Upland Software Inc (UPLD)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
$3.75+20.19%
Close 2026-09-15 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-14
Research Workspace
Put UPLD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Application Software is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Revenue stabilizes near $197M in 2026: FY26 revenue guidance mid $193.1M vs target ~$197M; trip condition <$192.5M met at low end $190.1M.
View ThesisRevenue is contracting — down about 21% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 5% on a typical day and fell roughly 88% in its worst 12-month stretch.
View RiskUPLD must improve its revenue growth to justify its current price. Recent performance shows revenue stabilizing near $197 million for 2026. Revenue guidance for FY26 is $193.1 million, below the target of $197 million. UPLD trades at a typical multiple compared to its peers. The market expects growth, but recent performance indicates a weakening position. The primary risk is that UPLD's financial standing has dropped significantly. The thesis has broken due to this decline in revenue expectations. Peer multiples imply a price about 21% below where it trades. This read is provisional.
Trailing returns as of 2026-09-15. UPLD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering UPLD (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare UPLD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| UPLD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Application Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put UPLD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Focus on AI-powered knowledge and content management innovation
Partnership enhances AI-powered product distribution in government sector.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Quarterly revenue guidance for 2026-Q2
Q3 guidance reaffirms positive revenue trajectory.
