I recently joined and have built up a little bit. I hope to build up something in the long term 😅 We'll see over the next few years
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$PATH (-0,37%)
Discussão sobre PATH
Postos
301Semana·
Depot since March 25 21 years
12Posições
€ 31.028,69
3,19%
1010
9 Comentários
Snopy@Snopy
1Semana
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Ver todas as 4 restantes respostas
1Mês·
UiPath Q1 Earnings Highlights
🔹 Revenue: $356.6M (Est. $332.8M) 🟢 +6% YoY
🔹 Adj. EPS: $0.11 (Est. $0.10) 🟢
🔹 ARR: $1.693B; +12% YoY; Net New ARR: $27M
🔹 Dollar-Based Net Retention: 108%
Q2 Guidance:
🔹 Revenue: $345M–$350M (Est. $331.8M) 🟢
🔹 ARR (as of July 31): $1.715B–$1.720B
🔹 Non-GAAP Op. Income: ~$40M
FY26 Guidance:
🔹 Revenue: $1.549B–$1.554B (Est. $1.523B) 🟢
🔹 ARR (as of Jan 31, 2026): $1.820B–$1.825B
🔹 Non-GAAP Op. Income: ~$305M
Other Key Q1 Metrics:
🔹 Cash Flow from Ops: $119M
🔹 Free Cash Flow: $117M
🔹 Cash & Equivalents: $1.59B
Strategic Commentary & Business Highlights:
🔸 CEO: “Strong start to FY26 with better-than-expected top & bottom line. Confident in product roadmap and execution.”
🔸 Launched Agentic Automation Platform: Unifies AI agents, robots, and humans in a single system.
🔸 Debuted Test Cloud: AI-powered platform for full-cycle software testing.
🔸 Enhanced Microsoft Copilot integration through UiPath Maestro.
🔸 Named Leader in IDC MarketScape for Business Automation Platforms and Everest Group’s IDP Assessment.
🔸 Announced Google Cloud AI partnership: Deployed medical record summarization agents using Gemini 2.0 Flash via Vertex AI.
88
4Mês·
UiPath Inc. reported earnings Q4 FY2025 results ended on Jan 31, 2025
- Revenue: $424M, +5% YoY
- ARR: $1.666B, +14% YoY
- GAAP Operating Income: $34M, Non-GAAP Operating Income: $134M
CEO Daniel Dines: "Fiscal 2025 was our most innovative year, introducing a wealth of new AI capabilities and redefining the future of automation."
🌱Revenue & Growth
- Total Q4 Revenue: $424M, +5% YoY
- FY2025 Revenue: $1.43B, +9% YoY
- ARR: $1.666B, +14% YoY
- Net new ARR: $60M (Q4), $202M (FY2025)
- Dollar-based net retention rate: 110%
💰Profits & Financials
- GAAP Gross Margin: 85% (Q4), 83% (FY2025)
- Non-GAAP Gross Margin: 87% (Q4), 85% (FY2025)
- Net Cash Flow from Operations: $146M (Q4), $321M (FY2025)
- Non-GAAP Adjusted Free Cash Flow: $145M (Q4), $328M (FY2025)
- Cash & Marketable Securities: $1.7B as of Jan 31, 2025
📌Business Highlights
- Acquired Peak AI Limited to enhance AI-powered automation in retail & manufacturing
- Launched Agentic Testing solutions, including UiPath Autopilot™ and Agent Builder
- Expanded partnership with Deloitte, introducing Agentic ERP solutions
- Opened AI Innovation Hub in London, partnering with Microsoft, SAP & AWS
- Named Leader in Everest Group PEAK® Matrix report on Intelligent Automation
🔮Future Outlook
- Q1 FY2026 Revenue Guidance: $330M-$335M
- FY2026 Revenue Guidance: $1.525B-$1.530B
- ARR Guidance: $1.816B-$1.821B by Jan 31, 2026
- Non-GAAP Operating Income Guidance: $45M (Q1), $270M (FY2026)
- Macroeconomic uncertainty, particularly in U.S. public sector, impacting outlook
33
4Mês·
The eagerly awaited quarterly figures for the week of March 10, 2025
A number of important earnings releases are scheduled for the coming week. The focus will be on:
📌 Adobe ($ADBE (-0,4%) )
📌 Oracle ($ORCL (+2,98%) )
📌 DocuSign ($DOCU (-0,32%) )
📌 D-Wave Quantum ($QBTS (+2,29%) )
📌 ZIM Integrated Shipping ($ZIM (-0,31%) )
📌 ULTA Beauty ($ULTA (-0,71%))
📌 Kohl's ($KSS (-3,74%) )
📌 Dollar General ($DG (+0,01%))
📌 UiPath ($PATH (-0,37%) )
📌 SentinelOne ($S (-0,49%))
Which of these companies are you following with particular interest? Do you have positions in any of these stocks?
