Upland Software Stock Buy Hold or Sell Recommendation
| UPLD Stock | USD 3.75 0.43 12.95% |
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Upland Software is 'Strong Hold'. Macroaxis provides Upland Software buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding UPLD positions.
Check out Upland Software Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide. Note, we conduct extensive research on individual companies such as Upland and provide practical buy, sell, or hold advice based on investors' constraints. Upland Software. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Upland |
Execute Upland Software Buy or Sell Advice
The Upland recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Upland Software. Macroaxis does not own or have any residual interests in Upland Software or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Upland Software's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Good | Details | |
Volatility | Risky | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Upland Software Trading Alerts and Improvement Suggestions
| Upland Software is way too risky over 90 days horizon | |
| Upland Software appears to be risky and price may revert if volatility continues | |
| The company reported the previous year's revenue of 297.85 M. Net Loss for the year was (179.87 M) with profit before overhead, payroll, taxes, and interest of 213.56 M. | |
| Upland Software has a strong financial position based on the latest SEC filings | |
| About 59.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from news.google.com: UPLD EBITDA per Share -1.75 - GuruFocus.com |
Upland Software Returns Distribution Density
The distribution of Upland Software's historical returns is an attempt to chart the uncertainty of Upland Software's future price movements. The chart of the probability distribution of Upland Software daily returns describes the distribution of returns around its average expected value. We use Upland Software price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Upland Software returns is essential to provide solid investment advice for Upland Software.
| Mean Return | 0.93 | Value At Risk | -5.22 | Potential Upside | 12.95 | Standard Deviation | 5.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Upland Software historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Upland Stock Institutional Investors
| Shares | Public Employees Retirement System Of Ohio | 2024-09-30 | 408.9 K | Dimensional Fund Advisors, Inc. | 2024-09-30 | 300 K | Man Group Plc | 2024-09-30 | 298.6 K | Renaissance Technologies Corp | 2024-09-30 | 292.1 K | Geode Capital Management, Llc | 2024-09-30 | 273.9 K | Jacobs Levy Equity Management, Inc. | 2024-09-30 | 255.6 K | Royce & Associates, Lp | 2024-09-30 | 244.1 K | River & Mercantile Asset Management Llp | 2024-09-30 | 204.1 K | Two Sigma Advisers, Llc | 2024-06-30 | 180.5 K | Vanguard Group Inc | 2024-09-30 | 1.9 M | Newsouth Capital Management Inc | 2024-09-30 | 1.4 M |
Upland Software Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (20.4M) | (9.7M) | (16.4M) | (17.2M) | (15.4M) | (14.7M) | |
| Change In Cash | 158.3M | 75.0M | (60.9M) | 59.5M | (12.1M) | (11.5M) | |
| Free Cash Flow | 10.3M | 34.3M | 40.6M | 29.1M | 48.7M | 51.2M | |
| Depreciation | 34.6M | 47.2M | 52.9M | 56.1M | 72.0M | 75.6M | |
| Other Non Cash Items | 9.2M | 7.8M | 6.7M | 26.9M | 138.5M | 145.4M | |
| Capital Expenditures | 1.7M | 1.3M | 1.1M | 866K | 1.2M | 1.1M | |
| Net Income | (45.4M) | (51.2M) | (58.2M) | (68.4M) | (179.9M) | (170.9M) | |
| End Period Cash Flow | 175.0M | 250.0M | 189.2M | 248.7M | 236.6M | 248.4M | |
| Change Receivables | 3.2M | 10.4M | (1.7M) | 9.7M | 11.1M | 11.7M | |
| Net Borrowings | 241.6M | (5.7M) | (5.5M) | (5.6M) | (6.4M) | (6.1M) | |
| Change To Netincome | 22.1M | 37.3M | 40.5M | 49.3M | 56.7M | 59.5M | |
| Investments | 5.1M | (69.0M) | (93.5M) | (63.2M) | (1.2M) | (1.2M) |
Upland Software Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Upland Software or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Upland Software's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Upland stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.86 | |
β | Beta against Dow Jones | 0.53 | |
σ | Overall volatility | 5.82 | |
Ir | Information ratio | 0.14 |
Upland Software Volatility Alert
Upland Software shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Upland Software's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Upland Software's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Upland Software Fundamentals Vs Peers
Comparing Upland Software's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Upland Software's direct or indirect competition across all of the common fundamentals between Upland Software and the related equities. This way, we can detect undervalued stocks with similar characteristics as Upland Software or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Upland Software's fundamental indicators could also be used in its relative valuation, which is a method of valuing Upland Software by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Upland Software to competition |
| Fundamentals | Upland Software | Peer Average |
| Return On Equity | -0.65 | -0.31 |
| Return On Asset | -0.019 | -0.14 |
| Profit Margin | (0.45) % | (1.27) % |
| Operating Margin | (0.05) % | (5.51) % |
| Current Valuation | 464.38 M | 16.62 B |
| Shares Outstanding | 27.44 M | 571.82 M |
| Shares Owned By Insiders | 1.00 % | 10.09 % |
| Shares Owned By Institutions | 59.23 % | 39.21 % |
| Number Of Shares Shorted | 218.87 K | 4.71 M |
| Price To Earning | (23.89) X | 28.72 X |
| Price To Book | 113.45 X | 9.51 X |
| Price To Sales | 0.37 X | 11.42 X |
| Revenue | 297.85 M | 9.43 B |
| Gross Profit | 213.56 M | 27.38 B |
| EBITDA | 39.88 M | 3.9 B |
| Net Income | (179.87 M) | 570.98 M |
| Cash And Equivalents | 138.28 M | 2.7 B |
| Cash Per Share | 4.37 X | 5.01 X |
| Total Debt | 598.26 M | 5.32 B |
| Debt To Equity | 1.69 % | 48.70 % |
| Current Ratio | 1.21 X | 2.16 X |
| Book Value Per Share | 0.03 X | 1.93 K |
| Cash Flow From Operations | 49.94 M | 971.22 M |
| Short Ratio | 2.30 X | 4.00 X |
| Earnings Per Share | (4.67) X | 3.12 X |
| Price To Earnings To Growth | 1.25 X | 4.89 X |
| Target Price | 3.08 | |
| Number Of Employees | 1.06 K | 18.84 K |
| Beta | 1.14 | -0.15 |
| Market Capitalization | 102.9 M | 19.03 B |
| Total Asset | 902.93 M | 29.47 B |
| Retained Earnings | (488.87 M) | 9.33 B |
| Working Capital | 169.59 M | 1.48 B |
Note: Disposition of 18000 shares by Timothy Mattox of Upland Software at 2.5034 subject to Rule 16b-3 [view details]
Upland Software Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Upland . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Upland Software Buy or Sell Advice
When is the right time to buy or sell Upland Software? Buying financial instruments such as Upland Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
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Check out Upland Software Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Upland Stock refer to our How to Trade Upland Stock guide.You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upland Software. If investors know Upland will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upland Software listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (4.67) | Revenue Per Share 9.742 | Quarterly Revenue Growth (0.10) | Return On Assets (0.02) | Return On Equity (0.65) |
The market value of Upland Software is measured differently than its book value, which is the value of Upland that is recorded on the company's balance sheet. Investors also form their own opinion of Upland Software's value that differs from its market value or its book value, called intrinsic value, which is Upland Software's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upland Software's market value can be influenced by many factors that don't directly affect Upland Software's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upland Software's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upland Software is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upland Software's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.