Needham maintains Upland Software stock with a Hold rating

Published 13/05/2025, 12:30
Needham maintains Upland Software stock with a Hold rating

Tuesday, Upland Software (NASDAQ:UPLD), currently trading at $2.84, retained its Hold rating from Needham, following the company’s first-quarter results for 2025, which surpassed expectations. The stock has shown remarkable momentum, gaining over 21% in the past week, according to InvestingPro data. Upland’s efforts to refine its operations were recognized, as evidenced by its recent divestiture of the Mobile Messaging product line after the end of the quarter. This move is projected to reduce the company’s full-year 2025 revenue by $25 million from its current $267.71M, though it is not expected to affect adjusted EBITDA, which stands at $40.9M for the last twelve months.

The sale of the Mobile Messaging business netted Upland $10 million, a transaction that underscores the challenges faced by the division. Needham’s commentary highlighted Upland’s strategic decision to streamline its product portfolio, which included eliminating a level of go-to-market (GTM) management and reorganizing the sales team to focus on specific product lines.

Needham views these changes positively, particularly in light of the strength of certain Upland products and the company’s historical difficulty with cross-selling products that are loosely related. Despite the divestiture, Upland has maintained its full-year 2025 guidance at the midpoint, excluding the financial impact of the product line sale.

Looking forward, Needham anticipates that Upland’s revenue may continue to decline into fiscal year 2026 due to the effects of the divestitures and the phasing out of certain revenue streams. This outlook takes into account the company’s ongoing efforts to optimize its product offerings and sales strategies. InvestingPro analysis suggests the stock is slightly undervalued at current levels, with a strong free cash flow yield of 33%. For deeper insights into Upland’s valuation and 8 additional exclusive ProTips, consider accessing the comprehensive Pro Research Report, available with an InvestingPro subscription.

In other recent news, Upland Software reported its Q1 2025 earnings, surpassing revenue expectations and demonstrating strong financial health with an adjusted EBITDA of $13.1 million and a 21% margin. The company’s revenue beat led to a positive market reaction, though specific stock price movements are not discussed here. Upland has also reduced its net debt to $226 million, signaling enhanced financial stability. The company has launched innovative AI-powered products and divested non-core assets, focusing on high-margin, high-growth product segments. Looking ahead, Upland has provided a Q2 2025 revenue guidance range of $50.3 million to $56.3 million, with adjusted EBITDA expected between $12.1 million and $15.1 million. For the full year 2025, revenue is projected to be between $209.5 million and $227.5 million, with adjusted EBITDA ranging from $55 million to $64 million. The company aims for EBITDA margins approaching 30% and projects organic growth over 4% in 2026. Additionally, Upland’s strategic focus has resulted in a core organic growth rate expected to increase to 2% in Q2, with further growth anticipated throughout the year.

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