Latest news with #UiPathInc
Yahoo
3 days ago
- Business
- Yahoo
Why UiPath Inc. (PATH) Crashed On Monday
We recently published a list of . In this article, we are going to take a look at where UiPath Inc. (NYSE:PATH) stands against other worst performers on Monday. UiPath saw its share prices drop by 6.16 percent on Monday to end at $12.49 each as investor sentiment was dampened by its chief executive officer's unloading of stake in the company. In a regulatory filing on Monday, UiPath Inc. (NYSE:PATH) Chairman and Chief Executive Officer Dines Daniel sold 45,000 shares of the company at a price of $13.3063 for more than $598,000. A symbolic representation of innovation, with a programmer working on a laptop in front of robotic arms and low code development environment. Following the transaction, Daniel's indirect ownership in UiPath Inc. (NYSE:PATH) remains at 6.4 million through Ice Vulcan Holding Ltd., where he holds sole voting and investment power, as well as 24.9 million direct shares and additional 240,000 shares owned by his spouse. According to UiPath Inc. (NYSE:PATH), the transactions were conducted under a pre-established trading plan. In the first quarter of fiscal year 2025, UiPath Inc. (NYSE:PATH) narrowed its net loss by 21.6 percent to $22.5 million from $28.7 million in the same period last year. Revenues increased by 6 percent to $356.6 million from $335 million year-on-year. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
30-05-2025
- Business
- Yahoo
UiPath Inc (PATH) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Advancements
Revenue: $357 million for the first quarter, an increase of 6% year over year. Annual Recurring Revenue (ARR): $1.693 billion, up 12% year over year. GAAP Operating Loss: Improved to $16 million from a loss of $49 million in the prior year. Non-GAAP Operating Income: $70 million, representing a 20% margin, an improvement of 450 basis points year over year. Gross Margin: Overall gross margin at 84%, with software gross margin at 90%. Non-GAAP Adjusted Free Cash Flow: $117 million, representing a 33% margin, up over 250 basis points year over year. Cash and Marketable Securities: $1.6 billion, with no debt. Share Repurchase: 21.9 million shares of Class A common stock repurchased at an average price of $10.40. Customer Count: Approximately 10,750 customers, with 2,365 customers having $100,000 or more in ARR, and 316 customers with $1 million or more in ARR. Dollar-Based Gross Retention Rate: 97%. Dollar-Based Net Retention Rate: 108%. Remaining Performance Obligations (RPO): $1.231 billion, up 12%. Guidance for Q2 2026: Revenue expected between $345 million to $350 million, ARR between $1.715 billion to $1.720 billion, and non-GAAP operating income of approximately $40 million. Guidance for Fiscal Year 2026: Revenue expected between $1.549 billion to $1.554 billion, ARR between $1.820 billion to $1.825 billion, non-GAAP operating income of approximately $305 million, and non-GAAP adjusted free cash flow of approximately $370 million. Warning! GuruFocus has detected 3 Warning Sign with PATH. Release Date: May 29, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. UiPath Inc (NYSE:PATH) reported strong first-quarter financial performance, with revenue of $357 million and an ARR of $1.693 billion, marking a 12% year-over-year increase. The company achieved a significant improvement in GAAP operating loss, reducing it to $16 million from $49 million in the prior year, and reported a non-GAAP operating income of $70 million, representing a 20% margin. UiPath Inc (NYSE:PATH) launched its agentic automation platform, which has been well-received, with customers creating thousands of autonomous agents and generating over 250,000 agent runs. The company has a strong partner ecosystem, with over 40 partners completing the agentic fast-track program, enhancing customer engagement and adoption. UiPath Inc (NYSE:PATH) maintains a healthy balance sheet with $1.6 billion in cash, cash equivalents, and marketable securities, and no debt, allowing for strategic investments and share repurchases. Despite the positive financial performance, the macroeconomic environment remains variable, leading to cautious guidance for the remainder of the fiscal year. The adoption of the newly launched agentic solutions is still in its early phases, and no material revenue contribution is expected in fiscal 2026. UiPath Inc (NYSE:PATH) experienced a slight decline in its dollar-based net retention rate to 108%, indicating some pressure on customer retention. The US federal business is still in transition, with continued pressure on new budgets being finalized, affecting growth in this segment. The company faces competition in the agentic orchestration market, requiring differentiation through unique offerings like Maestro, which integrates agents, robots, and people. Q: How has the macroeconomic environment affected UiPath's guidance, and what impact has foreign exchange had on the company's financials? A: Ashim Gupta, CFO, explained that the macroeconomic environment remains variable, and while there is some improvement, uncertainty persists. The company has adjusted its revenue linearity favorably for the second quarter. Regarding foreign exchange, the impact was minimal, with fluctuations within 2-3%, and no significant FX impact is expected for the year. Q: What has been the customer feedback on the new AI agents