UPXI · Upexi, Inc.
Upexi, Inc (UPXI)
What's happening
- UPXI is up 7.54% today, trading at $1.04. — Live quote
- Volume today (24,602) is well below its 3-month average of 2,458,380. (Finnhub fundamentals)
- Reports earnings on 2026-09-18, 15 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $-1.67 actual vs. $-0.20 estimated (-718.6%). (Finnhub earnings history)
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
Analyst Recommendations
Aggregate ratings for 2026-09-01 (8 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Mar '26 | Dec '25 | Sep '25 | Mar '25 | Dec '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
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
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
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
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
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
- Net profit margin is -874.0%. Finnhub fundamentals ↗
- Trailing 52-week price return is -85.5%. Finnhub market metrics ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on UPXI
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Mar '26 | Dec '25 | Sep '25 | Mar '25 | Dec '24 | Sep '24 | Mar '24 | Dec '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 |
| Operating margin | -$2.3K | -$2.2K | $748 | -$114 | -$27 | -$31 | -$96 | -$35 |
| Net margin | -$2.4K | -$2.2K | $722 | -$121 | -$32 | -$37 | -$79 | -$33 |
Balance sheet
| Line item | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '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 |
| Inventory | $215.2K | $728.3K | $1.0M | $1.2M | $1.3M | $2.2M | $1.6M | $1.4M |
| Property, plant & equipment | $241.2K | $543.2K | $1.9M | $2.1M | $2.0M | $2.1M | $2.3M | $2.4M |
| Goodwill | $673.9K | $673.9K | $848.9K | $848.9K | $848.9K | $848.9K | $848.9K | $848.9K |
| Intangible assets | $855.5K | $874.7K | $143.9K | $163.1K | $182.3K | $201.5K | $220.7K | $239.9K |
| Other non-current assets | $178.6K | $218.7K | $200.7K | $192.1K | $192.1K | $199.9K | $206.4K | $278.4K |
| Accounts payable | $288.7K | $665.8K | $2.2M | $1.0M | $1.4M | $1.0M | $575.2K | $481.6K |
| Accrued liabilities | $2.2M | $2.0M | $947.1K | $356.1K | $223.5K | $222.1K | $317.2K | $736.4K |
| Deferred revenue (current) | $2.3K | $47.3K | $51.3K | $13.2K | $23.9K | $139.0K | $178.0K | $235.3K |
| Short-term debt | $57.3M | $62.7M | $50.0M | $20.0M | — | — | — | $0 |
| Long-term debt | — | — | — | — | — | — | — | — |
| Other non-current liabilities | — | — | — | — | — | — | — | — |
| Common stock & paid-in capital | $669 | $632 | $589 | $383 | $1.4K | $1.0K | $1.0K | $11 |
| Retained earnings | -$282.1M | -$172.7M | $6.2M | -$60.5M | -$53.6M | -$49.8M | -$48.5M | -$46.9M |
Cash flow
| Line item | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '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 |
| Deferred income taxes | — | — | — | — | — | — | — | $5.9M |
| Change in accounts receivable | -$98.2K | $310.1K | $127.0K | $356.3K | -$426.4K | $360.2K | $194.6K | -$216.0K |
| Change in inventory | -$513.0K | -$307.4K | -$117.2K | $77.3K | -$412.0K | $600.0K | $204.9K | -$400.0K |
| Change in accounts payable | — | — | — | — | — | — | — | — |
| Purchases of investments | — | — | $750.0K | — | — | — | $0 | — |
| Share repurchases | $2.8M | — | — | — | $0 | — | — | — |
| Debt issued | — | — | — | — | $350.0K | — | — | — |
Income statement
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Revenue | $15.8M | $26.0M | $36.4M | $23.1M | $24.1M |
| Gross profit | $10.9M | $12.8M | $21.0M | $14.9M | $11.9M |
| Operating income | -$12.5M | -$22.5M | -$12.3M | -$6.5M | $1.4M |
| Net income | -$13.7M | -$23.7M | -$17.5M | -$2.0M | $3.0M |
| EPS (diluted) | $-1.73 | $-23.03 | $-18.94 | $-0.43 | $0.21 |
| EPS (basic) | $-1.73 | $-23.03 | $-18.94 | $-0.43 | $0.25 |
| Operating margin | -$79 | -$86 | -$34 | -$28 | $6 |
| Net margin | -$87 | -$91 | -$48 | -$9 | $12 |
