Upland Software, Inc.

  • Market Cap: Micro Cap
  • Industry: Computers - Software & Consulting
  • ISIN: US91544A1097
USD
1.72
-0.08 (-4.71%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

175.01 k

Shareholding (Mar 2025)

FII

9.79%

Held by 43 FIIs

DII

62.21%

Held by 31 DIIs

Promoter

0.00%

How big is Upland Software, Inc.?

22-Jun-2025

As of Jun 18, Upland Software, Inc. has a market capitalization of 50.99 million and net sales of 267.72 million, with a net profit of -42.45 million for the latest four quarters. Shareholder's funds are at -18.30 million, and total assets amount to 529.52 million as of Dec 24.

As of Jun 18, Upland Software, Inc. has a market capitalization of 50.99 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the sum of net sales for the latest four quarters is 267.72 million, while the sum of net profit for the same period is -42.45 million.<BR><BR>As of Dec 24, the reporting period shows shareholder's funds at -18.30 million and total assets at 529.52 million.

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What does Upland Software, Inc. do?

22-Jun-2025

Upland Software, Inc. provides cloud-based enterprise work management software and is classified as a micro-cap company with a market cap of approximately $50.99 million. As of March 2025, it reported net sales of $64 million and a net loss of $26 million.

Overview:<BR>Upland Software, Inc. is a provider of cloud-based enterprise work management software, operating within the Computers - Software & Consulting industry and classified as a micro-cap company.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 64 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: -26 Million (Quarterly Results - Mar 2025) <BR>Market cap: USD 50.99 Million (Micro Cap)<BR><BR>Key Metrics:<BR>P/E: NA (Loss Making) <BR>Industry P/E: NA <BR>Dividend Yield: 0.00% <BR>Debt Equity: -9.19 <BR>Return on Equity: 112.18% <BR>Price to Book: -1.35<BR><BR>Contact Details:<BR>Address: 401 Congress Ave Ste 1850, AUSTIN TX: 78701-3788 <BR>Tel: ['1 512 9601010', '1 512 9601031'] <BR>Fax: 1 302 6365454 <BR>Website: https://uplandsoftware.com/

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Should I buy, sell or hold Upland Software, Inc.?

22-Jun-2025

Who are in the management team of Upland Software, Inc.?

22-Jun-2025

As of March 2022, the management team of Upland Software, Inc. includes John McDonald as Chairman and CEO, David May as Lead Independent Director, and Stephen Courter, Joe Ross, and Teresa Walsh as Independent Directors.

As of March 2022, the management team of Upland Software, Inc. includes Mr. John McDonald, who serves as the Chairman of the Board and Chief Executive Officer. Additionally, Mr. David May is the Lead Independent Director, while Mr. Stephen Courter, Mr. Joe Ross, and Ms. Teresa Walsh serve as Independent Directors.

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Is Upland Software, Inc. technically bullish or bearish?

20-Sep-2025

As of September 8, 2025, Upland Software, Inc. shows a mildly bearish trend, with daily moving averages and weekly OBV indicating bearishness, while it has significantly underperformed the S&P 500 with a year-to-date return of -42.17%.

As of 8 September 2025, the technical trend for Upland Software, Inc. has changed from sideways to mildly bearish. The current technical stance is bearish, driven by daily moving averages indicating a mildly bearish position and a weekly OBV showing mild bearishness as well. While the MACD is mildly bullish on both weekly and monthly time frames, the overall sentiment is tempered by the bearish signals from the daily moving averages and the lack of strong signals from the RSI and Dow Theory. <BR><BR>In terms of performance, Upland Software has underperformed the S&P 500 significantly over longer periods, with a year-to-date return of -42.17% compared to the S&P 500's 12.22%, and a 5-year return of -93.25% versus the S&P 500's 96.61%.

