NASDAQ · UPLD
Upland Software, Inc.
Technology · Software - Application
$3.98▲ 2.05% ($0.08)at close
As of 4:00 PM ET
Valuation
Revenue & margin DCF
Verdict: cheap. Price below all scenarios.
The price holds with revenue shrinking 2.9% a year for 10 years. Our scenarios assume 0.6–4.4%.
Its past 4 years averaged −7.9% a year.
Value per share
Base case
$37.89
Price used $3.98 is 89% below this
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
Revenue each value needs
Revenue today $198M. The price needs $147M by 2036. Base case: $214M. At its recent pace: $86.4M. Bear to Bull: $210M to $304M.
Revenue today $198M. The price needs $147M by 2036. Base case: $214M. At its recent pace: $86.4M. Bear to Bull: $210M to $304M.
Revenue in 2036
today $198M
−$67Mless than the Base case
Value per share · Base case
$37.89
Price $3.98
89% below this
- 10-yr revenue CAGR
- 0.8%
- Ending operating margin
- 0.0%
- Discount rate
- 5.8%
This estimate is at least 3× the price used. Review the growth, margin and investment assumptions behind the gap.
USD · TTM ending Jun 30, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 80.59% over the last year. Revenue declined 21.48% over the trailing twelve months. Operating margin moved from -5.31% to -6.14%. Free cash flow grew 4.03% over the trailing twelve months.
What the market seems to be pricing
The market appears to be responding to weaker operating momentum rather than only rerating the stock.
What would invalidate this read
Operating margin stands at -6.14%. Revenue declined 21.48% — this read reverses if that trend stabilizes. If margins and cash flow stabilize while the stock stays depressed, the gap shifts from fundamental damage toward pure multiple compression.
Return analysis
Company profile
Upland Software, Inc. delivers cloud-hosted enterprise work management solutions to a global clientele, with significant operations across the United States, the United Kingdom, and Canada.
Market multiples
Stock splits
Every 10 shares became 1
Profitability & growth
Analyst consensus
5
Buy
5
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 4, 2026
Q3 FY26 · EPS est $1.60 · Revenue est $47.2M
Same quarter, year over year
FY26 YTD -11.1%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $3.38 vs $3.80 · 1 of 2 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
—
FY25
FY24
FY23
—
—
—
Fiscal year totals
- FY25
- $9.20
- -11.5%
- FY24
- $10.39
- —
n/m: last year’s figure was zero, a loss or too small to compare against
Q2 FY26
Reported Aug 14, 2026 · Latest
HoverTap a cell to inspect
Actual
$1.78
Estimate
$1.51
Year over year
+18.7%
Vs prior quarter
+11.2%
Institutional Sentiment
Upland Software, Inc. · UPLD
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.