Upland Software Inc (UPLD)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$4.70+10.07%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
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 sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
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 2026-11-04.
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 2026-11-04 · Compared with 36 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: Management named debt reduction as work ahead. More cash from operations could help Upland make progress on that goal.
Supportive ifQuarterly cash from operations tops $5.4 million. Upland reports less debt.
Worry ifCash from operations falls below $5.4 million or the reported debt balance rises.
Why it matters: Upland has lowered its full-year revenue range since late 2025. A further cut would signal a weaker sales path.
Worry ifUpland cuts the 2026 revenue outlook below $190.1 million, the current low end.
Less concerning ifUpland keeps the $190.1 million floor or raises its full-year revenue range.
Why it matters: Upland's Q3 revenue range starts at $45.7 million. A lower result would deepen the sales decline.
Worry ifOn November 4, Q3 revenue is below $45.7 million, the low end of the stated range.
Less concerning ifQ3 revenue is at least $45.7 million and falls within or above the stated range.
Why it matters: Nasdaq told Upland it fell short of the $15 million minimum value of publicly held shares. A missed deadline could threaten its listing.
Worry ifNasdaq confirms Upland has met the $15 million minimum value rule or grants a clear extension.
Less concerning ifNasdaq starts delisting steps or Upland reports it still fails the $15 million rule.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
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 | ±$374 on $10,000 · ±3.7% | How much price usually moves either way. |
| Bad day | $955 loss on $10,000 · 9.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,536 loss on $10,000 · 85.4% | 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: The Q3 EBITDA range is below last year's result at its midpoint. A miss would add pressure to earnings and margins.
Worry ifOn November 4, Adjusted EBITDA is below $11.9 million, the low end of the stated range.
Less concerning ifAdjusted EBITDA is at least $11.9 million and the margin is near or above the 27% midpoint.
Why it matters: Upland is focusing on AI-powered knowledge and content tools. More customer wins would show demand for this effort.
Supportive ifUpland reports more than 81 new customers in a quarter and names wins tied to its AI knowledge or search products.
Worry ifNew customer adds fall below 81, with no named wins tied to those products.