Core Viewpoint - Upwork Inc. has announced a new $300 million share repurchase program, contributing to a total of $600 million in share repurchase authorizations since November 2023 [1][2]. Financial Performance - 2025 was highlighted as a pivotal year for Upwork, achieving GSV growth and record financial results [2]. - The company deployed $136 million in cash to repurchase over 9 million shares in 2025, demonstrating its commitment to long-term shareholder value [2]. Share Repurchase Program - The new share repurchase authorization allows for purchases on the open market, through privately negotiated transactions, or other methods, with no expiration date [3]. - The timing and amount of repurchases will depend on market conditions and other considerations, and the authorization does not obligate Upwork to repurchase a specific dollar amount or number of shares [3]. Company Overview - Upwork connects businesses with global, AI-enabled talent across various work types, including freelance and payrolled solutions [4]. - The company has facilitated over $30 billion in total transactions since its founding, aiming to create opportunities in every work era [5].

PALO ALTO, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Upwork Inc. (Nasdaq: UPWK), the world’s human and AI-powered work marketplace, today announced that President and CEO Hayden Brown and CFO Erica Gessert will participate in a fireside chat at The Citizens Technology Conference in San Francisco, CA on Monday, March 2, 2026 at 11:30 a.m. PT/2:30 p.m. ET. A live webcast of the fireside chat will be available in the Events and Presentations section of Upwork’s Investor Relations website at investors.upwork.co ...

Upwork Inc. (NASDAQ:UPWK) is among the 15 Best Small Cap Stocks to Buy According to Wall Street. Goldman Sachs Lowers its Price Target on Upwork Inc. (UPWK) to $27 and Maintains a Buy Rating On February 11, 2026, Goldman Sachs lowered its price target on Upwork Inc. (NASDAQ:UPWK) to $27 from $28 and maintained a Buy rating. The firm said the company delivered a solid fourth-quarter report, with revenue and adjusted EBITDA at or slightly above the high end of prior guidance, based on management’s earnings ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________ ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission File Number 001-38678 _____________________________ UPWORK INC. (Exact Name of Registrant as Specified in its Charter) _____________________________ FORM 10-K _____________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SEC ...

Core Insights - The article emphasizes the importance of value investing, highlighting the strategy of identifying undervalued companies in the market [2] Company Analysis - Upwork (UPWK) is identified as a strong value stock, currently holding a Zacks Rank of 2 (Buy) and a Value grade of A [4] - UPWK has a Forward P/E ratio of 16.25, significantly lower than the industry average of 26.99, indicating potential undervaluation [4] - The stock's Forward P/E has fluctuated between a high of 18.34 and a low of 9.39 over the past 12 months, with a median of 12.61 [4] - UPWK's P/B ratio stands at 4.34, compared to the industry average of 7.81, suggesting a favorable valuation [5] - The P/B ratio has ranged from a high of 5.62 to a low of 2.54 in the past year, with a median of 3.51 [5] - The P/CF ratio for UPWK is 10.81, which is lower than the industry average of 21.40, further indicating undervaluation [6] - UPWK's P/CF has seen a high of 27.03 and a low of 6.33 over the last year, with a median of 9.44 [6] - Overall, the metrics suggest that Upwork is likely undervalued, making it an attractive investment opportunity [7]

Core Viewpoint - Roth Capital has raised the price target for Upwork (UPWK) to $23 from $22 while maintaining a Buy rating on the shares, indicating a positive outlook for the company despite some uncertainties in guidance for Q1 [1] Group 1: Financial Performance - Upwork reported revenue and EBITDA for Q4 that were in-line to slightly above estimates, suggesting a stable financial performance [1] - The Q1 guidance is described as "noisy" due to M&A integration, which implies potential sequential declines in performance [1] Group 2: Analyst Recommendations - Roth Capital suggests that it would be a buyer of Upwork shares following any post-earnings weakness, indicating confidence in the company's long-term prospects despite short-term fluctuations [1]

