Stock Markets February 18, 2026

Upwork Announces $300M Buyback, Shares Jump 6%

Board approves fresh repurchase program after $136 million spent on more than 9 million shares in 2025; total commitments reach $600 million since November 2023

By Sofia Navarro UPWK
Upwork Announces $300M Buyback, Shares Jump 6%
UPWK

Upwork Inc. shares rose 6% Wednesday following the approval of a new $300 million share repurchase program. The board's action follows $136 million deployed to repurchase over 9 million shares in 2025 and brings total repurchase commitments to $600 million since November 2023. Management says the company will continue investing in SMB, AI and Enterprise while returning value to shareholders.

Key Points

  • Board approved a new $300 million share repurchase program for Upwork.
  • Upwork spent $136 million to repurchase over 9 million shares in 2025; total repurchase commitments reach $600 million since November 2023.
  • Management states the company will pursue GSV and revenue growth while investing in SMB, AI and Enterprise - sectors tied to Upwork's service offerings.

Upwork Inc. (NASDAQ: UPWK) saw its stock climb 6% on Wednesday after the company disclosed that its board of directors had authorized a new $300 million share repurchase program. The announcement comes on the heels of repurchase activity earlier in 2025.

In 2025 Upwork deployed $136 million to buy back more than 9 million shares. Taken together with prior authorizations, the company has now committed $600 million to share repurchases since November 2023.

"2025 was a pivotal year for Upwork, as we returned to GSV growth and delivered record financial results," said Hayden Brown, president and CEO of Upwork. "Our performance and strong balance sheet position us to return value to shareholders while continuing to invest in the key growth levers already delivering value for our business: SMB, AI, and Enterprise."

Company leadership also indicated that Upwork enters 2026 with a stated plan to accelerate Gross Services Value (GSV) and revenue growth while reinforcing its position in providing skilled talent and AI-powered work solutions.

The freshly approved buyback is presented by management as part of a broader effort to enhance long-term shareholder value while preserving investment in strategic growth areas. Upwork currently carries a market capitalization of $1.67 billion.

The new authorization expands the company’s flexibility to manage its capital structure and return cash to shareholders through open-market repurchases. The board’s approval followed the prior execution of repurchases earlier in the year, and the total authorized program since late 2023 now totals $600 million.

Investors reacted positively to the announcement, lifting the stock by 6% on the session when the program became public. Management emphasized the dual priorities of returning capital and continuing to fund initiatives tied to SMB customers, AI integration, and enterprise engagements.


Summary

Upwork’s board has authorized a $300 million share repurchase program after $136 million was used to repurchase over 9 million shares in 2025. Combined with earlier approvals, the company has committed $600 million to buybacks since November 2023. Management highlighted returning value to shareholders alongside continued investment in SMB, AI and Enterprise initiatives, and the stock rose 6% on the announcement.

Risks

  • Repurchase activity depends on cash availability and balance-sheet considerations; reductions in available capital could affect the pace of buybacks - impacts corporate finance and shareholder returns.
  • Execution risk for growth initiatives in SMB, AI and Enterprise could affect future revenue and GSV acceleration, which would influence investor sentiment and market valuation - impacts tech and services sectors.
  • Market reaction to buybacks is uncertain; while the stock rose on the announcement, future price movement depends on operational performance and macro conditions - impacts equity markets and investor confidence.

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