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UPLD · NASDAQ · Software - Application

Upland Software

Builds AI-powered software for enterprise knowledge and content workflows.

$4.70
After-hours close0.00 (0.00%)
At close$4.70(+1.51%)
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Profile

Upland Software, Inc.UPLDInformation Technology

AI-powered knowledge and content-management software helps enterprise customers unlock information and automate content workflows. An acquisition-led strategy built a cloud-product library that is being refined through selected divestitures.

AI-powered knowledge and content-management software helps enterprise customers unlock knowledge and automate content workflows. The business also maintains a cloud-software library assembled through strategic acquisitions, spanning functions such as sales, contact center, IT, marketing, HR and legal, business operations, and project management.

Formed as an acquisition platform in 2010, it has made acquisitions an important part of its strategy since its first purchase. Recent product-line divestitures are intended to streamline and focus the portfolio, and the company attributes its projected revenue decline primarily to those divestitures in its stated outlook.

Company facts

CEOSean Nathaniel
ListedNov 6, 2014
ExchangeNASDAQ
HeadquartersAustin, TX
CountryUnited States
Employees760
CIK0001505155
ISINUS91544A2087

Key statistics

Market cap$13.8M
EPS (ttm)−$14.46
P/E (ttm)−0.3250
ROE-668.0%
P/B−0.1539
P/S0.0698
Dividend yield
Beta2.60vs XLK 0.33

Year to date −68.7% · Average volume (30d) 28.5K

Analysts

Price target, next 12 months$12.50+166.0%Median of 11 analysts · vs the Aug 28 close
ConsensusBuy5 of 11 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 28, 2026NeedhamReiterateBuy$25$10
Jul 2, 2026Canaccord GenuityTarget$15
Aug 21, 2025NeedhamUpgradeHoldBuy

Earnings

EPS

Estimate$1.63
ReportedDue Nov 5, 2026

Revenue

Estimate$48.4M
ReportedDue Nov 5, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 14, 2026Q2 FY26$1.51$1.78+17.9%$48.6M$49.1M+1.1%−12.30%
Aug 13, 2026Q2 FY26$1.51$1.78+17.9%$48.6M$49.1M+1.1%+20.55%
May 1, 2026Q1 FY26$1.30$1.60+23.1%$48.5M$48.7M+0.4%+18.03%
Mar 3, 2026Q4 FY25$0.19$0.24+24.5%$50.3M$49.3M−2.0%+0.13%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$63.7M$53.4M$50.5M$49.3M$48.7M$49.1M
Gross profit$45.6M$39.9M$38.8M$37.7M$36.8M$37.5M
Operating income−$1.1M−$7.0M$5.3M$7.2M$5.0M−$29.7M
Net income−$25.8M−$13.0M−$1.1M$1.1M−$1.2M−$35.3M
Diluted EPS−$9.70−$5.10−$0.90−$0.13−$0.90−$12.53
Gross margin71.6%74.8%76.9%76.5%75.5%76.3%
Operating margin-1.7%-13.2%10.6%14.5%10.4%-60.4%

Fiscal years (4-quarter sums)FY21 $302.0M · FY22 $317.3M · FY23 $297.9M · FY24 $274.8M · FY25 $216.9M

Revenue by product · Q2 FY26

Subscription And Support$51.7M · 50%
Product$47.9M · 47%
Perpetual License$1.7M · 2%
Professional Services$1.3M · 1%

Revenue by geography · Q4 FY25

United States$34.5M · 92%
Canada$2.9M · 8%

Balance sheet, Jun 30, 2026Cash & short-term investments $31.0M · Total debt $226.3M · Total assets $356.6M · Shareholders' equity −$89.8M

Dividends

No dividends on record.

Ownership

Institutions 30.70%901.4K sharesInsiders 21.03%617.4K sharesOther 48.27%1.42M shares

Shares outstanding 2.94M · Float 2.16M · 73.5% free float

A split settled inside the quarter being compared, so quarter-on-quarter change is not shown.

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Ameriprise Financial Inc137.9K4.70%13FAug 14, 2026
Vanguard Capital Management LLC120.4K4.10%13FAug 13, 2026
Acadian Asset Management LLC112.4K3.83%13FAug 13, 2026
Rice Hall James & Associates, LLC101.1K3.44%13FAug 7, 2026
Castleknight Management LP77.7K2.65%13FAug 14, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 7, 2026Timothy Mattoxdirector−847$4.28
Aug 6, 2026Timothy Mattoxdirector−1,000$4.27
Aug 5, 2026Timothy Mattoxdirector−1,000$4.53
Aug 4, 2026Timothy Mattoxdirector−1,000$4.33
Aug 3, 2026Timothy Mattoxdirector−1,000$4.45
View details

Peers

  • Microsoft

    Enterprise AI search and governed content workflows

  • ServiceNow

    AI-enabled customer self-service and workflow automation

  • Salesforce

    Customer-service knowledge and AI-assisted case resolution

  • NiCE (ADR)

    AI customer-experience platform with enterprise knowledge

  • OpenText

    Enterprise content management with search, workflow, and AI

  • eGain

    AI knowledge platform for customer-service operations

CompareAfter-hours close

CompanyPriceChange
Upland Software$4.700.00%$13.8M0.70.1−8.0%
Microsoft$513.06−0.06%$3.81T28.626.211.5+17.8%
ServiceNow$143.28−0.97%$149.61B90.431.910.2+24.0%
Salesforce$256.48+0.16%$209.66B23.417.64.8+10.8%
NiCE (ADR)$108.17−0.68%$6.38B15.89.22.0+7.7%
OpenText$25.10+0.04%$6.09B5.66.40.7+1.6%
eGain$7.40+0.14%$203.1M5.422.02.2+7.1%
Median19.619.83.5+9.2%