$UPLD healthy pullback today, didn't break the structure. I'll ride to $4 again, maybe we breakout this time. L.F.G.
$UPLD This is actually a healthy pullback, no accounting for it but short selling, which is transient and easily frightened away.
Adding here as well.
$UPLD really a great setup. Just noticed they are actually close to zero borrow now.
$4 break tomorrow goes easily to $5, volume could see a run at $7 like August. Fun week ahead.
$UPLD clearly positioned for AI contract expansions and the headlines that go with them. This strategic pivot already delivered 81 new customers and 200 contract expansions in 2Q.
Think these guys and their shareholders are looking forward to an unprecedented 4Q.
$LPSN $BLIN
$UPLD something is definitely happening here. Looks clean as well, no fear of imminent dilution. Will be looking for entry.
$PHUN $BOX $ASAN
$UPLD What Could Drive a Return?
Tiny float
Bottomed chart
$18 intrinsic value
Daily Mac-d
Low dilution per DT
Upland has some compelling ingredients for a turnaround: approximately $186M in projected core revenue, $51.3M in projected adjusted EBITDA, a 27% EBITDA margin, 94% recurring core revenue, and relationships with 1,100+ enterprise customers, including major blue chip companies. Its $13B addressable market across knowledge management and content services, combined with its AI-powered document automation and enterprise knowledge management tools, creates an opportunity to unlock more value from an established software business.
For UPLD to return to $18, it needs to stabilize revenue, turn its AI products into meaningful growth, maintain strong free cash flow, pay down debt, and improve investor confidence. If it executes, reduces financial risk, and earns a higher valuation multiple, a substantial re rating could follow. The biggest upside is that the business already has customers, recurring revenue, and cash generation the market needs to see those strengths translate into sustainable growth. $18 is a potential valuation scenario, even a return back to the $6s is a double
W. Yang retweeted
I Love trying find beaten down small caps no one has heard of that are incredibly undervalued and have a chance to return to its fair value.
$FTCI is extremely interesting for a small cap the company reported approximately $560M in contracted backlog in Q2 2026, while generating $25.9M in quarterly revenue, up 52% sequentially and 31% year over year, and reaffirming approximately 40% full year 2026 revenue growth. Even more impressive, backlog has steadily climbed from approximately $462M in Q3 2025 to $491M in Q4, $543M in Q1 2026, and now $560M. That gives $FTCI substantial forward revenue visibility at a time when demand for U.S. solar infrastructure is expanding, and the story gets even bigger when you consider the additional contracts behind it, including a 400 MW purchase order from a top 5 U.S. EPC and top 5 U.S. developer, a 1 GW five year expansion with Strata Clean Energy, and another 1 GW award involving a customer with corporate offtakers. For a small cap, having hundreds of millions in contracted business while revenue is accelerating and new multi gigawatt opportunities continue to emerge creates a potentially powerful setup for a major valuation rerating if the company continues converting backlog into revenue and improving profitability.
Like I mentioned before as well they do not plan using the ATM as per SEC filings 🚨🚨
W. Yang retweeted
$FTCI the stock is acting like it wants to prove a point.
Agreed.
Who are these late-comers doing victory laps already? Someone has a lesson in exit strategy coming. :-)
W. Yang retweeted
$SPRU just doing some DD and I like this
☀️ 83K home solar assets/contracts
☀️ 18 states
☀️ 10 yrs avg. contract life remaining
☀️ 60K third-party systems serviced
☀️ $802M gross portfolio value (PV6)
All while operating performance is improving. Big potential runner
$SPRU The numbers speak for themselves.
✅ Low float
✅ Low dilution risk
✅ Dilution tracker estimates cash at 154M$
✅ Only 35M market cap
✅ 802M$ gross solar portfolio value
✅ Turned Profitable in Q2
✅ Record $26.5M Operating EBITDA
Solar theme will become the main trend leading to the end of the year. Big names already talking about it.
3-5$ very possible here. Strong close Friday, could this be the start of a multi days / multi weeks run up? Bullish
W. Yang retweeted
$SPRU
Cash and restricted cash sitting at $81.5 million. trailing sales still around $108 million.
83K home solar assets/contracts
18 states
10 yrs avg. contract life remaining
60K third-party systems serviced
$802M gross portfolio value (PV6)
All while operating performance is improving.
W. Yang retweeted
$SPRU
Love it or hate it — roughly four-fifths of planned U.S. new power generation and storage capacity is solar + batteries.
The sector looks early in a broader repricing.
Spruce Power is positioning itself as a pure-play distributed solar leader with a growing portfolio of long-term customer contracts. Solid setup.
