Group 1 - Upland Software's stock closed at $3.94, with a daily increase of 0.51%, underperforming the S&P 500's gain of 0.72% and the Nasdaq's increase of 1.35% [1] - The stock has decreased by 18.16% over the past month, contrasting with the Computer and Technology sector's loss of 1.35% and the S&P 500's gain of 1.02% [1] Group 2 - Analysts expect Upland Software to report earnings of $0.24 per share, reflecting a year-over-year growth of 71.43% [2] - Revenue is forecasted to be $68.06 million, indicating a 5.71% decline compared to the same quarter last year [2] Group 3 - Recent shifts in analyst projections for Upland Software should be monitored, as positive revisions indicate analysts' confidence in the company's performance and profit potential [3] Group 4 - Empirical research shows that revisions in estimates correlate with stock price performance, leading to the development of the Zacks Rank system [4] Group 5 - The Zacks Rank system ranges from 1 (Strong Buy) to 5 (Strong Sell), with 1 ranked stocks yielding an average annual return of +25% since 1988 [5] - Upland Software currently holds a Zacks Rank of 3 (Hold), with no changes in the consensus EPS projection over the past 30 days [5] Group 6 - Upland Software has a Forward P/E ratio of 3.96, significantly lower than the industry average Forward P/E of 31.46 [6] - The Internet - Software industry is part of the Computer and Technology sector, which has a Zacks Industry Rank of 66, placing it in the top 27% of over 250 industries [6]

Company Performance - Upland Software closed at $4.50, with a daily change of -0.88%, which was less than the S&P 500's loss of 0.47% [1] - Over the past month, Upland Software's shares gained 4.61%, outperforming the Computer and Technology sector, which saw a loss of 0.19% [1] Upcoming Earnings - Analysts expect Upland Software to report earnings of $0.24 per share, reflecting a year-over-year growth of 71.43% [2] - The consensus revenue estimate is $68.06 million, indicating a 5.71% decline compared to the same quarter last year [2] Analyst Estimates - Recent changes in analyst estimates for Upland Software are important as they reflect short-term business trends [3] - Positive revisions in estimates indicate analyst optimism regarding the company's business and profitability [3] Zacks Rank and Valuation - Upland Software currently holds a Zacks Rank of 2 (Buy), with no change in the Zacks Consensus EPS estimate over the past month [5] - The company is trading at a Forward P/E ratio of 4.59, significantly lower than the industry average of 31.57, indicating a discount [6] Industry Context - Upland Software is part of the Internet - Software industry, which has a Zacks Industry Rank of 39, placing it in the top 16% of over 250 industries [6] - The Zacks Industry Rank measures the strength of industry groups based on the average Zacks Rank of individual stocks [7]

Stock Performance and Market Position - Upland Software (UPLD) shares surged 76.3% in the trailing six-month period, significantly outperforming the Zacks Computer & Technology sector's return of 1.1% and the Zacks Internet - Software industry's rise of 14.7% [2] - The company's strong focus on customer expansion and successful AI integrations contributed to its outperformance [2] - Upland's forward 12-month Price/Sales ratio stands at 0.43, lower than the industry's 3.01, indicating attractive valuation [6] AI-Driven Growth and Product Innovations - Upland integrated AI-powered features into products like Upland Qvidian and launched Altify MaxAI, an AI-powered enhancement to its Altify account planning and deal management software [5][11] - The company's AI-driven solutions, including Upland RightAnswers and Upland BA Insight, attracted new business and solidified its market position [13][14] - Upland's AI initiatives, such as the partnership with IBM WatsonX, enhanced product capabilities and attracted enterprise customers [5] Customer Expansion and Partnerships - In Q3 2024, Upland added 122 new customers, including 18 major accounts, and expanded relationships with 312 existing customers, 27 of which were major expansions [9] - The company expanded its partnership with Konica Minolta to provide secure, cloud-based fax solutions integrated into Konica Minolta's bizhub One i-Series Multi-Function Printer [3] - Upland announced the availability of BA Insight for Microsoft Azure AI Search in the Microsoft Azure Marketplace, allowing seamless integration with Azure AI Search [4] Financial Performance and Estimates - The Zacks Consensus Estimate for 2025 earnings is pegged at 99 cents per share, implying a year-over-year decline of 4.81% [17] - The Zacks Consensus Estimate for 2025 revenues is $266.90 million, suggesting a decline of 2.89% from 2024's estimated figure of $274.83 million [17] - Upland's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, with an average surprise of 10.44% [18] Strategic Positioning and Future Outlook - Upland's robust portfolio and expanding partner base make the stock attractive for long-term investors [19] - The company's integration of AI across its solutions has significantly boosted sales productivity and customer relationships [16] - Upland is set to strengthen its position as a leader in AI-powered enterprise tools, despite the planned runoff of Sunset asset revenue negatively impacting overall revenues [16]

