Upwork Inc.

Report azionario NasdaqGS:UPWK

Capitalizzazione di mercato: US$1.1b

Upwork Gestione

Criteri Gestione verificati 1/4

Upwork Il CEO è Hayden Brown, nominato in Jan2020, e ha un mandato di 6.33 anni. la retribuzione annua totale è $ 17.09M, composta da 3.7% di stipendio e 96.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.65% delle azioni della società, per un valore di $ 7.05M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.7 anni e 6.4 anni.

Informazioni chiave

Hayden Brown

Amministratore delegato

US$17.1m

Compenso totale

Percentuale dello stipendio del CEO3.66%
Mandato del CEO6.3yrs
Proprietà del CEO0.6%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione6.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi May 01

UPWK: Share Repurchases And Higher Margin Assumptions Will Support Future Earnings Power

Upwork's updated narrative keeps the analyst price target steady at $27.00 as analysts balance small tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions with a mixed set of recent Street target cuts and one modest target increase. Analyst Commentary Street research around Upwork has recently leaned toward trimming price targets, yet the average remains anchored at $27.00.
Aggiornamento dell'analisi Apr 15

UPWK: AI Workflows And Buybacks Will Support Long-Term Earnings Power

The analyst price target for Upwork has edged lower to $21.40 from $21.70, reflecting a series of small target cuts from several firms and slightly more cautious assumptions on the discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research around Upwork has been active, with several firms trimming price targets and one raising its view.
Aggiornamento dell'analisi Apr 01

UPWK: Share Buybacks And Higher Margin Outlook Will Support Future Earnings Power

Upwork's updated analyst price target holds at $27, as analysts balance slightly higher modeled revenue growth and profit margins with a modestly higher discount rate and mostly lower Street targets in recent research. Analyst Commentary Recent research on Upwork reflects a mixed but constructive tone, with several firms trimming their price targets while one raised its target, and Goldman Sachs also adjusting its view.
Aggiornamento dell'analisi Mar 17

UPWK: AI Workflows And Buybacks Will Support Long-Term Enterprise And SMB Gains

The analyst price target for Upwork has been reset from $23.90 to $21.70 as analysts factor in updated discount rate assumptions and P/E expectations following a series of recent target revisions across major firms. Analyst Commentary Recent Street research on Upwork clusters around target cuts from multiple firms, with only one target increase, reflecting a mixed reaction to current valuation and execution risks.
Aggiornamento dell'analisi Mar 03

UPWK: Share Buybacks And Governance Changes Will Support Long Term Earnings Power

Analysts have trimmed their average price target on Upwork by a few dollars to reflect a slightly higher discount rate and modestly adjusted assumptions on revenue growth, profit margins, and future P/E, even though one firm raised its target by $1 while several others reduced theirs by $1 to $5. Analyst Commentary Even with several firms trimming their targets, the latest batch of research still includes a clear pocket of optimism around Upwork.
Seeking Alpha Feb 24

Upwork: Strong Profitability And AI Growth Help Offset Shakier Guidance (Downgrade)

Summary Upwork has seen its shares nearly halve amid a broad AI-driven market correction, despite previously strong momentum from its 2025 investor day. UPWK's 2026 revenue guidance of $835–$850 million (6%–8% growth) is well below its prior 13%–15% CAGR target, raising execution risk. Valuation is compelling: UPWK trades at just 5.4x EV/FY26 adjusted EBITDA, and a $300 million buyback (~20% of market cap) is underway. Despite near-term guidance disappointment, I see bearish sentiment as overdone and rate UPWK a "Buy," favoring long-term upside. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Feb 17

UPWK: Investor Day Plan Will Pursue US$1.3t Digital Knowledge Work Opportunity

The analyst price target for Upwork has been reduced by $1 to $27, as analysts incorporate slightly higher discount rates and profit margin assumptions while still recognizing higher modeled revenue growth and a marginally lower future P/E multiple. Analyst Commentary Recent Street research on Upwork has mixed signals, but there are a few clear bullish threads that stand out for investors trying to make sense of the new $27 price target.
Aggiornamento dell'analisi Feb 03

UPWK: Investor Day Roadmap To Capture US$1.3t Digital Knowledge Work Market

Analysts have increased their fair value estimate for Upwork from US$23.68 to US$28.00. They cite higher assumed revenue growth, improved profit margins, and a lower future P/E multiple following the company's Investor Day outlook and updated long-term targets.
Articolo di analisi Jan 21

