Upexi (NASDAQ:UPXI) Posts Quarterly Earnings Results, Misses Expectations By $2.86 EPS

Upexi (NASDAQ:UPXI) issued its quarterly earnings data on Tuesday. The company reported ($2.94) EPS for the quarter, missing analysts’ consensus estimates of ($0.08) by ($2.86), FiscalAI reports. Upexi had a net margin of 264.25% and a negative return on equity of 30.42%. The business had revenue of $10.96 million during the quarter, compared to analyst estimates of $9.42 million.

Here are the key takeaways from Upexi’s conference call:

• Reported a net loss of approximately $178.9 million for the quarter, driven primarily by about $164.5 million of non‑cash fair‑value markdowns on its Solana holdings.
• Executed multiple capital actions — private placements, a $36 million in‑kind convertible note and a subsequent cash offering — reportedly at or above NAV, became S‑3 shelf‑eligible, and announced a $50 million share repurchase program.
• Management highlighted sector‑wide multiple compression and oversupply (over 200 Treasury Companies), which has depressed valuations and contributed to Upexi trading at discounts to NAV.
• Treasury composition as of Dec 31 included roughly 2.17 million SOL (publicly referenced ~2.4M after raises), ~95% staked, ~106k tokens added in the quarter, and about $9.7 million cash on hand.
• Strategy priorities are accretive growth and raising low‑risk, recurring Treasury yield (off‑chain approaches, hedging, discounted locked‑token purchases) with a yield product targeted for rollout in Q2 to boost cash flow and valuation potential.

Upexi Trading Down 11.6%

Upexi stock traded down $0.11 during trading on Wednesday, hitting $0.86. The company’s stock had a trading volume of 2,313,901 shares, compared to its average volume of 4,052,447. The stock’s fifty day moving average is $2.00 and its 200 day moving average is $4.21. Upexi has a 1-year low of $0.86 and a 1-year high of $22.57. The stock has a market capitalization of $54.49 million, a price-to-earnings ratio of -0.20 and a beta of -0.48. The company has a debt-to-equity ratio of 0.68, a quick ratio of 3.39 and a current ratio of 3.41.

Upexi announced that its Board of Directors has approved a share buyback plan on Thursday, November 13th that allows the company to repurchase $50.00 million in shares. This repurchase authorization allows the company to buy up to 25.1% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Activity

In related news, Director Gene Salkind acquired 50,000 shares of the company’s stock in a transaction dated Thursday, November 20th. The stock was bought at an average price of $2.55 per share, with a total value of $127,500.00. Following the purchase, the director directly owned 218,750 shares in the company, valued at $557,812.50. The trade was a 29.63% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Allan Marshall acquired 50,000 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The shares were bought at an average price of $1.80 per share, for a total transaction of $90,000.00. Following the completion of the acquisition, the chief executive officer owned 4,046,261 shares in the company, valued at approximately $7,283,269.80. This trade represents a 1.25% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 350,000 shares of company stock valued at $793,000 in the last 90 days. 4.42% of the stock is owned by company insiders.

Institutional Trading of Upexi

Several institutional investors have recently made changes to their positions in UPXI. Goldman Sachs Group Inc. boosted its position in shares of Upexi by 105.7% in the fourth quarter. Goldman Sachs Group Inc. now owns 57,455 shares of the company’s stock worth $97,000 after buying an additional 29,528 shares during the period. Geode Capital Management LLC boosted its holdings in Upexi by 9.0% in the 4th quarter. Geode Capital Management LLC now owns 499,610 shares of the company’s stock worth $840,000 after acquiring an additional 41,263 shares during the period. Alyeska Investment Group L.P. purchased a new position in Upexi in the 3rd quarter worth approximately $7,175,000. Nomura Holdings Inc. acquired a new stake in Upexi in the third quarter valued at approximately $104,000. Finally, Bank of America Corp DE raised its stake in shares of Upexi by 3,733.8% during the third quarter. Bank of America Corp DE now owns 13,725 shares of the company’s stock valued at $79,000 after purchasing an additional 13,367 shares during the period. 5.68% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

UPXI has been the topic of a number of recent research reports. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $2.00 target price (down previously from $6.00) on shares of Upexi in a research note on Wednesday. iA Financial set a $8.00 price objective on Upexi in a research report on Tuesday, January 13th. Wall Street Zen lowered Upexi from a “hold” rating to a “sell” rating in a research note on Saturday, January 3rd. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Upexi in a research note on Monday, December 29th. Two analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Upexi presently has an average rating of “Hold” and a consensus price target of $8.33.

Upexi Company Profile

Upexi (NASDAQ: UPXI) is a full-service digital consultancy that partners with brands to design, develop, and deploy digital products and marketing strategies. The company’s expertise spans user experience and interface design, custom software engineering, and data-driven marketing services. By integrating research, creative design, and technical execution, Upexi helps clients accelerate product development cycles and optimize their digital presence.

The firm serves a diverse, global clientele across sectors such as e-commerce, software-as-a-service (SaaS), healthcare, and finance.