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 ...

Core Insights - Fiverr International (FVRR) is set to report its fourth-quarter 2025 results on February 18, 2026, with projected net sales between $104.3 million and $112.3 million, indicating a growth of 1% to 8% compared to the fourth quarter of 2024, reflecting macroeconomic uncertainty [1][8] - The Zacks Consensus Estimate for net sales stands at $108.71 million, suggesting a growth of 4.86% from the previous year's quarter [1] - The estimated earnings for the fourth quarter are 76 cents per share, showing an 18.75% increase from the year-ago quarter [2] Financial Performance - FVRR's adjusted EBITDA for the fourth quarter is projected to be between $23.9 million and $27.9 million, with a margin of 24% at the midpoint [7] - The company has a history of earnings surprises, with a 10% surprise in the last reported quarter, having beaten the Zacks Consensus Estimate once in the last four quarters [5] Market Trends - The U.S. independent professional workforce grew by 4.3% to an estimated 6.9 million, indicating a positive trend in freelance work [9] - Demand for AI-related services has surged, with AI video creator demand increasing by 66%, searches for AI automation rising by 136%, and prompt engineering growing by 76% [9] Stock Performance - Fiverr shares have declined by 36% over the past six months, underperforming both the Zacks Retail-Wholesale sector and the Zacks Internet – Commerce industry [10] - The stock is currently trading at a forward price-to-sales multiple of 1.08x, which is below the industry average of 1.86x, indicating a potentially undervalued position [13] Strategic Initiatives - The company underwent an AI-focused restructuring in September 2025, resulting in a 30% reduction in workforce, which is expected to enhance profitability and margin expansion [7][8] - Management is targeting a 25% adjusted EBITDA margin by 2026, reflecting a strategic shift towards higher-value projects and AI-powered marketplace capabilities [14]

Core Insights - The article discusses various side hustles that can be pursued from home, highlighting the growing trend of remote work and the potential for earning additional income through flexible arrangements [2]. Group 1: Work-from-Home Opportunities - A Robert Half survey indicates that 88% of U.S. employers now offer hybrid or fully remote work options, making it easier for individuals to start side hustles from home [2]. - Transcriptionists can earn between $9.38 and $30.05 per hour, with a national average of $20 per hour, while medical transcriptionists have a median pay of $18.05 per hour in 2024 [3][11]. - Online tutors can charge rates starting from $10 per hour, with potential earnings of $50 to $90 per hour for in-demand subjects [5]. - Social media management is a growing field, requiring a bachelor's degree and marketing knowledge, with median pay for professional managers in this field at $76.76 per hour in 2024 [6][9]. - Freelance writers earn an average of $23 per hour, with higher rates for those with expertise in niche topics [11]. - Dropshipping can be initiated with as little as $100, with potential earnings of $1,000 to $2,000 per month for full-time beginners [12][13]. - Consulting can yield average hourly pay around $30, with potential earnings exceeding $150 per hour for specialized expertise [18].

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 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].

Layoffs are at an all-time high since 2009, and we’re also experiencing the lowest hiring on record in the job market. But AI spending is also reaching all-time highs—especially among Big Tech companies, who are on an extravagant spending spree. As I recently reported, Alphabet, Meta, Microsoft, and Amazon are forecast to drop a staggering $650 billion on AI in 2026 alone. Most Read from Fast Company And while many companies are pouring a lot of that money—we’re talking hundreds of billions—into building ...

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential opportunities for traders before the market opens [1] Group 1: Premarket Gainers - Abpro Corporation (ABP) is up 80% at $2.74 [3] - Ichor Holdings, Ltd. (ICHR) is up 18% at $40.50 [3] - Microbot Medical Inc. (MBOT) is up 17% at $2.16 [3] - Credo Technology Group Holding Ltd (CRDO) is up 16% at $143.65 [3] - Energy Services of America Corporation (ESOA) is up 15% at $11.00 [3] - Biomerica, Inc. (BMRA) is up 10% at $2.40 [3] - PodcastOne, Inc. (PODC) is up 9% at $3.28 [3] - Clear Channel Outdoor Holdings, Inc. (CCO) is up 7% at $2.36 [3] - OFG Bancorp (OFG) is up 6% at $44.39 [3] - Onity Group Inc. (ONIT) is up 6% at $44.30 [3] Group 2: Premarket Losers - Tectonic Therapeutic, Inc. (TECX) is down 37% at $15.49 [4] - Upwork Inc. (UPWK) is down 24% at $14.18 [4] - Everbright Digital Holding Limited (EDHL) is down 12% at $3.11 [4] - Fly-E Group, Inc. (FLYE) is down 12% at $2.51 [4] - Amentum Holdings, Inc. (AMTM) is down 11% at $32.34 [4] - ZoomInfo Technologies Inc. (GTM) is down 10% at $6.54 [4] - REGENXBIO Inc. (RGNX) is down 9% at $9.31 [4] - Momentus Inc. (MNTS) is down 8% at $5.90 [4] - The Goodyear Tire & Rubber Company (GT) is down 7% at $9.70 [4] - GRI Bio, Inc. (GRI) is down 6% at $2.30 [4]

