UPXI · Upexi, Inc.

NASDAQ NMS - GLOBAL MARKET - Real Time Price • USD

Upexi, Inc (UPXI)

NASDAQ NMS - GLOBAL MARKET Consumer products
Options chain →
$1.04 +0.07 (+7.54%)
Market open
DAY'S RANGE $1.04
$1.01 $1.04
52-WEEK RANGE $1.04
$0.54 $7.75

What's happening

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$81.9M
P/E (TTM1)
EPS2 (TTM)$-4.10
Div Yield
Beta3-0.28
Volume24,602
Open1.02
Prev Close0.97
Bid / Ask1.02 / 1.06
Next Earnings 2026-09-18

Analyst Recommendations

Strong buy 2 Buy 5 Hold 1 Sell 0 Strong sell 0

Aggregate ratings for 2026-09-01 (8 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
UPXI -42.84%
vs S&P 500 -55.05%
1-YEAR RETURN
UPXI -85.52%
vs S&P 500 -104.38%
6-MONTH RETURN
UPXI +44.82%
3-MONTH RETURN
UPXI -10.25%

Valuation Measures & Ratios

Enterprise Value4$305.9M
Forward P/E5
PEG Ratio6
Price / Sales (TTM1)2.58
Price / Book72.18
EV4 / Revenue11.70
EV4 / EBITDA5.22
Profit Margin-874.01%
Operating Margin-839.78%
Return on Equity (ROE8)-139.91%
Return on Assets (ROA9)-90.02%
Avg Volume (3M)2,458,380
Quarterly history (5 periods)
Measure Mar '26Dec '25Sep '25Mar '25Dec '24
Market cap $65.0M $505.9M $3.0M $3.9M
P/E -0.29 8.43 -0.28 -0.41
Price/Sales 2.60 24.37 0.18 0.19
Price/Book -1.25 2.40 1.63 1.04
EV/Revenue 4.89 26.77 0.18 0.19
ROE 434.05% 28.46% -587.73% -252.05%
ROA -112.47% 14.29% -72.19% -54.11%

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short15,076,502
Change from Prior Settlement-2.81%
% of Float
Days to Cover (Short Ratio)16.04

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

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Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.

Indicators None active

Add lines over the price chart or a panel below it. Your choices are saved on this device.

Starter sets
Trend
Oscillators
Volume/volatility
Loading chart…

Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

  • Revenue growth is 44.2% on the provider's reported measure. Finnhub fundamentals ↗
  • Latest SEC filing is Form 8-K, filed 2026-07-31; review it for current changes and risks. SEC EDGAR ↗

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Mar '26Dec '25Sep '25Mar '25Dec '24Sep '24Mar '24Dec '23
Revenue $4.6M $8.1M $9.2M $3.2M $4.0M $4.4M $5.2M $7.5M
Gross profit $4.4M $6.7M $8.3M $1.6M $3.0M $2.9M $1.3M $4.6M
Operating income -$106.8M -$175.4M $69.2M -$3.6M -$1.1M -$1.3M -$5.0M -$2.6M
Net income -$109.3M -$178.9M $66.7M -$3.8M -$1.3M -$1.6M -$4.1M -$2.4M
EPS (diluted) $-1.67 $0.76 $-2.87 $-1.24 $1.55 $-4.03 $-2.00
EPS (basic) $-1.67 $-2.94 $1.21 $-2.87 $-1.24 $-1.55 $-4.03 $-2.00

Balance sheet

Line item Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24Jun '24
Total assets $200.4M $271.1M $419.7M $123.8M $15.1M $17.5M $18.6M $23.5M
Stockholders' equity -$51.9M $48.7M $210.8M $90.1M $1.9M $3.8M $5.0M $6.5M
Total current assets $121.8M $171.3M $220.3M $56.8M $4.0M $6.1M $6.8M $11.4M
Total current liabilities $70.8M $77.9M $64.6M $32.6M $10.8M $10.6M $9.8M $12.7M
Cash & equivalents
Accounts receivable $496.4K $594.6K $284.3K $157.5K $180.9K $1.2M $801.4K $606.9K

Cash flow

Line item Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24Jun '24
Operating cash flow -$4.8M -$2.7M -$9.8M -$4.3M -$778.7K -$1.4M -$2.0M $2.7M
Investing cash flow $7.9M -$6.5M -$30.3M -$105.1M -$80.6K $0 $5.8M -$2.3M
Financing cash flow -$1.2M $8.5M $39.4M $112.1M $683.3K $0 -$2.7M $7.6K
Free cash flow -$4.8M -$2.7M -$9.8M -$4.5M -$809.3K -$1.4M -$2.1M $2.5M
Capital expenditures $11.7K $17.5K $14.8K $189.8K $30.6K $0 $167.4K $269.5K
Share-based compensation $4.0M $8.3M $5.8M $2.0M $521.4K $32.6K $141.3K $748.0K

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding UPXI as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Institutional ownership is not available for this symbol right now.

