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Upwork CFO sells over $196k in company stock

Published 21/08/2024, 00:06
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Upwork Inc. (NASDAQ:UPWK) Chief Financial Officer Erica Gessert sold a portion of her company shares, generating over $196,000 on August 19, according to a recent SEC filing. The transactions occurred as the company's stock traded within a price range of $9.55 to $9.96 per share.

The sale was part of a "sell to cover" transaction, a common practice where executives sell shares to cover tax withholding obligations upon the vesting of restricted stock units (RSUs). This type of sale is mandated under Upwork's equity incentive plans and is not considered a discretionary trade by the executive.

The total number of shares sold by Gessert was 20,353, at an average price of $9.6482 per share, resulting in the total amount of approximately $196,369. The specific prices at which the shares were sold varied within the reported range, and further details can be provided upon request, as noted in the SEC filing's footnotes.

The filing also indicated that Gessert acquired 37,500 shares through the vesting of RSUs, which are set to vest in increments, with the first 25% vested on May 18, 2024, and then 1/16th every quarter thereafter, as long as she remains employed with Upwork.

Following these transactions, Gessert's direct ownership in the company's common stock stands at 107,313 shares. The vested RSUs increased her total direct holdings in Upwork to 412,500 shares, reflecting her continued stake in the company's future.

Investors often monitor insider transactions for insights into executive sentiment regarding their company's stock. While sales to cover tax obligations are routine and less indicative of an executive's outlook, the acquisition of shares through vested RSUs demonstrates a long-term investment in the company by the executive.

In other recent news, Upwork Inc. experienced a year-over-year revenue increase of 15% to $193.1 million for the second quarter of 2024, along with its highest-ever quarterly GAAP net income at $22.2 million and a robust adjusted EBITDA margin of 21%. However, due to softer client activity and macroeconomic challenges, the company adjusted its full-year revenue guidance downward. Upwork anticipates Q3 revenue to be between $179 million and $184 million, and full-year revenue is expected to range from $735 million to $745 million. Despite this, the company maintains its adjusted EBITDA forecast for the full year at $140 million to $150 million.

Following these developments, Roth/MKM reduced Upwork's stock price target to $13 from $19, yet continued to endorse the stock with a Buy rating. The firm also revised its revenue and EBITDA estimates for 2025, reducing them by 10% and 6%, respectively. Despite the lowered forecasts, Roth/MKM emphasized Upwork's commitment to its EBITDA outlook for 2024 remains unchanged. The firm's maintained Buy rating reflects a belief in Upwork's potential to navigate the current economic headwinds without further negative impacts on its financial model. These are the recent developments in the company's financial performance.

InvestingPro Insights

Amidst the recent insider transactions at Upwork Inc. (NASDAQ:UPWK), the company has been demonstrating financial metrics that offer a broader perspective on its market standing. According to real-time data from InvestingPro, Upwork maintains a market capitalization of approximately $1.25 billion USD. This valuation comes in the wake of a period marked by significant stock volatility, as evidenced by a 1-month price total return of -17.92% and a 6-month price total return of -25.95%.

Despite these fluctuations, Upwork's financial health appears robust, with a strong gross profit margin of 76.18% over the last twelve months as of Q2 2024. This impressive margin aligns with one of the InvestingPro Tips, highlighting the company's impressive gross profit margins. Additionally, Upwork's revenue growth remains positive, with a 14.5% increase over the same period. Another notable metric is the company's price-to-earnings (P/E) ratio, which stands at 17.24, slightly adjusting to 16.67 over the last twelve months as of Q2 2024.

InvestingPro Tips also suggest that Upwork's management has been actively engaging in share buybacks, a move that often reflects confidence in the company's future performance and a commitment to delivering shareholder value. Moreover, Upwork's balance sheet holds more cash than debt, providing the company with financial flexibility and resilience.

For investors seeking a deeper dive into Upwork's performance and executive moves, InvestingPro provides additional insights. Currently, there are 15 more InvestingPro Tips available, offering a comprehensive analysis of Upwork's financials, stock performance, and market valuation. These tips can be accessed through InvestingPro's dedicated page for Upwork at https://www.investing.com/pro/UPWK.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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