Upland Launches AI Conversational Search for Panviva Sidekick
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy UPLD?
Source: Newsfilter
- AI Conversational Search Launch: Upland Software introduces AI Conversational Search, integrating natural language processing with organizational data to help enterprises efficiently retrieve knowledge while meeting strict compliance requirements, thereby enhancing customer service responsiveness and accuracy.
- Compliance and Security: The new feature ensures frontline employees access only verified, compliant information, significantly reducing the risk of AI hallucinations, particularly in highly regulated sectors like healthcare and finance, thereby enhancing customer trust.
- Efficiency Boost: By embedding AI search functionality directly into the Sidekick browser extension, employees can access information without leaving their CRM systems, significantly reducing average handling times and improving employee training efficiency to meet growing customer expectations.
- Market Demand Driven: As policy changes accelerate, Upland's AI solutions equip enterprises to tackle complex compliance challenges, ensuring their contact centers can adapt flexibly to evolving market demands, positioning them as game changers for service excellence.
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Analyst Views on UPLD
Wall Street analysts forecast UPLD stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.994
Low
3.50
Averages
4.33
High
5.00
Current: 0.994
Low
3.50
Averages
4.33
High
5.00
About UPLD
Upland Software, Inc. provides artificial intelligence (AI)-powered knowledge and content management software. The Company provides cloud-based software applications. Its solutions cover knowledge management, content lifecycle and workflow automation, and digital marketing. It provides knowledge management solutions designed to help organizations capture, organize, and distribute information to employees and customers. It also offers content lifecycle and workflow automation solutions that support document management, compliance, and process efficiency across various industries. Digital marketing solutions provide tools for audience engagement, campaign management, and content distribution across digital channels. The Company’s customers operate in a range of industries, including financial services, consulting services, technology, manufacturing, media, telecommunications, government, insurance, non-profit, healthcare, life sciences, legal, retail and hospitality.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JPMorgan Sees Buying Opportunity in Software Stocks After Historic Drawdown
- Market Drawdown Analysis: JPMorgan highlights that the software sector has experienced the largest non-recessionary 12-month drawdown in over 30 years, with a market capitalization loss of $2 trillion, reducing its weight in the S&P 500 from 12% to 8.4%.
- Investment Opportunity Identification: Despite the turmoil caused by AI threats, JPMorgan believes the market has overreacted, with current valuations reflecting worst-case scenarios that are unlikely to materialize, especially in the next three to six months.
- Short-term Trading Strategy: The strategist notes that short interest in software stocks is at record levels, while a preference for AI semiconductors skews the risk balance towards an imminent rebound, prompting a recommendation for investors to increase exposure to high-quality software companies.
- Recommended Stock List: JPMorgan's rebound candidates include Microsoft, Snowflake, CrowdStrike, Zscaler, and ServiceNow, with Microsoft showing little change over the past 12 months but down 14% in 2026.
See More
Upland Launches AI Conversational Search for Panviva Sidekick
- AI Conversational Search Launch: Upland Software introduces AI Conversational Search, integrating natural language processing with organizational data to help enterprises efficiently retrieve knowledge while meeting strict compliance requirements, thereby enhancing customer service responsiveness and accuracy.
- Compliance and Security: The new feature ensures frontline employees access only verified, compliant information, significantly reducing the risk of AI hallucinations, particularly in highly regulated sectors like healthcare and finance, thereby enhancing customer trust.
- Efficiency Boost: By embedding AI search functionality directly into the Sidekick browser extension, employees can access information without leaving their CRM systems, significantly reducing average handling times and improving employee training efficiency to meet growing customer expectations.
- Market Demand Driven: As policy changes accelerate, Upland's AI solutions equip enterprises to tackle complex compliance challenges, ensuring their contact centers can adapt flexibly to evolving market demands, positioning them as game changers for service excellence.
See More
Upland Launches BA Insight Platform to Drive AI Innovation
- Platform Launch: Upland Software has unveiled the BA Insight Platform, integrating features like SmartHub and ConnectivityHub to enhance enterprise search experiences, making them more connected and contextually relevant, thereby empowering complex organizations with smarter search capabilities.
- Innovative Features: The new platform introduces capabilities such as Knowledge Graphs and Agentic RAG, which provide deeper insights by mapping relationships across complex datasets, enabling enterprises to leverage AI-driven search experiences more efficiently.
