Latest news with #AgentBuilder
Yahoo
3 days ago
- Business
- Yahoo
UiPath's AI Pivot Is Underway. Time to Buy the Stock?
UiPath is looking toward artificial intelligence to help reinvigorate its growth. The robotic automation specialist says its AI solutions have been gaining momentum. The stock is cheap, but the company needs to speed up growth to jumpstart its stock. 10 stocks we like better than UiPath › With the advent of artificial intelligence (AI), UiPath (NYSE: PATH) has had to make a significant technological pivot. But this isn't the first time the company has undertaken a major technological shift. It began by outsourcing software services and transitioned into a leading robotic process automation (RPA) company. RPA uses software bots to handle repetitive human tasks, and thus is used to help automate processes such as invoice and payroll processing and data entry. Today, the company is looking to become an end-to-end automation platform that integrates AI agents and robots into a single unified platform. It wasn't long ago that UiPath was growing rapidly, posting a 31% revenue increase for the quarter that ended Jan. 31, 2024. Today, the company is still growing, just at a much more modest pace, with revenue rising 6% in its fiscal 2026 first quarter to $357 million. Its annual recurring revenue (ARR) climbed 12% year over year to $1.7 billion. ARR measures yearly billed amounts from subscription licenses as well as maintenance and support obligations, and it's an important metric for predicting revenue growth. It doesn't include perpetual licenses or professional services. It saw new net ARR of $27 million in the quarter. The company has seen strength in the public sector, particularly with the federal government. This included a significant win with the Air Force to support its digital transformation efforts. Dollar-based net retention was 108% on a trailing-12-month basis, down slightly from 110% last quarter. Numbers above 100% show spending growth by existing clients after churn. Customers with $100,000 or more in ARR increased 13% to 2,365, and those with $1 million or more rose 10% to 316. UiPath finished the quarter with $1.6 billion in cash and marketable securities and no debt. It generated $116 million in operating cash flow and bought back 21.9 million shares in the quarter. On its earnings call, management called its agentic automation platform the most successful product introduction in its history. While still early, both its agentic orchestration platform, called Maestro, and its Agent Builder, which helps users develop and deploy AI agents, have seen strong early adoption. It plans to implement a new consumption-based pricing model for its agentic solutions. It said its first deal since its AI products became generally available was with a Fortune 15 global health company that signed a multi-year, multimillion-dollar expansion for UiPath's Maestro and Agent Builder. Despite the early success, the company does not expect its AI solutions to be material contributors to revenue this fiscal year. However, it is looking for them to set the stage for meaningful new revenue streams in fiscal 2027 and beyond. The company has forecast fiscal second-quarter revenue in the range of $345 million to $350 million. It guided for ARR to be between $1.715 billion and $1.72 billion. For its full fiscal year, management forecasts revenue to be between $1.549 billion and $1.554 billion, up from a prior outlook of $1.525 billion to $1.53 billion. It projects ARR to be between $1.82 billion and $1.825 billion, up from its previous outlook for $1.816 billion to $1.821 billion. Shares trade at a forward price-to-sales ratio of 4.3 based on this year's analyst estimates, but after taking out its $1.6 billion in net cash, it trades at a ratio of enterprise value to forward sales of only 3.3. That's very cheap for a profitable software company with a high gross margin (85% last quarter) and solid cash flow. That said, tech investors tend to be all about growth, so value names in tech often struggle to gain traction. UiPath's new AI solutions will really need to reinvigorate revenue growth for the stock to work from here. Agentic AI -- systems capable of autonomous decision-making and actions -- is a big opportunity, and the company's ability to use both RPA and AI agents depending on the situation could be a differentiator. Still, a lot of companies are currently pursuing agentic AI, so this is likely to be a competitive field. Given UiPath's valuation and the company's proven ability to transform its business previously, I think the stock looks attractive at current levels. However, I would still consider it a bit more speculative in nature, given that its AI strategy has yet to be proven, and a lot is riding on it. Before you buy stock in UiPath, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and UiPath wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor's total average return is 789% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Geoffrey Seiler has positions in UiPath. The Motley Fool has positions in and recommends UiPath. The Motley Fool has a disclosure policy. UiPath's AI Pivot Is Underway. Time to Buy the Stock? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
3 days ago
- Business
- Yahoo
Indico Data unveils AI-driven Agentic Decisioning Platform for insurers