Upwork Inc. (NASDAQ:UPWK) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Upwork is US$30.77 based on 2 Stage Free Cash Flow to Equity Upwork's...
Aggiornamento dell'analisi Jan 20

UPWK: AI Workflows And Index Adds Will Support Long-Term Enterprise And SMB Gains

Analysts have nudged their fair value estimate for Upwork up by $1 to $23.90, citing higher published price targets, a more constructive view on the company's three year outlook and investor day growth pillars, and updated assumptions that include a modestly higher future P/E multiple and slightly lower long term revenue growth and profit margin inputs. Analyst Commentary Recent Street research on Upwork clusters around a more constructive medium term view, with higher price targets grounded in the company’s investor day messaging, Q3 execution and refreshed financial targets.
Aggiornamento dell'analisi Jan 06

UPWK: AI Workflow Ambitions Will Likely Outpace Realistic Profit Margins

Analysts have raised their average price target for Upwork into the mid to high $20s, citing stronger three-year growth ambitions around AI-driven workflows, increased SMB adoption and an expanded enterprise offering, along with updated expectations for higher revenue growth and profit margins on a lower future P/E multiple. Analyst Commentary Recent research highlights a more constructive tone around Upwork, with several firms lifting their price targets into the low to high $20s.
Articolo di analisi Dec 29

Returns on Capital Paint A Bright Future For Upwork (NASDAQ:UPWK)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Aggiornamento dell'analisi Dec 17

UPWK: AI Driven Revenue Optimism Will Likely Outrun Fundamentals

We are raising our Upwork fair value estimate to $17 from $15, reflecting analysts' higher price targets and improved confidence in the company's AI driven growth initiatives, accelerating revenue outlook, and expanding enterprise platform. Analyst Commentary Recent Street research on Upwork has skewed constructive, with multiple firms lifting price targets as confidence builds around the company’s AI roadmap, enterprise expansion, and improving Gross Services Volume trends.
Articolo di analisi Dec 13

Upwork Inc. (NASDAQ:UPWK) Surges 29% Yet Its Low P/E Is No Reason For Excitement

Upwork Inc. ( NASDAQ:UPWK ) shareholders have had their patience rewarded with a 29% share price jump in the last...
Aggiornamento dell'analisi Dec 03

UPWK: AI Momentum Will Drive Long-Term Enterprise And SMB Gains

The analyst price target for Upwork has inched higher to approximately $22.90 per share, up from about $22.60, as analysts factor in stronger multi year revenue growth and margin expansion expectations following upbeat Investor Day targets and a series of upward Street revisions. Analyst Commentary Street research has turned incrementally more constructive on Upwork as recent results and Investor Day targets point to a healthier long term growth and profitability profile.
Aggiornamento dell'analisi Nov 19

UPWK: AI Momentum Will Drive New Operating Gains Into 2026

Upwork's analyst price target has increased from $21.40 to $22.60, reflecting analysts' views that AI-driven momentum and improving Gross Services Volume support a higher valuation. Analyst Commentary Following Upwork's latest quarterly results, analyst commentary reflects both optimism and caution regarding the company's prospects and valuation trends.
Aggiornamento dell'analisi Nov 05

UPWK: AI Momentum And Enterprise Platform Expansion Will Drive Business Growth

Upwork's fair value estimate increased from $19.90 to $21.40 per share. Analysts cited improving growth prospects and recent positive earnings momentum as key drivers for the upward revision.
Aggiornamento dell'analisi Sep 25

AI-powered Automation Will Reshape Enterprise Platforms Amid Rising Challenges

Analysts have raised Upwork's price target to $19.90, citing renewed enterprise expansion through its Lifted platform, improving GSV trends, and company-specific growth drivers, signaling increased confidence in an operational turnaround. Analyst Commentary Bullish analysts highlight Upwork’s new enterprise platform, Lifted, as a driver for material expansion in its enterprise offering and improving competitiveness against traditional staffing firms.
Articolo di analisi Sep 24

Upwork Inc.'s (NASDAQ:UPWK) Price Is Right But Growth Is Lacking After Shares Rocket 32%

Despite an already strong run, Upwork Inc. ( NASDAQ:UPWK ) shares have been powering on, with a gain of 32% in the last...
Articolo di analisi Jul 29

Little Excitement Around Upwork Inc.'s (NASDAQ:UPWK) Earnings

Upwork Inc.'s ( NASDAQ:UPWK ) price-to-earnings (or "P/E") ratio of 7.2x might make it look like a strong buy right now...
Articolo di analisi Jul 14

At US$12.92, Is It Time To Put Upwork Inc. (NASDAQ:UPWK) On Your Watch List?

