Upstart Holdingsinc Stock Filter Stocks by Fundamentals

UPST Stock  USD 26.81  1.36  4.83%   
Upstart HoldingsInc fundamentals help investors to digest information that contributes to Upstart HoldingsInc's financial success or failures. It also enables traders to predict the movement of Upstart Stock. The fundamental analysis module provides a way to measure Upstart HoldingsInc's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Upstart HoldingsInc stock.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Upstart HoldingsInc Institutional Holders

Institutional Holdings refers to the ownership stake in Upstart HoldingsInc that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Upstart HoldingsInc's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Upstart HoldingsInc's value.
Shares
Two Sigma Investments Llc2023-12-31
1.1 M
Mirae Asset Global Investments (korea) Co Ltd2023-12-31
M
Northern Trust Corp2023-12-31
711.8 K
Coatue Management Llc2023-12-31
684.8 K
Citadel Advisors Llc2023-09-30
661.1 K
Charles Schwab Investment Management Inc2023-12-31
573.2 K
Norges Bank2023-12-31
465.4 K
Barclays Plc2023-12-31
421.6 K
Pathstone Family Office, Llc2023-09-30
397.1 K
Vanguard Group Inc2023-12-31
M
Blackrock Inc2023-12-31
5.5 M

Upstart Fundamentals

About Upstart HoldingsInc Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Upstart HoldingsInc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Upstart HoldingsInc using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Upstart HoldingsInc based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence lending platform in the United States. The company was founded in 2012 and is headquartered in San Mateo, California. Upstart Holdings operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 1497 people.

Upstart HoldingsInc Investors Sentiment

The influence of Upstart HoldingsInc's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Upstart. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Upstart HoldingsInc's public news can be used to forecast risks associated with an investment in Upstart. The trend in average sentiment can be used to explain how an investor holding Upstart can time the market purely based on public headlines and social activities around Upstart HoldingsInc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Upstart HoldingsInc's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Upstart HoldingsInc's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Upstart HoldingsInc's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Upstart HoldingsInc.

Upstart HoldingsInc Implied Volatility

    
  100.32  
Upstart HoldingsInc's implied volatility exposes the market's sentiment of Upstart HoldingsInc stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Upstart HoldingsInc's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Upstart HoldingsInc stock will not fluctuate a lot when Upstart HoldingsInc's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Upstart HoldingsInc in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Upstart HoldingsInc's short interest history, or implied volatility extrapolated from Upstart HoldingsInc options trading.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Upstart HoldingsInc is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Upstart Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Upstart Holdingsinc Stock. Highlighted below are key reports to facilitate an investment decision about Upstart Holdingsinc Stock:
Check out Upstart HoldingsInc Piotroski F Score and Upstart HoldingsInc Altman Z Score analysis.
For more information on how to buy Upstart Stock please use our How to Invest in Upstart HoldingsInc guide.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

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When running Upstart HoldingsInc's price analysis, check to measure Upstart HoldingsInc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Upstart HoldingsInc is operating at the current time. Most of Upstart HoldingsInc's value examination focuses on studying past and present price action to predict the probability of Upstart HoldingsInc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Upstart HoldingsInc's price. Additionally, you may evaluate how the addition of Upstart HoldingsInc to your portfolios can decrease your overall portfolio volatility.
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Is Upstart HoldingsInc's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Upstart HoldingsInc. If investors know Upstart will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Upstart HoldingsInc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
2.091
Earnings Share
(2.87)
Revenue Per Share
6.547
Quarterly Revenue Growth
0.019
Return On Assets
(0.07)
The market value of Upstart HoldingsInc is measured differently than its book value, which is the value of Upstart that is recorded on the company's balance sheet. Investors also form their own opinion of Upstart HoldingsInc's value that differs from its market value or its book value, called intrinsic value, which is Upstart HoldingsInc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Upstart HoldingsInc's market value can be influenced by many factors that don't directly affect Upstart HoldingsInc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Upstart HoldingsInc's value and its price as these two are different measures arrived at by different means. Investors typically determine if Upstart HoldingsInc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Upstart HoldingsInc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.