Upwork GM bottoms sells shares worth $446,254
Upwork's General Manager, Marketplace, Dave Bottoms, sold 32,662 shares of common stock for approximately $446,254 across two transactions in February 2026. These sales were primarily to cover tax withholding obligations related to vested equity, with shares sold at prices between $13.28 and $14.085. The insider sales occurred while Upwork shares are down 33% year-to-date and near their 52-week low, though InvestingPro analysis suggests the stock is currently undervalued.
Upwork CFO Gessert sells $363k in shares
Upwork Inc. CFO Erica Gessert sold 26,292 shares of common stock for approximately $362,887 on February 18, 2026. Prior to this, she exercised options to acquire 40,477 and 37,500 shares on February 17 and 18, respectively, now directly owning 298,386 shares. These transactions occur amid recent changes in Upwork's financial activities and analyst outlooks, including a new $300 million share repurchase program and mixed price target adjustments from Goldman Sachs, UBS, and RBC Capital.
Fiverr stock: why is it losing the AI war against Upwork?
Fiverr International (NYSE: FVRR) is reportedly struggling in the AI-driven freelance market compared to Upwork Inc (NASDAQ: UPWK). While both companies are shedding "low-quality" users, Fiverr's recent Q4 revenue of $107 million and weak full-year outlook have led to its stock crumbling, indicating a significant loss of active buyers. This suggests a widening gap in how the platforms are adapting to the artificial intelligence transition in the workforce.
Upwork’s Strategic Shift to AI and Financial Milestones Bolster Investor Confidence
Upwork Inc. (NASDAQ: UPWK) shares surged by 9.56% following a strong Q4 fiscal performance that exceeded expectations, with a non-GAAP EPS of 36 cents against a 31-cent estimate. The company's strategic integration of AI technologies, particularly with OpenAI, is seen as a key driver for future growth, despite some short-term guidance adjustments and revised price targets from analysts. Upwork is positioned for continued expansion through disciplined financial management and innovative market strategies.
Upwork authorizes $300 million share repurchase program
Upwork Inc. has announced a new $300 million share repurchase program, bringing its total authorizations to $600 million since November 2023. The company, which has a market capitalization of approximately $1.66 billion, previously deployed $136 million in 2025 for repurchases. This move is supported by Upwork's strong financial health, including $787.78 million in annual revenue, high gross profit margins, and a cash-rich balance sheet, signaling confidence in its future growth.
Upwork authorizes $300 million share repurchase program By Investing.com
Upwork Inc. has announced a new $300 million share repurchase program, bringing its total authorizations to $600 million since November 2023. The company, which has a market capitalization of approximately $1.66 billion, aims to return value to shareholders following a "pivotal year" in 2025 marked by GSV growth and record financial results, and currently holds more cash than debt. The program has no expiration date, subject to market conditions and other factors, and follows the repurchase of over 9 million shares for $136 million in 2025.
Upwork Announces Flexible $300 Million Share Repurchase Program
Upwork Inc. (UPWK) announced a new, flexible share repurchase program authorizing the company to buy back up to $300 million of its common stock. The program has no set expiration and allows Upwork to adjust repurchases based on market conditions, business needs, and regulatory factors. An AI analyst, Spark, rates UPWK as "Outperform" due to strong fundamentals, profitability, and an inexpensive valuation, despite some technical headwinds.
Upwork (UPWK) Initiates $300 Million Share Buyback Program
Upwork (UPWK) has announced a $300 million share buyback program, signaling confidence in its financial health and commitment to shareholder value. The company achieved significant growth in 2025 and plans to accelerate its Gross Services Volume and revenue in 2026 by focusing on SMB, AI, and Enterprise segments. While showing strong profitability and liquidity, insider sales and market volatility warrant cautious optimism from investors.
Upwork Approves New $300 Mln Share Repurchase Program
Upwork Inc. (UPWK) announced that its board has approved a new $300 million share repurchase program. This authorization follows the company's previous deployment of $136 million in 2025 for share repurchases and has no expiration date. The news led to a 5.48% increase in Upwork's stock during pre-market trading.