Upwork Inc. ( NASDAQ:UPWK ), is not the largest company out there, but it received a lot of attention from a...
Articolo di analisi Jun 30

Upwork (NASDAQ:UPWK) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Articolo di analisi Jun 17

With EPS Growth And More, Upwork (NASDAQ:UPWK) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi May 08

Upwork (NASDAQ:UPWK) Could Easily Take On More Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Apr 08

Upwork Inc.'s (NASDAQ:UPWK) Shares Lagging The Market But So Is The Business

Upwork Inc.'s ( NASDAQ:UPWK ) price-to-earnings (or "P/E") ratio of 7.5x might make it look like a strong buy right now...
Seeking Alpha Mar 20

I'd Love Exposure To Upwork And Fiverr, But Can't Get Past The Financial Realities

Summary Upwork and Fiverr are well-positioned leaders in the gig economy. Amid economic concerns and government layoffs, and the time is nigh. However, net interest income has been underpinning both Upwork and Fiverr's profitability. Both companies issued near-0% debt during the pandemic, but those notes are up for refinancing soon. In terms of operating cashflow, both Upwork and Fiverr seem to deliver some, but it's primarily attributable to Stock Based Compensation addbacks. Despite the potential for growth in the freelancing market, I need to see substantially discounted share prices before considering an investment in either stock. Read the full article on Seeking Alpha
Articolo di analisi Feb 24

Is There Now An Opportunity In Upwork Inc. (NASDAQ:UPWK)?

Upwork Inc. ( NASDAQ:UPWK ), might not be a large cap stock, but it saw significant share price movement during recent...
Seeking Alpha Feb 17

Upwork: What To Do After This Rally (Rating Downgrade)

Summary I rated Upwork as a "Buy" at $10.47 in October, with a Fair Value estimate of $13.37, based on a DCF model and backed by a narrow economic moat. Revenue growth will likely stagnate in 2025, but it's estimated between 7% and 8% from 2026 to 2029. New Fair Value estimate is $15, incorporating the new outlook and a 10-year model. I closed my UPWK stock position at $17 for a 63% return in 2 months and I will likely close my Covered Call position for about 46% return in 4 months. Read the full article on Seeking Alpha
Seeking Alpha Feb 04

Upwork: Operational Improvements And Labor Conditions Could Propel This One Higher

Summary Upwork, the Covid-era darling, has dropped from $60 per share to $16 on macro conditions and the threat of AI. I estimate 50% upside from current levels. Upwork's model has significant potential for operational leverage, similar to those of Uber and Airbnb. While this potential has been realized by the latter two, Upwork still has potential. Current labor conditions and the threat of AI could be detrimental for Upwork. Yet, I believe a market with more churn, and project-based hiring, could be beneficial for Upwork. Upwork's network effects and its platform's ability to function as a discovery mechanism for what skills client demand could be attractive in the high churn labor market of the coming years. Read the full article on Seeking Alpha
Articolo di analisi Jan 25

Upwork (NASDAQ:UPWK) Might Have The Makings Of A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Articolo di analisi Jan 11

Upwork (NASDAQ:UPWK) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Dec 19

Upwork: Macro Weakness More Important Than AI For Now

Summary Upwork's business continues to struggle, but this needs to be viewed in light of what is a very challenging demand environment. AI poses a significant long-term threat, but Upwork is trying to defend against this by integrating AI into its platform. I tend to think that the near-term AI risk is overblown, which could create upside if/when the demand environment picks up. Read the full article on Seeking Alpha
Articolo di analisi Nov 26

Is Now The Time To Put Upwork (NASDAQ:UPWK) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha Nov 22