Core Insights - The recent sell-off in Upwork's shares may be overdone, as the downturn is expected to be temporary [1] - Upwork reported a decline in active clients, leading to a significant drop in stock price [1] Financial Performance - Upwork's fourth-quarter revenue increased by 4% year over year to $198.4 million [3] - The company's gross services volume (GSV) rose by 3% to $1 billion [3] - GSV from the Upwork Business Plus offering for small and midsize businesses (SMBs) surged by 24% sequentially [3] AI Investments - Upwork is heavily investing in artificial intelligence (AI), with AI-powered search recommendations contributing over $100 million to GSV in 2025 [4] - Annualized GSV from AI-related work increased by more than 50% to over $300 million in the fourth quarter [4] Client Metrics - Active clients on Upwork's platform decreased by 6% to 785,000, which raised concerns among investors [6] - The company's churn rate improved throughout 2025, and it anticipates active client growth in the first quarter of 2026 [6] Future Guidance - Upwork's guidance for 2026 includes projected GSV growth of 4% to 6% and revenue growth of 6% to 8% [7] - Expected revenue for 2026 is between $835 million and $850 million, compared to $787.8 million in 2025 [7] - Adjusted earnings per share are forecasted to be between $1.43 and $1.48, compared to $1.41 [7]

Core Viewpoint - Upwork's disappointing Q1 outlook has overshadowed a strong Q4 earnings report, leading to a significant drop in stock price and indicating bearish sentiment among investors [1][2]. Financial Performance - For Q1, Upwork projects revenue between $192 million and $197 million, with earnings per share (EPS) up to $0.28, falling short of analysts' expectations of $200.5 million in revenue and $0.34 EPS [5]. - In Q4, gross services value from AI-related work exceeded $300 million, marking a 50% year-over-year increase, highlighting the company's potential in the AI sector [6]. AI Integration - Approximately 70% of job posts on Upwork are influenced by Uma, the company's proprietary AI tool, indicating significant integration of AI capabilities within the platform [7]. - The management's focus on AI is seen as a key growth driver that may be undervalued in the current market environment [6]. Client Metrics - Although there was a 6% decline in active clients, gross services value per active client increased by 7% in Q4, suggesting improved monetization of the existing user base [8]. - This shift indicates a move towards higher-value engagements and more profitable client relationships [8]. Valuation and Market Position - Upwork shares are currently trading at a forward price-to-earnings (P/E) multiple of about 13x, representing a discount compared to historical norms and peer valuations [9]. - The relative strength index (14-day) for UPWK is around 30, suggesting that the current bearish momentum may be nearing exhaustion [9].

Company Overview - Upwork Inc. (UPWK) experienced a significant decline of over 20% following the release of its quarterly earnings report, despite the earnings not being particularly poor in key areas [1] Market Trends - The article emphasizes the importance of observing megatrends and macrotrends, which can provide insights into societal advancements and potential investment opportunities [1] - The evolution of society and technology is highlighted as a critical factor for companies to seize advantages in the market [1] Investment Focus - The analysis stresses the necessity of focusing on fundamentals, quality of leadership, product pipeline, and other details when evaluating investment opportunities [1] - Recent attention has been directed towards marketing and business strategy, particularly for medium-sized companies and startups [1] Analyst Background - The analyst has a diverse background, including experience in international development and evaluating startups and emerging technologies [1]

Core Insights - Upwork Inc reported better-than-expected financial results for Q4 2025, with revenue of $198.41 million, surpassing analyst estimates of $197.52 million, and adjusted earnings of 36 cents per share, exceeding estimates of 31 cents per share [1][2] Financial Performance - For Q4 2025, Upwork's revenue was $198.41 million, beating analyst expectations [1] - Adjusted earnings for Q4 2025 were reported at 36 cents per share, higher than the anticipated 31 cents per share [1] - The company expects Q1 2026 revenue to be between $192 million and $197 million, below the estimate of $200.83 million, with adjusted earnings projected at 26 to 28 cents per share, compared to the estimate of 34 cents per share [2] - Full-year 2026 revenue is anticipated to be between $835 million and $850 million, slightly below the estimate of $836.15 million, while adjusted earnings are expected to range from $1.43 to $1.48 per share, compared to the estimate of $1.42 per share [3] Market Reaction - Following the earnings announcement, Upwork shares fell by 19.3%, trading at $15.16 [3] - Analysts have adjusted their price targets for Upwork in response to the earnings results [3]