Upstart Holdings Q2 Revenue And EPS Miss, CEO Calls Quarter "Disappointing"

Benzinga2022-08-09

Artificial intelligence based lending company Upstart Holdings Inc (NASDAQ:UPST) reported second-quarter financial results after the market close Monday. Here are the key takeaways.

What Happened: Revenue in the second quarter was $228 million, up 18% year-over-year. Revenue came is below a Street estimate of $241.6 million, according to data from Benzinga Pro.

The company reported earnings per share of 1 cent in the second quarter, below a Street estimate of 10 cents.

Upstart had 321,138 loans originated by bank partners in the second quarter that totaled $3.3 billion. Loans were up 12% year-over-year.

Conversion on rare requests were 13% in the second quarter, down from 24% from last year’s second quarter.

“This quarter’s results are disappointing and reflect a difficult macroeconomic environmental that led to funding constraints in our marketplace,” Upstart CEO Dave Girouard said. “In response we’re taking the necessary actions to build a more resilient and committed funding model over time.”

The company repurchased 3.5 million shares of UPST totaling $125 million in the second quarter.

What’s Next: Upstart is guiding for third-quarter revenue to hit $170 million. Benzinga Pro data shows analysts expecting the company to post $248.9 million in third-quarter revenue.

“We’re confident that our AI-based risk model is more accurate than ever, and provides the opportunity for long-term, sustainable growth,” Girouard said.

UPST Price Action: Upstart shares tumbled 12% after-hours Monday.

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