Sales and Marketing Software Stocks Down in Q1: Upland Software (NASDAQ:UPLD) vs. the Rest
As the crazy earnings season comes to a close, here’s a look back at some of the most exciting (and some not so exciting) results from the first quarter. Today we’re looking at sales and marketing software stocks, starting with Upland Software (NASDAQ:UPLD).
The Internet and exploding amounts of data have changed the way companies interact with, market to, and transact with their customers. Personalization of offers, e-commerce, targeted advertising and data-driven sales teams are now central to modern businesses, and sales and marketing software providers are becoming tools for evolving customer interactions.
The 18 sales and marketing software stocks we tracked reported a satisfactory first quarter. Overall, sales beat analyst consensus estimates by 2%, while sales forecasts for the next quarter were in line.
Fortunately, sales and marketing software stocks have performed well, with share prices up an average of 24.7% since the last earnings results.
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Slowest Q1: Upland Software (NASDAQ:UPLD)
With the motto “land and expand,” Upland Software (NASDAQ:UPLD) provides cloud-based applications that help companies manage projects, workflows and digital transformation across various business functions.
Upland Software reported revenue of $48.69 million, down 23.5% year over year. This figure was in line with analysts’ expectations, but overall it was a weaker quarter for the company, as the full-year EBITDA forecast fell well short of analysts’ expectations and the revenue forecast for the next quarter fell well short of analysts’ expectations.
Total revenue of Upland Software
Upland Software achieved the slowest revenue growth of the entire group. Interestingly, the stock is up 556% since reporting and is currently trading at $4.10.
Read our full review of Upland Software here, it’s free.
Best Q1: PubMatic (NASDAQ:PUBM)
PubMatic (NASDAQ:PUBM) operates a technology platform that powers billions of ad impressions daily across the open internet, helping publishers maximize revenue from their digital advertising inventory while providing advertisers with greater control and transparency.
PubMatic reported revenue of $62.57 million, down 2% from a year ago and beating analysts’ expectations by 4.4%. The company had an exceptional quarter, with EBITDA guidance for the next quarter beating analysts’ expectations and impressively beating analysts’ EBITDA estimates.
PubMatic total sales
PubMatic achieved the highest rating increase in the group. The market seems pleased with the results as the stock is up 22.3% since reporting. It is currently trading at $12.52.
Is now the time to buy PubMatic? You can access our full earnings results analysis for free here.
The story continues
Wix (NASDAQ:WIX)
Wix (NASDAQ:WIX) powers over 263 million registered users worldwide with its AI-powered tools and provides a cloud-based platform that helps individuals and businesses create and manage professional websites without the need for coding knowledge.
Wix reported revenue of $541.2 million, up 14.3% year-over-year and in line with analyst expectations. It was a weaker quarter as billings were in line with analyst estimates.
Wix delivered the weakest performance among its peers compared to analyst estimates. As expected, the stock has fallen 32.3% since the results and is currently trading at $51.40.
Read our full analysis of Wix’s results here.
Trading (NASDAQ:CMRC)
A founding member of the MACH Alliance, which champions modern technology standards, Commerce (NASDAQ: CMRC) offers a SaaS platform that enables companies to build and manage online stores, connect to marketplaces and integrate with point-of-sale systems.
Commerce reported revenue of $86.84 million, up 5.4% year over year. This value exceeded analysts’ expectations by 4.6%. Overall, it was a strong quarter as it also significantly exceeded analysts’ billing estimates and impressively beat analysts’ EBITDA estimates.
The stock has fallen 9.1% since reporting and is currently trading at $2.62.
Read our full, actionable trading report here for free.
HubSpot (NYSE:HUBS)
Born from the idea that traditional disruptive marketing is becoming less effective, HubSpot (NYSE:HUBS) provides an integrated platform that helps companies attract, retain and manage customer relationships through marketing, sales, service and content management tools.
HubSpot reported revenue of $881 million, up 23.4% year over year. This figure beat analysts’ expectations by 2.1%. It was a strong quarter as the company also provided an EPS forecast for the next quarter that beat analysts’ expectations and a full-year EPS forecast that beat analysts’ expectations.
The stock has fallen 16% since reporting and is currently trading at $204.70.
Read our full, actionable report on HubSpot for free here.
Market update
Over the past year, investors have had to answer the same question again and again: What is the market’s biggest risk? The answer has changed several times, and each shift has changed market leadership.
In late 2025 and early 2026, artificial intelligence became the market’s biggest uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive advantages because AI makes it easier to reproduce once-differentiated products.
In the spring, technology took a back seat to geopolitics. The US conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption subsided, investors quickly refocused on fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our top 5 growth stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
https://finance.yahoo.com/markets/stocks/articles/sales-marketing-software-stocks-q1-010102190.html
