UPLD
Upland Software, Inc.
$5.55
+0.33 (+6.32%)
At close · Jul 15
Market Cap
$155.62M
Shares
29,363,201
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$5.55
Open$5.26
Day$5.21–5.69
52W$4.00–39.10
Avg vol 30d31K
Short int98K · 0.3% float · 1.9d
Short vol20%
Last earningsMar 3, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 1
Up next
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 1, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Strong
Quant / Vol
Very High
Market backdrop
VIX 16.7 · calm
Equity put/call 0.67
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−54%
below
Price vs 50-day avg
−18%
below
RSI (14)
50
neutral
MACD trend
Positive
52-week position
4%
near low
Momentum
relative strength
1-month return
−15%
trailing
6-month return
−62%
trailing
YTD return
−61%
this year
Relative strength
−72%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $7 › 200d $12 — 200d above 50d
Institutional flow
Distributing
-22% holders QoQ · +6 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
0.34% of float · ▼ -73.7% MoM · 1.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
46 holders — near 3-yr low, contrarian setup
Squeeze score
50
elevated · 0–100
Fundamentals
Revenue growth
+7%
Y/Y
Gross margin
217%
contracting
EPS growth
+63%
Y/Y
Free cash flow
$24.4M
Balance sheet
$203.0M
net debt
Quant / Vol
risk profile
Volatility
102%
annualized · 1-yr
Max drawdown
−86%
past year
ATR
10.0%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the 8-K filed May 1, 2026
quarter ending June 30, 2026
Reported total revenue
Initiated
$47.1M – $50.1M
prior qtr $48.69M
midpoint −0.2% QoQ
Subscription and support revenue
Initiated
$45.1M – $47.7M
second quarter 2026
Adjusted EBITDA
Non-GAAP
Initiated
$12M – $13.6M
Guided vs delivered
· last 1 settled
Total revenue
quarter ending March 31, 2026
$48.69M
In line
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−54%
Bearish
Price vs 50-day avg
−18%
Bearish
RSI (14)
50
Neutral
MACD trend
Positive
Bullish
52-week position
4%
Bearish
Market signals — smart money & positioning
Mixed
Trend (MA cross)
No cross
50d $7 › 200d $12 — 200d above 50d
Institutional flow
Distributing
-22% holders QoQ · +6 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
0.34% of float · ▼ -73.7% MoM · 1.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
46 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
52-wk low $4
Now $6 · 4%
52-wk high $39
vs 200-day avg -54%
vs 50-day avg -18%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $12.7M | first quarter 2026 | — |
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| Existing customer expansions | 189 | first quarter 2026 | — |
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| Free cash flow non-GAAP | $5.5M | first quarter 2026 | — |
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| G2 badges earned | 42 | first quarter 2026 | — |
| Major expansions | 16 | first quarter 2026 | — |
| New customers | 107 | first quarter 2026 | — |
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| New major customers | 7 | first quarter 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 31% | Q4 2025 | — |
| Major customer expansions | 27 | Q4 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UPLD
this stock
Upland Software, Inc.
|
$155.62M | -61.2% | +6.9% | — | 0.3% |
|
SAP
Sap SE
|
$190.56B | -33.5% | — | — | 1.0% |
|
SHOP
Shopify Inc.
|
$164.46B | -23.2% | +26.1% | 124.3 | 1.6% |
|
UBER
Uber Technologies, Inc
|
$150.72B | -11.1% | +18.3% | 18.4 | 2.8% |
|
CRM
Salesforce, Inc.
|
$141.42B | -37.0% | +25.9% | 20.0 | 6.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UPLD | +18.1% | -14.8% | -62.2% | +18.8% | -61.2% |
| SPY | +1.3% | -0.2% | +10.1% | +1.1% | +10.7% |
| vs SPY | +16.8% | -14.6% | -72.4% | +17.8% | -71.9% |