Insurtech company Indico Data has launched a new Agentic Decisioning Platform designed specifically for the insurance sector. This suite of AI agents and agentic solutions is designed to augment underwriting and claims decisioning in commercial insurance, the company said. The platform includes Agent Studio, Agent Builder and Agent Workflow Canvas, and has been developed specifically for commercial insurers. The platform will allow carriers to replicate human decision-making in complex workflows including triage, analysis and validation of submissions, the company claims. Indico noted that the platform has led to a more than 80% reduction in manual processing time, a four-times increase in submission handling capacity, and 85% faster turnaround in underwriting and claims processing among insurers that have adopted the technology. The Agentic Decisioning Platform comprises specialised Extraction & Classification, Summarisation, Validation, Data Enrichment and Web Research agents. These agents are intended to handle insurance tasks such as data retrieval, document summarisation, accuracy checks, contextual data integration and web-based information gathering. Agent Builder allows insurers to create customised agents for tasks such as field extraction, classification, validation and summarisation using pre-built templates. The Agentic Workflow Canvas enables users to assemble these agents into complete decision-making workflows, with support for conditional logic, parallel execution and data routing. Current applications include underwriting submission triage, summarisation of multi-year loss run data, ingestion of broker communications, delegated authority bordereaux processing and early-stage claims triage. The Agentic Decisioning Platform is available as part of Indico's Decision Automation Platform. Indico Data CEO Tom Wilde said: 'This is the moment the industry shifts from automation to autonomy. Agentic Decisioning isn't just about efficiency – it is about enabling the insurance enterprise to operate with real-time intelligence, at scale, across every submission. We built this for AI impact, not AI experimentation. 'The Indico platform is the foundation for those ready to lead – not just survive – the next decade of insurance.' In April, Indico Data launched its Ready for Guidewire validated accelerator for ClaimCenter on Guidewire Cloud, available via the Guidewire Marketplace. "Indico Data unveils AI-driven Agentic Decisioning Platform for insurers " was originally created and published by Life Insurance International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
30-05-2025
- Business
- Yahoo
UiPath (NYSE:PATH) Announces Q1 Results With US$357 Million Revenue and Updated Guidance
UiPath announced its first quarter earnings on May 29, 2025, reporting revenue growth to $357 million and an improved net loss. The company issued guidance for the second quarter and full fiscal year, targeting revenues up to $1.554 billion. This may have added positive momentum to the stock, which rose 9%, in line with robust performance seen broadly in the Nasdaq, propelled by strong tech earnings and a general market rally. The product developments like the launch of UiPath's next-generation platform may also have bolstered investor confidence amid the technology sector's recent surge. We've identified 2 weaknesses with UiPath (at least 1 which can't be ignored) and understanding the impact should be part of your investment process. Uncover 19 companies that survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. The recent announcement from UiPath regarding their first-quarter earnings marks an important moment for the company. With revenue reaching US$357 million and an improved net loss, it seems their focus on AI-driven products and strategic partnerships like those with Microsoft and Deloitte is beginning to make an impact. These efforts, aimed at boosting customer relationships and expanding market opportunities, are expected to support future revenue growth and improve net margins. However, geopolitical and macroeconomic challenges, including FX headwinds and SaaS transition pressures, could impact these positive trends. Over the past year, UiPath's total shareholder return reached 7.21%, which falls below the US Software industry return of 17.2% and the US market return of 11.5%. Analysts have set a consensus price target of US$12.13, slightly above the current share price of US$11.82, indicating a modest potential upside of 2.6%. This small gap suggests that the market has appropriately priced in the company's prospects amidst sector performance. Looking ahead, the developments outlined in their earnings release may enhance revenue forecasts, although they are forecasted to remain unprofitable for the next three years. The company's strategic actions, such as go-to-market restructuring and launching new products like Agent Builder, are seen as efforts to bolster revenue growth despite external uncertainties. The stock's recent upward movement aligns with industry trends and may reflect increased investor confidence in UiPath's growth trajectory, though significant challenges remain. Click to explore a detailed breakdown of our findings in UiPath's financial health report. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:PATH. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-05-2025
- Business
- Yahoo
Analysts Applaud UiPath's AI Traction, But Net New ARR Slide Sparks Caution
