UPST — Upstart Holdings Inc

Founder-Led

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

About Upstart Holdings Inc

Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. The company operates through three segments: Personal Lending, Auto Lending, and Other. Its platform includes unsecured personal loans, small dollar loans, auto refinance, auto retail loans, and auto secured personal loan, and home equity lines of credit. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$30.62
Market Cap$2.76B
Float83.3M
Shares Outstanding95.7M
P/E (Forward)31.35
P/E (TTM)70.34
Price/Sales (TTM)2.35
vs. Analyst Target+31.3% to analyst PT
Profit Margin4.21%
Operating Margin (TTM)0.90%
Revenue (TTM)$1.17B
Earnings Growth (YoY)209.10%
Dividend RateNone
Analyst Target Price$40.20 (15 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $233M $5.6M $196M $14.0M
2021 $849M $135M $731M $148M
2022 $842M -$109M $654M -$100M
2023 $548M -$240M $508M -$215M
2024 $677M -$129M $629M -$108M
2025 $1.08B $53.6M $1.02B $79.2M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $265M $5.6M
Sep 2025 $286M $31.8M
Dec 2025 $304M $18.6M
Mar 2026 $308M -$6.6M

Ownership & Float

Insider Ownership13.0%
Institutional Ownership62.0%
Short Float32.4%
% of All Funds Holding3.84%
Number of Funds Holding316

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$29.61Near-term / short-term trend
Weekly40-Week SMA$41.39Medium-term trend
Weekly80-Week SMA$51.70Cyclical trend (business cycle)
Weekly200-Week SMA$37.83Secular trend (multi-year)
Monthly10-Month SMA$41.46Near-term monthly trend
Monthly20-Month SMA$51.12Medium-term monthly trend
Monthly40-Month SMA$40.50Secular 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
$69.00 resistance 1.23x 7 months ago

Historical Earnings Reactions (23 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.34% -3.71% 39.13% 39.39% -55.94%
1 Day 5.32% -5.56% 43.48% 89.32% -56.42%
1 Week 10.47% 6.09% 52.17% 103.54% -39.50%
2 Weeks 12.02% -3.99% 39.13% 137.34% -51.83%
1 Month 15.56% 6.58% 54.55% 139.32% -51.85%

Next earnings: July 24, 2026 (58 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 0.54% 51.0% 253
Tuesday 0.10% 46.5% 282
Wednesday 0.32% 50.4% 280
Thursday 0.15% 46.7% 274
Friday 0.16% 44.9% 274

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 62.0%

Insider Transactions — Smart Summary

Total insider ownership: 13.0%

Founder-led management: Dave Girouard (Co-Founder, CEO & Chairperson of the Board), Paul Gu (Co-Founder & Director)

12-Month Insider Activity Summary

Total Filings48
Net Value-$15.0M
Net Shares Change1,061,303
% of Float1.3%
C-Suite Filings42
Clusters Detected7

Key Insiders

NameTitleNet ValueFilingsActivity
Girouard Dave +$5.7M 1 1 buy
Gu Paul Chief Executive Officer +$5.3M 2 2 buy
Datta Sanjay President, Capitaland Enterprise -$521,821.943 3 3 sell
Darling Scott Chief Legal Officer -$212,387.796 2 2 sell
Blankmeyer Andrea Chief Financial Officer -$208,703.154 1 1 sell
Mirgorodskaya Natalia Chief Accounting Officer and Controller -$15,134.019 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-05-28 – 2025-06-05 3 3 -$438,620.104 2 C-suite
2025-07-03 – 2025-07-17 5 3 -$4.3M 5 C-suite
2025-08-05 – 2025-08-19 3 3 -$2.9M 3 C-suite
2025-08-22 – 2025-09-05 9 5 -$2.5M 7 C-suite
2025-11-24 – 2025-11-25 4 3 -$595,014.711 3 C-suite
2026-02-24 – 2026-03-03 5 3 -$497,571.763 5 C-suite
2026-05-07 – 2026-05-21 8 6 +$6.3M 7 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-13 Gu Paul Chief Executive Officer +$1.4M Transaction at $27.50, now +11.3%
2026-05-07 Girouard Dave +$5.7M Transaction at $15.10, now +102.8%
2026-05-21 Datta Sanjay President, Capitaland Enterprise -$229,739.629 Transaction at $28.77, now +6.4%
2026-05-21 Darling Scott Chief Legal Officer -$190,911.925 Transaction at $28.78, now +6.4%
2026-05-18 Blankmeyer Andrea Chief Financial Officer -$208,703.154 Transaction at $29.63, now +3.3%
2026-05-21 Mirgorodskaya Natalia Chief Accounting Officer and Controller -$15,134.019 Transaction at $28.77, now +6.4%

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 Upstart Holdings Inc (UPST) 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 UPST on Trend Edge →