Balance sheet
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Total assets | $123.8M | $23.5M | $63.8M | $48.5M | $27.3M |
| Stockholders' equity | $90.1M | $6.5M | $28.3M | $28.8M | $21.2M |
| Total current assets | $56.8M | $11.4M | $30.0M | $17.1M | $18.3M |
| Total current liabilities | $32.6M | $12.7M | $22.4M | $10.1M | $5.8M |
| Cash & equivalents | — | — | — | $7.1M | $14.5M |
| Accounts receivable | $157.5K | $606.9K | $1.1M | $939.9K | $1.3M |
| Inventory | $1.2M | $1.4M | $4.8M | $4.7M | $2.1M |
| Property, plant & equipment | $2.1M | $2.4M | $2.8M | $7.3M | $2.8M |
| Goodwill | $848.9K | $848.9K | $2.9M | $4.6M | $2.4M |
| Intangible assets | $163.1K | $239.9K | $6.9M | $8.8M | $1.8M |
| Other non-current assets | $192.1K | $278.4K | $76.7K | $75.6K | $49.1K |
| Accounts payable | $1.0M | $481.6K | $1.0M | $1.6M | $1.6M |
| Accrued liabilities | $356.1K | $736.4K | $2.4M | $816.6K | $296.0K |
| Deferred revenue (current) | $13.2K | $235.3K | $0 | $335.2K | $486.0K |
| Short-term debt | $20.0M | $0 | — | — | — |
| Long-term debt | — | — | $27.7M | — | — |
| Other non-current liabilities | — | — | — | $680.5K | -$680.5K |
| Common stock & paid-in capital | $383 | $11 | $20.2K | $16.7K | $15.3K |
| Retained earnings | -$60.5M | -$46.9M | -$23.2M | -$6.3M | -$4.2M |
Cash flow
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Operating cash flow | -$8.4M | -$101.4K | $202.7K | -$180.8K | $2.9M |
| Investing cash flow | -$99.3M | -$3.4M | -$2.6M | -$10.9M | -$1.3M |
| Financing cash flow | $110.0M | -$353.8K | -$285.3K | $3.7M | $12.0M |
| Free cash flow | -$8.8M | -$1.0M | -$734.9K | -$5.6M | $1.5M |
| Capital expenditures | $387.8K | $932.6K | $937.6K | $5.5M | $1.4M |
| Share-based compensation | $2.1M | $1.2M | $3.7M | $3.3M | $611.4K |
| Deferred income taxes | — | $5.9M | $5.6M | $2.0M | $573.5K |
| Change in accounts receivable | $484.6K | -$675.7K | $364.7K | $285.0K | -$1.1M |
| Change in inventory | $470.2K | -$2.7M | $1.4M | -$2.8M | -$846.7K |
| Change in accounts payable | — | — | — | -$430.5K | $2.0M |
| Debt issued | — | — | $2.6M | — | — |
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.
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
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
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Salkind Gene | Reporting person | Grant / award | 2026-07-03-05:00 | 100,000 |
| Dugan Lawrence | Reporting person | Grant / award | 2026-07-03-05:00 | 100,000 |
| Rudick Brian Benjamin | Chief Strategy Officer | Grant / award | 2026-07-03-05:00 | 400,000 |
| MARSHALL ALLAN | Chief Executive Officer | Grant / award | 2026-07-03-05:00 | 2,000,000 |
| Norstrud Andrew James | Chief Financial Officer | Grant / award | 2026-07-03-05:00 | 400,000 |
| Williams Thomas Charles | Reporting person | Grant / award | 2025-07-16-05:00 | 50,000 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-07-03-05:00 | Salkind Gene | Reporting person | Grant / award | 100,000 | $0.00 |
| 2026-07-03-05:00 | Dugan Lawrence | Reporting person | Grant / award | 100,000 | $0.00 |
| 2026-07-03-05:00 | Rudick Brian Benjamin | Chief Strategy Officer | Grant / award | 400,000 | $0.00 |
| 2026-07-03-05:00 | MARSHALL ALLAN | Chief Executive Officer | Grant / award | 2,000,000 | $0.00 |
| 2026-07-03-05:00 | Norstrud Andrew James | Chief Financial Officer | Grant / award | 400,000 | $0.00 |
| 2025-12-23-05:00 | MARSHALL ALLAN | Chief Executive Officer | Open market purchase | 50,000 | $1.80 |
| 2025-12-16-05:00 | MARSHALL ALLAN | Chief Executive Officer | Open market purchase | 50,000 | $2.07 |
| 2025-12-15-05:00 | MARSHALL ALLAN | Chief Executive Officer | Open market purchase | 100,000 | $2.07 |
| 2025-11-20-05:00 | Salkind Gene | Reporting person | Open market purchase | 50,000 | $2.55 |
| 2025-11-17-05:00 | Salkind Gene | Reporting person | Open market purchase | 100,000 | $2.65 |
