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Yahoo
5 days ago
- Business
- Yahoo
SPOT vs. PATH: Which Tech Stock Possess Stronger Growth Potential?
Both Spotify Technology S.A. SPOT and UiPath PATH are prominent software-driven tech stocks. SPOT is a leading personalized audio streaming and content platform, while PATH focuses on robotic process automation (RPA). Despite operating in different niches, both companies are linked by AI-backed growth narratives. Our comparative analysis will help investors figure out the tech stock that offers a more optimistic growth prospect. Spotify Technology's AI integration has aided its growth trajectory, evidenced by its improving key performance indicators. By the end of March 2025, the company added 3 million monthly active users (MAUs) and the count increased 10% year over year. Similarly, premium subscriber count increased by 5 million by the end of March and grew 12% year over year. This performance shines a light on AI's ability to create bespoke and engaging user experiences, elevating its business performance. SPOT has tactfully incorporated AI into its recommendation engines. The algorithms are subjected to analyze consumer habits, allowing the company to generate hyper-personalized features such as Discover Weekly, Release Radar and Daily Mixes. These playlists are driving user engagement by increasing time spent on the platform, leading to higher retention and a greater probability of a free user converting into a premium subscriber. Apart from recommendations, AI facilitates an annual marketing campaign — Spotify Wrapped — a user recap feature that provides an individualized summary of user's listening habits from the past year. This feature acts as an organic marketing tool and contributes significantly toward user acquisition and brand visibility due to its virality. Moving on, ad-supported MAUs increased 9% year over year in the first quarter of 2025. AI is a significant driver behind this growth, helping the company optimize target advertising and enhancing ad revenues. Finally, AI DJ and AI Playlist are a few of the company's AI-led innovations that demonstrate commitment to strengthening user interaction. This ultimately improves user retention and paves the path for prolonged growth in the competitive market. PATH, a global player in the RPA domain, leverages AI to fuel its growth, transforming traditional automation into an intelligent one. The strategic collaboration of AI has expanded the scope of processes that can be automated, supporting its growth trajectory positively. In fiscal 2025, the company registered annual recurring revenues (ARR) of $1.7 billion, increasing 14% year over year. Also, $424 in revenues was recorded in the fourth quarter of fiscal 2025, rising 5% from the year-ago quarter. Banking on sophisticated AI-powered solutions, the company has been able to generate strong ARR, indicating a healthy recurring stream of revenues and customer retention. Furthermore, the dollar-based net retention rate hovered at 110%, further bolstering PATH's success in broadening its customer base, which is a direct benefit of its AI-backed offerings. The company has introduced intelligent document processing, communications mining and computer vision to automate unstructured and complex tasks that RPA cannot handle by itself. This agentic automation, which allows AI agents to work alongside robots, generates a higher return on investment for clients by enabling businesses to tackle complicated workflows. For instance, the recent acquisition of Peak aims to strengthen PATH's vertical AI solutions strategy by accelerating AI adoption in retail and manufacturing sectors. Acquisitions as such and AI-led innovations backed by substantial R&D investment are instrumental in retaining market leadership and capitalizing on the rising demand for enterprise-wide AI transformation. The Zacks Consensus Estimate for Spotify Technology's 2025 sales is pegged at $19.9 billion, suggesting 17.4% year-over-year growth. The consensus estimate for earnings is pegged at $9.88, indicating a 66.1% rise from the preceding year's actual. Three estimates for 2025 have moved north in the past 60 days versus four southward revisions. Image Source: Zacks Investment Research The Zacks Consensus Estimate for UiPath's 2025 sales is pegged at $1.5 billion, implying 6.7% year-over-year growth. The consensus estimate for earnings is pegged at 52 cents per share, indicating a 1.9% year-over-year decline. No estimate for 2025 has moved north in the past 60 days versus two southward revisions. Image Source: Zacks Investment Research Spotify Technology is currently trading at a forward 12-month Price/Sales ratio of 6.45X, which is higher than the 12-month median of 4.83X, indicating an overvaluation. UiPath appears slightly overvalued with its 12-month Price/Sales ratio of 4.56X, which is marginally above the 12-month median of 4.53X. While both stocks are trading at a premium compared with their historical valuations, PATH is priced attractively from a valuation standpoint, suggesting greater breadth for expansion. Image Source: Zacks Investment Research While both SPOT and PATH rely heavily on AI to gain a competitive advantage, Spotify Technologies' near-term prospects appear brighter. SPOT's excellent user growth and impressive financial performance paint a detailed picture of a better near-term potential. That being said, we do acknowledge PATH's strength in enterprise automation and its lower valuation compared with Spotify Technology. However, SPOT is a fundamentally stronger stock than UiPath, with a remarkably higher earnings growth outlook, giving investors greater confidence to bet on its growth. SPOT and PATH have a Zacks Rank #3 (Hold) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UiPath, Inc. (PATH) : Free Stock Analysis Report Spotify Technology (SPOT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
27-05-2025
- Business
- Yahoo
Should You Buy, Sell, or Hold UiPath Stock Before Q1 Earnings?
