Moomoo report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
Why UPLD Stock surged +2.05% Today — RQD Quant Desk Flash
Upland Software Inc. (UPLD) carries a Roarable Rating of D- (Sell) with 40/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is UPLD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Upland Software Inc. (NASDAQ: UPLD) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 40/100 at a spot price of $3.98 (+2.05% 1D, market cap $11.8M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 7/20. Across 714 tracked Technology issuers, UPLD ranks #478 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does UPLD compare to YAAS and SMSI in the Technology sector?
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Within the Technology sector (Computer Software: Prepackaged Software), UPLD carries a Roarable D- (40/100 RQD), trailing P/E of N/A, gross margin of 74.8%, and ROIC of 2.4%. By comparison, YAAS (Youxin Technology Ltd (Class A)) holds a D- grade (36/100 RQD, P/E N/A, ROIC —, cap $11.9M) and SMSI (Smith Micro Software Inc.) posts a E grade (28/100 RQD, P/E N/A, ROIC -35.0%, cap $12.7M). Among the 5-stock peer group, UPLD leads on earnings multiple (N/A) while UPLD leads on capital efficiency (2.4% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for UPLD?
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Per UPLD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001505155), Upland Software Inc. generated $216.9M in revenue (-21.1% YoY), $40.4M in net income, and $24.4M in free cash flow against $413.2M in total assets and $224.7M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 0.20 (DISTRESS RISK (<1.8)) • Piotroski F-Score 4/9
20D Institutional Volume Accumulation (±12.5% realized swing band)
Macro rate sensitivity & RSI-14 (58.6) create a -14 pt regime headwind
⚔️ Adversarial Opposing Case: What Could Spark a UPLD Turnaround Squeeze
While UPLD currently carries a cautious 40/100 (D-) rating due to Macro Regime Fit (6/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Technology with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.70) and Max Pain ($4.18) forces dealer call-delta covering toward $22.57.
Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.16% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Why UPLD Stock surged +2.05% Today — RQD Quant Desk Flash
Upland Software Inc. (UPLD) surged +2.05% to $3.98, trading at 7% of its 52-week range ($2.75 – $21.5). Stretched risk/reward at current multiples (2% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 7% of its 52-week range ($2.75 – $21.5) with RSI-14 at 58.6 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±12.5% around $3.98 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D- (Sell) backed by 74.8% gross margin and $24.4M annual free cash flow.
TradingView report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
Value Research report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
https://www.dars.gov.et/ report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
https://www.dars.gov.et/ report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
AUSTIN, Texas, October 22, 2026--Upland Software, Inc. (Nasdaq: UPLD) ("Upland" or the "Company") today announced it will hold a conference call on Thursday, November 5, 2026, at 8:30 a.m. Eastern time to discuss its fin
Gainers Amplitech Group, Inc. - Series B Right (NASDAQ:AMPGZ) shares increased by 14.8% to $0.07 during Wednesday's after-market session. Hub Cyber Security (NASDAQ:HUBC) stock rose 7.2% to $0.32. Upland Software
Gainers Amplitech Group, Inc. - Series B Right (NASDAQ:AMPGZ) shares moved upwards by 31.7% to $0.13 during Monday's pre-market session. 3 E Network (NASDAQ:MASK) shares moved upwards by 30.54% to $1.05. The
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring UPLD)
- ✓Walkthrough of UPLD's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
UPLD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -21.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on UPLD today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for UPLD. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (UPLD)
1. Head-to-Head Technology Peer Comparison (UPLD vs. YAAS, SMSI, RPGL, SAGT)
Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)Across 714 tracked Technology securities in the Roarable RQD universe, Upland Software Inc. (UPLD) ranks #478 by composite RQD confidence (40/100, grade D-) and #636 by equity capitalization ($11.8M). Within this direct 5-issuer industry benchmark cohort, UPLD leads on earnings valuation at N/A trailing P/E, while UPLD leads on capital efficiency and profitability with 2.4% ROIC and 74.8% gross margin. SAGT currently holds the highest overall quantitative score in the immediate peer group at 52/100 (D+) compared with UPLD at 40/100 (D-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| UPLD
ACTIVE
