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Upturn AI SWOT - About
UPLD 
Upland Software Inc (UPLD)
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Upturn Advisory Summary
06/30/2025: UPLD (1-star) is currently NOT-A-BUY. Pass it for now.
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
Limited analyst coverage, niche firm, research info may be scarce.
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 -46.05% | Avg. Invested days 24 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 50.13M 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 1.2 | 52 Weeks Range 1.69 - 5.64 | Updated Date 06/30/2025 |
52 Weeks Range 1.69 - 5.64 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.86 |
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 -15.86% | Operating Margin (TTM) 1.09% |
Management Effectiveness
Return on Assets (TTM) -1.02% | Return on Equity (TTM) -37.57% |
Valuation
Trailing PE - | Forward PE 2.13 | Enterprise Value 400799173 | Price to Sales(TTM) 0.19 |
Enterprise Value 400799173 | Price to Sales(TTM) 0.19 | ||
Enterprise Value to Revenue 1.5 | Enterprise Value to EBITDA 24.06 | Shares Outstanding 28484300 | Shares Floating 21911247 |
Shares Outstanding 28484300 | Shares Floating 21911247 | ||
Percent Insiders 28.47 | Percent Institutions 53.94 |
Analyst Ratings
Rating 2 | Target Price 4.25 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 2 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Upland Software Inc
Company Overview
History and Background
Upland Software Inc. was founded in 2010. The company focuses on acquiring and integrating cloud-based enterprise software companies. It has grown through numerous acquisitions, building a suite of work management software solutions.
Core Business Areas
- Workflow Automation: Provides solutions for automating various business workflows, including document automation, task management, and project planning.
- Customer Experience Management: Offers tools to improve customer engagement and satisfaction, including customer relationship management (CRM) and customer communication management (CCM).
- Sales and Marketing Optimization: Includes software for sales force automation, marketing automation, and content management to enhance sales and marketing effectiveness.
- Project and Portfolio Management: Helps organizations manage projects, resources, and portfolios more effectively. This includes tools for project planning, resource allocation, and risk management.
Leadership and Structure
Jack McDonald serves as the Chairman and CEO. The company has a functional organizational structure focused on acquiring and integrating companies. It has a structured executive leadership team overseeing the operational functions.
Top Products and Market Share
Key Offerings
- Accelo: Professional services automation software, integrated project management, CRM, and service desk functionality. Competitors include FinancialForce, NetSuite.
- Qvidian: Proposal automation and sales content management software. Competitors include Conga, PandaDoc. Revenue is estimated to be a significant portion of their total revenue as a primary product.
- Kapost: Content operations platform. Competitors include Contently, Percolate. Revenue is estimated to be a growing portion of their revenue.
- RightAnswers: Knowledge management and self-service software. Competitors include ServiceNow, BMC Helix.
Market Dynamics
Industry Overview
The enterprise software market is highly competitive and fragmented. There's increasing demand for cloud-based solutions that integrate various business functions. Growth in digital transformation initiatives drives this demand.
Positioning
Upland Software Inc positions itself as a consolidator of niche cloud-based enterprise software companies, providing a comprehensive suite of solutions for work management.
Total Addressable Market (TAM)
The TAM for enterprise software is expected to grow to hundreds of billions of dollars. Upland's consolidation strategy allows them to capture parts of this TAM across various niche markets.
Upturn SWOT Analysis
Strengths
- Acquisition strategy provides immediate revenue growth
- Diversified product portfolio reduces reliance on any single product
- Recurring revenue model from subscription-based software
- Established customer base across various industries
Weaknesses
- High debt levels due to acquisition financing
- Integration challenges associated with acquiring multiple companies
- Potential for customer attrition after acquisitions
- Limited organic growth
Opportunities
- Further acquisitions to expand product portfolio
- Cross-selling opportunities within existing customer base
- Growth in cloud-based enterprise software market
- Expansion into new geographic markets
Threats
- Increased competition from larger software vendors
- Economic downturn impacting IT spending
- Integration risks with new acquisitions
- Rising interest rates increasing debt servicing costs
Competitors and Market Share
Key Competitors
- CRM (SNOW), ADSK (ADSK), MSFT (MSFT)
- ORCL (ORCL)
Competitive Landscape
Upland Software's competitive advantage relies on its consolidation strategy and niche product offerings. However, it faces stiff competition from much larger, better-financed companies.
Major Acquisitions
BA Insight
- Year: 2020
- Acquisition Price (USD millions): 68.4
- Strategic Rationale: Expanded content integration capabilities and strengthened its knowledge management offerings.
Second Phase
- Year: 2021
- Acquisition Price (USD millions): 21.5
- Strategic Rationale: Expanded its customer experience management (CXM) portfolio with expertise in direct mail automation.
Growth Trajectory and Initiatives
Historical Growth: Historically, Upland's growth has been primarily driven by acquisitions of cloud-based companies and revenue from these acquisitions.
Future Projections: Future growth will likely rely heavily on continuous acquisitions and the ability to successfully integrate those new organizations into the existing structure. Analyst estimates need to be researched.
Recent Initiatives: Focus on expanding offerings in key business segments. Investing in product development and enhancement.
Summary
Upland Software uses an aggressive growth through acquisition strategy which provides immediate revenue, but results in high debt and integration risks. The diversified product portfolio offsets the heavy reliance on any single source of revenue. Upland needs to look out for integration issues and rising interest rates. The reliance on acquisitions for growth rather than organic growth is concerning.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Market Research Reports
- Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Financial data may be outdated. Market share estimates are approximate.
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 & 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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