This Freelance Marketplace Stock Is Rising Before The Bell — Here's Why
Upwork Inc. (UPWK) shares surged almost 10% in pre-market trading after announcing a new $300 million share repurchase program, following a previous $136 million buyback in 2025. The company reported better-than-expected Q4 earnings but issued soft Q1 guidance, leading to some analyst price target cuts despite maintained "Buy" ratings from some firms. Upwork's CEO emphasized the company's strong performance in 2025 and its plan to reinvest in growth while returning value to shareholders.
Upwork Announces $300 Million Share Repurchase Program
Upwork Inc. has announced a new $300 million share repurchase program, bringing total authorizations since November 2023 to $600 million. This move follows a strong performance in 2025 with record financial results and aims to return value to shareholders while investing in key growth areas like SMB, AI, and Enterprise. The company plans to accelerate GSV and revenue growth in 2026, leveraging its position in the AI-powered work marketplace.
Upwork announces $300 million share repurchase program
Upwork Inc. has announced that its Board of Directors has authorized a new share repurchase program, allowing the company to buy back up to $300 million of its common stock. This initiative reflects the company's commitment to returning value to shareholders and managing its capital effectively. The repurchase program adds to the financial activities recently observed for Upwork, including analyst rating adjustments and Q4 2025 earnings reports.
Work marketplace Upwork approves $300M share repurchase, total now $600M
Upwork Inc. announced a new $300 million share repurchase authorization, bringing the total authorizations since November 2023 to $600 million. The company repurchased over 9 million shares in 2025 using $136 million and aims to continue returning value to shareholders while investing in growth areas like SMB, AI, and Enterprise. The timing and amount of future repurchases are discretionary and depend on market conditions.
Upwork Inc Announces $300 Million Share Repurchase Program
Upwork Inc. (UPWK) has announced a significant share repurchase program, authorizing the buyback of $300 million of its common stock. This move is typically seen as a way to return value to shareholders and can indicate management's confidence in the company's future prospects. The announcement was reported by Reuters.
Upwork to Present at The Citizens Technology Conference
Upwork Inc. announced that its President and CEO, Hayden Brown, and CFO, Erica Gessert, will participate in a fireside chat at The Citizens Technology Conference on March 2, 2026. The event will be held in San Francisco, CA, and a live webcast will be available on Upwork's Investor Relations website. Upwork, known for its human and AI-powered work marketplace, may disclose material developments during the conference.
Goldman Sachs Lowers its Price Target on Upwork Inc. (UPWK) to $27 and Maintains a Buy Rating
Goldman Sachs reaffirmed its "Buy" rating on Upwork Inc. (UPWK) but lowered its price target to $27 from $28, following a solid fourth-quarter report where revenue and adjusted EBITDA met or slightly exceeded guidance. Other firms like Scotiabank and UBS were more cautious, reducing their price targets due to concerns over AI's impact on user growth and "underwhelming" Q4 results and Q1 guidance. Upwork's CEO highlighted the company's focus on "human-plus-AI collaboration" for a $1.3 trillion market opportunity.
5 Insightful Analyst Questions From Upwork's Q4 Earnings Call
Upwork's Q4 results led to a negative market reaction despite meeting revenue and beating EPS estimates, with management citing ongoing investments in AI and growth in Business Plus. Analysts focused on the company's strategies for scaling AI, the impact of AI on user experience, and the rationale behind weaker Q1 guidance. Key themes included the expected ramp-up of growth levers, improvements in client acquisition, and persistent headwinds in some marketplace segments like writing and translation.
5 Insightful Analyst Questions From Upwork’s Q4 Earnings Call
Upwork's Q4 CY2025 results saw a negative market reaction despite exceeding analyst estimates for revenue and adjusted EPS, primarily due to management highlighting ongoing challenges. The company's CEO and CFO addressed key analyst questions regarding investments in AI and new offerings, Q1 guidance, client trends, and specific marketplace segments facing headwinds. Future catalysts include enterprise client onboarding, AI-related growth, and improvements in the Business Plus offering.