分组1 - BP reported Q4 revenue of $47.38 billion, a 3.6% year-over-year increase, exceeding estimates by $5.05 billion [2] - BP's Q4 Non-GAAP EPADS was $0.60, in line with expectations [2] - For 2026, BP anticipates reported upstream production to be slightly lower and underlying upstream production to remain broadly flat compared to 2025 [2] - BP has decided to suspend share buybacks and allocate excess cash to strengthen its balance sheet, aiming to invest in oil and gas opportunities [2] 分组2 - The Trump administration plans to provide tariff carve-outs for companies like Amazon, Google, and Microsoft, linked to investment commitments from TSMC [2] - TSMC has pledged to invest $165 billion in building capacity in the U.S. as part of this tariff exemption plan [2] - The administration's plans are still in flux and have not yet been finalized [2] 分组3 - Instacart has partnered with 1-800-Flowers.com, allowing U.S. customers to order flowers directly through the Instacart app [2] - This partnership aims to expand Instacart's offerings in time for Valentine's Day, a significant gifting holiday [2] - Instacart reported a 1.47% increase in shares, while 1-800-Flowers.com saw a 0.25% rise [2]

Economic Data and Forecasts - U.S. Retail Sales are expected to increase by +0.4% month-over-month in December, following a +0.6% increase in November [1] - U.S. Core Retail Sales rose +0.5% month-over-month in November, with economists predicting a +0.3% increase for December [4] - The U.S. Employment Cost Index is anticipated to remain at +0.8% quarter-over-quarter for Q4, consistent with Q3 [5] - Import and Export Price Indexes are expected to rise by +0.1% month-over-month in December, down from +0.4% and +0.5% respectively in the previous month [5] Stock Market Performance - Wall Street's main stock indexes ended positively, with Microsoft rising over +3% and Meta Platforms gaining more than +2% [3] - Chip stocks like Broadcom and Advanced Micro Devices also saw gains of more than +3% [3] - AppLovin surged over +13% after the withdrawal of allegations against it, while Kyndryl Holdings fell more than -54% due to disappointing FQ3 results and CFO exit [3] Corporate Earnings - Notable companies reporting quarterly figures include Coca-Cola, Gilead Sciences, CVS Health, and Ford, with S&P 500 companies expected to see an average +8.4% increase in Q4 earnings year-over-year [7] - In the bond market, the yield on the benchmark 10-year U.S. Treasury note is at 4.180%, down -0.33% [7] International Market Updates - The Euro Stoxx 50 Index is up +0.03%, with chemical stocks leading gains after a positive sector assessment by Goldman Sachs [8] - Kering's stock jumped over +12% following improved Q4 sales trends [8] - Asian markets closed positively, with China's Shanghai Composite Index up +0.13% and Japan's Nikkei 225 up +2.28% [9] Pre-Market Stock Movements - Taiwan Semiconductor Manufacturing Co. shares rose over +2% in pre-market trading due to strong January revenue growth [12] - Credo Technology surged more than +16% after raising its FQ3 revenue guidance [12] - Palantir Technologies rose over +2% after an upgrade to Buy from Daiwa [13]

Core Insights - Upwork reported record revenue and adjusted EBITDA for 2025, driven by growth in AI-related work and the Business Plus offering for small businesses [4][6][3] Financial Performance - In Q4, Upwork achieved a 3% year-over-year growth in gross services volume (GSV) and a 4% increase in revenue, with adjusted EBITDA margin at 27% [2] - For the full year 2025, Upwork reported over $4 billion in GSV, $788 million in revenue, and $226 million in adjusted EBITDA, marking record highs [3][6] - Q4 GSV exceeded $1 billion, with average GSV per active client rising 7% year-over-year to over $5,100 [2][6] Client Metrics - The company ended Q4 with 785,000 active clients, with churn improving to its lowest level in over eight quarters [1] - Active Business Plus clients grew 49% sequentially in Q4, with these clients spending nearly 2.5 times more than the marketplace average [11][12] AI Integration and Growth - AI-related work grew over 50% year-over-year, generating an annualized GSV of over $300 million in Q4 [6][8] - AI-native features contributed approximately $100 million in incremental GSV in 2025, with significant growth in categories like Generative AI [7][8] Business Plus and Enterprise Strategy - Business Plus saw a 24% increase in GSV quarter-over-quarter in Q4, with management targeting it to double in GSV by 2026 [12][18] - The Lifted platform, aimed at enterprise clients, is expected to drive significant growth, with a target of 25% GSV growth for the enterprise business in 2026 [13][15] Margins and Cash Flow - Gross margin was 78.0% in Q4 and 77.8% for the full year 2025, with non-GAAP operating expenses at 54% of revenue in Q4 [16] - Free cash flow for Q4 was $57 million, with the company repurchasing about 2 million shares for $34 million [17] 2026 Outlook - For 2026, Upwork guided GSV growth of 4% to 6% and revenue between $835 million and $850 million [6][18] - Q1 2026 revenue is expected to be between $192 million and $197 million, with adjusted EBITDA margin projected at 23% to 24% [19]