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 ☐ ...

EXHIBIT 99.1 Upland Software Reports Third Quarter 2024 Financial Results November 7, 2024, 04:01 PM Eastern Standard Time AUSTIN, Texas--(BUSINESS WIRE)-- Upland Software, Inc. (Nasdaq: UPLD), a leader in cloud-based tools for digital transformation, today announced financial and operating results for the third quarter 2024 and issued guidance for its fourth quarter and full year of 2024. Third Quarter 2024 Financial Highlights • Total revenue was $66.7 million, a decrease of 10% from $74.1 million in the ...

In the latest market close, Upland Software (UPLD) reached $2.13, with a -1.39% movement compared to the previous day. The stock fell short of the S&P 500, which registered a gain of 0.41% for the day. At the same time, the Dow added 0.69%, and the tech-heavy Nasdaq gained 0.8%.Shares of the maker of cloud-based enterprise work-management software have depreciated by 21.46% over the course of the past month, underperforming the Computer and Technology sector's loss of 0.01% and the S&P 500's loss of 0.97%.I ...

Upland Software (UPLD) closed at $2.46 in the latest trading session, marking a +1.65% move from the prior day. The stock's change was more than the S&P 500's daily gain of 0.47%. Elsewhere, the Dow saw an upswing of 0.79%, while the tech-heavy Nasdaq appreciated by 0.28%. Prior to today's trading, shares of the maker of cloud-based enterprise work-management software had gained 7.56% over the past month. This has outpaced the Computer and Technology sector's gain of 3.88% and the S&P 500's gain of 3.48% in ...

Upland Software (UPLD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this maker of cloud-based enterprise work-management software have returned +7.6%, compared to the Zacks S&P 500 composite's +4.9% change. During this period, the Zacks Internet - Software industry, which Upland Software falls in, has gained 12.6%. The key questio ...

Investors might want to bet on Upland Software (UPLD) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. Since ...