Seeking Alpha·Sep 10, 2026
Upwork Inc. (UPWK) Presents at Goldman Sachs Communacopia + Technology Conference 2026 TranscriptUpwork Inc. (UPWK) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Upwork's marketplace has matured, with revenue growth decelerating to -1.7% YoY in Q2 2026 from 18.7% in Q1 2024, while gross margins remain stable near 76.4%. The company has strengthened its balance sheet, with equity rising to $611.3M and cash at $476.0M, b...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | $0.41+19.7% vs $0.34 | $192M+0.9% vs $190M |
Q2 2026 May 7, 2026 | $0.24-4.0% vs $0.25 | $195M-0.1% vs $196M |
Q1 2026 Feb 9, 2026 | $0.12-47.8% vs $0.23 | $198M+0.4% vs $198M |
Q4 2025 Nov 3, 2025 | $0.21-16.0% vs $0.25 | $202M+4.3% vs $193M |
Upwork Inc. (UPWK) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
PALO ALTO, Calif., Aug. 26, 2026 (GLOBE NEWSWIRE) -- Upwork Inc. (Nasdaq: UPWK), the world's human and AI-powered work marketplace, today announced that senior management will participate in a fireside chat at The Goldman Sachs Communacopia Conference in San Francisco, CA on Wednesday, September 9, 2026 at 3:05 p.m. PT/6:05 p.m. ET.
Upwork faces significant AI-driven challenges, but its current low valuation offers a compelling risk-reward profile. UPWK trades at a non-GAAP PE of 6.64, with robust 77.5% gross margins and a 22% levered FCF margin, providing downside protection. Recent quarterly results were unexciting: revenue beat guidance but declined YoY; forward guidance was lowered, reflecting ongoing headwinds.
Shares of Upwork were headed for their worst single-day decline in three months on Tuesday after the freelance marketplace issued weaker-than-expected guidance, overshadowing second-quarter results that topped revenue and earnings estimates. Upwork shares fell nearly 13% in trading.
Benchmark UPWK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Upwork Inc. (UPWK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.18 | $1.01B | 9.86 | 2.4% | 14.65% | 19.15% | — | |
| $8.52 | $306.3M | 15.21 | 10.07% | 7.18% | 7.2% | — | |
| $8.41 | $758.7M | 7.65 | 18.95% | 8.75% | 24.65% | — | |
| $3.45 | $102.86M | -3.29 | -18.01% | -11.48% | -151.7% | — | |
| $20.19 | $4.25B | 65.13 | 29.37% | 16.85% | 32.97% | — | |
| $28.39 | $6.33B | 55.67 | 59% | -5.51% | -30.03% | — |
Upwork Inc. (UPWK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Upwork Inc. (UPWK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Jul 16, 2026·SEC
Jun 23, 2026·SEC
Get notified when UPWK posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Upwork Inc. (UPWK) stock FAQ — growth, dividends, profitability & financials explained
Upwork Inc. (UPWK) reported $787.3M in revenue for fiscal year 2025. This represents a 379% increase from $164.4M in 2016.
Upwork Inc. (UPWK) grew revenue by 2.4% over the past year. Growth has been modest.
Yes, Upwork Inc. (UPWK) is profitable, generating $101.8M in net income for fiscal year 2025 (14.7% net margin).
Upwork Inc. (UPWK) has a return on equity (ROE) of 19.1%. This is reasonable for most industries.
Upwork Inc. (UPWK) generated $199.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