UiPath, Inc. (NYSE:PATH) shares are trading higher after the company reported better-than-expected first-quarter results, issued second-quarter sales guidance above estimates, and raised its FY26 guidance. On Thursday, the company reported revenue of $356.62 million, versus estimates of $332.87 million, and adjusted EPS of 11 cents, exceeding the estimates of 10 cents. The company raised its fiscal 2026 forecast from a range of $1.52 billion to $1.53 billion to a new range of $1.549 billion to $1.554 billion versus estimates of $1.53 analysts raised the price forecast on the stock following the results. RBC Capital analyst Matthew Hedberg maintained a Sector Perform rating and raised the price target from $13 to $15. After a challenging initial FY26 guide and miss to end last year due to public sector issues, UiPath showed encouraging progress in that vertical through proactive engagement, said the analyst. According to the analyst, the Federal renewals met expectations, with some agencies even outperforming, though budget finalizations still present some pressure. UiPath is seeing early success with agentic initiatives, including over 250,000 agent runs on Agent Builder and 11,000 process instances powered by Maestro since their preview releases, Hedberg remarked in an analyst note. The analyst said that despite ongoing macroeconomic variability, management expressed continued prudence in their FY26 guidance, which was nonetheless raised across the board. Hedberg highlighted the company's optimism about its agentic AI opportunities and early customer interest, though significant revenue contributions from this area are not anticipated until FY27. Needham analyst Scott Berg reiterated a Hold rating. In an analyst note, Berg observed that UiPath posted a solid upside in revenue and operating income versus low Street expectations, primarily driven by strong license revenue that exceeded their estimate by 24%. However, net new ARR came in at $27 million, a 39% year-over-year decrease (compared to a consensus of +$22.6 million), which the analyst attributes to lingering impacts from go-to-market (GTM) changes and execution improvements from FY25. Berg pointed out that the current guidance indicates an increasingly second-half weighted performance, with 76% of net new ARR expected in the second half versus 57% in FY25, suggesting a moderately more challenging ramp-up. The guidance comes despite continued declines in key metrics, including Net Revenue Retention (NRR), which dropped to 108% in the quarter, Berg added. KeyBanc analyst Jason Celino retained a Sector Weight rating on the stock. The analyst revised the FY26 estimates to account for the first quarter results and updated the outlook, expecting revenue of $1.552 billion (vs. $1.528 billion prior & consensus of $1.522 billion) for FY26. While the analyst finds the improved results and advancements within the public sector encouraging, he maintained the rating due to the early stage of the agentic AI opportunity and ongoing macroeconomic uncertainty. Truist analyst Terry Tillman raised the price forecast from $12 to $13 while maintaining a Hold rating. In an analyst note, Tillman underscored that the company surpassed their estimates, with particularly strong beats in total revenue and non-GAAP operating income. Positive traction appears to be building from agentic solutions, the new partner program, and the recently acquired Peak, among other initiatives, which led the analyst to raise the estimates based on the improved outlook. In particular, Tillman now sees revenue of $1.547 billion (vs. $1.527 billion earlier) compared to a consensus of $1.522 billion for FY26. The analyst emphasized the company's narrative is still a work in progress concerning the improvement of its annualized renewal run rate (ARR) and the return of net new ARR to a trajectory of robust growth. Price Action: PATH shares are trading higher by 1.20% to $13.10 at last check Friday. Read Next:Photo by Ian Dewar Photography via Shutterstock Date Firm Action From To Jan 2022 Macquarie Upgrades Neutral Outperform Jan 2022 Macquarie Upgrades Neutral Outperform Jan 2022 Oppenheimer Upgrades Perform Outperform View More Analyst Ratings for PATH View the Latest Analyst Ratings Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? UIPATH (PATH): Free Stock Analysis Report This article Analysts Applaud UiPath's AI Traction, But Net New ARR Slide Sparks Caution originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Techday NZ
01-05-2025
- Business
- Techday NZ
UiPath unveils agentic automation for unified AI & workflow
