Shares of UiPath Inc PATH are down Friday despite the company's reporting in-line fiscal second-quarter results. Here are some key analyst takeaways: BMO Capital Markets analyst Keith Bachman maintained a Market Perform rating, while raising the price target from $14 to $15. DA Davidson analyst Gil Luria reaffirmed a Neutral rating, while lifting the price target from $13 to $15. JPMorgan analyst Mark Murphy reiterated an Overweight rating and price target of $19. RBC Capital Markets analyst Matthew Hedberg ...

Key Takeaways UiPath beat profit and sales estimates on increasing demand for its artificial intelligence automation products. The software provider raised its full-year sales and annual recurring revenue forecasts, though to levels near Wall Street's expectations. UiPath increased its stock buyback program by $500 million. Its shares have fallen this year. UiPath (PATH) shares slipped Friday, handing back early morning gains, even as the enterprise automation and artificial intelligence (AI) software provi ...

julos/iStock via Getty Images Investment Thesis UiPath Inc. (NYSE:PATH) is a stock that has been profusely beaten down since its IPO. Further, despite all its narrative over its superior AI bots, its growth prospects have nearly fully fizzled out. However, so, too, have investors' expectations. On the back of its fiscal Q2 2025 earnings results and guidance, as we look out to the next fiscal year starting in 6 months, I estimate that PATH is priced at 20x next year's non-GAAP operating profits. What's more, ...

UiPath stock is down close to 50% this year. In this video, I will cover UiPath's (PATH 0.16%) latest earnings report and explain why the stock is up. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Sept. 5, 2024. The video was published on Sept. 6, 2024. ...

UiPath Inc. (NYSE:PATH) Q2 2025 Earnings Conference Call September 5, 2024 5:00 PM ET Company Participants Allise Furlani - Investor Relations Daniel Dines - Chief Executive Officer Ashim Gupta - Chief Financial Officer Conference Call Participants Raimo Lenschow - Barclays Mark Murphy - JPMorgan Bryan Bergin - TD Cowen Mike Richards - RBC Capital Markets Sanjit Singh - Morgan Stanley Siti Panigrahi - Mizuho Securities Chirag Ved - Evercore Dominique Manansala - Truist Securities Michael Turrin - Wells Farg ...

2Q FY 2025 Earnings Supplemental Slides Safe harbor Statements we make in this presentation may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995, which are usually identified by the use of words such as "anticipates," "believes," "estimates," "expects," "intends," "may," "plans," "possible," "projects," "outlook," "seeks," "should," "will," and variations of such words or similar expressions, inclu ...

UiPath (PATH) reported $316.25 million in revenue for the quarter ended July 2024, representing a year-overyear increase of 10.1%. EPS of $0.04 for the same period compares to $0.09 a year ago. The reported revenue represents a surprise of +4.40% over the Zacks Consensus Estimate of $302.92 million. With the consensus EPS estimate being $0.03, the EPS surprise was +33.33%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine t ...

UiPath (PATH) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.03 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of 33.33%. A quarter ago, it was expected that this enterprise automation software developer would post earnings of $0.11 per share when it actually produced earnings of $0.13, delivering a surprise of 18.18%. Over the last fo ...

