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Upturn AI SWOT - About
UPLD 
Upland Software Inc (UPLD)
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Upturn Advisory Summary
10/15/2025: UPLD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $4.33
1 Year Target Price $4.33
| 1 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -64.45% | Avg. Invested days 23 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 71.35M USD | Price to earnings Ratio - | 1Y Target Price 4.33 |
Price to earnings Ratio - | 1Y Target Price 4.33 | ||
Volume (30-day avg) 3 | Beta 1.15 | 52 Weeks Range 1.69 - 5.64 | Updated Date 10/17/2025 |
52 Weeks Range 1.69 - 5.64 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.81 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -17.49% | Operating Margin (TTM) 4.33% |
Management Effectiveness
Return on Assets (TTM) -0.24% | Return on Equity (TTM) -41.82% |
Valuation
Trailing PE - | Forward PE 2.97 | Enterprise Value 411397423 | Price to Sales(TTM) 0.28 |
Enterprise Value 411397423 | Price to Sales(TTM) 0.28 | ||
Enterprise Value to Revenue 1.63 | Enterprise Value to EBITDA 57.72 | Shares Outstanding 28772095 | Shares Floating 22161706 |
Shares Outstanding 28772095 | Shares Floating 22161706 | ||
Percent Insiders 26.7 | Percent Institutions 52.1 |
Upturn AI SWOT
Upland Software Inc
Company Overview
History and Background
Upland Software, Inc. was founded in 2010 and is headquartered in Austin, Texas. It focuses on acquiring and growing cloud-based enterprise software companies. The company's strategy is to build a diverse portfolio of software solutions through acquisition and organic growth.
Core Business Areas
- Workflow Automation: Offers cloud-based solutions for automating business processes, improving efficiency, and reducing operational costs.
- Project and Portfolio Management (PPM): Provides tools for managing projects, resources, and portfolios across organizations.
- Digital Experience: Focuses on delivering personalized and engaging digital experiences for customers and employees.
- Contact Center: Provides solutions for managing customer interactions and improving customer service.
Leadership and Structure
Jack McDonald serves as Chairman and CEO. The company has a structured executive team overseeing various business units and functional areas.
Top Products and Market Share
Key Offerings
- BA Insight: Intelligent knowledge management that connects users to insights and expertise within the enterprise. Revenue is not publicly broken out. Competitors include Microsoft Search, Bloomfire.
- Adestra: Email marketing automation. Revenue is not publicly broken out. Competitors include Salesforce Marketing Cloud, Adobe Marketo Engage, Mailchimp.
- AccuRoute: Document automation and workflow solutions. Revenue is not publicly broken out. Competitors include Adobe Sign, DocuSign.
Market Dynamics
Industry Overview
The market for cloud-based enterprise software is growing, driven by digital transformation initiatives and the need for businesses to improve efficiency and agility.
Positioning
Upland Software Inc. positions itself as a provider of specialized cloud software solutions focused on specific vertical markets and business needs.
Total Addressable Market (TAM)
The TAM for cloud-based enterprise software is estimated in the hundreds of billions of dollars. Upland is positioned as a niche player, focusing on specific markets and leveraging its acquisition strategy to expand its footprint.
Upturn SWOT Analysis
Strengths
- Diverse product portfolio
- Acquisition strategy for growth
- Established customer base
- Recurring revenue model
Weaknesses
- High debt levels due to acquisitions
- Integration challenges with acquired companies
- Limited organic growth
- Reliance on acquisitions for revenue growth
Opportunities
- Further acquisitions in fragmented software markets
- Expansion into new geographic regions
- Increased adoption of cloud-based solutions
- Cross-selling opportunities within existing customer base
Threats
- Intense competition from larger software vendors
- Economic downturn impacting IT spending
- Integration risks from future acquisitions
- Rapid technological changes
Competitors and Market Share
Key Competitors
- ADBE
- CRM
- MSFT
Competitive Landscape
Upland Software Inc. competes with larger software vendors and niche players in various market segments. Its acquisition strategy allows it to quickly expand its product portfolio and market reach.
Major Acquisitions
Kapost
- Year: 2019
- Acquisition Price (USD millions): 45
- Strategic Rationale: Expanded Upland's marketing solutions portfolio with content marketing platform.
Growth Trajectory and Initiatives
Historical Growth: Upland Software Inc.'s historical growth has been largely driven by acquisitions.
Future Projections: Future growth projections depend on the company's ability to successfully integrate acquisitions and achieve organic growth.
Recent Initiatives: Recent strategic initiatives have focused on integrating recent acquisitions and improving operational efficiency.
Summary
Upland Software has grown primarily through acquisitions, building a diverse software portfolio. While this strategy has expanded its offerings and customer base, it's also led to high debt and integration challenges. Future success hinges on effectively integrating acquired companies and achieving organic growth amidst strong competition and economic uncertainties. Upland needs to focus on improving operational efficiency.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Third-party Market Research
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions are very dynamic and may have changed.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Upland Software Inc
Exchange NASDAQ | Headquaters Austin, TX, United States | ||
IPO Launch date 2014-11-06 | Founder, CEO, President & Chairman Mr. John T. McDonald J.D. | ||
Sector Technology | Industry Software - Application | Full time employees 998 | Website https://uplandsoftware.com |
Full time employees 998 | Website https://uplandsoftware.com | ||
Upland Software, Inc., together with its subsidiaries, provides cloud-based software applications under the Upland brand name in the United States, the United Kingdom, Canada, and internationally. It offers knowledge management solutions for internal knowledge sharing, customer self-service, and contact center operations; content lifecycle and workflow automation solutions for document management, compliance, and process efficiency across various industries; and digital marketing solutions that provides tools for audience engagement, campaign management, and content distribution across digital channels. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves corporations, government agencies, and small and medium-sized businesses in the financial services, consulting services, technology, manufacturing, media, telecommunications, government, insurance, non-profit, healthcare, life sciences, legal, retail, and hospitality sectors. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.
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