MARSHALL ALLAN
Transaction: 12/23/2025
BUY
Change
+50,000
Price
$1.80
Filing
12/23/2025
Type
BUY
Upexi, Inc.
UPXI • Software - Services
$1.07
— 0.00 (0.00%)
Current price
EarningsLatest report: Mar 31, 2026
HIGHER-RISK PROFILECautionConfidence: 70%
Quantitative profile — not an investment recommendation.
Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Caution is warranted. Recent ratios show weaknesses that may limit returns unless fundamentals improve.
Market Cap
$70.09M
Growth
53.6%
Cash Flow
1/5
Trend
Volatile
Evidence
Manageable debt level · 0.31Healthy liquidity · 1.74Negative growth trendWeak profitability
Financial data as of: Mar 31, 2026, 12:00 AM UTCLast earnings update: May 12, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:36 PM UTC
Company Snapshot
Key valuation, quality, financial strength, momentum and analyst data.
Price$1.07
Change0.00%
Shares Out65.51M
Market Cap$70.09M
Enterprise Value$194.03M
52W Range0.54 - 10.62
Beta-0.33
P/E-0.31
P/S2.68
P/B-1.35
P/FCF-3.23
EV/Sales7.42
Price$1.07
Change0.00%
Shares Out65.51M
Market Cap$70.09M
Enterprise Value$194.03M
52W Range0.54 - 10.62
Beta-0.33
P/E-0.31
P/S2.68
P/B-1.35
P/FCF-3.23
EV/Sales7.42
EV/EBITDA4.01
EV/FCF-8.93
Earnings Yield-325.92%
FCF Yield-31.00%
Dividend Yield0.00%
Gross Margin68.74%
Oper. Margin-79.06%
Profit Margin-86.55%
Debt/Eq0.31
Current Ratio1.74
Quick Ratio1.71
Revenue 5Y53.64%
Target$5.00
Target Upside367.29%
Target Median$5.00
Target Range2.00 - 8.00
Volume1.64M
Avg Volume3.02M
EPS Surprise-0.06
Investment DNA
How strong this company looks for long-term investors
45
out of 100
Business Quality
Margins, moat, returns
22/100
Financial Strength
Debt, cash, stability
73/100
Growth Potential
Revenue and expansion
20/100
Price Attractiveness
Cheap or expensive today
93/100
Why this score▼
Manageable debt level · 0.31Healthy liquidity · 1.74Negative growth trendWeak profitability
Analyst view
Analyst sentiment and price target
Analyst sentiment
Based on 4 analyst votes · 2026-09-05
88/100
Bullish
Bullish
3
Hold
1
Bearish
0
Price Target
2026-06-25
Low
$2.00
Mean
$5.00
Median
$5.00
High
$8.00
Insider Transactions
Recent executive and insider activity
MARSHALL ALLAN
Transaction: 12/16/2025
BUY
Change
+50,000
Price
$2.07
Filing
12/17/2025
Type
BUY
MARSHALL ALLAN
Transaction: 12/15/2025
BUY
Change
+100,000
Price
$2.07
Filing
12/17/2025
Type
BUY
| Insider | Type | Change | Price | Transaction | Filing |
|---|---|---|---|---|---|
| MARSHALL ALLAN | BUY | +50,000 | $1.80 | 12/23/2025 | 12/23/2025 |
| MARSHALL ALLAN | BUY | +50,000 | $2.07 | 12/16/2025 | 12/17/2025 |
| MARSHALL ALLAN | BUY | +100,000 | $2.07 | 12/15/2025 | 12/17/2025 |
| MARSHALL ALLAN | BUY | +1,600,000 | Not reported | 10/01/2025 | 12/17/2025 |
| Salkind Gene | BUY | +50,000 | $2.55 | 11/20/2025 | 11/21/2025 |
| Norstrud Andrew James | BUY | +240,000 | Not reported | 10/01/2025 | 11/21/2025 |
| Salkind Gene | BUY | +100,000 | $2.81 | 11/17/2025 | 11/18/2025 |
| Salkind Gene | BUY | +50,000 | Not reported | 07/16/2025 | 07/30/2025 |
| Salkind Gene | BUY | +20,243 | $4.94 | 07/11/2025 | 07/30/2025 |
| Dugan Lawrence | BUY | +4,000 | $7.50 | 07/22/2025 | 07/24/2025 |
| Norstrud Andrew James | BUY | +250,000 | Not reported | 07/16/2025 | 07/24/2025 |
| MARSHALL ALLAN | BUY | +1,200,000 | Not reported | 07/16/2025 | 07/24/2025 |
| Williams Thomas Charles | BUY | +50,000 | Not reported | 07/16/2025 | 07/24/2025 |
| Dugan Lawrence | BUY | +50,000 | Not reported | 07/16/2025 | 07/24/2025 |
| Rudick Brian Benjamin | BUY | +400,000 | Not reported | 07/16/2025 | 07/24/2025 |
| Dugan Lawrence | BUY | +1,000 | $5.17 | 07/15/2025 | 07/24/2025 |
| MARSHALL ALLAN | BUY | +161,943 | $4.94 | 07/11/2025 | 07/24/2025 |
| Rudick Brian Benjamin | OTHER | +27,412 | Not reported | 05/29/2026 | 06/03/2025 |
| Rudick Brian Benjamin | OTHER | +21,930 | $2.28 | 05/29/2025 | 06/03/2025 |
| Rudick Brian Benjamin | OTHER | 0 | Not reported | 05/23/2025 | 06/03/2025 |