February 10, 2026
Finance

Upstart Holdings Anticipates Q4 Earnings Release Amid Volatile Trading Dynamics

Investors Eye Upstart Ahead of Earnings; Stock Exhibits Mixed Technical Signals

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Summary

Upstart Holdings, Inc. (NASDAQ: UPST) is garnering considerable market attention as it prepares to announce its fourth-quarter earnings post-market close. The company is projected to deliver earnings per share (EPS) of 46 cents and revenues around $288.67 million. Despite recent positive earnings surprises, the stock faces technical challenges, trading notably below key moving averages, prompting a cautious stance among investors.

Key Points

Upstart Holdings is projected to deliver Q4 earnings per share of 46 cents and revenues approximating $288.67 million.
The company has a strong recent record of surpassing earnings per share estimates, beating consensus in the last four quarters.
Technically, UPST shares trade significantly below their 20-day and 100-day simple moving averages, indicating short- and medium-term resistance.
Momentum indicators show neutral RSI but bearish MACD, suggesting mixed investor sentiment and caution ahead of earnings.

Upstart Holdings, Inc., a player in artificial intelligence-driven lending platforms, is in focus on Tuesday as market participants await the company's fourth-quarter earnings announcement scheduled after today's market close. The firm's stock has demonstrated notable upward momentum earlier in the trading session.

Analysts have set expectations that Upstart will report earnings per share of 46 cents alongside revenues nearing $288.67 million for the period. The company has a track record of surpassing earnings expectations, having exceeded EPS estimates in each of the previous four quarters. Revenue performance has been similarly strong, with three of the last four quarters surpassing revenue forecasts.

In the most recent quarter reported, Upstart achieved EPS of 52 cents, outperforming the consensus analyst projection of 42 cents. However, revenue slightly missed projections, generating $277.11 million against an expectation of $279.62 million. CEO Dave Girouard commented in reference to the company's AI platform, emphasizing its effective adaptation to shifting macroeconomic signals and its role in delivering robust results.

Despite these positive fundamentals, Upstart's stock price is under pressure from a technical perspective. The shares currently trade approximately 23% below their 20-day simple moving average (SMA) and 30.2% under the 100-day SMA. This positioning signals persistent challenges in regaining upward price momentum in the short to medium term.

Over the last year, Upstart's share price has appreciated by 37.87%, yet recent price action finds the stock closer to its 52-week lows instead of its highs. Momentum indicators paint a nuanced picture: the Relative Strength Index (RSI) holds at 31.06, a level typically regarded as neutral, suggesting an absence of extreme overbought or oversold conditions. Conversely, the Moving Average Convergence Divergence (MACD) indicator remains below its signal line, reflecting underlying bearish pressure.

This combination of technical signals—neutral RSI combined with a bearish MACD—implies mixed momentum, leading market participants to exercise prudence ahead of the earnings release. Key resistance for the stock is identified near the $31.00 price level, which traders may monitor closely.

Further context is provided via Benzinga Edge rankings, which show a neutral momentum score of 50.26 for Upstart. This metric indicates that the company's stock performance aligns broadly with overall market trends, lacking significant deviation toward outperformance or underperformance.

At the moment of reporting, Upstart shares have advanced 5.48% to $40.98, reflecting early trading optimism. Intraday movement suggests increased volatility as investors position themselves ahead of the company's earnings disclosure.

Comprehensive analysis of Upstart’s recent performance highlights a balanced interplay between strong earnings history and rising technical headwinds. While the firm continues to demonstrate its AI platform's effectiveness in navigating macroeconomic variables and delivering consistent earnings beats, current stock valuation dynamics warrant measured investor attention.

In summary, Upstart's upcoming fourth-quarter results will be critical in shaping market sentiment and stock trajectory in the near term, as the company negotiates a complex technical landscape amid its fundamental advancements.

Risks
  • The stock's current trading position below key moving averages may limit near-term upside potential and signal technical challenges.
  • Bearish MACD readings highlight ongoing selling pressure that could offset positive earnings surprises.
  • Revenue slightly missing consensus in the last quarter raises questions about consistent top-line growth.
  • Positioning closer to 52-week lows leaves the stock vulnerable to further downside if earnings or guidance disappoint.
Disclosure
Education only / not financial advice
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