and the unified pricing model? A: Daniel Dines, CEO, noted that initial customer reactions to the new pricing model, which is tied to software adoption, have been positive. The model simplifies understanding and creating business cases, especially in the agentic automation space, and is designed to align closely with customer use cases. Q: How is UiPath's public sector business performing, particularly in the US federal sector? A: Daniel Dines mentioned enthusiasm for agentic automation in the federal sector, highlighted by a deal with the US Air Force. However, the sector is still in transition, with renewals progressing well but pressure on new budgets. Ashim Gupta added that while some agencies performed better than expected, others are still finalizing procurement routines. Q: What differentiates UiPath's Maestro from other agentic orchestration solutions in the market? A: Daniel Dines explained that Maestro is unique because it connects agents with robots and people, enabling autonomous execution of enterprise-level workflows. It provides deep insights into workflows, combining process mining data, which sets it apart from other solutions that focus mainly on agent-to-agent orchestration. Q: How is UiPath's partner program evolving, and what impact does it have on customer acquisition and growth? A: Ashim Gupta emphasized the importance of high-quality, incentivized partners who are close to key customers, especially mid-tier ones. The partner program is seen as a net positive, driving consumption and adoption among $100,000-plus customers, although there is no specific transfer function disclosed between the program and customer dynamics. For the complete transcript of the earnings call, please refer to the full earnings call transcript. 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
14-05-2025
- Business
- Yahoo
UiPath Inc. (PATH): Among the Best Artificial Intelligence Stocks Under $50 to Buy Now
We recently published a list of the 13 Best Artificial Intelligence Stocks Under $50 to Buy Now. In this article, we are going to take a look at where UiPath Inc. (NYSE:PATH) stands against other AI stocks under $50. On May 8, Dan Ives of Wedbush Securities joined CNBC's 'Squawk on the Street' to discuss his bullish outlook on the AI sector and tech. Ives used the metaphor of technology speeding down the highway at 100 mph in a Ferrari, while regulation lags in the slow lane at 35 mph. He emphasized that, given this disparity, much of the oversight will be self-regulatory, as the use cases for AI are expanding rapidly. He predicted continued consolidation in the sector and stated that regulatory efforts would not halt this trend. The discussion also touched on international trade, particularly regarding the UK, China, India, and Vietnam. Ives described any progress with the UK as a small but positive step, but stressed that the real focus for tech companies remains on China. He explained that while the UK relationship is notable, it does not have the same impact as China, and tech companies are closely monitoring developments in Asia because of their significance to larger deals. He also predicts that major tech players would acquire smaller or emerging private companies and argued that the ongoing AI revolution, unstoppable even in the face of tariffs, will drive companies to position themselves advantageously for the future, with consolidation playing a key role. Ives acknowledged the current regulatory uncertainty and unexpected moves from major tech partners but maintained his bullish stance on big tech overall due to accelerating use cases and spending in the sector. Ives also discussed the enterprise adoption of agentic AI, or AI agents, and when their impact on business efficiency and margins would become evident. Ives emphasized that the AI revolution is spreading across software, cybersecurity, and the internet, and that tariffs will not impede this fourth industrial revolution. In fact, Ives thinks that tariffs might even accelerate AI adoption by increasing price pressures and driving companies to seek efficiencies, highlighting that this earnings season was pivotal, with accelerated spending on AI. He observed that AI-related budgets have surged from 1% to 2% a year ago to about 15% now, and argued that neither regulatory hearings nor tariffs can slow this momentum. He likened the current AI revolution to a decisive last-second play in basketball, as it's delivering unexpected and transformative results for the tech sector. We first sifted through ETFs and financial media reports to compile a list of the top AI stocks under $50. We then selected the 13 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A symbolic representation of innovation, with a programmer working on a laptop in front of robotic arms and low code development environment. Share Price as of May 12: $12.50 Number of Hedge Fund Holders: 40 UiPath Inc. (NYSE:PATH) provides an end-to-end automation platform that offers robotic process automation solutions. The company's platform's embedded AI, ML, and NLP capabilities improve decision-making and information processing. It allows users to design and combine UI automations, API integrations, and AI-based document understanding in a single workflow. Throughout FY2025, the company delivered AI-powered products/capabilities, such as Agent Builder, Agentic Orchestration, and the AI Trust Layer. The adoption