FINWIRES · TerminalLIVE
FINWIRES

$PATH

5 stories mentioning PATH

Every FINWIRES story that references PATH, newest first.

Wire

UiPath Sees Continued AI Deal Momentum, Improved Customer Retention, RBC Says

UiPath's (PATH) artificial intelligence-driven deal momentum and improved customer retention were encouraging, RBC Capital Markets said in a Friday note.Analysts said they are watching for signs of net new annual recurring revenue stabilization and potential acceleration.RBC said UiPath raised its fiscal 2027 guidance as management turned more positive on underlying business trends, pipeline health, a more stable demand environment and customer momentum.The investment firm noted continued strength in AI-driven deal activity and increasing adoption of the company's agentic offerings, which are supporting larger expansion deals and improved customer engagement.RBC maintained a sector perform rating and $12 price target on the stock.Shares of UiPath were up 1.2% in Friday afternoon trading.Price: $11.72, Change: $+0.14, Percent Change: +1.21%

$PATH
Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Uipath Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price by $1 to $13, on an EV/S multiple of 3.2x our FY 27 (Jan.) sales projection of $1.781B, below its three-year average. We decrease our FY 27 EPS estimate to $0.79 (from $0.81), and trim FY 28's estimate to $0.89 (from $0.91). PATH reported Q1 FY 27 revenue of $418M, up 17% Y/Y (15% ex-FX), with ARR reaching $1.901B, growing 11% Y/Y. Net new ARR of $49M ($40M ex-FX) declined sequentially from $70M in Q4, though net retention improved to 109% (108% ex-FX), marking the first expansion in several quarters. We view the strong enterprise momentum positively, with $1M-plus ARR customers growing 18% to 374 and $100K-plus ARR customers up 11% to 2,624, as AI becomes a key deal driver expansion deals including AI are 6x larger than those without. Non-GAAP operating margin expanded over 250 bps Y/Y to 22%. We reiterate our Buy rating, though we note concerns around modest net new ARR increase ex-FX and management commentary on customer drag at the low end of the market.

$PATH
Research

Research Alert: Path Delivers Strong Start To Fy 27 On Sequential Topline Acceleration

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PATH delivered strong Q1 results with revenue of $418M, up 17% Y/Y, beating consensus by $20.9M, achieving first positive Q1 GAAP operating income of $28M. Non-GAAP EPS of $0.15 missed by $0.01, though non-GAAP operating margin expanded to 22%. ARR reached $1.901B, up 12% with $49M in net new ARR, while net retention improved 200 bps Q/Q to 109%. We highlight agentic AI strategy gaining meaningful traction, transitioning from pilot to production deployments, supported by partnerships with Databricks, Microsoft, Google Cloud, and Salesforce. Management's FY 27 guidance implies revenue growth of ~9% and ARR growth of ~11%, with non-GAAP operating margin expected to expand to ~24%. We note 240 bps Y/Y margin expansion and robust cash generation of $132M in operating cash flow. Professional services revenue surged 47% Y/Y, suggesting increased implementation activity, supporting our positive view of PATH's competitive positioning in enterprise AI orchestration.

$PATH
Wire

UiPath, Deloitte Expand Collaboration for AI Agentic-led Software Testing Projects

UiPath (PATH) said Monday it is launching an expanded collaboration with Deloitte to use agentic AI to allow companies to accelerate software development, testing and deployment.The joint product was designed to support testing teams by automating manual tasks and decreasing maintenance, the company said.The product is built on Deloitte's Ascend platform and will work with customers' infrastructure and data, UiPath said.Financial details were not provided.Price: $10.54, Change: $+0.17, Percent Change: +1.68%

$PATH
Wire

UiPath Launches Document Processing Tool on Google Cloud Marketplace

UiPath (PATH) said Wednesday it launched its Intelligent Xtraction and Processing, or IXP, solution available on Alphabet's (GOOG, GOOGL) Google Cloud Marketplace and will use Gemini as the default third-party model for new IXP projects.Financial terms were not disclosed.The agentic business orchestration and automation company said IXP is designed to automate the extraction and interpretation of data from structured and unstructured documents.UiPath said the Gemini integration is expected to improve processing speed and accuracy for more complex documents.Shares of UiPath were 1.7% higher in Wednesday trading.Price: $10.97, Change: $+0.19, Percent Change: +1.72%

$GOOG$GOOGL$PATH
PATH News | FINWIRES