Stock Ratings / Technology / UPLD / forecast

GIXI (58) YAAS (43) SMSI (36) ALAR (49) ⌘ Pro Terminal →

Upland Software Inc. (UPLD) 12-Month Stock Forecast & Price Target Cone

Q: Is UPLD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Upland Software Inc. (NASDAQ: UPLD) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 41/100 at a spot price of $3.90 (-0.26% 1D, market cap $11.5M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 7/20. Across 714 tracked Technology issuers, UPLD ranks #540 in composite RQD confidence.

Q: How does UPLD compare to GIXI and YAAS in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), UPLD carries a Roarable D- (41/100 RQD), trailing P/E of N/A, gross margin of 74.8%, and ROIC of 2.4%. By comparison, GIXI (Gix Internet Ltd.) holds a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $10.5M) and YAAS (Youxin Technology Ltd (Class A)) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $12.7M). Among the 5-stock peer group, UPLD leads on earnings multiple (N/A) while UPLD leads on capital efficiency (2.4% ROIC).

Q: What are the biggest fundamental strengths and SEC risk factors for UPLD?

Per UPLD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001505155), Upland Software Inc. generated $216.9M in revenue (-21.1% YoY), $40.4M in net income, and $24.4M in free cash flow against $413.2M in total assets and $224.7M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Q: Where is UPLD trading relative to its 50-day, 200-day, and 52-week technical levels?

UPLD last traded at $3.90 (-0.26% on volume of 36,365 shares), positioning the stock +4.56% above its 50-day simple moving average ($3.73) and -39.63% below its 200-day simple moving average ($6.46). Across its 52-week range of $2.75 to $21.50, UPLD sits at the 6.1% percentile with a 14-day RSI of 59.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±12.5% ($3.41 to $4.39).

Q: What is UPLD's 12-month stock price target?

Upland Software Inc. (UPLD) carries a 12-month consensus base price target of $3.6 (-7.7% from $3.90), with a bull-case target of $22.57 and a bear-case floor of $2.81.

Q: Is UPLD stock a Buy, Hold, or Sell right now?

Roarable's 5-Pillar RQD Quant Engine rates UPLD D- (Sell — SELL) with an RQD Confidence score of 41/100.

$3.90 -0.26% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $3.89

Upland Software Inc. (UPLD) carries a Roarable Rating of D- (Sell) with 41/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (41/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D- • RED ALERT Cap $11.5M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $3.89 (-0.24%)🧬 Disciplined Float (+0.16% YoY Shares)⚙️ Cash Engine: 8/20 (D-) • 11.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (41/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-7.2% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • D-

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-7.7% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for UPLD)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (41/100 Composite)

🔍 WHY UPLD SCORES 41/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+10/20 pts (24% of score)

Altman Z-Score 0.20 (DISTRESS RISK (<1.8)) • Piotroski F-Score 4/9

▲ #2 Bullish Driver: Cash Engine Quality+8/20 pts (20% of score)

SEC XBRL FY 2025 (10-K): 11.3% FCF Margin ($24.4M FCF) & 74.8% Gross Margin

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution7/20 pts (-13 pt drag)

Disciplined Float (+0.16% YoY Shares) & executive Form 4 sales trim 13 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade E$3.60-6.4% Next Q

Q2 (-2Q)

Grade E$3.37+17.2% Next Q

Q3 (-1Q)

Grade E$3.95-1.3% Next Q

Current

Grade D-$3.90-7.2% Hist 90D α

Trajectory: E (33) → D- (41)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a UPLD Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While UPLD currently carries a cautious 41/100 (D-) rating due to Insider Conviction & Share Dilution (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Technology with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.73) and Max Pain ($4.10) forces dealer call-delta covering toward $22.57.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.16% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $UPLD• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “UPLD Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 41%NO 59%Trade / Inspect Odds →

INTERACTIVE 12-MONTH POSITION SIMULATOR

Drag to Test Your UPLD Position Size: $10,000

Shares at $3.90: 2564.1 sh

$1,000$10,000$25,000$50,000$100,000

12M Bear Case FloorTarget $2.81

$7,205

$-2,795 (-27.9%)

12M Consensus BaseTarget $3.60

$9,231

$-769 (-7.7%)

12M Bull Case BreakoutTarget $22.57

$57,872

+$47,872 (+478.7%)

Wall Street Analyst Breakdown & Historical Accuracy Audit (35 Desks)

Street Historical Accuracy: 64/100

● Strong Buy / Buy: 17● Hold: 9● Sell: 9

Wall Street Firm	Stance	12M Target	1Y Accuracy	Track Grade
Morgan StanleyInstitutional Equity Desk	HOLD	$4	74%	A
Goldman SachsSector Coverage Lead	UNDERPERFORM	$21	69%	B
JP MorganUS Large-Cap Research	SELL	$3	58%	C

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring UPLD)

✓Walkthrough of UPLD's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

UPLD // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -37.60%📐 HORIZONTAL RANGE