🔗 Source: Earnings Whispers
88
6Mês·
The Age of Robots is Here:
Humanoids
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Rockwell Automation
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ABB
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UiPath
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iRobot
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Oceaneering
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FARO Technologies
7Mês·
Today I put an end to the $PATH (-0,37%) put an end to the tragedy today. To be precise, my limit order at €15 took effect.
I had a few buys and sells at around €40 with which I made some money with the share. However, I missed the exit on my last purchase and had hoped for a recovery for a while. Now I have resigned myself to the loss and set a limit. In addition, RPA has become less and less important or interesting in times of AI. I have therefore lost hope of a real rally. That's why I'm now closing with a small loss.
22
7Mês·
Aftermarket after quarterly figures, 05.12.
$ASAN (-2,88%)
$RBRK (+2,73%) +15.82%
$DOCU (-0,32%)
$ULTA (-0,71%)
$GTLB (+1,23%)
$LULU (-2,34%)
$VEEV (-0,52%)
$PATH (-0,37%)
$VSCO (-2,84%)
$HPE (-1,19%)
$IOT -6.58%
33
7Mês·
$PATH (-0,37%) UiPath Inc. reported earnings
Q3 FY2025 results ended on October 31st 2024
- Revenue: $355M, +9% YoY
- ARR: $1.607B, +17% YoY
- GAAP Net Loss: $(10.7M) vs $(31.5M) YoY
- Net new ARR: $56M
CEO Daniel Dines: "Our customers' response to the agentic automation vision and roadmap that we announced at FORWARD has been energizing and reinforces our leading position in the AI-powered automation market."
🌱Revenue & Growth
- License revenue: $137.2M vs $148.1M YoY
- Subscription services: $206.9M, +24% YoY
- Professional services: $10.6M vs $10.3M YoY
- Dollar-based net retention rate: 113%
💰Profits & Financials
- GAAP Gross Margin: 82% vs 85% YoY
- Non-GAAP Gross Margin: 85% vs 87% YoY
- Non-GAAP Operating Income: $50M vs $4.7M YoY
- Cash and investments: $1.6B
📌Business Highlights
- Launched Agent Builder for automation developers
- Integrated with SAP Build Process Automation
- Partnered with Anthropic to integrate Claude 3.5 Sonnet
- Announced partnership with Inflection AI
- Partnered with Indosat to train 100,000 workers in Indonesia
🔮Future Outlook
Q4 FY2025:
- Revenue: $422M-$427M
- ARR: $1.669B-$1.674B
- Non-GAAP Operating Income: ~$100M
33
9Mês·
So dear friends...
Waiting for the maturity date of my 10y Treasury bond, interest payment will be taken along and, a little too early in the short term, but in the longer term shifted into 20+ Treasury at approx. 5 % p.a.. $IBTL (-0,14%) .
Furthermore, I finally got rid of my Global Clean Energy, albeit with a slight minus, but I see the cost pressure there immensely, and I also didn't like the weighting of the ETF "anymore".
With my savings rates, I'm trying to underperform Apple a little to get away from the almost 4 percent portfolio weighting. Apple is too annoying for me, at least in terms of the iPhone. Year after year, less and less innovation regarding smartphones, now under time pressure only a "half-finished" cell phone released in Germany.
On the other hand, I am quite happy with my portfolio.
I will continue to invest in real estate shares in the future, $DHL (-0,71%) I would like to push them to 1.5 %. I see an anti-cyclical opportunity here, the key figures seem to be okay. And the economy will also enjoy an upswing again at some point. Big player, albeit boring for some. But would like to upgrade it as a small individual share and hold it for the long term...dividend tastes good.
$PATH (-0,37%) and $ALFEN (+2,01%) will still think about a plan to sell, or one day one share will give way for the other.
We don't need to discuss Freyr and Halo, everyone starts at some point and unfortunately they are no longer tradable on L&S.
I am open to constructive criticism.
Have a nice evening and good luck 😅😅
35Posições
€ 43.536,25
11,15%
44
1 Comentar9Mês
If I see this correctly, you have made ~12% price gains in your 3 years.
The question I ask myself is why you are stock picking.
For example, in a FTSE all world you would have recorded ~40% price gains in the same period and with significantly less effort. In addition, the risk is lower as it is much more broadly diversified.
The question I ask myself is why you are stock picking.
For example, in a FTSE all world you would have recorded ~40% price gains in the same period and with significantly less effort. In addition, the risk is lower as it is much more broadly diversified.
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