Here’s The Case for and Against Upland Software, Inc. (UPLD)

On Wednesday, shares of Upland Software, Inc. (NASDAQ:UPLD) marked $34.54 per share versus a previous $35.21 closing price. With having a -1.90% loss, an insight into the fundamental values of Upland Software, Inc., investors would also find a great ally in the technical patterns of the stock movements showed in stock charts. UPLD showed a fall of -3.28% within its YTD performance, with highs and lows between $20.75 – $48.57 during the period of 52 weeks, compared to the simple moving average of -0.89% in the period of the last 200 days.

Credit Suisse equity researchers changed the status of Upland Software, Inc. (NASDAQ: UPLD) shares to a “Outperform” rating in the report published on November 6th, 2019. Other analysts, including Needham, also published their reports on UPLD shares. Needham repeated the rating from the previous report, marking UPLD under “Buy” rating, in the report published on June 24th, 2019. Additionally, UPLD shares got another “Buy” rating from Jefferies. On March 8th, 2019, Needham Reiterated an Buy rating and increased its price target from $40 to $45. On the other hand, ROTH Capital Upgrade the “Buy” rating for UPLD shares, as published in the report on August 9th, 2018. Needham seems to be going bullish on the price of UPLD shares, based on the price prediction for UPLD, indicating that the shares will jump from $37 to $40, giving the shares “Buy” rating based on their report from August 9th, 2018. Another “Buy” rating came from Needham, providing a prediction for $40 price target according to the report published in June 29th, 2018.

Upland Software, Inc. (UPLD) Analysis

The present dividend yield for UPLD owners is set at 0, marking the return investors will get regardless of the company’s performance in the upcoming period. However, in order for the company to be able to pay its dividends, just like it is the case with Upland Software, Inc., the company needs to provide a healthy cash flow, currently at the value of 1219.76. In addition, the growth of sales from quarter to quarter is recording 40.20%, hinting the company’s progress in the upcoming progress.

In order to gain a clear insight on the performance of Upland Software, Inc. (UPLD) as it may occur in the future, there are more than several well-rounded types of analysis and research techniques, while equity is most certainly one of the more important indicators into the company’s growth and performance. In this case, you want to make sure that the return on the present equity of -28.00% is enough for you to make a profit out of your investment. You may also count in the quick ratio of the company, currently set at 1.30 so you would make sure that the company is able to cover the debts it may have, which can be easily seen in annual reports of the company.

Set to affect the volatility of a given stock, the average volume can also be a valuable indicator, while UPLD is currently recording an average of 216.81K in volumes. The volatility of the stock on monthly basis is set at 4.85%, while the weekly volatility levels are marked at 4.00%with 6.74% of gain in the last seven days. Additionally, long-term investors are predicting the target price of $41.14, indicating growth from the present price of $34.54, which can represent yet another valuable research and analysis points that can help you decide whether to invest in UPLD or pass.

What to Look for When Analyzing Upland Software, Inc. Shares?

Upland Software, Inc. (UPLD) is based in the USA and it represents one of the well-known company operating with Technology sector. If you wish to compare UPLD shares with other companies under Electronic Equipment and Consumer Goods, a factor to note is the P/E value of for Upland Software, Inc., while the value 16.64 can represent an indicator in the future growth of the company in terms of investor’s expectations. The later value should have a steady growth rate, increasing and growing gradually, which serves the purpose of reliably showcasing the progress of the company. The value -2.35 is supported by the yearly EPS growth of -262.20%.

Besides from looking into the fundamentals, you should also note the number of people inside the company owning the shares, as the values should be in line with the expectations of investors. In that spirit, the present ownership of stocks inside the company is set at 10.60%, which can provide you with an insight of how involved executives are in owning shares of the company. In oppose to the executives’ share, the institutional ownership counts 87.50% of shares, carrying an equal significance as an indicator of value, as the presence of large investors may signal a strong company.

Are Institutional Investors Increasing Stakes in UPLD Shares?

It appears that more than several institutional investors and hedge funds decided to increase stakes in UPLD in the recent period. That is how CDAM now has an increase position in UPLD by 16.51% in the first quarter, owning 1.47 million shares of UPLD stocks, with the value of $51.1 million after the purchase of an additional 208,301 shares during the last quarter. In the meanwhile, The Vanguard Group, Inc. also increased their stake in UPLD shares changed 1.23% in the first quarter, which means that the company now owns 1.08 million shares of company, all valued at $37.61 million after the acquisition of additional 13,104 shares during the last quarter.

Wasatch Advisors, Inc. acquired a new position in Upland Software, Inc. during the first quarter, with the value of $35.48 million, and Portolan Capital Management LLC increased their stake in the company’s shares by 0.51% in the first quarter, now owning 5,101 shares valued at $34.82 million after the acquisition of the additional 1 million shares during the last quarter. In the end, Royce & Associates LP increased their position by 31.79% during the first quarter, now owning 802615 UPLD shares, now holding the value of $27.9 million in UPLD with the purchase of the additional 201,800 shares during the period of the last quarter. At the present, 87.50% of UPLD shares are in the ownership of institutional investors.