UP — Wheels Up Experience Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates UP Bearish with a Setup Score of 47, net conviction 36, actionability 62. How the Setup Score works →

Total Setup Score47
Directional BiasBearish
Net Conviction36
Actionability62 (in range)

Key signals behind this score

About Wheels Up Experience Inc

Wheels Up Experience Inc. provides on-demand private aviation services in the United States and internationally. The company offers Wheels Up Membership program that consists of a simplified on-ramp to private flying services to individual and business private flyers; Wheels Up charter solutions which allows members and customers to book charter trips with no upfront costs. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$7.74
Market Cap$285M
Float5.7M
Shares Outstanding36.3M
Price/Sales (TTM)0.39
vs. Analyst Target-48.3% to analyst PT
Profit Margin-38.17%
Operating Margin (TTM)-32.41%
Revenue (TTM)$728M
Dividend RateNone
Analyst Target Price$4.00

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $695M -$78.6M $60.2M -$3.9M
2021 $1.19B -$190M $22.4M -$133M
2022 $1.58B -$555M -$26.5M -$482M
2023 $1.25B -$487M -$37.7M -$386M
2024 $792M -$340M $59.0M -$217M
2025 $736M -$294M $16.6M -$139M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $190M -$82.3M
Sep 2025 $185M -$83.7M
Dec 2025 $184M -$28.9M
Mar 2026 $169M -$83.0M

Ownership & Float

Insider Ownership12.8%
Institutional Ownership80.0%
Short Float13.7%
% of All Funds Holding1.06%
Number of Funds Holding87

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$7.72Near-term / short-term trend
Weekly40-Week SMA$13.62Medium-term trend
Weekly80-Week SMA$21.81Cyclical trend (business cycle)
Weekly200-Week SMA$66.58Secular trend (multi-year)
Monthly10-Month SMA$12.16Near-term monthly trend
Monthly20-Month SMA$21.22Medium-term monthly trend
Monthly40-Month SMA$35.29Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$26.60 resistance 1.15x 7 months ago
$36.80 resistance 2.21x 8 months ago
$57.00 resistance 4.13x 9 months ago

Historical Earnings Reactions (22 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 3.29% 0.73% 63.64% 40.85% -1.52%
1 Day 0.26% -0.16% 45.45% 10.20% -11.37%
1 Week 2.49% -0.44% 45.45% 31.39% -34.28%
2 Weeks 6.56% 1.35% 54.55% 59.85% -36.70%
1 Month 0.18% -2.08% 38.10% 122.54% -59.42%

Next earnings: August 6, 2026 (24 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.27% 46.8% 263
Tuesday 0.54% 46.9% 292
Wednesday -0.26% 45.5% 290
Thursday -0.31% 43.8% 283
Friday -0.30% 43.3% 282

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 80.0%

Insider Transactions — Smart Summary

Total insider ownership: 12.8%

12-Month Insider Activity Summary

Total Filings15
Net Value-$577,457.234
Net Shares Change-393,497
% of Float-7.0%
C-Suite Filings12
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
CK Wheels LLC -$308,549.624 2 2 sell
Godsman David Chief Digital Officer -$220,056 1 1 sell
Mattson George N Chief Executive Officer +$146,204.736 2 2 buy
Briffa Mark Chief Sales Officer -$133,389.45 3 3 sell
Holtz David L Chief Operating Officer -$106,048.56 1 1 sell
Wells Meaghan Danielle Chief Growth Officer -$58,475.82 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-08-19 – 2025-08-28 5 5 -$518,903.2 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-15 Mattson George N Chief Executive Officer +$138,003.736 Transaction at $5.24, now +47.6%
2026-05-20 Mattson George N Chief Executive Officer +$8,201 Transaction at $5.56, now +39.2%
2026-05-15 Briffa Mark Chief Sales Officer -$18,981.96 Transaction at $4.99, now +55.1%
2026-06-23 CK Wheels LLC -$222,268.229 Transaction at $8.05, now -3.8%
2026-06-17 CK Wheels LLC -$86,281.395 Transaction at $8.15, now -5.1%
2026-06-12 Briffa Mark Chief Sales Officer -$7,627.5 Transaction at $7.50, now +3.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Wheels Up Experience Inc (UP) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for UP on Trend Edge →