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iScoreScore
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Dashboard
1

With a Negative Book Value, the company has a Weak Long Term Fundamental Strength

  • Low ability to service debt as the company has a high Debt to EBITDA ratio of 8.40 times
  • The company has reported losses and also has negative networth. This is not a good sign for the investors. Either company will have to raise fresh capital or report profits to sustain going forward
2

The company has declared negative results in Mar'2025 after 2 consecutive positive quarters

3

Risky - Negative Operating Profits

4

Consistent Underperformance against the benchmark over the last 3 years

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Computers - Software & Consulting

stock-summary
Market cap

USD 68 Million (Micro Cap)

stock-summary
P/E

NA (Loss Making)

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-8.04

stock-summary
Return on Equity

98.03%

stock-summary
Price to Book

-1.60

Revenue and Profits:
Net Sales:
53 Million
(Quarterly Results - Jun 2025)
Net Profit:
-13 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-36.76%
0%
-36.76%
6 Months
-7.03%
0%
-7.03%
1 Year
-60.64%
0%
-60.64%
2 Years
-65.25%
0%
-65.25%
3 Years
-76.82%
0%
-76.82%
4 Years
-91.26%
0%
-91.26%
5 Years
-96.0%
0%
-96.0%

Upland Software, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
-0.68%
EBIT Growth (5y)
-187.29%
EBIT to Interest (avg)
-1.06
Debt to EBITDA (avg)
8.40
Net Debt to Equity (avg)
-9.19
Sales to Capital Employed (avg)
0.54
Tax Ratio
4.54%
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
76.01%
ROCE (avg)
0
ROE (avg)
0
Valuation key factors
Factor
Value
P/E Ratio
NA (Loss Making)
Industry P/E
Price to Book Value
-1.36
EV to EBIT
-40.16
EV to EBITDA
9.76
EV to Capital Employed
1.29
EV to Sales
1.49
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
-3.21%
ROE (Latest)
Negative BV
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bullish
RSI
Bullish
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
No Trend
Mildly Bearish
OBV
No Trend
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 28 Schemes (27.86%)

Foreign Institutions

Held by 43 Foreign Institutions (9.79%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -16.17% vs -6.32% in Mar 2025",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 49.61% vs -658.82% in Mar 2025",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
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          "field": "Net Sales",
          "val1": "53.40",
          "val2": "63.70",
          "chgp": "-16.17%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "10.50",
          "val2": "10.40",
          "chgp": "0.96%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "2.90",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
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        {
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          "val1": "-2.50",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "-13.00",
          "val2": "-25.80",
          "chgp": "49.61%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "43.30%",
          "val2": "10.90%",
          "chgp": "3.24%",
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    "link": "annual",
    "btn_text": "All Annual Results",
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        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is -7.75% vs -6.11% in Dec 2023",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 37.35% vs -163.01% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
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          "val2": "297.90",
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          "val2": "-131.80",
          "chgp": "33.84%",
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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
53.40
63.70
-16.17%
Operating Profit (PBDIT) excl Other Income
10.50
10.40
0.96%
Interest
2.90
0.00
Exceptional Items
-2.50
0.00
Consolidate Net Profit
-13.00
-25.80
49.61%
Operating Profit Margin (Excl OI)
43.30%
10.90%
3.24%
USD in Million.
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is -16.17% vs -6.32% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 49.61% vs -658.82% in Mar 2025

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
274.80
297.90
-7.75%
Operating Profit (PBDIT) excl Other Income
39.90
39.90
Interest
0.00
13.40
-100.00%
Exceptional Items
-87.20
-131.80
33.84%
Consolidate Net Profit
-112.70
-179.90
37.35%
Operating Profit Margin (Excl OI)
-54.80%
-107.80%
5.30%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is -7.75% vs -6.11% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 37.35% vs -163.01% in Dec 2023

stock-summaryCompany CV
About Upland Software, Inc. stock-summary
stock-summary
Upland Software, Inc.
Computers - Software & Consulting
Upland Software Inc. is a provider of cloud-based enterprise work management software. The Company provides a family of cloud-based enterprise work management software applications for the information technology, process excellence, finance, professional services and marketing functions within organizations. Its software applications serve a range of enterprise work management needs, from strategic planning to task execution. It services customers ranging from corporations and Government agencies to small- and medium-sized businesses. Its customers operate in a range of industries, including financial services, retail, technology, manufacturing, education, consumer goods, media, and telecommunications, Government, food and beverage, healthcare and life sciences, chemicals and travel and hospitality. The Company provides a family of cloud-based enterprise work management software applications under the Upland brand. It also provides audience engagement cloud software platform.
Company Coordinates stock-summary
Company Details
401 Congress Ave Ste 1850 , AUSTIN TX : 78701-3788
stock-summary
Tel: 1 512 96010101 512 9601031
stock-summary
Registrar Details