Group 1 - Upland Software's stock closed at $4.61, reflecting a +0.44% change, outperforming the S&P 500's daily gain of 0.16% [1] - Over the last month, Upland Software's shares decreased by 13.56%, underperforming compared to the Computer and Technology sector's loss of 0.17% and the S&P 500's loss of 2.8% [2] - The upcoming earnings disclosure is expected to show an EPS of $0.24, a 71.43% increase year-over-year, while revenue is anticipated to be $68.06 million, indicating a 5.71% decline from the same quarter last year [3] Group 2 - Recent changes to analyst estimates for Upland Software are crucial, as upward revisions indicate positive sentiment regarding the company's business operations and profit generation [4] - The Zacks Rank system, which correlates estimate revisions with stock price performance, currently ranks Upland Software as 1 (Strong Buy) [5][6] - Upland Software's Forward P/E ratio is 4.64, significantly lower than the industry's average Forward P/E of 29.33, indicating a valuation discount [7] Group 3 - The Internet - Software industry, to which Upland Software belongs, has a Zacks Industry Rank of 33, placing it in the top 14% of over 250 industries [7] - The strength of industry groups is measured by the Zacks Industry Rank, with the top 50% rated industries outperforming the bottom half by a factor of 2 to 1 [8]

Core Viewpoint - Investing in bargain stocks with recent price momentum is considered safer, with a focus on identifying fast-moving stocks that remain attractively priced [1] Group 1: Stock Performance - Upland Software (UPLD) has experienced a significant price increase of 39.6% over the past four weeks, indicating growing investor interest [2] - The stock has gained 79.6% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer time frame [8] - UPLD has a beta of 1.32, suggesting it moves 32% higher than the market in either direction, indicating fast-paced momentum [3] Group 2: Valuation Metrics - UPLD is currently trading at a Price-to-Sales ratio of 0.45, meaning investors pay only 45 cents for each dollar of sales, which is considered a reasonable valuation [4] - The favorable valuation metrics position UPLD as an attractive investment opportunity despite its fast-paced momentum [4] Group 3: Analyst Ratings and Momentum - UPLD has earned a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimate revisions, which attracts more investor interest [9] - The stock has a Momentum Score of B, indicating it is an opportune time to invest in UPLD to capitalize on its momentum [13] Group 4: Investment Strategy - The 'Fast-Paced Momentum at a Bargain' screen identifies several stocks, including UPLD, that are suitable for momentum investing [5][7] - Momentum investing focuses on buying high and selling higher, contrasting with traditional strategies of buying low and selling high [7]