Upland Software Inc. | D- | 40/100 | — | 74.8% | 2.4% | +2.05% | $11.8M | Benchmark Subject |
| YAAS Youxin Technology Ltd (Class A) | D- | 36/100 | — | 33.4% | — | -5.60% | $11.9M | /yaas-vs-upld → |
| SMSI Smith Micro Software Inc. | E | 28/100 | — | 74.1% | -35.0% | -3.40% | $12.7M | /smsi-vs-upld → |
| RPGL Republic Power Group Limited (Class A) | D | 46/100 | — | — | — | +20.71% | $10.3M | /rpgl-vs-upld → |
| SAGT SAGTEC GLOBAL LIMITED (Class A) | D+ | 52/100 | — | — | — | -0.20% | $14.0M | /sagt-vs-upld → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001505155In its most recent audited fiscal period (FY2025, filed 2025-12-31), Upland Software Inc. (UPLD) reported GAAP revenue of $216.9M (-21.1% vs. FY2024 revenue of $274.8M , and -27.2% cumulative change since FY2023) , GAAP net income of $40.4M, operating cash flow of $25.8M, and free cash flow of $24.4M (+4.7% YoY). On the balance sheet, UPLD closed FY2025 with $413.2M in total assets against $224.7M in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 4/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $216.9M | $40.4M | $25.8M | $24.4M | $413.2M | $224.7M |
| FY2024 (FY) | 2024-12-31 | $274.8M | $112.7M | $24.2M | $23.4M | $529.5M | $287.0M |
| FY2023 (FY) | 2023-12-31 | $297.9M | $179.9M | $49.9M | $49.9M | — | — |
3. UPLD Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs UPLD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Upland Software Inc. (NASDAQ: UPLD) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 40/100 at a spot price of $3.98 (+2.05% 1D, market cap $11.8M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 9/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 7/20. Across 714 tracked Technology issuers, UPLD ranks #478 in composite RQD confidence.
How does UPLD compare to YAAS and SMSI in the Technology sector?
Within the Technology sector (Computer Software: Prepackaged Software), UPLD carries a Roarable D- (40/100 RQD), trailing P/E of N/A, gross margin of 74.8%, and ROIC of 2.4%. By comparison, YAAS (Youxin Technology Ltd (Class A)) holds a D- grade (36/100 RQD, P/E N/A, ROIC —, cap $11.9M) and SMSI (Smith Micro Software Inc.) posts a E grade (28/100 RQD, P/E N/A, ROIC -35.0%, cap $12.7M). Among the 5-stock peer group, UPLD leads on earnings multiple (N/A) while UPLD leads on capital efficiency (2.4% ROIC).
What are the biggest fundamental strengths and SEC risk factors for UPLD?
Per UPLD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001505155), Upland Software Inc. generated $216.9M in revenue (-21.1% YoY), $40.4M in net income, and $24.4M in free cash flow against $413.2M in total assets and $224.7M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is UPLD trading relative to its 50-day, 200-day, and 52-week technical levels?
UPLD last traded at $3.98 (+2.05% on volume of 47,368 shares), positioning the stock +7.57% above its 50-day simple moving average ($3.70) and -37.32% below its 200-day simple moving average ($6.35). Across its 52-week range of $2.75 to $21.50, UPLD sits at the 6.6% percentile with a 14-day RSI of 58.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±12.5% ($3.48 to $4.48).
UPLD Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is UPLD stock moving today?
Why UPLD Stock surged +2.05% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (2% return on capital) under elevated 10-year interest-rate pressure.
UPLD — Upland Software Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
The Roarable RQD rating is 39 out of 100, a letter grade of D-, with the verdict "Roarable Sell — Vulnerable Balance Sheet & Flow," per the Roarable RQD rating. Across its five pillars:
- Fundamental Cash Engine: 8 / 20. The pillar reflects ROIC of 2.4% and FCF yield of 0%, per the Roarable RQD rating and Market Data. Low returns on invested capital and no free-cash-flow yield at the current market value point to a weak cash-generation profile relative to the capital base.
- Whale / 13F Flow: 8 / 20. The pillar label references institutional accumulation and options positioning. No 13F holder detail is provided in the source data, so the underlying drivers of this score cannot be verified here.
- Insider Conviction: 7 / 20. The pillar label references SEC Form 4 and Congressional PTR cluster flow. No insider or Congressional transaction detail is provided in the source data.
- Macro Regime Fit: 6 / 20. The pillar reflects Beta of 1.0 and sector sensitivity, per the Roarable RQD rating and Market Data. A beta of 1.0 means the stock is stated to move in line with the broad market; the score penalizes the stock's sector sensitivity.
- Forensic Balance Sheet: 10 / 20. The pillar cites Altman Z of 0.2, Piotroski F of 4/9, and Debt/Equity of 0.5, per the Roarable RQD rating. An Altman Z near zero and a mid-range Piotroski score indicate balance-sheet and financial-health stress; the Debt/Equity figure is a moderating factor but does not offset the other two.
