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Upexi, Inc.. (UPXI) Fundamental Analysis & AI Grade 2026

UPXI Nasdaq Finance Services DE CIK: 0001775194
Updated This Month • Analysis: May 14, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
87% Confidence
N/A
D
87% Conf
Pending
Analysis scheduled

📊 UPXI Key Takeaways

Revenue: $21.8M
Net Margin: -1,013.9%
Free Cash Flow: $-17.3M
Current Ratio: 1.72x
Debt/Equity: N/A
EPS: $-3.66
AI Grade: D with 87% confidence
Upexi, Inc.. (UPXI) receives a D fundamental grade with 87% confidence from our AI analysis based on SEC 10-K filings. With revenue of $21.8M, net profit margin of -1,013.9%, Upexi, Inc.. demonstrates mixed fundamentals in the Finance sector. Below is our complete UPXI stock analysis for 2026.

Is Upexi, Inc.. (UPXI) a Good Investment?

Claude

UPEXI exhibits severe financial distress with negative stockholders equity (-51.9M) and catastrophic operating losses (-213M) that completely overwhelm 1447% revenue growth, indicating fundamental business model failure. The company is burning through its minimal cash reserves (3.5M) at -17.2M annually via operations, creating an acute solvency crisis within 3-4 quarters.

Upexi, Inc.. Key Strengths (UPXI)

Claude
  • + Exceptional 1447% YoY revenue growth demonstrates strong market demand or successful business expansion
  • + High gross profit margin of 88.5% indicates underlying product/service-level unit economics are viable
  • + Current ratio of 1.72x shows technically adequate short-term liquidity coverage

UPXI Stock Risks: Upexi, Inc.. Investment Risks

Claude
  • ! Negative stockholders equity of -51.9M represents technical insolvency and balance sheet destruction
  • ! Operating expenses of ~232M against 21.8M revenue reveals severe structural profitability failure and unsustainable cost structure
  • ! Negative operating cash flow of -17.2M combined with 3.5M cash reserves creates imminent liquidity crisis within months

Key Metrics to Watch

Claude
  • * Path to stockholders equity recovery and whether company avoids further deterioration
  • * Operating expense reduction required to achieve cash flow breakeven and timeline
  • * Cash runway and whether capital raise or debt restructuring occurs before depletion

Upexi, Inc.. (UPXI) Financial Metrics & Key Ratios

Revenue
$21.8M
Net Income
$-221.5M
EPS (Diluted)
$-3.66
Free Cash Flow
$-17.3M
Total Assets
$200.4M
Cash Position
$3.5M

💡 AI Analyst Insight

Upexi, Inc.. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

UPXI Profit Margin, ROE & Profitability Analysis

Gross Margin 88.5%
Operating Margin -974.9%
Net Margin -1,013.9%
ROE N/A
ROA -110.6%
FCF Margin -79.1%

UPXI vs Finance Sector: How Upexi, Inc.. Compares

How Upexi, Inc.. compares to Finance sector averages

Net Margin
UPXI -1,013.9%
vs
Sector Avg 25.0%
UPXI Sector
ROE
UPXI 0.0%
vs
Sector Avg 12.0%
UPXI Sector
Current Ratio
UPXI 1.7x
vs
Sector Avg 1.2x
UPXI Sector
Debt/Equity
UPXI 0.0x
vs
Sector Avg 2.0x
UPXI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Upexi, Inc.. Stock Overvalued? UPXI Valuation Analysis 2026

Based on fundamental analysis, Upexi, Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
N/A
Sector avg: 12%
Net Profit Margin
-1,013.9%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Upexi, Inc.. Balance Sheet: UPXI Debt, Cash & Liquidity

Current Ratio
1.72x
Quick Ratio
1.72x
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
-3,919.54x
Long-term Debt
$27.4M

UPXI Revenue & Earnings Growth: 5-Year Financial Trend

UPXI 5-year financial data: Year 2021: Revenue $24.1M, Net Income -$5.4M, EPS $-0.53. Year 2022: Revenue $44.6M, Net Income $3.0M, EPS $0.21. Year 2023: Revenue $80.7M, Net Income -$2.0M, EPS $-0.43. Year 2024: Revenue $36.4M, Net Income -$17.5M, EPS $-18.94. Year 2025: Revenue $26.0M, Net Income -$23.7M, EPS $-23.03.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Upexi, Inc..'s revenue has shown modest growth of 8% over the 5-year period. The most recent EPS of $-23.03 indicates the company is currently unprofitable.

UPXI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-79.1%
Free cash flow / Revenue

UPXI Quarterly Earnings & Performance

Quarterly financial performance data for Upexi, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 N/A -$1.3M $-1.67

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Upexi, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$17.2M
Cash generated from operations
Stock Buybacks
$2.8M
Shares repurchased (TTM)
Capital Expenditures
$44.0K
Investment in assets
Dividends
None
No dividend program

UPXI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Upexi, Inc.. (CIK: 0001775194)

📋 Recent SEC Filings

Date Form Document Action
May 13, 2026 8-K upxi_8k.htm View →
May 12, 2026 10-Q upxi_10q.htm View →
May 7, 2026 8-K upxi_8k.htm View →
May 5, 2026 DEF 14A upxi_def14a.htm View →
Mar 31, 2026 8-K upxi_8k.htm View →

Frequently Asked Questions about UPXI

What is the AI rating for UPXI?

Upexi, Inc.. (UPXI) has an AI grade of D with 87% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UPXI's key strengths?

Claude: Exceptional 1447% YoY revenue growth demonstrates strong market demand or successful business expansion. High gross profit margin of 88.5% indicates underlying product/service-level unit economics are viable.

What are the risks of investing in UPXI?

Claude: Negative stockholders equity of -51.9M represents technical insolvency and balance sheet destruction. Operating expenses of ~232M against 21.8M revenue reveals severe structural profitability failure and unsustainable cost structure.

What is UPXI's revenue and growth?

Upexi, Inc.. reported revenue of $21.8M.

Does UPXI pay dividends?

Upexi, Inc.. does not currently pay dividends.

Where can I find UPXI SEC filings?

Official SEC filings for Upexi, Inc.. (CIK: 0001775194) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UPXI's EPS?

Upexi, Inc.. has a diluted EPS of $-3.66.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is UPXI's fundamental grade?

Based on our AI fundamental analysis in June 2026, Upexi, Inc.. has a D grade with 87% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is UPXI stock overvalued or undervalued?

Valuation metrics for UPXI: ROE of N/A (sector avg: 12%), net margin of -1,013.9% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is UPXI's AI grade for 2026?

Our dual AI analysis gives Upexi, Inc.. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is UPXI's free cash flow?

Upexi, Inc..'s operating cash flow is $-17.2M, with capital expenditures of $44.0K. FCF margin is -79.1%.

How does UPXI compare to other Finance stocks?

Vs Finance sector averages: Net margin -1,013.9% (avg: 25%), ROE N/A (avg: 12%), current ratio 1.72 (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 14, 2026 | Data as of: 2026-03-31 | Powered by Claude AI