upstart holdings inc. - UPST

UPST

Close Chg Chg %
24.22 1.42 5.86%

Closed Market

25.64

+1.42 (5.86%)

Volume: 6.09M

Last Updated:

Mar 31, 2026, 4:00 PM EDT

Company Overview: upstart holdings inc. - UPST

UPST Key Data

Open

$24.94

Day Range

24.47 - 26.02

52 Week Range

23.97 - 87.30

Market Cap

$2.38B

Shares Outstanding

98.06M

Public Float

85.38M

Beta

2.44

Rev. Per Employee

N/A

P/E Ratio

53.44

EPS

$0.55

Yield

0.00%

Dividend

N/A

EX-DIVIDEND DATE

SHORT INTEREST

N/A

AVERAGE VOLUME

5.17M

 

UPST Performance

1 Week
 
-2.22%
 
1 Month
 
-11.05%
 
3 Months
 
-44.61%
 
1 Year
 
-30.40%
 
5 Years
 
-83.21%
 

UPST Analyst Ratings

  • Sell
  • Under
  • Hold
  • Over
  • Buy
Number of Ratings 17
Full Ratings ➔

About upstart holdings inc. - UPST

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

UPST At a Glance

Upstart Holdings, Inc.
2950 South Delaware Street
San Mateo, California 94403
Phone 1-833-212-2461 Revenue 1.04B
Industry Finance/Rental/Leasing Net Income 53.60M
Sector Finance 2025 Sales Growth 63.992%
Fiscal Year-end 12 / 2026 Employees 1,405
View SEC Filings

UPST Valuation

P/E Current 53.442
P/E Ratio (with extraordinary items) N/A
P/E Ratio (without extraordinary items) 96.492
Price to Sales Ratio 4.503
Price to Book Ratio 5.367
Price to Cash Flow Ratio N/A
Enterprise Value to EBITDA 82.123
Enterprise Value to Sales 5.308
Total Debt to Enterprise Value 0.342

UPST Efficiency

Revenue/Employee 742,958.719
Income Per Employee 38,150.178
Receivables Turnover N/A
Total Asset Turnover 0.391

UPST Liquidity

Current Ratio 3.948
Quick Ratio 3.948
Cash Ratio 3.948

UPST Profitability

Gross Margin 97.621
Operating Margin 4.084
Pretax Margin 5.205
Net Margin 5.135
Return on Assets 2.007
Return on Equity 7.486
Return on Total Capital 1.988
Return on Invested Capital 2.214

UPST Capital Structure

Total Debt to Total Equity 237.456
Total Debt to Total Capital 70.367
Total Debt to Total Assets 63.763
Long-Term Debt to Equity 236.128
Long-Term Debt to Total Capital 69.973
  • Income Statement
  • Balance Sheet
  • Cash Flow Statement

