board of directors. The board of directors generally takes responsibility for the Upland Software's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Upland Software's board members must vote for the resolution. The Upland Software board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Stephen CourterIndependent DirectorProfile
Joe RossIndependent DirectorProfile
Rodney FavaronIndependent DirectorProfile
David MayIndependent DirectorProfile

How to buy Upland Stock?

Before investing in Upland Software, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Upland Software. To buy Upland Software stock, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Upland Software. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Upland Software stock. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Upland Software stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Upland Software stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Upland Software, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Upland Stock please use our How to Invest in Upland Software guide.

Already Invested in Upland Software?

The danger of trading Upland Software is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Upland Software is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Upland Software. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Upland Software is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Upland Software is a strong investment it is important to analyze Upland Software's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Upland Software's future performance. For an informed investment choice regarding Upland Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upland Software. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.
You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.

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When running Upland Software's price analysis, check to measure Upland Software's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upland Software is operating at the current time. Most of Upland Software's value examination focuses on studying past and present price action to predict the probability of Upland Software's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upland Software's price. Additionally, you may evaluate how the addition of Upland Software to your portfolios can decrease your overall portfolio volatility.
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Is Upland Software's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upland Software. If investors know Upland will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upland Software listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(5.77)
Revenue Per Share
9.286
Quarterly Revenue Growth
(0.08)
Return On Assets
(0.02)
Return On Equity
(0.54)
The market value of Upland Software is measured differently than its book value, which is the value of Upland that is recorded on the company's balance sheet. Investors also form their own opinion of Upland Software's value that differs from its market value or its book value, called intrinsic value, which is Upland Software's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upland Software's market value can be influenced by many factors that don't directly affect Upland Software's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upland Software's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upland Software is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upland Software's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.