CEO Insider Purchase: Upstart's CEO Dave Girouard recently purchased $5 million worth of stock, igniting discussions on social media about strong internal confidence in the AI lending platform. Investors view this aggressive buying as a potential precursor to upward momentum amid broader market uncertainties.
Stock Buyback Revealed: The company disclosed a $100 million share repurchase program, fueling optimism among traders tracking corporate actions. Social media commentary highlights this as a classic signal from management betting on future value creation.
AI Lending Outlook: Conversations emphasize Upstart's positioning in AI-driven lending, with participants urging rate checks and eyeing multi-fold growth potential. Recent earnings critiques linger, but insider moves are shifting the narrative positively.
Note: This discussion summary was generated from an AI condensation of post data.
Upstart Insider Trading Activity
Upstart insiders have traded $UPST stock on the open market 20 times in the past 6 months. Of those trades, 4 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $UPST stock by insiders over the last 6 months:
- DAVE GIROUARD has made 2 purchases buying 170,240 shares for an estimated $4,999,606 and 0 sales.
- PAUL GU (Chief Technology Offier) has made 2 purchases buying 100,000 shares for an estimated $3,922,799 and 0 sales.
- SCOTT DARLING (Chief Legal Officer) has made 0 purchases and 6 sales selling 22,983 shares for an estimated $907,272.
- SANJAY DATTA (Chief Financial Officer) has made 0 purchases and 3 sales selling 21,606 shares for an estimated $736,698.
- NATALIA MIRGORODSKAYA (See Remarks) has made 0 purchases and 6 sales selling 3,472 shares for an estimated $113,717.
- KERRY WHORTON COOPER sold 1,500 shares for an estimated $75,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Upstart Revenue
Upstart had revenues of $308.2M in Q1 2026. This is an increase of 66.18% from the same period in the prior year.
You can track UPST financials on Quiver Quantitative's UPST stock page.
You can access data on UPST stock through the Quiver Quantitative API.
Upstart Hedge Fund Activity
We have seen 182 institutional investors add shares of Upstart stock to their portfolio, and 242 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SLATE PATH CAPITAL LP removed 2,731,974 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $119,469,223
- MORGAN STANLEY added 2,554,591 shares (+154.6%) to their portfolio in Q4 2025, for an estimated $111,712,264
- BANK OF AMERICA CORP /DE/ added 2,293,367 shares (+935.8%) to their portfolio in Q4 2025, for an estimated $100,288,938
- CLEAR STREET GROUP INC. added 1,490,502 shares (+260.9%) to their portfolio in Q4 2025, for an estimated $65,179,652
- SQUAREPOINT OPS LLC removed 1,356,294 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $59,310,736
- HALTER FERGUSON FINANCIAL INC. added 1,052,039 shares (+253.3%) to their portfolio in Q1 2026, for an estimated $26,984,800
- FULLER & THALER ASSET MANAGEMENT, INC. removed 1,046,143 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $45,747,833
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Upstart Analyst Ratings
Wall Street analysts have issued reports on $UPST in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 05/06/2026
To track analyst ratings and price targets for Upstart, check out Quiver Quantitative's $UPST forecast page.
Upstart Price Targets
Multiple analysts have issued price targets for $UPST recently. We have seen 9 analysts offer price targets for $UPST in the last 6 months, with a median target of $37.0.
Here are some recent targets:
- Vincent Caintic from BTIG set a target price of $43.0 on 05/06/2026
- Kyle Peterson from Needham set a target price of $37.0 on 05/06/2026
- Patrick Moley from Piper Sandler set a target price of $46.0 on 05/06/2026
- Dan Dolev from Mizuho set a target price of $51.0 on 03/26/2026
- David M. Scharf from Citizens set a target price of $20.0 on 02/18/2026
- Giuliano Bologna from Compass Point set a target price of $30.0 on 02/17/2026
- Will Nance from Goldman Sachs set a target price of $35.0 on 02/13/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
