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UPUP

Wheels Up Experience Inc.

$UP·$127M·Airlines, Airports & Air Services·Industrials
$3.46-2.5%YTD+167.2%1Y-89.4%
Price updated 1h ago·X counts updated 5d ago
UPUP
$UPWheels Up Experience Inc.
$3.46-2.54%2.8k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $UP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2,833X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $UP's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-10-02

The $UP crowd is bullish on the Robinhood-Chain native-DEX thesis — holders argue UP is the ve(3,3)-done-right revenue-to-holders DEX of RH, with 30-day revenue reportedly 15x the equivalent Rhea on Near. Whale buys at $151-169M MC are being flagged. The dominant frame is "people are still fading this, don't." The thread calls UP along with PONS and DELTA as the Robinhood eco set to reprice next in altseason.

Read what X is saying about $UP

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $UP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Wheels Up is near 52-week lows and ops are shrinking — the X thread is about a totally different token.

Wheels Up Experience runs a membership-based private-jet charter business — Delta's airline-adjacent private flying arm. The business has struggled to earn even a positive operating margin, and the equity is at the floor of its range.

  • Revenue is still shrinking: Q1 down 5% YoY at a -32% operating margin — the private-charter market is competitive and Wheels Up has not managed to scale into profitability despite the Delta tie-up.
  • 52-week range position is 0.5% — literally at the floor — with ROIC of -276% and PE negative at -0.9x, this is a cash-burning operation the market has priced accordingly.
  • At 0.36x sales the equity looks cheap, but when the business is contracting that multiple keeps collapsing — cheap on sales is not cheap if revenue trends down and losses persist.

Nov 4 Q3 is the gate — a return to any revenue growth plus a visible path to breakeven can bounce the stock off the floor. Another contraction and this stays pinned at the bottom with dilution risk looming.

What to watch: Nov 4 Q3 — revenue-growth rate, operating-loss trajectory, and any update on cash runway. A new equity raise is the hard invalidator for the floor.

On the calendar: 2026-11-04 — Q3 earnings

cashtag collision

Read the AI verdict on $UP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides on-demand private jet charter and membership programs in the US; asset-light marketplace connecting flyers with aircraft operators.

Industry overviewAI analysisGenerated by AI from underlying data

Where Airlines, Airports & Air Services sits in its cycle right now — and what that implies for $UP.

Airlines, Airports & Air Services · Industrials

No material change from last week — Premium air travel demand remains healthy with Delta's non-main-cabin revenue hitting 61% of total — structural premium-cabin pricing power is intact.

What this means for $UP

Partial — Provides on-demand private jet charter and membership programs in the US; asset-light marketplace connecting flyers with aircraft operators.

Industry benchmark

11-name peer basket
-18.1%YTD
-13.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-276%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-31.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-139%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
70.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
2.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$-2.35——
Q1 2026May 11, 2026$-1.97——
Q4 2025Feb 19, 2026$-0.40——
Q3 2025Nov 5, 2025$-2.00——
Next earningsWed, Nov 4

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$168.9M-4.8%-1.2%-35.1%$-2.29$-162.0M
Q4 FY25$183.8M-10.2%-5.8%-27.5%$-0.80$-58.4M
Q3 FY25$185.5M-4.3%6.8%-33.1%$-2.40$-63.6M
Q2 FY25$189.6M-3.4%8.3%-31.4%$-2.40$-78.6M

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-57.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 22.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 8Wells Meaghan DanielleChief Growth Officer923 sh$4KSellAug 31Ck Wheels Llc10% owner9.4K sh$43KSellAug 10Wells Meaghan DanielleChief Growth Officer4.4K sh$24KSellJun 23Ck Wheels Llc10% owner100 sh$700SellJun 18Ck Wheels Llc10% owner27.5K sh$222KSellJun 17Ck Wheels Llc10% owner5.3K sh$43KSellJun 16Ck Wheels Llc10% owner4.0K sh$33KSellJun 15Ck Wheels Llc10% owner1.3K sh$11KSellJun 11Mark BriffaChief Sales Officer1.0K sh$8KBuyMay 18George N MattsonCEO1.5K sh$8K
1–10 of 14
+ 29 other (26 inkinds · 3 awards) in window

See when $UP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 148-K — Item 5.02: Officer or director change
AI summary

Wheels Up Experience and Chief Sales Officer Mark Briffa agreed on August 10, 2026 that Briffa would transition out, remaining through September 1, 2026. A Settlement Agreement provides salary continuation through December 31, 2026 (the formal Separation Date) and aggregate cash lump sums of £378,354.82 for severance and benefits. Chief Digital Officer David Godsman assumes interim leadership of global sales alongside his existing role. Managed senior departure with moderate severance; short-term dual-hat leadership for the sales function.

8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation
AI summary

WHEELS UP EXPERIENCE INC. (UP) reported earnings and disclosed a material agreement on 2026-08-04, reporting results detailed in attached press release. The press release notes: mission (“SEC”), the Company is party to a Credit Agreement,. Additional items: Item 1.01, Item 2.03. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

3New insider — initial holdingsJun 103
AI summary

Roger N. Farah filed a Form 3 for Wheels Up Experience Inc. on June 9, 2026, reporting initial beneficial ownership upon becoming a Director. Farah reports no direct or indirect securities beneficially owned — no shares, options, or other derivatives are listed. No 10% holder status. Routine initial director ownership disclosure — administrative, no market impact.

8-KOfficer or director changeJun 108-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

Wheels Up Experience held its 2026 Annual Meeting on June 9, 2026, covering officer compensation arrangements and stockholder votes. The Board's Compensation Committee approved amendments to the Long-Term Incentive Plan (LTIP), increasing authorized shares from 6,757,484 to 10,507,484 post-reverse-split shares (a 3,750,000 share increase, equal to 75,000,000 pre-split shares) and extending the plan termination date to March 31, 2036; stockholders approved this amendment at the Annual Meeting. The filing also covers election of directors and other standard annual meeting proposals. The LTIP expansion is the most material item, adding meaningful equity compensation capacity following Wheels Up's April 2026 reverse stock split.

SC 13D/AActivist amendmentJun 2SC 13D/A
AI summary

With filed Amendment No. 7 to Schedule 13D disclosing updated beneficial ownership in UP (UP). The filer reports beneficial ownership of approximately 29.9% of the company's outstanding shares (13,168,465 shares). The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

S-3/AShelf registrationJun 1S-3/A
AI summary

UP (UP) filed a Form S-3/A shelf registration statement with the SEC. The registration establishes a securities shelf for future offerings. This is an amendment to a previously filed S-3, typically updating financial information, business descriptions, or correcting disclosures. The shelf enables the company to offer securities in multiple tranches over time, providing capital raising flexibility aligned with market conditions.

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

UP (UP) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $100.0 million. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KMaterial agreementMay 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

UP (UP) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

+ 18 other (4 8-Ks · 2 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Wheels Up Experience (NYSE:UP) vs. LATAM Airlines Group (NYSE:LTM) Head-To-Head Surveydefenseworld.net·9d agoThese beaten-down stocks could bounce back in January, if history is any guidemarketwatch.com·25d ago20 stocks likely to lose money even if the bull market continuesmarketwatch.com·50d agoWHEELS UP AND FRASER YACHTS PARTNER TO DELIVER SEAMLESS PRIVATE JET-TO-YACHT LUXURY EXPERIENCESprnewswire.com·66d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Wheels Up Experience Inc. - UPprnewswire.com·71d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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