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Yahoo
2 hours ago
- Business
- Yahoo
UiPath (PATH) Price Target Lifted to $15 Following Strong Q1 Metrics
UiPath (PATH, Financials) got a lift from Wall Street after posting stronger-than-expected first-quarter results. RBC Capital raised its price target to $15 on Friday, maintaining a Sector Perform rating, with the stock last seen trading at $13.21. The company beat expectations on revenue and operating margins, while Annual Recurring Revenue also came in ahead of guidance. Warning! GuruFocus has detected 3 Warning Sign with PATH. UiPath's solid quarter was backed by an 82.6% gross margin and a current ratio of 2.95, signaling strong financial footing. Management raised full-year 2026 guidance, citing steady renewal rates and resilient performance in its Federal businesseven as macroeconomic uncertainty lingers. Analysts reacted with a mix of caution and optimism. BMO Capital lifted its target to $15.50, citing momentum in the deal pipeline. Mizuho and DA Davidson raised their targets to $14, pointing to solid execution and a successful product cycle, though both kept Neutral ratings. Needham stayed on Hold, flagging weaker net new ARR and retention metrics. KeyBanc maintained a Sector Weight rating, noting the early nature of automation adoption and macro concerns. With price targets now ranging from $10 to $17, the street remains split. Investors will be watching for follow-through in Q2 and beyond to see if UiPath can build on its momentum. Check insider trades. This article first appeared on GuruFocus.
Yahoo
8 hours ago
- Business
- Yahoo
Zscaler Tops Q3 Estimates, Names New CFO
Zscaler (NASDAQ:ZS) continues to climb on Friday, surging 9% on regular trading Friday, following a Q3 fiscal 2025 beat, with revenue up 23% year-over-year to $678 million versus the $667.1 million consensus and adjusted EPS of $0.84 topping the $0.76 estimate. G Warning! GuruFocus has detected 5 Warning Sign with ZS. AAP net loss narrowed to $0.03 per share, well ahead of the $0.12 loss forecast. Looking ahead, Zscaler guided Q4 revenue of $705 million$707 million (versus $707.2 million expected) and EPS of $0.79$0.80 (vs. $0.77), and reiterated full-year revenue of $2.659 billion$2.661 billion. CEO Jay Chaudhry said surging AI adoption is driving demand for Zscaler's AI-centric security, noting investments to secure both public generative-AI apps and private models. The company also named Kevin Rubinveteran CFO of BetterUp and Alteryxas its new finance chief, aiming to propel Zscaler past $5 billion in ARR. Investors should care because strong beats, healthy guidance and Zscaler's AI security push signal durable growth in the cloud-security market as enterprises race to protect new AI deployments. This article first appeared on GuruFocus. 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
9 hours ago
- Business
- Yahoo
Costco Q3 Sales Rise 8% to $62 Billion
Costco (NASDAQ:COST) delivered a robust Q3 beat, with net sales up 8% to $61.96 billion and EPS soaring to $4.28 from $3.78 a year ago. Costco's scale helped absorb tariff and inflation headwinds, driving an 8.1% gain in adjusted comps and widening its pricing lead over grocery and convenience peers. Warning! GuruFocus has detected 5 Warning Sign with COST. Morgan Stanley's Simeon Gutman lifted his Overweight target to $1,225, praising the share gains and scale leverage. Oppenheimer's Rupesh Parikh called the results unsurprising but said they reinforce confidence in Costco's ongoing outperformance, flagging a potential stock split as a near-term catalyst. UBS's Michael Lasser highlighted the chain's consistency and execution, while Jefferies' Corey Tarlowe pointed to pilot programs like Scan-and-Go as proof of Costco's tech edge. Investors should care because Costco's ability to pass through costs without denting traffic underscores its membership moat and sets the stage for continued market-share gains even in a tougher consumer backdrop. This article first appeared on GuruFocus.
Yahoo
10 hours ago
- Business
- Yahoo
Chagee Blows Past 6,600 Stores After Nasdaq Debut--Is This Asia's Next Starbucks?
After its Nasdaq debut on April 17 raised $411 million and tagged a near-$5 billion valuation, Chagee (NASDAQ:CHA) wasted no time flexing its scale. The premium tea brand has now grown its teahouse footprint by 63.6% year-over-year, reaching 6,681 locations across Greater China and overseas. Franchise revenue makes up a whopping 92.8% of the total haulclearly the growth engine here. Meanwhile, its mini-app community doubled to over 192 million registered members, giving it a digital moat few rivals can match. Financially, Q1 2025 shows impressive top-line acceleration. Net revenues jumped 35.4% to RMB3.39 billion ($467.5M), while net income grew 13.8% to RMB677.3 million ($93.3M). But that growth came with a price: operating costs climbed 42.8%, sales and marketing expenses soared 166%, and net margins thinned to 20%, down from 23.7% a year ago. Management is clearly spending aggressively on branding, headcount, and overseas expansionmoves that could pay off long term but may compress profitability in the near future. The chart tells the same story. From 2022 to 2024, revenue rocketed, while net income and EBITDA tracked upward more graduallyindicating rising cost pressure despite scale. Still, the trajectory looks promising. If Chagee can maintain its store growth while tightening execution, this could be one of Asia's most exciting consumer stories in years. This article first appeared on GuruFocus. 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
10 hours ago
- Business
- Yahoo
Costco Q3 Sales Rise 8% to $62 Billion
Costco (NASDAQ:COST) delivered a robust Q3 beat, with net sales up 8% to $61.96 billion and EPS soaring to $4.28 from $3.78 a year ago. Costco's scale helped absorb tariff and inflation headwinds, driving an 8.1% gain in adjusted comps and widening its pricing lead over grocery and convenience peers. Warning! GuruFocus has detected 5 Warning Sign with COST. Morgan Stanley's Simeon Gutman lifted his Overweight target to $1,225, praising the share gains and scale leverage. Oppenheimer's Rupesh Parikh called the results unsurprising but said they reinforce confidence in Costco's ongoing outperformance, flagging a potential stock split as a near-term catalyst. UBS's Michael Lasser highlighted the chain's consistency and execution, while Jefferies' Corey Tarlowe pointed to pilot programs like Scan-and-Go as proof of Costco's tech edge. Investors should care because Costco's ability to pass through costs without denting traffic underscores its membership moat and sets the stage for continued market-share gains even in a tougher consumer backdrop. This article first appeared on GuruFocus. Sign in to access your portfolio