Revenue and ARR Performance - Revenue of $316 million, a 10% year-over-year increase[1][2] - ARR of $1.551 billion, a 19% year-over-year increase[1][2] - Net new ARR of $43 million[2] - Dollar-based net retention rate of 115%[2] - Q3 FY2025 revenue guidance of $345 million to $350 million[5] - FY2025 revenue guidance updated to $1.420 billion to $1.425 billion[5] - FY2025 ARR guidance updated to $1.665 billion to $1.670 billion[5] - Total revenue for the three months ended July 31, 2024, was $316.253 million, with subscription services contributing $194.673 million[21] Cash Flow and Liquidity - Non-GAAP adjusted free cash flow of $49 million[2] - Cash, cash equivalents, and marketable securities totaling $1.7 billion as of July 31, 2024[2] - Cash and cash equivalents as of July 31, 2024, were $939.313 million, down from $1,061.678 million as of January 31, 2024[22] - Net cash provided by operating activities increased to $146.4 million in the six months ended July 31, 2024, from $111.6 million in the same period in 2023[23] - Cash, cash equivalents, and restricted cash decreased to $939.8 million as of July 31, 2024, from $1.06 billion at the beginning of the period[23] - Non-GAAP adjusted free cash flow for the six months ended July 31, 2024, was $149.8 million, compared to $119.3 million in the same period in 2023[27] Stock Repurchase and Financing Activities - $500 million expansion of stock repurchase program authorized[3] - Net cash used in financing activities was $260.9 million for the six months ended July 31, 2024, primarily due to repurchases of Class A common stock[23] - Purchases of marketable securities were $697.8 million for the six months ended July 31, 2024, compared to $709.2 million in the same period in 2023[23] Profitability and Margins - Gross profit for the six months ended July 31, 2024, was $532.720 million, compared to $484.244 million for the same period in 2023[21] - Net loss for the six months ended July 31, 2024, was $114.833 million, compared to $92.262 million for the same period in 2023[21] - GAAP gross margin for the six months ended July 31, 2024, was 82%, compared to 84% in the same period in 2023[24] - Non-GAAP gross margin for the six months ended July 31, 2024, was 85%, compared to 87% in the same period in 2023[24] - Non-GAAP operating income for the six months ended July 31, 2024, was $56.8 million, compared to $78.4 million in the same period in 2023[25] - GAAP operating loss for the six months ended July 31, 2024, was $(152.8) million, compared to $(124.0) million in the same period in 2023[25] - Non-GAAP net income for the six months ended July 31, 2024, was $97.0 million, compared to $112.8 million in the same period in 2023[26] - GAAP net loss for the six months ended July 31, 2024, was $(114.8) million, compared to $(92.3) million in the same period in 2023[26] - Non-GAAP operating margin for the six months ended July 31, 2024, was 9%, compared to 14% in the same period in 2023[25] - GAAP operating margin for the six months ended July 31, 2024, was (23)%, compared to (21)% in the same period in 2023[25] - Non-GAAP net income per share, diluted, for the six months ended July 31, 2024, was $0.17, compared to $0.20 in the same period in 2023[26] - GAAP net loss per share, basic and diluted, for the six months ended July 31, 2024, was $(0.20), compared to $(0.16) in the same period in 2023[26] Expenses and Costs - GAAP cost of subscription services for the six months ended July 31, 2024, was $80.3 million, up from $49.9 million in the same period in 2023[24] - Non-GAAP cost of subscription services for the six months ended July 31, 2024, was $69.0 million, up from $41.3 million in the same period in 2023[24] - Non-GAAP sales and marketing expenses for the six months ended July 31, 2024, were $290.2 million, compared to $253.6 million in the same period in 2023[25] - Stock-based compensation expense was $183.0 million for the six months ended July 31, 2024, slightly down from $187.1 million in the same period in 2023[23] Balance Sheet and Liabilities - Total current assets as of July 31, 2024, were $2,274.334 million, compared to $2,580.412 million as of January 31, 2024[22] - Deferred revenue as of July 31, 2024, was $462.509 million, down from $486.805 million as of January 31, 2024[22] - Total liabilities as of July 31, 2024, were $867.752 million, compared to $938.644 million as of January 31, 2024[22] - Accumulated deficit as of July 31, 2024, was $2,029.014 million, compared to $1,914.181 million as of January 31, 2024[22] Non-GAAP Financial Measures - Non-GAAP financial measures exclude stock-based compensation, amortization of acquired intangibles, employer payroll tax expense related to employee equity transactions, restructuring costs, and charitable donations of Class A common stock[18][19] - Dollar-based net retention rate is calculated by dividing the Current Period ARR by the Prior Period ARR, excluding ARR from new customers, and may fluctuate based on the customer cohort used for calculation[16]

Analysts on Wall Street project that UiPath (PATH) will announce quarterly earnings of $0.03 per share in its forthcoming report, representing a decline of 66.7% year over year. Revenues are projected to reach $302.92 million, increasing 5.4% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Prior to a company's ...