Does Upwork’s (UPWK) Cautious 2026 Outlook Clash With Its AI‑Driven Margin Ambitions?
Upwork Inc. reported Q4 and full-year 2025 results with increased revenue year-over-year but issued a cautious 2026 revenue guidance. The company also completed a share repurchase and filed an ESOP-related shelf registration, indicating active capital allocation alongside mixed operating trends. The article explores how this cautious outlook for 2026 revenue might conflict with the existing investment narrative surrounding AI-driven growth and margin expansion.
Decoding Upwork Inc (UPWK): A Strategic SWOT Insight
This article provides a strategic SWOT analysis of Upwork Inc (UPWK), highlighting its marketplace dominance, AI integration, and global reach as key strengths. It also addresses weaknesses like operational costs and regulatory challenges, while identifying opportunities in enterprise solutions and remote work trends. The analysis concludes by noting threats from intense competition and ongoing legal risks.
Form 10-K UPWORK, INC For: Dec 31
Upwork Inc. filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025. The report details the company's financial performance, including a 2% increase in total revenue to $787.8 million, driven by Marketplace revenue growth. Despite a decrease in net income compared to 2024 (primarily due to a non-cash income tax benefit in the prior year), Adjusted EBITDA increased significantly, reflecting cost-saving measures. The filing also outlines the company's business strategy, offerings, risk factors, and financial metrics, emphasizing its focus on AI-enabled talent solutions and the expansion of its Enterprise offerings through Lifted.
Upwork outlines 6%-8% revenue growth target for 2026 amid AI and SMB momentum
Upwork has set a revenue growth target of 6-8% for 2026, driven by an expansion into the small and medium-sized business (SMB) market and the growing adoption of artificial intelligence. The company aims to leverage AI to enhance its platform and offerings, attracting more businesses and freelancers. This strategic focus is expected to fuel its financial growth targets over the coming years.
Keeping Up with the Upwork Civil War on Reddit
This article, published on Hackernoon, is titled "Keeping Up with the Upwork Civil War on Reddit." The content appears to be a placeholder or an introduction to a longer piece, focusing on the author and various related articles on topics like growth marketing, entrepreneurship, and product management. It primarily serves as a biographical snippet for the author, Nebojsa "Nesha" Todorovic, highlighting his "Eight-Time 'Noonies' Award Winner" status.
Upwork Stock Plunges 19% After Sharp Selloff. Here’s What’s Driving the Move
Upwork (UPWK) stock plunged 19.1% following an earnings update that disappointed market expectations, despite the company showing progress in profitability. Investors focused on slower growth trends and management's cautious revenue outlook, leading to a significant selloff. While analysts maintain a higher average price target of $23.70, the future performance of UPWK heavily relies on stabilizing client spending and sustained margin improvements amidst fluctuating labor market trends.
Upwork (UPWK) Is Down 16.7% After Softer 2026 Outlook Tempers Record 2025 AI-Driven Growth Narrative
Upwork Inc. (UPWK) experienced a 16.7% stock drop following its Q4 2025 earnings report, despite record 2025 revenues and growing AI-related activities. The decline was primarily driven by a softer 2026 outlook, including a projected year-over-year decline in Gross Services Volume, which tempered its previously strong AI-driven growth narrative. Analysts note that while the company projects revenue growth and a fair value suggesting significant upside, the near-term guidance raises concerns about client activity and demand fragility.
Upwork Inc (UPWK) Shares Slide Following Soft Q1 Profit Guidance Despite Q4 Beat
Upwork Inc. (UPWK) shares fell after the company issued first-quarter earnings guidance that missed analyst estimates, despite beating Q4 revenue and EPS expectations. The online talent marketplace is facing challenges with slowing active client growth and macroeconomic pressures, though it reported record annual profitability and significant growth in AI-related services. The company's 2026 outlook and strategic pivot to enterprise clients through its subsidiary Lifted are key themes as it navigates a competitive and evolving market.
