Urgent.ly Inc. (ULY)

Several events impacted Urgent.ly's stock price in the past six months. Q2 2025 earnings were announced with a revenue decrease but gross profit and operating loss improvements, leading to a slight stock decline. The CFO departed, with the CEO assuming the role of Principal Financial Officer. Urgent.ly received a Nasdaq non-compliance notification. A partnership with Sony Honda Mobility led to a significant stock surge. Q3 2025 earnings showed a revenue decline but positive non-GAAP operating income, resulting in a stock decline. Capital structure improvements and new financing led to a gain for ULY. Urgent.ly secured a multi-year contract expected to increase volume and revenue. As of February 6, 2026, the stock price was $2.31, with a 52-week range between $1.74 and $17.99.

The demand for roadside assistance services exhibits seasonality. The third quarter experiences the most roadside events due to increased seasonal travel, while the first quarter has the fewest. Winter weather can increase demand for battery jump-starts. The business is described as anti-cyclical, with a constant need for vehicle assistance regardless of economic cycles. Factors such as increasing vehicle ownership and the aging vehicle fleet contribute to a consistent underlying demand.

Urgent.ly, Inc. operates as a digital roadside assistance and mobility assistance technology provider, utilizing a software platform to connect drivers with service providers. The company focuses on streamlining roadside assistance through technology, serving individual consumers and commercial clients. Urgent.ly falls within the Information Technology sector and the Software - Application industry, focusing on Roadside Assistance and Mobility Assistance Technology. The company's core offering is a software platform that integrates location-based services, real-time data, AI, and machine-to-machine communication. Major services include on-demand towing, battery jump-starts, tire changes, fuel delivery, lockout services, proactive maintenance, EV towing and battery assistance, motorcycle towing, and winch services. Urgent.ly serves automotive OEMs, fleet operators, rental agencies, and insurance providers, offering subscription and pay-per-use options.

Urgent.ly has a broad geographic presence, with a network of independent service providers across North America and select European markets. The company's mobility assistance software platform matches vehicle owners and operators with service professionals in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Urgent.ly maintains a generally positive brand reputation, as evidenced by its consistent customer satisfaction scores. The company reported customer satisfaction scores of 4.7 out of 5 stars and 4.6 out of 5 stars in the second and third quarters of 2025, respectively. The company emphasizes its commitment to quality and leverages AI and machine learning to enhance performance and improve customer outcomes.

Urgent.ly Inc. has a mixed ownership structure, with institutional, retail, and individual investors holding shares. Major institutional owners include Mithaq Capital SPC, Highbridge Capital Management Llc, and Vanguard Group Inc. Major individual owners include Timothy Huffmyer and Matthew Booth. Approximately 10.24% to 11.44% of the company's stock is held by institutional investors, and 22.72% is held by insiders.