- Strengthened AWS Partnership: BA Insight's collaboration with Amazon Web Services (AWS) enables native integration with Amazon Q Business, allowing users to perform generative actions through an AI-powered assistant while ensuring security and scalability.
- Positive Market Feedback: Enterprise users have praised the new tools for their power and ease of implementation, noting the seamless indexing from various sources while maintaining user content security, showcasing Upland's competitive edge in the AI space.
See More
Upland Releases 2025 AI Adoption Report, Revealing Industry Trends
- Industry Insights: Upland Qvidian's release of the 2025 AI Adoption in Proposal Management Report, leveraging nearly 50 years of industry experience, surveyed hundreds of global RFP and proposal professionals to reveal the current state and trends of AI application in proposal processes, aiming to help businesses understand AI's potential value and challenges.
- Technical Challenges: The report highlights that organizations face numerous challenges when implementing AI, including security concerns and the need for democratized buy-in across dispersed teams, emphasizing that companies must proactively address these issues to successfully integrate AI into existing processes.
- Efficiency Enhancement: Upland is dedicated to building the best generative AI tools for users and customers, which not only enhance productivity but also ensure consistency, compliance, and personalization of sales documents throughout the entire deal cycle, thereby driving overall business efficiency.
- Market Demand: As AI technology continues to evolve, the demand for efficient and personalized proposal management tools is increasing among enterprises, with Upland's software solutions assisting over 1,100 enterprise customers in solving complex challenges, facilitating effective AI adoption, and achieving measurable ROI.
See More
Upland Software Earns 49 Badges in G2's Winter 2026 Market Reports
- Customer Recognition Boost: Upland Software earned 49 badges in G2's Winter 2026 market reports, showcasing the consistent value and validation of its AI-powered knowledge and content management software among customers, thereby reinforcing its market position.
- Outstanding Product Performance: The increase in badges for products like Upland BA Insight and Qvidian indicates the company's success in AI-enabled solutions, enhancing customer satisfaction and driving sales growth.
- Enhanced Market Trust: G2's rankings are based on real user feedback, and Upland's high ratings not only improve brand image but also strengthen potential customers' trust in its software, potentially facilitating future sales conversions.
- Industry Leadership: Upland's solutions assist over 1,100 enterprise customers in solving complex challenges and driving AI adoption, further solidifying its leadership position in knowledge management and indicating strong growth potential ahead.
See More
Upland Software Scheduled to Announce Q3 2025 Financial Results on November 6, 2025
Financial Results Announcement: Upland Software, Inc. will release its third quarter 2025 financial results on November 6, 2025, before market opens, followed by a conference call at 10:00 a.m. CT.
Accessing the Conference Call: The call can be accessed via a webcast or by phone, with specific numbers provided for North American and international participants, requiring conference ID 8422976.
Company Overview: Upland Software specializes in AI-powered knowledge and content management software, serving over 1,100 enterprise customers to enhance experiences and support regulatory compliance.
Contact Information: Investor relations and media contacts are provided for further inquiries, including names and phone numbers for Mike Hill and Lloyd Berry.
See More
JPMorgan Sees Buying Opportunity in Software Stocks After Historic Drawdown
- Market Drawdown Analysis: JPMorgan highlights that the software sector has experienced the largest non-recessionary 12-month drawdown in over 30 years, with a market capitalization loss of $2 trillion, reducing its weight in the S&P 500 from 12% to 8.4%.
- Investment Opportunity Identification: Despite the turmoil caused by AI threats, JPMorgan believes the market has overreacted, with current valuations reflecting worst-case scenarios that are unlikely to materialize, especially in the next three to six months.
- Short-term Trading Strategy: The strategist notes that short interest in software stocks is at record levels, while a preference for AI semiconductors skews the risk balance towards an imminent rebound, prompting a recommendation for investors to increase exposure to high-quality software companies.
- Recommended Stock List: JPMorgan's rebound candidates include Microsoft, Snowflake, CrowdStrike, Zscaler, and ServiceNow, with Microsoft showing little change over the past 12 months but down 14% in 2026.
See More
Upland Launches AI Conversational Search for Panviva Sidekick
- AI Conversational Search Launch: Upland Software introduces AI Conversational Search, integrating natural language processing with organizational data to help enterprises efficiently retrieve knowledge while meeting strict compliance requirements, thereby enhancing customer service responsiveness and accuracy.