UiPath has announced the launch of its latest UiPath Platform for agentic automation, a system that integrates AI agents, robots, and people under a unified and orchestrated approach designed to improve workflow management for businesses. The platform is accessible as a free trial and will see select features move from preview to general availability in the coming weeks. UiPath states that enterprises have faced challenges in moving AI from isolated use cases to large-scale deployment, citing concerns around security, compliance, reliability, slow pilot adoption, and potential vendor lock-in. The company's new release seeks to address these issues by uniting its automation experience with an agentic architecture built for managing critical business functions. Daniel Dines, Founder and Chief Executive Officer at UiPath, said: "With this launch, we fully enter our second act. We've built a platform that unifies AI, RPA, and human decision making so companies can deliver smarter, more resilient workflows without added complexity. As models and chips commoditise, the value of AI moves up the stack to orchestration and intelligence. That's where UiPath leads. But we also lead in empowering people—to be more creative, more productive—and to reach their full potential. That's where UiPath's mission continues." Agentic automation, as described by UiPath, combines robotic process automation (RPA), artificial intelligence models, and human expertise to create coordinated workflows in which each element works together to optimise processes and drive efficiencies. The UiPath Platform's central coordination is provided by UiPath Maestro, a new orchestration layer that automates, models, and oversees business processes end to end. Maestro includes process intelligence and key performance indicator monitoring, supporting continuous optimisation as businesses adjust their workflows and scale up AI agent deployment safely. The company ensures that AI agents within its new platform operate with defined controls and oversight. Features such as real-time vulnerability assessments and robust data controls are included to protect business environments and maintain performance standards. Raghu Malpani, Chief Technology Officer at UiPath, commented: "We are targeting 95%+ agent accuracy with every launch. Reliability and trustworthiness are core to our Agent Builder roadmap, and we're focused on delivering agents capable of human-level performance—with the right controls in place." The platform is designed for a variety of users, offering tools for both low-code and full-code development. Developers can use the UiPath Agent Builder within UiPath Studio to create agents that can be integrated directly into existing workflows, while having the option to shift to advanced coding when required. Graham Sheldon, Chief Product Officer at UiPath, wrote: "With Agent Builder, our developer community of more than three million professionals worldwide can build agents directly into existing workflows. We've also unlocked more powerful customisation options for full-code developers—expanding the horizon of what's possible." UiPath has established its platform as an open, multi-agent system that can interface with third-party frameworks such as LangChain, Anthropic, and Microsoft, enabling sophisticated agent-driven operations across diverse platforms. The company is working with Google Cloud on Agent2Agent (A2A), a protocol to allow AI agents to communicate, exchange data, and coordinate tasks securely across disparate business applications. Harrison Chase, Chief Executive Officer of LangChain, remarked: "We want to enable developers of all types to build agents. We've seen a key part of this be AI observability, and we're excited to integrate LangSmith with UiPath to help even more builders ship agents with confidence. Additionally, our collaboration with UiPath on the Agent Protocol ensures that LangGraph agents can seamlessly participate in UiPath automations, broadening their reach and enabling developers to build more cohesive, cross-platform workflows." The UiPath Platform now includes Intelligent Xtraction & Processing (IXP), which leverages multi-modal, AI-based systems to classify and extract information from unstructured data. This is aimed at supporting complex applications such as claims adjudication, loan origination, and document processing at enterprise scale. The new release also covers developments in agentic UI automation. The UI Agent, now available in private preview, enables natural language-driven automation. This agent is capable of determining user intent, planning multi-step tasks, and carrying them out across multiple interfaces autonomously. Malpani added: "By combining our deep heritage in UI Automation with the latest advances in agentic technology, we've built a UI Agent that doesn't just mimic clicks—it understands intent, plans ahead, and takes action autonomously. This is a major step forward in enabling agents that can navigate real-world enterprise interfaces with precision and purpose." UiPath shared metrics indicating a strong response to the private preview, released in January 2025. The company reports thousands of autonomous agents have been created in the system, resulting in over 75,000 agent runs, and more than 11,000 course enrolments in agentic automation through UiPath Academy. Over 450 partners have engaged in agentic automation courses, and the programme has seen more than thirty Fast Track agentic automation partner badges awarded. Hundreds of customer use cases have already been identified and implemented. Lawrence Fong, Director Digital and IT at Cathay, said: "Our partnership with UiPath has elevated Cathay's digital leadership in the aviation industry by harnessing the full power of automation, AI, and generative AI. Agentic automation is the next big leap in AI transformation that will allow companies to rapidly scale, make smarter decisions, and quickly adapt to changing business demands. Cutting-edge technologies will empower enterprises to go beyond workflows and into the realm of intelligent orchestration — where AI doesn't just support the way people work, but completely transforms it."
