Upwork Inc. (UPWK)
Upwork: Willing To Bite With New Growth Catalysts In Place (Upgrade)
Upwork stands out amid weaker consumer spending and enterprise caution, offering a compelling value opportunity for investors seeking downside protection. UPWK is differentiating itself by building AI talent pools and expanding its enterprise staffing services, addressing evolving market needs. Despite long-term AI disruption concerns, the company's recent Q3 beat-and-raise demonstrates strong execution and market resilience.
Upwork's Stock Soars on Q3 Blowout and a New AI Blueprint
The catalyst was Upwork's third-quarter earnings report, which provided clear evidence that its strategic transformation is not just underway but is delivering substantial financial results.
Quarterly Results Push Upwork Upward, But Near-Term Pull Back Likely (Downgrade)
Upwork Inc. delivered record Q3 results, benefiting from AI-driven demand and strong revenue, but shares have surged over 28% since the last review. UPWK is leveraging AI as an opportunity, with AI-related Gross Services Volume up 53% YOY and a growing base of AI freelancers and clients. Fundamentals remain robust, with attractive P/E and net income margins, though economic headwinds may present better entry points soon.
Upwork Inc. (UPWK) Q3 2025 Earnings Call Transcript
Upwork Inc. ( UPWK ) Q3 2025 Earnings Call November 3, 2025 5:00 PM EST Company Participants Hayden Brown - President, CEO & Director Erica Gessert - CFO & Interim Principal Accounting Officer Conference Call Participants Tyler Stahl Eric Sheridan - Goldman Sachs Group, Inc., Research Division Sang-Jin Byun - Jefferies LLC, Research Division Matthew Condon - Citizens JMP Securities, LLC, Research Division Bernard McTernan - Needham & Company, LLC, Research Division Marvin Fong - BTIG, LLC, Research Division Joshua Chan - UBS Investment Bank, Research Division Ronald Josey - Citigroup Inc., Research Division Bradley Erickson - RBC Capital Markets, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Upwork's Third Quarter 2025 Earnings Conference Call.
Upwork: Still Somewhat Compelling At These Levels
Upwork remains a modest buy after Q2'25, driven by AI integration, margin expansion, and strong execution, though shares are no longer a deep bargain. AI-related GSV accelerated to 30% growth, Business Plus client adoption surged, and monetization initiatives boosted take rates and profitability for UPWK. Recent acquisitions and a new enterprise subsidiary position UPWK to capture more of the $650bn contingent workforce market starting in 2026.
Upwork (UPWK) Surges 8.1%: Is This an Indication of Further Gains?
Upwork (UPWK) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Upwork Shares Jump 10% on Q2 Earnings Beat & Robust 2025 Guidance
UPWK shares rise 10.2% after a strong Q2 earnings beat, upbeat 2025 outlook, and accelerating AI-related growth.
Upwork Targets Enterprise Businesses With New Acquisitions
Employment marketplace Upwork appears to be expanding beyond its freelancer-focused roots. In releasing its quarterly earnings Thursday (Aug. 7), the company announced it had acquired Bubty, a platform to help enterprises manage a range of workforce models and contract types, such as independent contractors and contingent W-2 workers.
Upwork CEO on weakening labor market: We have ample labor supply on our platform
Hayden Brown, Upwork CEO, joins 'The Exchange' to discuss strong Q2 earnings, labor market trends and integration of AI.
Upwork Inc. (UPWK) Q2 2025 Earnings Call Transcript
Upwork Inc. (NASDAQ:UPWK ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Company Participants Erica Gessert - Chief Financial Officer Hayden Brown - President, CEO & Director Samuel Meehan - Vice President of Investor Relations Conference Call Participants Jared Grant Osteen - ROTH Capital Partners, LLC, Research Division Joshua K. Chan - UBS Investment Bank, Research Division Maria Ripps - Canaccord Genuity Corp., Research Division Matthew Dorrian Condon - Citizens JMP Securities, LLC, Research Division Operator Good day.
Upwork (UPWK) Tops Q2 Earnings and Revenue Estimates
Upwork (UPWK) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $0.26 per share a year ago.
Upwork is buying its way into corporate staffing beyond freelancers
Upwork, a platform that connects companies with freelancers, announced two acquisitions to help build out a new, standalone enterprise-focused business that could expand its market reach.