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2023-12-07 to 2026-07-03-05:00

Recent transactions

  • Most recent: Salkind Gene (Reporting person) — Grant / award of 100,000 shares on 2026-07-03-05:00.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)0 sh(0 txns)
Sales (open market)0 sh(0 txns)
Net Shares+0

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Salkind GeneReporting personGrant / award2026-07-03-05:00100,000
Dugan LawrenceReporting personGrant / award2026-07-03-05:00100,000
Rudick Brian BenjaminChief Strategy OfficerGrant / award2026-07-03-05:00400,000
MARSHALL ALLANChief Executive OfficerGrant / award2026-07-03-05:002,000,000
Norstrud Andrew JamesChief Financial OfficerGrant / award2026-07-03-05:00400,000
Williams Thomas CharlesReporting personGrant / award2025-07-16-05:0050,000

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-07-03-05:00Salkind GeneReporting personGrant / award 100,000$0.00
2026-07-03-05:00Dugan LawrenceReporting personGrant / award 100,000$0.00
2026-07-03-05:00Rudick Brian BenjaminChief Strategy OfficerGrant / award 400,000$0.00
2026-07-03-05:00MARSHALL ALLANChief Executive OfficerGrant / award 2,000,000$0.00
2026-07-03-05:00Norstrud Andrew JamesChief Financial OfficerGrant / award 400,000$0.00
2025-12-23-05:00MARSHALL ALLANChief Executive OfficerOpen market purchase 50,000$1.80
2025-12-16-05:00MARSHALL ALLANChief Executive OfficerOpen market purchase 50,000$2.07
2025-12-15-05:00MARSHALL ALLANChief Executive OfficerOpen market purchase 100,000$2.07
2025-11-20-05:00Salkind GeneReporting personOpen market purchase 50,000$2.55
2025-11-17-05:00Salkind GeneReporting personOpen market purchase 100,000$2.65
2025-11-17-05:00Salkind GeneReporting personOpen market purchase 100,000$2.81
2025-10-01-05:00MARSHALL ALLANChief Executive OfficerGrant / award 1,600,000$0.00
2025-10-01-05:00Norstrud Andrew JamesChief Financial OfficerGrant / award 240,000$0.00
2025-07-22-05:00Dugan LawrenceReporting personOpen market purchase 4,000$7.50
2025-07-16-05:00Salkind GeneReporting personGrant / award 50,000$0.00
2025-07-16-05:00Salkind GeneReporting personGrant / award 150,000$0.00
2025-07-16-05:00Rudick Brian BenjaminCSOGrant / award 400,000$0.00
2025-07-16-05:00Dugan LawrenceReporting personGrant / award 50,000$0.00
2025-07-16-05:00Dugan LawrenceReporting personGrant / award 50,000$0.00
2025-07-16-05:00Dugan LawrenceReporting personOpen market purchase 10,000$5.70
2025-07-16-05:00Dugan LawrenceReporting personOpen market purchase 1,000$5.60
2025-07-16-05:00Williams Thomas CharlesReporting personGrant / award 50,000$0.00
2025-07-16-05:00Williams Thomas CharlesReporting personGrant / award 50,000$0.00
2025-07-16-05:00MARSHALL ALLANChief Executive OfficerGrant / award 1,200,000$0.00
2025-07-16-05:00Norstrud Andrew JamesChief Financial OfficerGrant / award 250,000$0.00
2025-07-15-05:00Dugan LawrenceReporting personOpen market purchase 1,000$5.17
2025-07-11-05:00Salkind GeneReporting personOpen market purchase 20,243$4.94
2025-07-11-05:00MARSHALL ALLANChief Executive OfficerOpen market purchase 161,943$4.94
2025-04-17-05:00MARSHALL ALLANChief Executive OfficerOpen market purchase 657,895$2.28
2025-04-17-05:00MARSHALL ALLANChief Executive OfficerGrant / award 75,000$0.00
2025-04-17-05:00Norstrud Andrew JamesChief Financial OfficerOpen market purchase 43,860$2.28
2025-04-17-05:00Norstrud Andrew JamesChief Financial OfficerGrant / award 100,000$0.00
2025-04-17-05:00Salkind GeneReporting personOpen market purchase 241,229$2.28

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-09-03 11:46 UTC

FiledFormReport periodOfficial filing
2026-07-318-K2026-07-30 View on SEC.gov →
2026-07-2042026-07-03 View on SEC.gov →
2026-07-2042026-07-03 View on SEC.gov →
2026-07-2042026-07-03 View on SEC.gov →
2026-07-2042026-07-03 View on SEC.gov →
2026-07-2042026-07-03 View on SEC.gov →
2026-06-308-K2026-06-30 View on SEC.gov →
2026-06-268-K2026-06-24 View on SEC.gov →
2026-06-258-K2026-06-22 View on SEC.gov →
2026-06-248-K2026-06-21 View on SEC.gov →
2026-06-168-K2026-06-15 View on SEC.gov →
2026-05-138-K2026-05-12 View on SEC.gov →

Headlines about UPXI (Upexi, Inc.). Links open the publisher — we don’t host full articles.

SEC filings ↓

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