Annual Financials for Upstart Holdings Inc. - UPST

Collapse All in section
All values USD millions. 2022 2023 2024 2025 5-year trend
Sales/Revenue
842.44M 513.56M 636.53M 1.04B
Sales Growth
-0.72% -39.04% +23.94% +63.99%
Cost of Goods Sold (COGS) incl D&A
13.51M 24.90M 20.55M 24.84M
COGS excluding D&A
- - - -
-
Depreciation & Amortization Expense
13.51M 24.90M 20.55M 24.84M
Depreciation
- 20.60M 20.55M 23.70M
Amortization of Intangibles
- - 4.30M 1.14M
-
COGS Growth
- +84.29% -17.48% +20.86%
Gross Income
828.93M 488.66M 615.98M 1.02B
Gross Income Growth
- -41.05% +26.05% +65.43%
Gross Profit Margin
+98.40% +95.15% +96.77% +97.62%
2022 2023 2024 2025 5-year trend
SG&A Expense
942.79M 745.18M 788.84M 976.39M
Research & Development
237.25M 280.14M 253.65M 257.60M
Other SG&A
705.55M 465.05M 535.18M 718.79M
SGA Growth
+34.65% -20.96% +5.86% +23.78%
Other Operating Expense
- - - -
-
Unusual Expense
4.68M 4.71M (25.67M) 12.63M
EBIT after Unusual Expense
(118.55M) (261.23M) (147.19M) 30.01M
Non Operating Income/Expense
9.47M 21.21M 18.79M 24.32M
Non-Operating Interest Income
- - - -
-
Equity in Earnings of Affiliates
- - - -
-
Interest Expense
- - - -
-
Interest Expense Growth
- - - -
-
Gross Interest Expense
- - - -
-
Interest Capitalized
- - - -
-
Pretax Income
(109.07M) (240.03M) (128.40M) 54.33M
Pretax Income Growth
-181.56% -120.06% +46.51% +142.31%
Pretax Margin
-12.95% -46.74% -20.17% +5.20%
Income Tax
(409.00K) 107.00K 185.00K 728.00K
Income Tax - Current - Domestic
174.00K 107.00K 185.00K 728.00K
Income Tax - Current - Foreign
- - - -
-
Income Tax - Deferred - Domestic
- - - (583.00K)
-
Income Tax - Deferred - Foreign
- - - -
-
Income Tax Credits
- - - -
-
Equity in Earnings of Affiliates
- - - -
-
Other After Tax Income (Expense)
- - - -
-
Consolidated Net Income
(108.67M) (240.13M) (128.58M) 53.60M
Minority Interest Expense
- - - -
-
Net Income
(108.67M) (240.13M) (128.58M) 53.60M
Net Income Growth
-180.23% -120.98% +46.45% +141.69%
Net Margin Growth
-12.90% -46.76% -20.20% +5.13%
Extraordinaries & Discontinued Operations
- - - -
-
Discontinued Operations
- - - -
-
Net Income After Extraordinaries
(108.67M) (240.13M) (128.58M) 53.60M
Preferred Dividends
- - - -
-
Net Income Available to Common
(108.67M) (240.13M) (128.58M) 53.60M
EPS (Basic)
-1.3128 -2.8667 -1.4375 0.5582
EPS (Basic) Growth
-175.70% -118.37% +49.86% +138.83%
Basic Shares Outstanding
82.77M 83.77M 89.45M 96.03M
EPS (Diluted)
-1.3128 -2.8667 -1.4375 0.4532
EPS (Diluted) Growth
-191.86% -118.37% +49.86% +131.53%
Diluted Shares Outstanding
82.77M 83.77M 89.45M 107.49M
EBITDA
(100.35M) (231.62M) (152.31M) 67.47M
EBITDA Growth
-167.61% -130.81% +34.24% +144.30%
EBITDA Margin
-11.91% -45.10% -23.93% +6.46%

Snapshot

Average Recommendation OVERWEIGHT Average Target Price 44.125
Number of Ratings 17 Current Quarters Estimate 0.562
FY Report Date 06 / 2026 Current Year's Estimate 2.048
Last Quarter’s Earnings 0.41 Median PE on CY Estimate N/A
Year Ago Earnings 1.656 Next Fiscal Year Estimate 2.994
Median PE on Next FY Estimate N/A

Earnings Per Share

This Quarter Next Quarter This Fiscal Next Fiscal
# of Estimates 9 9 14 14
Mean Estimate 0.56 0.63 2.05 2.99
High Estimates 0.84 0.91 2.86 4.47
Low Estimate 0.23 0.32 0.96 1.62
Coefficient of Variance 31.43 25.88 25.38 25.14

Analysts Recommendations

Current 1 Month Ago 3 Months Ago
BUY 8 8 7
OVERWEIGHT 0 0 0
HOLD 7 8 7
UNDERWEIGHT 0 0 0
SELL 2 2 3
MEAN Overweight Overweight Hold

Insider Actions for Upstart Holdings Inc. - UPST

Date Name Shares Transaction Value
Jul 11, 2025 Scott L. Darling Chief Legal Officer 142,014 Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 Non-derivative transaction at $13.22 per share 1,877,425.08
Jul 11, 2025 Scott L. Darling Chief Legal Officer 137,014 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $80.04 per share 10,966,600.56
Jul 11, 2025 Scott L. Darling Chief Legal Officer 208,527 Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 0.00
Jul 11, 2025 Natalia Mirgorodskaya See Remarks 28,623 Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 Non-derivative transaction at $25.9 per share 741,335.70
Jul 11, 2025 Natalia Mirgorodskaya See Remarks 24,623 Open market or private sale of non-derivative or derivative security Non-derivative transaction at $80.07 per share 1,971,563.61
Jul 11, 2025 Natalia Mirgorodskaya See Remarks 3,677 Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 0.00

Upstart Holdings Inc. in the News