Upwork: Disciplined Cost Reduction, Platform Improvements - Buy

Summary I'm initiating Upwork with a buy, as I'm convinced by management's surgical approach to reducing costs while boosting profitability next year. The way I see it, Upwork has three things that'll work in its favor: disciplined cost reduction, scaling its reach, and new improvements to the platform using AI. UPWK also recently introduced a new Business Plus plan that adds another entry point to the platform with more affordable pricing and a smoother buying plan. I hereon share my positive sentiment on Upwork and why I see green shoots for next year. Read the full article on Seeking Alpha
Articolo di analisi Nov 13

The Strong Earnings Posted By Upwork (NASDAQ:UPWK) Are A Good Indication Of The Strength Of The Business

Upwork Inc. ( NASDAQ:UPWK ) recently posted some strong earnings, and the market responded positively. Our analysis...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Hayden Brown rispetto agli utili di Upwork?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$109m

Dec 31 2025US$17mUS$625k

US$115m

Sep 30 2025n/an/a

US$247m

Jun 30 2025n/an/a

US$245m

Mar 31 2025n/an/a

US$235m

Dec 31 2024US$10mUS$595k

US$216m

Sep 30 2024n/an/a

US$86m

Jun 30 2024n/an/a

US$74m

Mar 31 2024n/an/a

US$48m

Dec 31 2023US$10mUS$570k

US$47m

Sep 30 2023n/an/a

US$13m

Jun 30 2023n/an/a

-US$28m

Mar 31 2023n/an/a

-US$48m

Dec 31 2022US$8mUS$550k

-US$90m

Sep 30 2022n/an/a

-US$96m

Jun 30 2022n/an/a

-US$80m

Mar 31 2022n/an/a

-US$73m

Dec 31 2021US$35mUS$500k

-US$56m

Sep 30 2021n/an/a

-US$33m

Jun 30 2021n/an/a

-US$26m

Mar 31 2021n/an/a

-US$21m

Dec 31 2020US$848kUS$480k

-US$23m

Sep 30 2020n/an/a

-US$29m

Jun 30 2020n/an/a

-US$30m

Mar 31 2020n/an/a

-US$22m

Dec 31 2019US$12mUS$437k

-US$17m

Compensazione vs Mercato: La retribuzione totale di Hayden ($USD 17.09M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.72M ).

Compensazione vs guadagni: La retribuzione di Hayden è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Hayden Brown (43 yo)

6.3yrs
Mandato
US$17,094,702
Compensazione

Ms. Hayden Brown has been President and Chief Executive Officer of Upwork Inc. since January 1, 2020. Ms. Brown has been Director of Upwork Inc. since December 6, 2019. Ms. Brown was the Chief Marketing an...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Hayden Brown
President6.3yrsUS$17.09m0.65%
$ 7.1m
Erica Gessert
Chief Financial Officer3.1yrsUS$5.61m0.25%
$ 2.7m
Anthony Kappus
GM & COOless than a yearNessun datoNessun dato
Sabrina Mekhalfa
Chief Accounting Officer & Principal Accounting Officerless than a yearNessun dato0.0017%
$ 18.5k
Andrew Rabinovich
VP, CTOless than a yearNessun datoNessun dato
Gary Fuges
Vice President of Investor Relationsno dataNessun datoNessun dato
Jacob McQuown
Chief Legal Officer & Secretaryless than a yearNessun datoNessun dato
Giulietta Pezzaniti
Chief People Officerless than a yearNessun datoNessun dato
Peter Sanborn
Chief Business Officerless than a yearNessun datoNessun dato
0.7yrs
Durata media
44yo
Età media

Gestione esperta: Il team dirigenziale di UPWK non è considerato esperto (durata media 0.7 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Hayden Brown
President6.4yrsUS$17.09m0.65%
$ 7.1m
Andrew Rabinovich
VP, CTOless than a yearNessun datoNessun dato
Kevin Harvey
Independent Director12.2yrsUS$226.88k2.16%
$ 23.6m
Gary Steele
Independent Director7.8yrsUS$237.58k0.058%
$ 628.7k
Dana Evan
Independent Directorless than a yearUS$593.46kNessun dato
Thomas Layton
Independent Chairman of the Board12.2yrsUS$286.71k1.33%
$ 14.5m
Glenn Kelman
Independent Directorless than a yearUS$597.32kNessun dato
6.4yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di UPWK sono considerati esperti (durata media dell'incarico 6.4 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 10:51
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Upwork Inc. è coperta da 19 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Nathaniel SchindlerBofA Global Research
Marvin FongBTIG
Maria RippsCanaccord Genuity