Upstart Holdings

UPST

Market cap $2.68B

Fool.com analysts Matt Frankel and Tyler Crowe are buy-and-hold investors, and the bulk of both of their portfolios consists mainly of solid businesses with reliable cash flow. But both also invest in some more "exciting" businesses as well.

Lending disruptor Upstart (UPST +4.55%) recently reported its first $1 billion revenue year ever, as well as solid profitability and excellent growth -- especially in its newer loan verticals. In this video, longtime Motley Fool analyst Matt Frankel discusses the latest results, and why investors might be approaching Upstart with caution right now.

NEW YORK, Feb. 26, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Upstart Holdings, Inc. ("Upstart" or the "Company") (NASDAQ: UPST).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.

Upstart (UPST) is a fast-growing, AI-driven lending platform with a capital-light, asset-light business model and strong 2025 results. UPST guides for $1.4B revenue and 21% adjusted EBITDA margin in 2026, projecting a 35% CAGR over three years and $2.5B revenue by 2028. Despite cyclical risks and dilution from stock-based compensation, UPST trades at a sub-10 forward P/E, making it an attractive growth-at-a-reasonable-price opportunity.

Chipmaker AMD will probably claim a much larger share of the AI accelerator market over time. If Upstart can disrupt the loan evaluation market with its AI tool, the stock could head back to its 2021 highs.

SAN MATEO, Calif.--(BUSINESS WIRE)--Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced a forward-flow commitment from funds managed by Wafra, a New York-based global alternative investment manager focused on strategic partnerships, real estate and real assets. Wafra has agreed to purchase up to $200 million of assets originated through the Upstart auto finance platform. “We are pleased to partner with Upstart on its inaugural aut.

SAN MATEO, Calif.--(BUSINESS WIRE)--Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced the previous sale of a $333 million aggregate portfolio of Upstart Auto assets to affiliates of Bayview Asset Management, LLC. “Upstart is a strong strategic fit with Bayview's focus on disciplined capital deployment in the auto lending market,” said Carlos Prevolis, Managing Director at Bayview. “We've been impressed by Upstart's growth and le.

SAN DIEGO--(BUSINESS WIRE)---- $UPST #Upstart--Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Upstart Holdings, Inc. (NASDAQ: UPST). The investigation focuses on Upstart's executive officers and whether investor losses may be recovered under federal securities laws. What if I purchased Upstart securities? If you purchased Upstart securities and suffered losses on your investment, join our investigation now: Click here to join the investigation. Or for more information, contact Ji.

SAN MATEO, Calif.--(BUSINESS WIRE)--Upstart Repurchases $100 Million of Shares.

Initiated new stake of 316,586 shares in Upstart Holdings, with estimated transaction value of $13.84 million (based on quarterly average pricing). Quarter-end position value increased by $13.84 million due to the new share purchase.