Upland Software Inc (UPLD)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$3.70-7.27%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · UPLD
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -59.7% |
| Our one-year growth estimate | diamond | -0.9% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 58.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 119 industry peers · Company calendar date is not available
UPLD — earnings miss
Dated 2026-08-14
Results of Operations and Financial Condition. On August 14, 2026, the Company issued a press release announcing its financial results for the quarter ended June 30, 2026. The full text of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Why it matters: This shows if Upland can achieve its full-year revenue target. It indicates growth potential.
Worry if2026 revenue reported within the guidance range of $192.5M to $206.2M.
Less concerning if2026 revenue reported below $192.5M.
Why it matters: This revenue range shows how well Upland is managing its divestitures. A miss could signal deeper issues.
Worry ifTotal revenue reported for Q3 falls below $45.7 million.
Less concerning ifTotal revenue reported for Q3 exceeds $48.7 million.
Why it matters: Hitting or passing this revenue target would show Upland is getting stable after drops.
Supportive ifQ2 total revenue reported at or above $50.1 million.
Worry ifQ2 total revenue was below $47.1 million.
Why it matters: A lower margin may show less profit and worse efficiency.
Worry ifAdjusted EBITDA margin for Q3 falls below 27%.
Less concerning ifAdjusted EBITDA margin for Q3 stays at or above 27%.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$499 on $10,000 · ±5.0% | How much price usually moves either way. |
| Bad day | $883 loss on $10,000 · 8.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,582 loss on $10,000 · 85.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Upland's compliance with Nasdaq rules is critical for its listing status. Failure could lead to delisting.
Worry ifUpland gets confirmation that it meets Nasdaq's market value rules.
Less concerning ifUpland gets more notices of non-compliance from Nasdaq.
Why it matters: Leadership changes can affect company strategy and performance. Investors need to assess the impact on future growth.
Watch forThe market reacts positively. There are better performance metrics after the leadership change.
Also watch forThe market reacts negatively. There are poor performance metrics after the leadership change.
Why it matters: Meeting or exceeding this target shows Upland's efficiency. It shows they can make profit even with lower revenue.
Supportive ifQ2 Adjusted EBITDA was at or above $12.0 million.
Worry ifQ2 Adjusted EBITDA was less than $12.0 million.
Why it matters: The new CFO's plans could help the company make more money and gain investor trust.
Supportive ifLook for better cash flow or smaller losses in the next quarter.
Worry ifContinued net losses or declining operating cash flow in the next quarter.
Why it matters: Stable revenue is key for Upland's recovery. A bigger drop shows more problems after the sales.
Worry ifQ2 total revenue decline reported at 9% or better year over year.
Less concerning ifQ2 total revenue decline reported worse than 9% year over year.
Why it matters: This notice affects if the company stays listed. A solution is key for investor trust.
Worry ifUpland Software gets confirmation from Nasdaq that it fixed the delisting issue.
Less concerning ifUpland Software does not meet Nasdaq listing rules and gets delisted.
Why it matters: CFO changes can affect financial strategy and performance. This is key for investor confidence.
Watch forFinancial performance gets better after the new CFO David Tamez starts.
Also watch forFinancial performance gets worse or stays the same after the transition.
Why it matters: This shows if Upland can meet its adjusted EBITDA target. It reflects financial health.
Worry ifAdjusted EBITDA is between $51.7M and $58.6M.
Less concerning ifAdjusted EBITDA is below $51.7M.
Why it matters: Adding more customers would signal growth and acceptance of Upland's products.
Supportive ifUpland adds more than 81 new customers in Q3, indicating strong demand.
Worry ifNew customer additions are below 81. This suggests less market interest.
Why it matters: If results drop below guidance, it shows bigger problems with profits and efficiency.
Worry ifAdjusted EBITDA was below $11.9 million, which is the low end of guidance.
Less concerning ifAdjusted EBITDA exceeds $13.4 million, the high end of guidance.