- Compliance and Security: The new feature ensures frontline employees access only verified, compliant information, significantly reducing the risk of AI hallucinations, particularly in highly regulated sectors like healthcare and finance, thereby enhancing customer trust.
- Efficiency Boost: By embedding AI search functionality directly into the Sidekick browser extension, employees can access information without leaving their CRM systems, significantly reducing average handling times and improving employee training efficiency to meet growing customer expectations.
- Market Demand Driven: As policy changes accelerate, Upland's AI solutions equip enterprises to tackle complex compliance challenges, ensuring their contact centers can adapt flexibly to evolving market demands, positioning them as game changers for service excellence.
See More
Upland Launches BA Insight Platform to Drive AI Innovation
- Platform Launch: Upland Software has unveiled the BA Insight Platform, integrating features like SmartHub and ConnectivityHub to enhance enterprise search experiences, making them more connected and contextually relevant, thereby empowering complex organizations with smarter search capabilities.
- Innovative Features: The new platform introduces capabilities such as Knowledge Graphs and Agentic RAG, which provide deeper insights by mapping relationships across complex datasets, enabling enterprises to leverage AI-driven search experiences more efficiently.
- Strengthened AWS Partnership: BA Insight's collaboration with Amazon Web Services (AWS) enables native integration with Amazon Q Business, allowing users to perform generative actions through an AI-powered assistant while ensuring security and scalability.
- Positive Market Feedback: Enterprise users have praised the new tools for their power and ease of implementation, noting the seamless indexing from various sources while maintaining user content security, showcasing Upland's competitive edge in the AI space.
See More
Upland Releases 2025 AI Adoption Report, Revealing Industry Trends
- Industry Insights: Upland Qvidian's release of the 2025 AI Adoption in Proposal Management Report, leveraging nearly 50 years of industry experience, surveyed hundreds of global RFP and proposal professionals to reveal the current state and trends of AI application in proposal processes, aiming to help businesses understand AI's potential value and challenges.
- Technical Challenges: The report highlights that organizations face numerous challenges when implementing AI, including security concerns and the need for democratized buy-in across dispersed teams, emphasizing that companies must proactively address these issues to successfully integrate AI into existing processes.
- Efficiency Enhancement: Upland is dedicated to building the best generative AI tools for users and customers, which not only enhance productivity but also ensure consistency, compliance, and personalization of sales documents throughout the entire deal cycle, thereby driving overall business efficiency.
- Market Demand: As AI technology continues to evolve, the demand for efficient and personalized proposal management tools is increasing among enterprises, with Upland's software solutions assisting over 1,100 enterprise customers in solving complex challenges, facilitating effective AI adoption, and achieving measurable ROI.
See More
Upland Software Earns 49 Badges in G2's Winter 2026 Market Reports
- Customer Recognition Boost: Upland Software earned 49 badges in G2's Winter 2026 market reports, showcasing the consistent value and validation of its AI-powered knowledge and content management software among customers, thereby reinforcing its market position.
- Outstanding Product Performance: The increase in badges for products like Upland BA Insight and Qvidian indicates the company's success in AI-enabled solutions, enhancing customer satisfaction and driving sales growth.
- Enhanced Market Trust: G2's rankings are based on real user feedback, and Upland's high ratings not only improve brand image but also strengthen potential customers' trust in its software, potentially facilitating future sales conversions.
- Industry Leadership: Upland's solutions assist over 1,100 enterprise customers in solving complex challenges and driving AI adoption, further solidifying its leadership position in knowledge management and indicating strong growth potential ahead.
See More
Upland Software Scheduled to Announce Q3 2025 Financial Results on November 6, 2025
Financial Results Announcement: Upland Software, Inc. will release its third quarter 2025 financial results on November 6, 2025, before market opens, followed by a conference call at 10:00 a.m. CT.
Accessing the Conference Call: The call can be accessed via a webcast or by phone, with specific numbers provided for North American and international participants, requiring conference ID 8422976.
Company Overview: Upland Software specializes in AI-powered knowledge and content management software, serving over 1,100 enterprise customers to enhance experiences and support regulatory compliance.
Contact Information: Investor relations and media contacts are provided for further inquiries, including names and phone numbers for Mike Hill and Lloyd Berry.
See More