| 2025-11-17-05:00 | Salkind Gene | Reporting person | Open market purchase | 100,000 | $2.81 |
| 2025-10-01-05:00 | MARSHALL ALLAN | Chief Executive Officer | Grant / award | 1,600,000 | $0.00 |
| 2025-10-01-05:00 | Norstrud Andrew James | Chief Financial Officer | Grant / award | 240,000 | $0.00 |
| 2025-07-22-05:00 | Dugan Lawrence | Reporting person | Open market purchase | 4,000 | $7.50 |
| 2025-07-16-05:00 | Salkind Gene | Reporting person | Grant / award | 50,000 | $0.00 |
| 2025-07-16-05:00 | Salkind Gene | Reporting person | Grant / award | 150,000 | $0.00 |
| 2025-07-16-05:00 | Rudick Brian Benjamin | CSO | Grant / award | 400,000 | $0.00 |
| 2025-07-16-05:00 | Dugan Lawrence | Reporting person | Grant / award | 50,000 | $0.00 |
| 2025-07-16-05:00 | Dugan Lawrence | Reporting person | Grant / award | 50,000 | $0.00 |
| 2025-07-16-05:00 | Dugan Lawrence | Reporting person | Open market purchase | 10,000 | $5.70 |
| 2025-07-16-05:00 | Dugan Lawrence | Reporting person | Open market purchase | 1,000 | $5.60 |
| 2025-07-16-05:00 | Williams Thomas Charles | Reporting person | Grant / award | 50,000 | $0.00 |
| 2025-07-16-05:00 | Williams Thomas Charles | Reporting person | Grant / award | 50,000 | $0.00 |
| 2025-07-16-05:00 | MARSHALL ALLAN | Chief Executive Officer | Grant / award | 1,200,000 | $0.00 |
| 2025-07-16-05:00 | Norstrud Andrew James | Chief Financial Officer | Grant / award | 250,000 | $0.00 |
| 2025-07-15-05:00 | Dugan Lawrence | Reporting person | Open market purchase | 1,000 | $5.17 |
| 2025-07-11-05:00 | Salkind Gene | Reporting person | Open market purchase | 20,243 | $4.94 |
| 2025-07-11-05:00 | MARSHALL ALLAN | Chief Executive Officer | Open market purchase | 161,943 | $4.94 |
| 2025-04-17-05:00 | MARSHALL ALLAN | Chief Executive Officer | Open market purchase | 657,895 | $2.28 |
| 2025-04-17-05:00 | MARSHALL ALLAN | Chief Executive Officer | Grant / award | 75,000 | $0.00 |
| 2025-04-17-05:00 | Norstrud Andrew James | Chief Financial Officer | Open market purchase | 43,860 | $2.28 |
| 2025-04-17-05:00 | Norstrud Andrew James | Chief Financial Officer | Grant / award | 100,000 | $0.00 |
| 2025-04-17-05:00 | Salkind Gene | Reporting person | Open 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
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-07-31 | 8-K | 2026-07-30 | View on SEC.gov → |
| 2026-07-20 | 4 | 2026-07-03 | View on SEC.gov → |
| 2026-07-20 | 4 | 2026-07-03 | View on SEC.gov → |
| 2026-07-20 | 4 | 2026-07-03 | View on SEC.gov → |
| 2026-07-20 | 4 | 2026-07-03 | View on SEC.gov → |
| 2026-07-20 | 4 | 2026-07-03 | View on SEC.gov → |
| 2026-06-30 | 8-K | 2026-06-30 | View on SEC.gov → |
| 2026-06-26 | 8-K | 2026-06-24 | View on SEC.gov → |
| 2026-06-25 | 8-K | 2026-06-22 | View on SEC.gov → |
| 2026-06-24 | 8-K | 2026-06-21 | View on SEC.gov → |
| 2026-06-16 | 8-K | 2026-06-15 | View on SEC.gov → |
| 2026-05-13 | 8-K | 2026-05-12 | View on SEC.gov → |
Recent news
Headlines about UPXI (Upexi, Inc.). Links open the publisher — we don’t host full articles.
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Seeking Alpha · 2026-09-02 -
Shares of crypto-related companies are trading higher amid a rise in Bitcoin. The digital currency is experiencing strength after President Trump said he would extend a ceasefire with Iran.
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Benzinga · 2026-08-25 -
Reported Earlier, Bakkt Reports FY2025 GAAP Revenue Of $2.3B, Down 32.1% YoY, As Company Completes Restructuring And Pivots To Digital Financial Infrastructure
Benzinga · 2026-08-21 -
SOL Strategies: Darklake & Houdini Add Middleware Monetization, Staking Scale Nears 768k SOL – Quarterly Update Report
Yahoo Finance · 2026-05-20 -
Upexi, Inc. Q3 2026 Earnings Call Summary
Yahoo Finance · 2026-05-15 -
Upexi Inc (UPXI) Q3 2026 Earnings Call Highlights: Strategic Moves Amidst Market Challenges
Yahoo Finance · 2026-05-13
No headlines in this category right now — try “All”.