Goldman Sachs lowers Upwork stock price target to $27 on growth outlook
Goldman Sachs has reduced its price target for Upwork Inc. (NASDAQ:UPWK) to $27.00 from $28.00, while maintaining a Buy rating. This adjustment comes despite solid fourth-quarter 2025 earnings, following a forecast of slower revenue growth and adjusted EBITDA margins for the first half of 2026 due to investments in AI initiatives, SMB marketing, and enterprise solutions. Other analysts like UBS, RBC Capital, and Scotiabank have also lowered their price targets, reflecting varied perspectives on Upwork's future performance.
Upwork Inc. (NASDAQ:UPWK) Q4 2025 Earnings Call Transcript
Upwork Inc. (NASDAQ:UPWK) reported its Q4 and full-year 2025 earnings, exceeding expectations with EPS of $0.3763 against an anticipated $0.23. The company highlighted a successful transformation, achieving over $4 billion in GSV and $788 million in revenue for 2025, driven by growth in AI-related work, SMB solutions (Business Plus), and enterprise offerings (Lyfted). Upwork provided positive guidance for 2026, expecting continued growth and strong adjusted EBITDA margins, with a focus on human-plus-AI solutions and strategic M&A.
Why Upwork Stock Plunged Today
Upwork's stock plunged over 19% after reporting a 6% decline in active clients, despite a 4% rise in Q4 revenue and investments in AI. While management noted an improved churn rate and expects active client growth in Q1 2026, the immediate drop was due to investor concerns about client retention. The company provided 2026 guidance anticipating revenue growth of 6% to 8%.
Upwork Earnings Call: Profits Soar Amid Backloaded Growth
Upwork (UPWK) reported record full-year 2025 revenue, margins, and free cash flow, with adjusted EBITDA reaching $226 million and a 29% margin. The company highlighted significant growth in AI-related GSV and its Business Plus offering, alongside improved client quality and retention. While forecasting steady growth for 2026 with revenue targets of $835-$850 million, Upwork anticipates backloaded growth due to enterprise transition and integration costs, which will temporarily impact margins in early quarters.
As Upwork Plunges Below Key Support Levels, Should You Buy the UPWK Stock Dip?
Upwork (UPWK) stock plunged 19% following a disappointing Q1 outlook, despite strong Q4 earnings. This has left the stock below its 200-day moving average, signaling a bearish technical setup. However, the article suggests AI integration and a compelling valuation indicate potential for recovery, with analysts recommending a "Moderate Buy."
Upwork Stock Drops Amid Q1 Earnings Shortfall
Upwork Inc. experienced a significant stock drop of -16.44% following the release of its Q1 financial projections, which fell short of market expectations. The company anticipates Q1 revenue between $192M and $197M, lower than the predicted $200.61M, and adjusted EPS of 26c-28c against a consensus of 34c. This shortfall has led to negative investor sentiment and increased caution in trading, despite some underlying financial stability.
RBC Capital lowers Upwork stock price target to $20 on execution risk
RBC Capital has decreased its price target for Upwork (NASDAQ: UPWK) to $20 from $24, while keeping a "Sector Perform" rating, citing increased execution risk in the company's turnaround efforts. Despite the lowered target, Upwork's shares are trading at $15.48 with a P/E ratio of 11.19, suggesting potential undervaluation. The report acknowledged positive developments like growth in Business Plus clients and strong free cash flow but raised concerns about first-quarter guidance and past execution challenges in the Enterprise segment.
Scotiabank lowers Upwork stock price target to $15 on growth concerns
Scotiabank reduced its price target for Upwork Inc. (NASDAQ:UPWK) to $15 from $17, citing concerns about a lack of growth despite the company's impressive expense discipline. The firm is cautious about Upwork's near-term prospects, especially given economic layoffs and uncertainty over AI's impact on user base expansion. This adjustment comes despite Upwork exceeding Wall Street expectations in its Q4 2025 earnings report.