of UiPath's AI capabilities is driving a shift towards its cloud offerings. Cloud ARR grew by over 50% year-over-year and reached over $975 million by the end of the fiscal year. The company's Major customers are migrating their automation programs to the cloud to accelerate the adoption of AI products. The company's AI product adoption is strong, as 85% of customers with greater than $1 million in ARR are utilizing its AI-powered offerings. For instance, a European security company expanded its use of the UiPath platform and started using AI for automating email routing and document attachments. The security company now projects net annual savings of $30 million by 2030. On April 15, Mizuho lowered the price target on UiPath (NYSE:PATH) to $11 from $12, while maintaining a Neutral rating as part of a Q1 preview for the software sector. Overall, PATH ranks 6th on our list of the best artificial intelligence stocks under $50 to buy now. While we acknowledge the growth potential of PATH, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than PATH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
31-03-2025
- Business
- Yahoo
UiPath Inc. (NYSE:PATH): One of the Best Robotics Stocks to Buy According to Billionaires
We recently published a list of the 10 Best Robotics Stocks to Buy According to Billionaires. In this article, we are going to take a look at where UiPath Inc. (NYSE:PATH) stands against the other robotics stocks held by billionaires. The robotics industry has grown modestly over the past few years. Robotic companies are growing faster than ever, driven by advancements in technology since the emergence of AI. Especially, humanoid robots are rapidly growing in the global market, driven by AI. According to Goldman Sachs' research, the total addressable market for humanoid robots is projected to cross $38 billion by 2035, a massive upgrade from its previous forecast of $6 billion in 2023. Read More: 10 Cheap Robotics Stocks To Invest In Now Morgan Stanley expects the humanoid robot units to reach 40,000 by 2030 and cross 63 million by 2050. Citigroup is even more bullish, anticipating a $7 trillion humanoid robot market by 2050, with 1.19 billion humanoid robots in operation. Adam Jonas from Morgan Stanley expects humanoid robots to be a multi-decade, trillion-dollar opportunity as the adoption could accelerate faster for autonomous vehicles. In 2023, the new World Robotics report noted around 4.28 million units operating in factories globally, growing by 10% compared to 2022. Annual installations surpassed half a million units for the third consecutive year. Asia remains the hot region for robots, with 70% of all newly deployed robots in 2023 installed in Asia. China, Japan, South Korea, and India are some of the largest robotics markets in the world. China leads the market, recording 276,288 industrial robots installed in 2023, representing 51% of the global installations. The U.S. has the largest robotics market in the region, accounting for 68% of installations in the Americas in 2023. The U.S. stock market has been under pressure due to tariffs as the broader market has plunged over 4.50% year-to-date. At the same time, Global X Robotics & Artificial Intelligence ETF (BOTZ) and Robo Global Robotics and Automation Index ETF (ROBO), which returned over 11% in 2024, have dropped nearly 10% and 7% year-to-date, respectively. Despite the market facing political headwinds, robotics stocks hold great promise, considering the rising demand for humanoids and automation systems. An investor intently studying a diversified portfolio of stocks & bonds on a digital tablet. Our Methodology To compile our list of the best robotics stocks to buy according to billionaires, we looked for the robotics and automation companies widely held by billionaires. Data for the billionaire holders for each stock was taken from Insider Monkey's database, updated as of Q4 2024. Finally, the 10 best robotics stocks to buy were ranked in ascending order based on the billionaire investors holding stakes in them. We have also mentioned the number of hedge funds holding each stock as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). No. of Billionaire Investors: 8 No. of Hedge Fund Holders: 40 UiPath Inc. (NYSE:PATH) offers enterprise automation and AI software services. It is mainly engaged in building and managing automation and developing computer vision technology. UiPath's robotic process automation (RPA) helps to build, deploy, and manage software robots that imitate human actions. UiPath recently released a free 60-day trial of its FedRAMP-compliant Automation Cloud Public Sector solution for U.S. government agencies. The platform brings tools such as mining, robots, low-code apps, and AI-powered document understanding. These tools enhance efficiency and data security for the agencies. On March 26, RBC Capital analyst Matthew Hedberg reiterated a Sector Perform rating on PATH stock, keeping a price target of $13. The analyst sees UiPath's potential in emerging AI and agentic technology. UiPath Inc. (NYSE:PATH) ended the year with a revenue of $424 million for Q4 FY2025, posting an ARR of $1.67 billion. The company experienced solid adoption of its AI products, with an attach rate of almost 20% of total customers. UiPath's Agentic platform made notable progress, driven by strong customer engagement and nearly 3,000 agents created for mission-critical processes. The company ended the FY2025 with a solid balance sheet, holding approximately $1.7 billion in cash and cash equivalents. Overall PATH ranks 10th on our list of the Robotics stocks to buy according to billionaires. While we acknowledge the potential of PATH as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PATH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks To Invest In According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