UiPath Inc. PATH is set to report first-quarter fiscal 2026 results on May 29, after the bell. The Zacks Consensus Estimate for earnings is pegged at 10 cents, indicating a 23% decline from the year-ago reported number. The consensus estimate for revenues is pinned at $332.3 million, implying a 0.8% year-over-year decline. One estimate for the fiscal first quarter has been revised downward in the past 60 days. Image Source: Zacks Investment Research The company has an impressive earnings surprise history. Earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 36.4%. Image Source: Zacks Investment Research Our proven model doesn't conclusively predict an earnings beat for PATH this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. PATH has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) The Zacks Consensus Estimate for license services revenues is pegged at $115 million, indicating an 18% year-over-year decline. The consensus mark for subscription revenues is pegged at $137.3 million, implying a 12% year-over-year decline. The consensus estimate for professional services and other revenues is pegged at $10 million, flat year over year. PATH has had a turbulent year, with its share price plunging 34% against the industry's 29% growth. However, the momentum may be shifting. Over the past month, PATH has climbed 7%, signaling early signs of a possible recovery and renewed investor interest. < Image Source: Zacks Investment Research A critical driver of PATH's success is its strategic alliances with top technology giants. Microsoft MSFT, Amazon's AMZN AWS, and Salesforce CRM continue to play pivotal roles in expanding UiPath's reach and capabilities. These partnerships not only bolster PATH's credibility but also integrate its offerings into broader enterprise ecosystems powered by Microsoft Azure, AWS and Salesforce Cloud solutions. In the fourth quarter of fiscal 2025, UiPath reported a 5% year-over-year revenue increase to $424 million. Meanwhile, annual recurring revenues climbed to $1.67 billion (up 14% from the previous year), underscoring the effectiveness of its subscription model and strong client loyalty. Through collaboration with innovators like Microsoft, Amazon and Salesforce, PATH is well-positioned to thrive in a competitive and fast-evolving automation landscape. PATH has shown resilience with steady revenue growth, particularly in its subscription services, which are projected to grow 12% year over year in the fiscal first quarter. Despite this, the company's earnings forecast suggests a 23% decline from the prior-year level and a lower chance of a beat. Given these factors, adopting a cautious wait-and-see approach ahead of the first-quarter results seems advisable. PATH currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report Salesforce Inc. (CRM) : Free Stock Analysis Report UiPath, Inc. (PATH) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
23-05-2025
- Business
- Yahoo
Insights Into UiPath (PATH) Q1: Wall Street Projections for Key Metrics
The upcoming report from UiPath (PATH) is expected to reveal quarterly earnings of $0.10 per share, indicating a decline of 23.1% compared to the year-ago period. Analysts forecast revenues of $332.33 million, representing a decrease of 0.8% year over year. Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective. In light of this perspective, let's dive into the average estimates of certain UiPath metrics that are commonly tracked and forecasted by Wall Street analysts. According to the collective judgment of analysts, 'Revenue- Licenses' should come in at $115.46 million. The estimate suggests a change of -17.6% year over year. The consensus estimate for 'ARR' stands at $1.69 billion. The estimate compares to the year-ago value of $1.51 billion. Analysts forecast 'Net New ARR' to reach $22.09 million. Compared to the present estimate, the company reported $44 million in the same quarter last all Key Company Metrics for UiPath here>>>Over the past month, shares of UiPath have returned +9% versus the Zacks S&P 500 composite's +10.7% change. Currently, PATH carries a Zacks Rank #3 (Hold), suggesting that its performance may align with the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UiPath, Inc. (PATH) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 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
23-05-2025
- Business
- Yahoo
A Bottle that Turns into an American Flag and It's Made in the USA