Needham reiterates Buy rating on Upwork stock, maintains $25 target
Needham has reiterated its Buy rating on Upwork Inc. (NASDAQ:UPWK) stock and maintained a $25 price target after the company's fourth-quarter earnings report, citing a 32% upside from the current price. The firm expects Upwork to benefit from growth drivers such as the scaling of its Business Plus tier, increased spending from high-value clients, a new enterprise platform launch, and growth in AI categories. Despite some mixed analyst reactions to Upwork's Q4 2025 results, Needham remains optimistic about its financial flexibility due to impressive gross profit margins and significant AI-related annual spend.
The Digital Labor Architect: An In-Depth Research Report on Upwork Inc. (UPWK)
Upwork Inc. (UPWK) has transformed from a high-growth freelance marketplace into a high-margin, enterprise-ready infrastructure provider, driven by generative AI and macroeconomic shifts. The company reported record revenues of $787.8 million in 2025 with surging adjusted EBITDA and margins, shifting its focus to profitability and shareholder returns. Led by CEO Hayden Brown, Upwork has integrated AI extensively and expanded its enterprise solutions to manage large contingent workforces, positioning itself as a resilient player in the evolving digital labor market despite competitive and regulatory challenges.
Upwork (UPWK) Misses Q4 Earnings Estimates
Upwork (UPWK) reported Q4 earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.23, and falling short of the previous year's $0.30 per share. Despite missing EPS estimates, the company's Q4 2025 revenues of $198.41 million surpassed the consensus estimate by 0.03%. Following these results, Upwork shares have seen a 4.5% decline year-to-date, and the stock currently holds a Zacks Rank #3 (Hold).
Upwork Inc. Reports Record Q4 2025 Earnings with Strong AI Growth
Upwork Inc. announced record Q4 2025 earnings, driven by a successful business transformation and significant growth in AI-related work. The company reported over $4 billion in Gross Services Volume and $788 million in revenue, with AI-related GSV surpassing $300 million. Despite strong performance, the Q1 2026 outlook is cautious, with revenue and EPS projections falling short of analyst expectations, leading to some stock decline.
Upwork (UPWK) Achieves Record Revenue and EBITDA in Q4 2025
Upwork Inc. (UPWK) reported record financial results for Q4 2025, with over $4 billion in Gross Services Volume (GSV), $788 million in revenue, and $226 million in adjusted EBITDA. The company saw significant growth from AI-related services, which increased 50% year-over-year, and its Business Plus solution showed a 49% sequential rise in active clients. Despite flat marketplace GSV growth, Upwork anticipates positive GSV and revenue growth throughout 2026, alongside declining churn rates.
Earnings call transcript: Upwork exceeds Q4 2025 expectations, stock dips
Upwork Inc. (UPWK) reported strong fourth-quarter 2025 results, exceeding Wall Street expectations for both EPS ($0.36 vs. $0.31) and revenue ($198.4 million vs. $197.25 million). Despite these positive financial outcomes and significant growth in AI-related services, the company's stock experienced a 1.22% decline in aftermarket trading. Upwork provided optimistic guidance for 2026, projecting revenue growth of 6-8% and continued focus on its AI, SMB (Business Plus), and enterprise (Lifted) growth pillars.
Upwork (NASDAQ:UPWK) Issues FY 2026 Earnings Guidance
Upwork (NASDAQ:UPWK) has issued its FY 2026 earnings guidance, projecting revenue between $835.0 million and $850.0 million and EPS of $1.430-$1.480, both slightly exceeding analyst consensus. Despite a recent quarterly earnings beat, the stock slipped to $18.79 on Monday, yet analysts maintain a "Moderate Buy" rating with an average target price of $23.91. Insider selling activity was also noted, with directors and CFO reducing their holdings.