29-03-2025
- Business
- Yahoo
Is UiPath Inc. (PATH) the Best Mid Cap AI Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where UiPath Inc. (NYSE:PATH) stands against other best mid cap AI stocks to buy now. In 2025, the technology companies continue to focus on developing AI platforms that meet their enterprise customers' needs for optimized performance, profitability and security, says Morgan Stanley. In doing so, they have been partnering throughout the AI ecosystem of chips companies, hyperscalers, large language models, and data and software companies while grappling with the US trade policy unknowns and resource constraints. The firm believes that the top trends in new AI frontiers and the emphasis on enterprises consist of AI reasoning, cloud migrations, custom silicon, systems to measure AI efficacy, and developing an agentic AI future. Morgan Stanley, while quoting executives from companies designing and making chips, stated that AI reasoning happens to be one of the biggest drivers of higher compute demand, and thus, semiconductors. Notably, AI reasoning goes over and above the basic understanding and into advanced learning and decision-making, which needs additional compute for pre-training, post-training, and inference. As per Marco Lagos Morales (Head of U.S. Semiconductor Investment Banking at Morgan Stanley), for chip companies, customer demand remains in the breadth of AI workloads for programmable infrastructure. The next theme revolves around LLMs seeing potential in AI reasoning for enterprises. Morgan Stanley highlighted that companies that have developed the world's biggest LLMs focus on using the most effective chips and building the best software to provide AI services that become critical for companies and consumers. As per LLM executives, while the early use cases for LLMs revolved around content generation, summarization, and classification, the biggest untapped potential is in AI reasoning for the enterprise data. READ ALSO: and . The software executives mentioned regarding their current use of AI for the purposes of productivity gains in marketing and engineering and their longer-term prospects in a bid to gain market share in an agentic computing future. Morgan Stanley further highlighted that such companies continue to aim to create large systems deploying AI agents to make decisions, take autonomous actions, and adapt to dynamic environments for real-world applications throughout various industries. According to Brittany Skoda, Global Head of Software Banking, software companies continue to compete to create larger operating systems that harness machine learning, natural language processing, LLMs, GenAI, and decision-making algorithms to move towards an agentic future. To list the 10 Best Mid Cap AI Stocks to Buy Now, we used a screener and sifted through several media reports to shortlist the mid-cap companies catering to the AI industry. Next, we selected the stocks that are the most popular among hedge funds. We have mentioned the hedge fund sentiment around each stock, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A symbolic representation of innovation, with a programmer working on a laptop in front of robotic arms and low code development environment. UiPath Inc. (NYSE:PATH) offers an end-to-end automation platform that provides a range of robotic process automation (RPA) solutions. The company uses AI in a bid to enhance automation capabilities, making it more efficient and smarter. Canaccord Genuity analyst Kingsley Crane has maintained the bullish stance on the company's stock, providing a 'Buy' rating on March 13. The rating was backed by factors demonstrating UiPath Inc. (NYSE:PATH)'s strategic positioning and growth potential. Its recent advancements in agentic automation highlight the competitive capabilities that can complement existing RPA deployments, says the analyst. UiPath Inc. (NYSE:PATH)'s established reputation as a trusted automation partner, because of its healthy governance and compliance features, strengthens its appeal in the evolving landscape of AI and workflow automation. The analyst sees UiPath Inc. (NYSE:PATH) as a durable software asset that has orchestration capabilities between AI models, automation tools, and human workflows, providing a promising path for future value creation. The company announced the acquisition of Peak AI Limited, an AI-native agentic application company. When combined with the UiPath Platform™, Peak represents the introduction of UiPath Inc. (NYSE:PATH)'s first vertically specialized agents, which are optimized around industry-specific use cases, providing incredible time-to-value and bigger outcomes. Overall, PATH ranks 6th on our list of best mid cap AI stocks to buy now. While we acknowledge the potential of PATH as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for a deeply undervalued AI stock that is more promising than PATH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
