Upwork Inc.

NasdaqGS:UPWK 주식 리포트

시가총액: US$1.1b

Upwork 경영진

경영진 기준 점검 1/4

Upwork CEO는 Hayden Brown, Jan2020 에 임명되었습니다 의 임기는 6.33 년입니다. 총 연간 보상은 $17.09M, 3.7% 급여 및 96.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.05M 가치에 해당하는 회사 주식의 0.65% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.7 년과 6.4 년입니다.

핵심 정보

Hayden Brown

최고경영자

US$17.1m

총 보수

CEO 급여 비율3.66%
CEO 재임 기간6.3yrs
CEO 지분 보유율0.6%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간6.4yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha 14h

Upwork Faces A Freelance Marketplace In Decline

Summary Upwork suffered a near 20% stock decline following a Q1 2026 earnings report described as an unmitigated disaster, in my opinion. Management projects confidence in UPWK's AI-driven strategic vision, but the article argues this direction could threaten its core business. UPWK's recent fee structure change, raising freelancer costs from a flat 10% to a variable 0–15%, is seen as detrimental to its user base. Wall Street appears to have only recently recognized the full extent of UPWK's strategic and operational issues. Read the full article on Seeking Alpha
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.
내러티브 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 Alpha
분석 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 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
분석 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 Alpha
분석 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 Alpha
분석 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...

CEO 보수 분석

Hayden Brown의 보수는 Upwork의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Hayden의 총 보수(USD17.09M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.73M)보다 높습니다.

보상과 수익: Hayden의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Hayden Brown (43 yo)

6.3yrs
재임 기간
US$17,094,702
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 year데이터 없음데이터 없음
Sabrina Mekhalfa
Chief Accounting Officer & Principal Accounting Officerless than a year데이터 없음0.0017%
$ 18.5k
Andrew Rabinovich
VP, CTOless than a year데이터 없음데이터 없음
Gary Fuges
Vice President of Investor Relationsno data데이터 없음데이터 없음
Jacob McQuown
Chief Legal Officer & Secretaryless than a year데이터 없음데이터 없음
Giulietta Pezzaniti
Chief People Officerless than a year데이터 없음데이터 없음
Peter Sanborn
Chief Business Officerless than a year데이터 없음데이터 없음
0.7yrs
평균 재임 기간
44yo
평균 나이

경험이 풍부한 관리: UPWK의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.7 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Hayden Brown
President6.4yrsUS$17.09m0.65%
$ 7.1m
Andrew Rabinovich
VP, CTOless than a year데이터 없음데이터 없음
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$593.46k데이터 없음
Thomas Layton
Independent Chairman of the Board12.2yrsUS$286.71k1.33%
$ 14.5m
Glenn Kelman
Independent Directorless than a yearUS$597.32k데이터 없음
6.4yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: UPWK의 이사회경험이 있음으로 간주됩니다(평균 재임 6.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 09:18
종가2026/05/11 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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.

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이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

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.

분석가기관
Nathaniel SchindlerBofA Global Research
Marvin FongBTIG
Maria RippsCanaccord Genuity