Upwork Inc (NASDAQ:UPWK) Shares Plummet on Weak Q1 2026 Guidance Despite Record Annual Revenue
Upwork Inc.'s shares plunged after reporting mixed Q4 2025 results and providing weak Q1 2026 guidance, despite achieving record annual revenue and strong profitability. The company's Q4 revenue missed analyst estimates, and its Q1 2026 revenue guidance was significantly below expectations, causing investor concern. While Upwork highlighted positive operational trends, including record annual revenue, strong cash generation, and growth in AI-related work, the conservative near-term outlook overshadowed these achievements.
Upwork: Fourth Quarter Financial Overview
Upwork Inc. announced strong financial results for its fourth quarter, reporting a net profit of $15.6 million and revenue of $198.4 million. For the full year, the company achieved a total profit of $115.4 million on revenues of $787.8 million. Upwork also provided an optimistic outlook for the upcoming quarter and the full year, forecasting continued growth in both earnings per share and revenue.
Upwork: Q4 Earnings Snapshot
Upwork Inc. reported a net income of $15.6 million, or 12 cents per share, in its fourth quarter, with total revenue of $198.4 million. For the full year, the company posted a profit of $115.4 million, or 84 cents per share, on revenue of $787.8 million. Upwork also provided guidance for the upcoming quarter and full year, expecting continued growth in earnings and revenue.
Upwork Stock Tumbles On Q4 Earnings As Soft Guidance Weighs On Shares
Upwork (NASDAQ: UPWK) announced its fourth-quarter 2025 financial results, surpassing analyst expectations for both revenue and adjusted earnings per share. However, the company's stock tumbled in after-hours trading due to softer than anticipated first-quarter guidance. Upwork's CEO highlighted the company's strong financial performance in 2025, positioning it as a leader in the human-plus-AI collaboration space.
Upwork Reports Fourth Quarter and Full Year 2025 Financial Results
Upwork Inc. announced its financial results for the fourth quarter and full year 2025, reporting record full-year revenue of $787.8 million and a GAAP net income of $115.4 million for the year. The company highlighted its strategic focus on human and AI-powered work, achieving over $100 million in incremental Gross Services Volume (GSV) from AI-driven improvements and significantly growing AI-related work on its marketplace. Upwork also provided an optimistic financial outlook for 2026, anticipating accelerated growth in revenue and adjusted EBITDA.
Upwork Stock Plummets 23% After-Hours Today – Here’s Why
Upwork Inc. (UPWK) shares dropped 23% in after-hours trading after its first-quarter 2026 adjusted profit outlook and revenue guidance fell below analysts' expectations. The company projected diluted EPS of $0.26-$0.28 against estimates of $0.32, and revenue of $192-$197 million versus the expected $200.15 million. This occurred despite Upwork exceeding Q4 2025 earnings and revenue estimates and reporting strong growth in AI-related work.
Upwork Stock (UPWK) Outperforming Ahead of Earnings – What To Expect
Upwork (UPWK) is set to report its Q4 2025 earnings after market close, with expectations of revenue around $193.3M and non-GAAP EPS at $0.29. The stock's performance will hinge on its 2026 outlook, particularly its ability to sustain profitability expansion while reaccelerating revenue growth. Analysts and the market will scrutinize management's guidance on AI product monetization and enterprise investments.
Is Upwork’s (UPWK) AI Freelance Boom Masking Deeper Automation Risks To Its Marketplace Model?
Upwork's latest In-Demand Skills report indicates a surge in AI-related freelance work, however, this growth coincides with the emergence of new enterprise AI automation tools that could potentially replace human-led tasks. This dual development presents a tension for Upwork, as AI can both enhance work and pose a risk of automating project volumes away from platforms like theirs. The article explores how this dynamic could reshape Upwork's investment narrative and the future of freelance marketplaces.
Earnings To Watch: Upwork (UPWK) Reports Q4 Results Tomorrow
Upwork (NASDAQ:UPWK) is set to announce its Q4 earnings after market close on Monday. Analysts anticipate a 3.2% year-on-year revenue growth to $197.6 million and adjusted earnings of $0.31 per share. Despite a general downturn in consumer internet stocks, Upwork has a strong history of exceeding revenue estimates and is heading into earnings with an average analyst price target significantly above its current share price.
