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Upstart Holdings, Inc. (UPST)

Listed on NASDAQ Global Select • Financial Services / Financial - Credit Services
UPST logo

Overview

Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.

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Key Information

Symbol: UPST
CEO: David J. Girouard
Exchange: NASDAQ Global Select
CIK: 0001647639
SEC Filings: View SEC →

Stock Snapshot (Updated: Nov 05 04:00 PM EST)

Price
41.75
Change
-4.49
Change %
-9.71%
Open
39.38
Previous Close
46.24
High
42.29
Low
39.16
Volume
21,919,920
Market Cap
4,017,090,816
EV/EBITDA
0

Capital Structure (Updated: Nov 05 04:00 PM EST)

Shares Outstanding
96,217,742
FloatShares
84,107,777
Float Ratio
87.41%
Shares Short
28,675,988
Short Percent Of Float
The percent of float shares currently sold short. Reflects market sentiment and risk of a short squeeze.
33.98%
Short Ratio
Days needed to cover all short positions. Indicates short-selling pressure.
3.67 trading days
Held Percent Insiders
12.42%
Held Percent Institutions
72.19%

Calendar Events (Upcoming Earnings & Revenue Forecasts)

Earnings
Earnings Date 2025-11-04
Earnings Call 2025-11-04
Avg EPS Estimate 0.4661
Low EPS Estimate 0.41
High EPS Estimate 0.54
Revenue
Avg Revenue Forecast 288,838,290
Low Revenue Forecast 287,623,000
High Revenue Forecast 292,423,000

UPST Liquidity Indicators Shows key metrics that reflect cash availability and short-term payment ability

Field Value Description
Cash Holdings$400,556,000Cash on hand, which directly shows a company's ability to meet short-term obligations.
Quick Ratio3.784The quick ratio, which excludes inventory, measures short-term solvency; a value above 1 is considered relatively safe.
Current Ratio15.74The current ratio, calculated as current assets divided by current liabilities; the higher the value, the better the liquidity.
Total Debt$1,537,464,064Total liabilities, used together with cash and liquidity ratios to assess debt burden.

UPST Profitability Indicators Shows key metrics that reflect overall earnings, margins, and core business profitability

Field Value Description
EBITDA$5,517,000EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization), which measures the profitability of core operations.
Operating Cash Flow$-65,234,000Operating cash flow, which reflects a company's cash-generating ability.
Free Cash Flow$-223,471,008Free cash flow, after deducting capital expenditures, which can be used for dividends or reinvestment.
Gross Margin81.17%Gross margin; a higher value indicates stronger product profitability.
Operating Margin4.65%Operating margin; slightly negative, indicating high operating costs.
Profit Margin-0.72%Net profit margin, which reflects overall profitability.

UPST Leverage & Financial Health Indicators Shows key metrics that reflect debt levels, liquidity, and overall financial stability

Field Value Description
Debt/Equity Ratio212.94%Low leverage level, indicating the company has low debt pressure.
Total Debt$1,537,464,064Used together with cash and EBITDA to assess debt-paying ability.

UPST Growth Indicators Shows key financial metrics that reflect profitability, cash flow, and business expansion

Field Value Description
Revenue Growth (YoY)90.60%Rapid revenue growth, indicating fast business expansion.
Earnings Growth (YoY)0.00%Significant EPS growth, indicating rapid improvement in profitability.

Financial Data for UPST (Key ratios, margins, and cash flow)

Field Value Description
Current Price$41.75Latest stock trading price
Price Target (High)$105Analyst highest expected price
Price Target (Low)$20Analyst lowest expected price
Price Target (Average)$67.62Average target price across analysts
Price Target (Median)$70Median of target prices
Average Rating Score2.53Average analyst rating (1=Strong Buy, 5=Sell)
Consensus RecommendationholdConsensus rating
Analyst Coverage Count13Number of analysts providing estimates
Cash Holdings$400,556,000Total cash held by the company
Cash per Share$4.16Cash value per outstanding share
Total Debt$1,537,464,064Company's total debt
Quick Ratio3.784Ability to cover short-term liabilities (excludes inventory)
Current Ratio15.74Overall short-term liquidity
Debt/Equity Ratio212.94%Leverage ratio: Debt / Equity
EBITDA$5,517,000Earnings before interest, taxes, depreciation & amortization
Total Revenue$884,806,976Total company revenue
Revenue per Share$9.51Total revenue divided by shares outstanding
Gross Profit81.17%Revenue minus cost of goods sold
Return on Assets-0.49%Net income / Total assets
Return on Equity-0.96%Net income / Shareholder equity
Earnings Growth (YoY)0.00%Year-over-year EPS growth
Revenue Growth (YoY)90.60%Year-over-year revenue growth
Gross Margin81.17%Gross profit / Total revenue
EBITDA Margin0.62%EBITDA / Revenue
Operating Margin4.65%Operating income / Revenue
Profit Margin-0.72%Net income / Revenue
Free Cash Flow$-223,471,008Cash left after capital expenditures
Operating Cash Flow$-65,234,000Cash from core business operations
CurrencyUSDReported in US dollars
Last Updated2025-11-05Data source from Yahoo