SAN FRANCISCO, May 23, 2025 /PRNewswire/ -- PATH, a leader in sustainable hydration solutions, is proud to announce the launch of its Limited Edition MUSA Bottle, a bold tribute to summer, sustainability, and American-made. Released in celebration of PATH's 4th anniversary and proudly made in the USA, this limited-edition bottle blends functionality, style, and purpose into one refill-ready design. Built for the season's biggest moments, from backyard barbecues and fireworks to long road trips and beach escapes, the PATH MUSA bottle represents the brand's continued commitment to reducing plastic waste while supporting American manufacturing. It also features a fun interactive touch when you line up a few bottles and their cases, they create a full American flag, making it perfect for parties, displays, and group celebrations. "We're excited to celebrate four years of impact with a bottle that's made right here in the U.S. and built for the season ahead," said Ali Orabi, CMO at PATH. "This launch is a nod to our roots and a reminder that sustainability can be patriotic, practical, and powerful." Key Features of the PATH MUSA Bottle: Made in the USA: Manufactured, filled, and shipped from U.S. facilities, supporting local jobs and reducing environmental impact Anniversary Edition: Released to mark PATH's 4-year milestone as a mission-driven brand committed to progress and planet Summer-Ready Design: Featuring bold red, white, and blue graphics, this bottle is made to stand out at every cookout, camping trip, and concert under the sun Interactive Design Element: When lined up, multiple bottles and their cases come together to form a full American flag. It's a fun, visual way to celebrate summer and show off your patriotic spirit. Reusable & Recyclable: Crafted from sleek, refillable aluminum, offering a durable, waste-reducing alternative to single-use plastic bottles Limited-Time Release: Designed to celebrate July 4th and PATH's anniversary, this bottle will not be restocked once it sells out Whether you're headed to a Fourth of July celebration or packing for a summer getaway, the PATH MUSA bottle is your go-to for stylish, sustainable hydration that's proudly American-made. Available now at and select CVS, Walmart, and Sprouts stores nationwide. Quantities are limited, so don't wait to grab your piece of summer. For media inquiries, product samples, or more information, please contact: pr@ About PATHPATH is on a mission to eliminate single-use plastic bottles by offering stylish, refillable, and sustainable hydration solutions made for everyday life. Headquartered in California, PATH is committed to making sustainability simple, accessible, and impactful with every refill. View original content to download multimedia: SOURCE PATH Sign in to access your portfolio
Yahoo
21-05-2025
- Business
- Yahoo
Why UiPath (PATH) Dipped More Than Broader Market Today
UiPath (PATH) closed the latest trading day at $12.44, indicating a -1.19% change from the previous session's end. This move lagged the S&P 500's daily loss of 0.39%. Meanwhile, the Dow lost 0.27%, and the Nasdaq, a tech-heavy index, lost 0.38%. The enterprise automation software developer's stock has climbed by 23.31% in the past month, exceeding the Computer and Technology sector's gain of 19.26% and the S&P 500's gain of 13.07%. The investment community will be paying close attention to the earnings performance of UiPath in its upcoming release. The company is slated to reveal its earnings on May 29, 2025. The company's upcoming EPS is projected at $0.10, signifying a 23.08% drop compared to the same quarter of the previous year. Alongside, our most recent consensus estimate is anticipating revenue of $332.33 million, indicating a 0.83% downward movement from the same quarter last year. In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $0.52 per share and a revenue of $1.53 billion, indicating changes of -1.89% and +6.72%, respectively, from the former year. Investors might also notice recent changes to analyst estimates for UiPath. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Currently, UiPath is carrying a Zacks Rank of #3 (Hold). Valuation is also important, so investors should note that UiPath has a Forward P/E ratio of 24.1 right now. This expresses a discount compared to the average Forward P/E of 28.98 of its industry. Meanwhile, PATH's PEG ratio is currently 1.27. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Internet - Software industry currently had an average PEG ratio of 2.22 as of yesterday's close. The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 73, placing it within the top 30% of over 250 industries. The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Be sure to follow all of these stock-moving metrics, and many more, on Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UiPath, Inc. (PATH) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
