Upstart Holdings Stock Analysis

Upstart Stock Analysis Notes

About 13.0% of the company outstanding shares are owned by insiders. The company recorded a loss per share of 0.73. Upstart Holdings had not issued any dividends in recent years. Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence lending platform in the United States. The company was founded in 2012 and is headquartered in San Mateo, California. Upstart Holdings operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 1497 people. For more information please call the company at 833 212 2461 or visit https://www.upstart.com.

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Upstart Holdings Environmental, Social, and Governance (ESG) Scores

Upstart Stock Institutional Investors

Note, although Upstart Holdings' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Upstart Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 7.46 B.

Upstart Profitablity

The company has Profit Margin (PM) of (0.09) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of 0.01 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.01.

Management Efficiency

Upstart Holdings has return on total asset (ROA) of (0.0217) % which means that it has lost $0.0217 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.103) %, meaning that it created substantial loss on money invested by shareholders. Upstart Holdings' management efficiency ratios could be used to measure how well Upstart Holdings manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to -0.05 in 2025. Return On Capital Employed is likely to gain to -0.08 in 2025. Total Current Liabilities is likely to gain to about 325.8 M in 2025, whereas Liabilities And Stockholders Equity is likely to drop slightly above 1.5 B in 2025.

Technical Drivers

As of the 20th of July, Upstart Holdings has the Risk Adjusted Performance of 0.2563, semi deviation of 3.01, and Coefficient Of Variation of 375.86. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Upstart Holdings, as well as the relationship between them.

Upstart Holdings Price Movement Analysis

Upstart Holdings Insider Trading Activities

Upstart Holdings Outstanding Bonds

Upstart Holdings Predictive Daily Indicators

Upstart Holdings Corporate Filings

Upstart Holdings Forecast Models

Upstart Holdings' time-series forecasting models are one of many Upstart Holdings' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Upstart Holdings' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Stock analysis is the technique used by a trader or investor to examine and evaluate how Upstart Holdings prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Upstart shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Upstart Holdings. By using and applying Upstart Stock analysis, traders can create a robust methodology for identifying Upstart entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Upstart analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Upstart analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Upstart Holdings stock analysis indicators help investors evaluate how Upstart Holdings stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Upstart Holdings shares will generate the highest return on investment. By understating and applying Upstart Holdings stock analysis, traders can identify Upstart Holdings position entry and exit signals to maximize returns.

When running Upstart Holdings' price analysis, check to measure Upstart Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upstart Holdings is operating at the current time. Most of Upstart Holdings' value examination focuses on studying past and present price action to predict the probability of Upstart Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upstart Holdings' price. Additionally, you may evaluate how the addition of Upstart Holdings to your portfolios can decrease your overall portfolio volatility.