For a prospective investor evaluating the stock today, the rating points to a weak cash engine and a stressed balance sheet as the dominant concerns, with flow signals also scoring weakly. Potential upside drivers in the source data are limited to the recent positive earnings-related news wire item (see Recent Catalysts). Valuation tradeoffs are visible in the Market Data: EV/EBITDA of 37.1 sits against a market cap of $11.5M and an operating margin of 2%, which means the enterprise-value multiple is high relative to reported operating profitability. The rating is descriptive of the source data and is not personalized financial advice.
Business
Upland Software Inc. (UPLD) is a NASDAQ-listed issuer in the Technology sector, Computer Software: Prepackaged Software industry, per the Profile. The source data does not describe its specific products, customer base, or revenue model. Revenue figures are available in the SEC financials, but their composition is not described.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $216.9M | $4.4M | $40.4M | N/A | $24.4M | $29.4M | $224.7M |
| FY 2024 | $274.8M | $-102.3M | $112.7M | N/A | $23.4M | $56.4M | $287.0M |
| FY 2023 | $297.9M | $-163.9M | $179.9M | N/A | $49.9M | N/A | N/A |
Per the SEC financials, revenue declined from $297.9M (FY 2023) to $274.8M (FY 2024) to $216.9M (FY 2025). Operating income was negative in FY 2023 and FY 2024 and positive at $4.4M in FY 2025, while reported net income ($40.4M in FY 2025) exceeded operating income in each period shown. Per the Market Data, the operating margin is 2%, the net margin is 18.6%, and the gross margin is 74.8%; ROIC is 2.4%. The source data reports an Altman Z-Score of 0.2 and a Piotroski F-Score of 4/9 (per the Roarable RQD rating), and FY 2025 debt of $224.7M against cash of $29.4M.
Recent Catalysts & News Wire Analysis
Per the Recent News & Catalysts section, the feed contains six items, all tagged to UPLD and sourced from aggregators and market-data sites:
- Catalyst (green light): A report of an earnings beat for UPLD's Q2 2026 results, described as an EPS beat of 15.46% against estimate, with shares edging higher. This is the only item flagged as a catalyst.
- Market wire (yellow light): Several items reference options-chain quotes, financial ratios, estimates, and a Simply Wall St note describing softer revenue offset by margin resilience.
- Market wire (yellow light): A report of a 8.2% rally to $3.96 with buyers pushing toward resistance.
Risk watch items drawn from the feed: the Simply Wall St headline cites softer revenue; the revenue trend in the SEC financials is also declining. The Butterfly Supply-Chain Graph reports no proprietary signals (see below).
Open Questions
- What drives the revenue decline from $297.9M (FY 2023) to $216.9M (FY 2025), and what is the revenue composition by product or customer?
- What explains the gap between negative operating income and substantially positive reported net income in FY 2023 and FY 2024?
- What are the debt maturity schedule and covenant terms behind $224.7M of FY 2025 debt against $29.4M of cash?
- What is the basis for the reported Q2 2026 EPS beat, and what EPS figures underlie it, given that EPS is shown as N/A in the financials?
- Who are the institutional and insider holders, and what are their recent transactions?
UPLD Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Upland Software Inc. (UPLD) • Click "Debate This Headline" to argue it in the Roar Pit below
Moomoo report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
Value Research report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
https://www.dars.gov.et/ report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
https://www.dars.gov.et/ report covering Upland Software Inc. (UPLD) market action, institutional positioning, and fundamental catalysts.
AUSTIN, Texas, October 22, 2026--Upland Software, Inc. (Nasdaq: UPLD) ("Upland" or the "Company") today announced it will hold a conference call on Thursday, November 5, 2026, at 8:30 a.m. Eastern time to discuss its fin
Gainers Amplitech Group, Inc. - Series B Right (NASDAQ:AMPGZ) shares increased by 14.8% to $0.07 during Wednesday's after-market session. Hub Cyber Security (NASDAQ:HUBC) stock rose 7.2% to $0.32. Upland Software
UPLD Bull vs. Bear Conversation Board — What's Your Call at $3.98?
🔥 Official Bull vs. Bear Debate: Is UPLD (D- • RQD 39/100) a Buy at $3.90?
Welcome to the UPLD (Upland Software Inc.) Roar Pit. Current RQD Composite is 39/100 (Roarable Sell — Vulnerable Balance Sheet & Flow) in Computer Software: Prepackaged Software. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on UPLD — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on UPLD, but look at what you are paying: current EV/EBITDA multiples with 74.8% gross margins. Unless Upland Software Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
UPLD cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on UPLD, the market is fixating on short-term headline noise in Computer Software: Prepackaged Software and ignoring the balance sheet and cash flow trajectory. At $3.90 (52-wk range $2.75 - $21.50), any beat on forward guidance forces shorts and underweight funds to chase.