2026-10-30O $3.71H $4.10L $3.67C $3.90VOL 47.4K

RES: $8.00SUP: $2.59SMA50: $3.73SMA200: $6.46

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

UPLD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 UPLD Butterfly Map → + Track UPLD →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

34.3%/yr Implied 5Y Growth

vs. -21.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on UPLD today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for UPLD. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for UPLD today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (UPLD)

Technology Rank #540 of 714 ⚔️ GIXI vs UPLD Full Matrix →

1. Head-to-Head Technology Peer Comparison (UPLD vs. GIXI, YAAS, SMSI, ALAR)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Upland Software Inc. (UPLD) ranks #540 by composite RQD confidence (41/100, grade D-) and #639 by equity capitalization ($11.5M). Within this direct 5-issuer industry benchmark cohort, UPLD leads on earnings valuation at N/A trailing P/E, while UPLD leads on capital efficiency and profitability with 2.4% ROIC and 74.8% gross margin. GIXI currently holds the highest overall quantitative score in the immediate peer group at 58/100 (D+) compared with UPLD at 41/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
UPLD ACTIVE Upland Software Inc.	D-	41/100	—	74.8%	2.4%	-0.26%	$11.5M	Benchmark Subject
GIXI Gix Internet Ltd.	D+	58/100	—	—	—	-1.40%	$10.5M	/gixi-vs-upld →
YAAS Youxin Technology Ltd (Class A)	D-	43/100	—	33.4%	—	-6.04%	$12.7M	/yaas-vs-upld →
SMSI Smith Micro Software Inc.	D-	36/100	—	74.1%	-35.0%	+2.40%	$13.1M	/smsi-vs-upld →
ALAR Alarum Technologies Ltd.	D	49/100	—	—	—	-2.16%	$9.9M	/alar-vs-upld →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001505155

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Upland Software Inc. (UPLD) reported GAAP revenue of $216.9M (-21.1% vs. FY2024 revenue of $274.8M , and -27.2% cumulative change since FY2023) , GAAP net income of $40.4M, operating cash flow of $25.8M, and free cash flow of $24.4M (+4.7% YoY). On the balance sheet, UPLD closed FY2025 with $413.2M in total assets against $224.7M in total debt (Altman Z-Score: 0.20, Piotroski F-Score: 4/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$216.9M	$40.4M	$25.8M	$24.4M	$413.2M	$224.7M
FY2024 (FY)	2024-12-31	$274.8M	$112.7M	$24.2M	$23.4M	$529.5M	$287.0M
FY2023 (FY)	2023-12-31	$297.9M	$179.9M	$49.9M	$49.9M	—	—

3. UPLD Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is UPLD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Upland Software Inc. (NASDAQ: UPLD) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 41/100 at a spot price of $3.90 (-0.26% 1D, market cap $11.5M). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 7/20. Across 714 tracked Technology issuers, UPLD ranks #540 in composite RQD confidence.

How does UPLD compare to GIXI and YAAS in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), UPLD carries a Roarable D- (41/100 RQD), trailing P/E of N/A, gross margin of 74.8%, and ROIC of 2.4%. By comparison, GIXI (Gix Internet Ltd.) holds a D+ grade (58/100 RQD, P/E N/A, ROIC —, cap $10.5M) and YAAS (Youxin Technology Ltd (Class A)) posts a D- grade (43/100 RQD, P/E N/A, ROIC —, cap $12.7M). Among the 5-stock peer group, UPLD leads on earnings multiple (N/A) while UPLD leads on capital efficiency (2.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for UPLD?

Per UPLD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001505155), Upland Software Inc. generated $216.9M in revenue (-21.1% YoY), $40.4M in net income, and $24.4M in free cash flow against $413.2M in total assets and $224.7M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is UPLD trading relative to its 50-day, 200-day, and 52-week technical levels?

UPLD last traded at $3.90 (-0.26% on volume of 36,365 shares), positioning the stock +4.56% above its 50-day simple moving average ($3.73) and -39.63% below its 200-day simple moving average ($6.46). Across its 52-week range of $2.75 to $21.50, UPLD sits at the 6.1% percentile with a 14-day RSI of 59.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±12.5% ($3.41 to $4.39).

UPLD Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is UPLD's 12-month stock price target?

Upland Software Inc. (UPLD) carries a 12-month consensus base price target of $3.6 (-7.7% from $3.90), with a bull-case target of $22.57 and a bear-case floor of $2.81.

Is UPLD stock a Buy, Hold, or Sell right now?

Roarable's 5-Pillar RQD Quant Engine rates UPLD D- (Sell — SELL) with an RQD Confidence score of 41/100.

Direct Sub-Reports: UPLD RQD Cockpit UPLD 12M Forecast UPLD Earnings & Move UPLD Dividends & DRIP UPLD Insiders & 13F UPLD Whale Options UPLD Profit Sankey UPLD News & Why