Core Viewpoint - Upland Software (UPLD) has experienced a significant share price increase of 93.3% over the past month, outperforming the broader Zacks Computer & Technology sector and the Zacks Internet - Software industry due to its strong customer expansion and successful AI integrations [1]. Customer Expansion - In Q3 2024, Upland Software added 122 new customers, including 18 major ones, indicating strong demand for its solutions and an expanding customer base [4]. - The company also expanded relationships with 312 existing customers, including 27 major expansions, driven by its growing portfolio of generative AI solutions [4]. AI Portfolio - Upland's Generative AI solutions, particularly Upland RightAnswers and Upland BA Insight, have been crucial in attracting new business [5]. - Upland RightAnswers gained recognition by earning 17 badges in the G2 Fall 2024 market reports, showcasing its effectiveness in AI-driven knowledge management [6]. - Upland BA Insight has also received new recognitions, contributing significantly to Upland's market position [6]. Partnerships - Upland's expanding partner base, including Microsoft and Konica Minolta, has been a key growth driver [7]. - The partnership with Konica Minolta has led to the integration of secure, cloud-based fax solutions into their multi-function printers across the U.S. and Canada [7]. - Upland announced the availability of BA Insight for Microsoft Azure AI Search, enhancing customer experience and integration capabilities [8]. AI Initiatives - Upland is focusing on integrating AI-powered features into products like Upland Qvidian and has partnered with IBM WatsonX to enhance product capabilities [9]. - The collaboration with IBM provides advanced AI functionalities, helping Upland meet enterprise customer needs for data privacy and compliance [9]. Financial Outlook - For Q4 2024, Upland expects total revenues between $65.9 million and $71.9 million, reflecting a 5% decline at the midpoint compared to the previous year [10]. - For the full year 2024, total revenues are projected between $272.6 million and $278.6 million, indicating a 7% decline at the midpoint from the previous year [11]. - The Zacks Consensus Estimate for Q4 2024 revenues is $68.06 million, suggesting a decline of 5.71% year-over-year [11]. Earnings Estimates - The consensus estimate for Q4 2024 earnings is 24 cents per share, reflecting a year-over-year increase of 71.43% [12]. - For the full year 2024, the earnings estimate is $1.04 per share, indicating a year-over-year increase of 7.22% [13]. Investment Consideration - Upland Software shares are considered cheap with a Value Score of A, and the stock is trading above its 50-day and 200-day moving averages, indicating a bullish trend [15][16]. - The robust portfolio and expanding partner base make UPLD an attractive investment opportunity for long-term investors [18].

Group 1: Momentum Investing Overview - Momentum investing contrasts with the traditional strategy of "buy low and sell high," focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] - Identifying the right entry point for trending stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [1] Group 2: Upland Software (UPLD) Analysis - Upland Software (UPLD) has shown significant price momentum, with a four-week price change of 93.4%, indicating growing investor interest [3] - Over the past 12 weeks, UPLD's stock price has increased by 102.3%, demonstrating its ability to deliver positive returns over a longer timeframe [4] - UPLD has a beta of 1.32, suggesting it moves 32% more than the market in either direction, indicating fast-paced momentum [4] - The stock has a Momentum Score of B, suggesting it is an opportune time to invest [5] - UPLD has earned a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which typically attract more investors [6] - The stock is trading at a Price-to-Sales ratio of 0.43, indicating it is reasonably valued at 43 cents for each dollar of sales [6] Group 3: Additional Investment Opportunities - Besides UPLD, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [7] - The Zacks Premium Screens offer over 45 different strategies tailored to various investing styles, which can help identify potential winning stocks [8]

Upland Software, Inc. (NASDAQ:UPLD) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants John McDonald - CEO, Chairman and Founder Michael Hill - Chief Financial Officer Conference Call Participants Daniel Hibshman - Craig-Hallum Operator Thank you for standing by, and welcome to the Upland Software Third Quarter 2024 Earnings Call. At this time, all participants are in listen-only mode. Later, we will conduct a question-and-answer session, and instructions for that will be give ...

Upland Software (UPLD) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.33 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 90.91%. A quarter ago, it was expected that this maker of cloud-based enterprise work-management software would post earnings of $0.15 per share when it actually produced earnings of $0.19, delivering a surprise of ...

Table of Contents Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol Name of each exchange on which registered Common Stock, par value $0.0001 per share UPLD The Nasdaq Global Market Preferred Stock Purchase Rights - The Nasdaq Global Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ ...