Upwork Inc.

NasdaqGS:UPWK 株式レポート

時価総額:US$1.2b

Upwork 将来の成長

Future 基準チェック /36

Upwork利益と収益がそれぞれ年間18.1%と9.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に24.7% 16.8%なると予測されています。

主要情報

18.1%

収益成長率

16.82%

EPS成長率

Professional Services 収益成長15.3%
収益成長率9.8%
将来の株主資本利益率24.73%
アナリストカバレッジ

Good

最終更新日15 Apr 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...
分析記事 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
分析記事 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
分析記事 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...

業績と収益の成長予測

NasdaqGS:UPWK - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,069204N/AN/A4
12/31/2027957175228N/A10
12/31/2026842133261N/A11
12/31/2025788115223248N/A
9/30/2025781247201223N/A
6/30/2025773245188209N/A
3/31/2025771235158176N/A
12/31/2024769216139154N/A
9/30/202476286118135N/A
6/30/20247447495111N/A
3/31/2024719486076N/A
12/31/2023689473653N/A
9/30/2023667132941N/A
6/30/2023650-28314N/A
3/31/2023638-48-19N/A
12/31/2022618-90311N/A
9/30/2022594-96-22-14N/A
6/30/2022563-80-9-4N/A
3/31/2022531-73-8-3N/A
12/31/2021503-56511N/A
9/30/2021472-332532N/A
6/30/2021441-26918N/A
3/31/2021404-211226N/A
12/31/2020374-23822N/A
9/30/2020348-29-212N/A
6/30/2020329-301936N/A
3/31/2020315-221429N/A
12/31/2019301-17-161N/A
9/30/2019288-17N/A24N/A
6/30/2019274-20N/A-24N/A
3/31/2019263-18N/A-21N/A
12/31/2018253-20N/A14N/A
9/30/2018241-25N/A-26N/A
6/30/2018229-18N/A-3N/A
3/31/2018214-17N/A-4N/A
12/31/2017203-11N/A-4N/A
12/31/2016164-16N/A3N/A

アナリストによる今後の成長予測

収入対貯蓄率: UPWKの予測収益成長率 (年間18.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: UPWKの収益 ( 18.1% ) はUS市場 ( 16.6% ) よりも速いペースで成長すると予測されています。

高成長収益: UPWKの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: UPWKの収益 ( 9.8% ) US市場 ( 11.5% ) よりも低い成長が予測されています。

高い収益成長: UPWKの収益 ( 9.8% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: UPWKの 自己資本利益率 は、3年後には高くなると予測されています ( 24.7 %)


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 18:48
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Upwork Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19

アナリスト機関
Nathaniel SchindlerBofA Global Research
Marvin FongBTIG
Maria RippsCanaccord Genuity