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Upturn AI SWOT - About
UPLD 
Upland Software Inc (UPLD)
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Upturn Advisory Summary
08/14/2025: UPLD (1-star) is a SELL. SELL since 4 days. Profits (-26.00%). Updated daily EoD!
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 $4.25
1 Year Target Price $4.25
| 1 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -60.08% | Avg. Invested days 22 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 53.23M USD | Price to earnings Ratio - | 1Y Target Price 4.25 |
Price to earnings Ratio - | 1Y Target Price 4.25 | ||
Volume (30-day avg) 3 | Beta 1.18 | 52 Weeks Range 1.69 - 5.64 | Updated Date 08/15/2025 |
52 Weeks Range 1.69 - 5.64 | Updated Date 08/15/2025 | ||
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 2025-07-31 | When - | Estimate 0.19 | Actual -0.51 |
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 2.47 | Enterprise Value 397011375 | Price to Sales(TTM) 0.21 |
Enterprise Value 397011375 | Price to Sales(TTM) 0.21 | ||
Enterprise Value to Revenue 1.58 | Enterprise Value to EBITDA 55.7 | Shares Outstanding 28772100 | Shares Floating 22240254 |
Shares Outstanding 28772100 | Shares Floating 22240254 | ||
Percent Insiders 26.96 | Percent Institutions 52.25 |
Upturn AI SWOT
Upland Software Inc
Company Overview
History and Background
Upland Software Inc. was founded in 2010. It focuses on acquiring and growing cloud software companies, primarily in the work management and digital experience spaces. It has grown through numerous acquisitions.
Core Business Areas
- Work Management: Provides solutions for project portfolio management (PPM), workflow automation, and enterprise collaboration.
- Digital Experience: Offers solutions for customer experience management (CXM), content management, and document workflow.
- Salesforce Ecosystem: Provides solutions that help organizations manage their processes within the Salesforce ecosystem.
Leadership and Structure
Jack McDonald is the Chairman and CEO. The company has a functional organizational structure with various departments such as sales, marketing, engineering, and finance.
Top Products and Market Share
Key Offerings
- Competitors: Planview, Clarity PPM (Broadcom), Workfront (Adobe).
- Project Portfolio Management (PPM) Solutions: Solutions for managing projects, resources, and portfolios. Includes products like Upland PSA (Professional Services Automation). Market share information is fragmented, but Upland competes with companies like Planview, Clarity PPM (Broadcom), and Workfront (Adobe). Revenue information is not publicly broken down by product.
- Competitors: Microsoft (MSFT), Atlassian (TEAM).
- Enterprise Work Management (EWM) Solutions: Solutions to facilitate better collaboration and work management across large organizations. Includes products such as Upland ComSci. Upland offers collaboration and knowledge management solutions for EWM. The market is competitive, with solutions from Microsoft and Atlassian. Market share is difficult to quantify and no revenue information is publicly broken down.
- Competitors: Salesforce (CRM), Oracle (ORCL).
- Customer Experience Management (CXM) Solutions: Upland offers customer experience and digital engagement applications which facilitate better communication between businesses and their customers through multiple marketing channels. The market is competitive, with solutions from Salesforce and Oracle. Market share is difficult to quantify and no revenue information is publicly broken down.
Market Dynamics
Industry Overview
The cloud software market is highly competitive and growing, driven by digital transformation and the increasing need for organizations to streamline their operations and improve customer experiences. The SaaS model is dominant.
Positioning
Upland Software Inc. positions itself as a provider of niche cloud software solutions acquired and managed under a single umbrella, offering cost efficiencies. Its competitive advantage lies in its ability to integrate and optimize these acquired products.
Total Addressable Market (TAM)
TAM for their combined software markets is estimated to be in the billions of dollars, but is difficult to pinpoint given the variety of segments they operate in. Upland is positioned to capture a portion through acquisitions and organic growth of their existing product suite.
Upturn SWOT Analysis
Strengths
- Acquisition strategy for growth
- Diverse product portfolio
- Established customer base
- Recurring revenue model
Weaknesses
- High debt levels due to acquisitions
- Integration challenges with acquired companies
- Reliance on acquisitions for growth
- Lack of brand recognition compared to larger competitors
Opportunities
- Further acquisitions in fragmented markets
- Cross-selling opportunities within existing customer base
- Expansion into new geographies
- Adoption of AI to enhance product offerings
Threats
- Intense competition from larger players
- Economic downturn impacting IT spending
- Integration issues harming customer satisfaction
- Rising interest rates increasing debt burden
Competitors and Market Share
Key Competitors
- ADBE
- CRM
- MSFT
Competitive Landscape
Upland faces stiff competition from larger, more established players. Its competitive advantage lies in its niche focus and cost-efficient acquisition strategy. However, it needs to improve its organic growth and integration capabilities to compete more effectively.
Major Acquisitions
BA Insight
- Year: 2020
- Acquisition Price (USD millions): 68.4
- Strategic Rationale: Expanded Upland's enterprise content management capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been primarily driven by acquisitions. Organic growth has been less significant.
Future Projections: Future growth is expected to continue to rely on acquisitions, with some organic growth driven by cross-selling and product enhancements. Analyst estimates vary depending on the pace of acquisitions.
Recent Initiatives: Recent initiatives include strategic acquisitions and efforts to integrate acquired products into the Upland One platform.
Summary
Upland Software is a company that grows through acquisitions, providing a suite of cloud-based software solutions. Its strength lies in its recurring revenue model and diverse product portfolio; however, high debt levels and integration challenges are significant weaknesses. Future success depends on managing debt, effectively integrating acquisitions, and achieving organic growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports (where available)
- Industry Reports
Disclaimers:
The information provided is for general informational purposes only and should not be considered as financial advice. Market share estimates are based on available data and may not be precise. Financial figures may be approximate due to limited publicly available data.
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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