Upwork 향후 성장
Future 기준 점검 3/6
Upwork (는) 각각 연간 18.1% 및 9.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.7% 로 예상됩니다.
핵심 정보
18.1%
이익 성장률
16.82%
EPS 성장률
| Professional Services 이익 성장 | 15.3% |
| 매출 성장률 | 9.8% |
| 향후 자기자본이익률 | 24.73% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 15 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 AlphaSeeking 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,069 | 204 | N/A | N/A | 4 |
| 12/31/2027 | 957 | 175 | 228 | N/A | 10 |
| 12/31/2026 | 842 | 133 | 261 | N/A | 11 |
| 12/31/2025 | 788 | 115 | 223 | 248 | N/A |
| 9/30/2025 | 781 | 247 | 201 | 223 | N/A |
| 6/30/2025 | 773 | 245 | 188 | 209 | N/A |
| 3/31/2025 | 771 | 235 | 158 | 176 | N/A |
| 12/31/2024 | 769 | 216 | 139 | 154 | N/A |
| 9/30/2024 | 762 | 86 | 118 | 135 | N/A |
| 6/30/2024 | 744 | 74 | 95 | 111 | N/A |
| 3/31/2024 | 719 | 48 | 60 | 76 | N/A |
| 12/31/2023 | 689 | 47 | 36 | 53 | N/A |
| 9/30/2023 | 667 | 13 | 29 | 41 | N/A |
| 6/30/2023 | 650 | -28 | 3 | 14 | N/A |
| 3/31/2023 | 638 | -48 | -1 | 9 | N/A |
| 12/31/2022 | 618 | -90 | 3 | 11 | N/A |
| 9/30/2022 | 594 | -96 | -22 | -14 | N/A |
| 6/30/2022 | 563 | -80 | -9 | -4 | N/A |
| 3/31/2022 | 531 | -73 | -8 | -3 | N/A |
| 12/31/2021 | 503 | -56 | 5 | 11 | N/A |
| 9/30/2021 | 472 | -33 | 25 | 32 | N/A |
| 6/30/2021 | 441 | -26 | 9 | 18 | N/A |
| 3/31/2021 | 404 | -21 | 12 | 26 | N/A |
| 12/31/2020 | 374 | -23 | 8 | 22 | N/A |
| 9/30/2020 | 348 | -29 | -2 | 12 | N/A |
| 6/30/2020 | 329 | -30 | 19 | 36 | N/A |
| 3/31/2020 | 315 | -22 | 14 | 29 | N/A |
| 12/31/2019 | 301 | -17 | -16 | 1 | N/A |
| 9/30/2019 | 288 | -17 | N/A | 24 | N/A |
| 6/30/2019 | 274 | -20 | N/A | -24 | N/A |
| 3/31/2019 | 263 | -18 | N/A | -21 | N/A |
| 12/31/2018 | 253 | -20 | N/A | 14 | N/A |
| 9/30/2018 | 241 | -25 | N/A | -26 | N/A |
| 6/30/2018 | 229 | -18 | N/A | -3 | N/A |
| 3/31/2018 | 214 | -17 | N/A | -4 | N/A |
| 12/31/2017 | 203 | -11 | N/A | -4 | N/A |
| 12/31/2016 | 164 | -16 | N/A | 3 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: UPWK 의 연간 예상 수익 증가율(18.1%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: UPWK 의 연간 수익(18.1%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: UPWK 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: UPWK 의 수익(연간 9.8%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: UPWK 의 수익(연간 9.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: UPWK의 자본 수익률은 3년 후 24.7%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 01:16 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Upwork Inc.는 19명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Nathaniel Schindler | BofA Global Research |
| Marvin Fong | BTIG |
| Maria Ripps | Canaccord Genuity |