Reading UPLD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track UPLD free→Reading UPLD? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track UPLD free→NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is neutral. Earnings quality is fragile, meaning profits lack cash support. Management's recent track record has been steady. Risk is high, and the sector backdrop is a tailwind. Compared with sector peers, UPLD is above typical. The company was unprofitable over the past year, so there is no earnings yield to read. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $0.61. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 54% of the time over the next year (vs 68% for the rest of the cohort, n=3704).
Over the trailing year it converted 0.36x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 46% of the time over the next year (vs 65% for the rest of the cohort, n=2129).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.16 → $0.16 (+0.0% / 30d). 0 raised, 1 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
0 positive, 0 negative / 30d.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$496.
How much price usually moves either way.
On a bad day, this stock has moved -$883.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $8,280.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: This guidance will show if the company is on track for growth in 2026. Investors look for clear signals of revenue trends.
Confirms:Management raises revenue guidance for Q2. This is higher than what was expected.
Disproves:Management lowers Q2 revenue guidance or keeps it the same.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for UPLD yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition. On May 1, 2026, the Company issued a press release announcing its financial results for the quarter ended March 31, 2026. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Application Software.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
UPLD Upland Software Inc | Above typical Show detailsSector percentile: 75 of 100 | — | high |
ORCL Oracle Corporation | Typical Show detailsSector percentile: 67 of 100 | full | elevated |
PLTR Palantir Technologies | Above typical Show detailsSector percentile: 83 of 100 | expensive | elevated |
SAP SAP SE | — | — | elevated |
APP AppLovin | Typical Show detailsSector percentile: 57 of 100 | expensive | elevated |
8 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated volatile grew net income 58% of the time over the next year (vs 61% for the rest of the cohort, n=793).
Not investment advice. As of 2026-06-16.
via XLK
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Upland expects 2026 revenue to be between $192.5M and $201.5M.
Upland expects 2026 Adjusted EBITDA to be between $51.7M and $56.3M.
Upland expects Q2 2026 revenue to be between $47.1M and $50.1M.
Why it matters: Leadership changes can affect company strategy and performance. Investors need to assess the impact on future growth.
Confirms one read:The market reacts positively. There are better performance metrics after the leadership change.
Confirms the other:The market reacts negatively. There are poor performance metrics after the leadership change.
Results of Operations and Financial Condition. On April 20, 2026, Upland Software, Inc. (the “Company”) furnished its Annual Report to Stockholders for the year ended December 31, 2025 (the “ARS”) to the Securities and Exchange Commission. In the ARS, the Company inadvertently included a version of its Annual Report on Form 10-K that included certain preliminary financial information as of and for the three months ended March 31, 2026. The Company has filed a corrected ARS with the SEC that a…
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On April 7, 2026, Upland Software, Inc. (the “Company”) received a notification letter from the Nasdaq Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that, for the last 30 consecutive business days, the closing bid price for the Company’s common stock has been below the minimum $1.00 per share required for continued listing on The Nasdaq Globa…
The excerpt is incomplete and does not provide specific details about the management change.
Changes in Registrant’s Certifying Accountant. On March 9, 2026, upon the completion of a comprehensive selection process, the Audit Committee of the Board of Directors of Upland Software, Inc. (the “Company”) approved (1) the dismissal of Ernst & Young LLP (“EY”) as the Company’s independent registered public accounting firm, effective immediately, and (2) the appointment of KPMG LLP (“KPMG”) as the Company’s independent registered public accounting firm for the fiscal year ending December 3…