UP Fintech Holding Ltd ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-6.5%projected annual EPS growth
Analyst Coverage
11analysts covering
FY Revenue (est.)
$618.9Mnext fiscal year
FY EPS (est.)
$0.52next fiscal year
Monitoring Framework
Key Performance Indicators
Total Funded Accounts Quarterly1.3M
Total Client Assets (Account Balance) Quarterly58.9B
Quarterly Net Asset Inflow Quarterly2.9B
Watch Items
- CSRC Regulatory Crackdown and Compliance PenaltiesTrigger: Further administrative penalties or restrictions on cross-border operations by the CSRC or other regional regulators.Action: Assess the impact on client acquisition, particularly in mainland China, and evaluate the potential drag on cash reserves and net margins.
- Client Asset Recovery and Market VolatilityTrigger: Total client assets dropping below $50 billion due to market corrections or client capital outflows.Action: Re-evaluate the growth projections and adjust the valuation multiples to reflect a slower asset accumulation rate.
Research as of 20 Jun 2026