Upwork

UPWK

Market cap $1.75B

Alternative Investment Advisors exited 161,997 shares of Upwork in the fourth quarter. The quarter-end position value fell by $3.01 million, reflecting the complete exit.

Ancient Art, L.P. bought 372,147 shares of Upwork; estimated transaction value $6.83 million based on quarterly average price.

Upwork has seen its shares nearly halve amid a broad AI-driven market correction, despite previously strong momentum from its 2025 investor day. UPWK's 2026 revenue guidance of $835–$850 million (6%–8% growth) is well below its prior 13%–15% CAGR target, raising execution risk. Valuation is compelling: UPWK trades at just 5.4x EV/FY26 adjusted EBITDA, and a $300 million buyback (~20% of market cap) is underway.

PALO ALTO, Calif., Feb. 18, 2026 (GLOBE NEWSWIRE) -- Upwork Inc. (Nasdaq: UPWK), the world's human and AI-powered work marketplace, today announced that its board of directors approved a new $300 million share repurchase program.

PALO ALTO, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Upwork Inc. (Nasdaq: UPWK), the world's human and AI-powered work marketplace, today announced that President and CEO Hayden Brown and CFO Erica Gessert will participate in a fireside chat at The Citizens Technology Conference in San Francisco, CA on Monday, March 2, 2026 at 11:30 a.m. PT/2:30 p.m. ET.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Upwork (UPWK) stock experienced a decline of 19% over the last day and is presently priced at $15.21. Our multi-factor analysis indicates it might be the right time to purchase additional shares of UPWK stock.

Upwork is working to make artificial intelligence (AI) a tailwind, rather than a crisis. Management expects growth to reaccelerate in 2026.

Upwork Inc. is upgraded to a Buy after a sharp post-earnings selloff, despite mixed results and weak forward guidance. UPWK stock's valuation is compelling, with a P/E below 20 and price/sales under 3, supported by solid financial health and record revenues. AI-driven GSV grew 50% YoY, but active clients fell 6%; management is proactively navigating AI's dual threat and opportunity.

Upwork Inc (NASDAQ: UPWK) reported better-than-expected financial results for the fourth quarter of 2025 after the market close on Monday.