Upland Software Stock Performance

UPLD Stock  USD 1.96  0.02  1.01%   
The entity has a beta of 2.18, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Upland Software will likely underperform. At this point, Upland Software has a negative expected return of -0.2%. Please make sure to validate Upland Software's potential upside, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Upland Software performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Upland Software has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest abnormal performance, the Stock's essential indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the firm shareholders. ...more
1
Upland Software Maintains Hold Rating by Needham Analyst UPLD Stock News
05/13/2025
2
Disposition of 8528 shares by Dan Doman of Upland Software at 3.53 subject to Rule 16b-3
05/27/2025
3
Should Shareholders Reconsider Upland Software, Inc.s CEO Compensation Package
05/29/2025
4
Acquisition by Michael Hill of 70000 shares of Upland Software subject to Rule 16b-3
05/30/2025
5
Centurion Service Group to auction all assets following the closure of Crozer-Chester Medical Center in Upland, PA Taylor Hospital in Ridley Park, PA and Spring...
06/04/2025
6
Acquisition by Dan Doman of 350000 shares of Upland Software subject to Rule 16b-3
06/13/2025
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Here is What You Need to Know Before Investing in Upland Software, Inc.
06/16/2025
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Upland Software Earns 68 Badges in G2s Summer 2025 Market Reports
06/25/2025
9
Disposition of 40993 shares by Karen Cummings of Upland Software at 1.95 subject to Rule 16b-3
06/30/2025
10
Upland Software Announces Leadership Transition Plans - The Globe and Mail
07/15/2025
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Acquisition by Matthew Smith of 50000 shares of Upland Software subject to Rule 16b-3
07/17/2025
Begin Period Cash Flow236.6 M
Total Cashflows From Investing Activities-882 K

Upland Software Relative Risk vs. Return Landscape

If you would invest  235.00  in Upland Software on April 25, 2025 and sell it today you would lose (39.00) from holding Upland Software or give up 16.6% of portfolio value over 90 days. Upland Software is currently does not generate positive expected returns and assumes 4.3871% risk (volatility on return distribution) over the 90 days horizon. In different words, 39% of stocks are less volatile than Upland, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
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Given the investment horizon of 90 days Upland Software is expected to under-perform the market. In addition to that, the company is 5.63 times more volatile than its market benchmark. It trades about -0.05 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.25 per unit of volatility.

Upland Software Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Upland Software's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Upland Software, and traders can use it to determine the average amount a Upland Software's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0455

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Estimated Market Risk

 4.39
  actual daily
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61% of assets are more volatile

Expected Return

 -0.2
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.05
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Most of other assets perform better
Based on monthly moving average Upland Software is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upland Software by adding Upland Software to a well-diversified portfolio.

Upland Software Fundamentals Growth

Upland Stock prices reflect investors' perceptions of the future prospects and financial health of Upland Software, and Upland Software fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upland Stock performance.

About Upland Software Performance

By analyzing Upland Software's fundamental ratios, stakeholders can gain valuable insights into Upland Software's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Upland Software has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Upland Software has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 34.71  21.12 
Return On Tangible Assets(0.78)(0.74)
Return On Capital Employed(0.25)(0.24)
Return On Assets(0.21)(0.20)
Return On Equity(1.07)(1.02)

Things to note about Upland Software performance evaluation

Checking the ongoing alerts about Upland Software for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Upland Software help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Upland Software generated a negative expected return over the last 90 days
Upland Software may become a speculative penny stock
Upland Software has high historical volatility and very poor performance
Upland Software has high likelihood to experience some financial distress in the next 2 years
The company reported the previous year's revenue of 274.79 M. Net Loss for the year was (112.73 M) with profit before overhead, payroll, taxes, and interest of 189.62 M.
About 27.0% of the company outstanding shares are owned by insiders
Latest headline from news.google.com: Upland Software Announces Leadership Transition Plans - The Globe and Mail
Evaluating Upland Software's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Upland Software's stock performance include:
  • Analyzing Upland Software's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upland Software's stock is overvalued or undervalued compared to its peers.
  • Examining Upland Software's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Upland Software's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upland Software's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Upland Software's stock. These opinions can provide insight into Upland Software's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Upland Software's stock performance is not an exact science, and many factors can impact Upland Software's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Upland Stock analysis

When running Upland Software's price analysis, check to measure Upland Software's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upland Software is operating at the current time. Most of Upland Software's value examination focuses on studying past and present price action to predict the probability of Upland Software's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upland Software's price. Additionally, you may evaluate how the addition of Upland Software to your portfolios can decrease your overall portfolio volatility.
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