UiPath(PATH)
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UiPath Stock Soars. It's Looking More Like an AI Winner.
Barrons· 2025-12-04 15:47
Core Viewpoint - UiPath's stock has experienced a significant surge, indicating a positive market reaction as the company appears to be overcoming previous concerns related to government spending cuts and competition in the AI sector [1] Group 1 - The stock performance of UiPath suggests a recovery from earlier investor apprehensions regarding potential impacts from reduced government expenditures [1] - The company is demonstrating resilience against competitive pressures in the artificial intelligence landscape, which has been a concern for investors [1]
美股异动丨Uipath大涨超17%创逾一个月新高,Q3业绩全面超预期
Ge Long Hui· 2025-12-04 15:21
自动化软件公司Uipath(PATH.US)大涨超17%,最高触及17.39美元,创逾一个月新高。消息面上, UiPath 2026财年第三季度营收同比增长16%至4.11亿美元,超过市场预期的3.92亿美元;调整后每股收 益为0.16美元,超过市场预期的0.15美元;经营利润达1300万美元,为首个实现GAAP盈利的第三季 度。年度经常性收入(ARR)达到17.82亿美元,同比增长11%。公司对第四季度给出强劲指引,预计收入 在4.62亿至4.67亿美元之间。(格隆汇) ...
UiPath Inc. 2026 Q3 - Results - Earnings Call Presentation (NYSE:PATH) 2025-12-04
Seeking Alpha· 2025-12-04 11:00
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Stock Market Today: Dow Jones, Nasdaq Futures Advance Amid Cooling Labor Market—UiPath, Snowflake, Lululemon In Focus - SPDR S&P 500 (ARCA:SPY)
Benzinga· 2025-12-04 10:13
Market Overview - U.S. stock futures rose on Thursday, following gains on Wednesday, with major benchmark indices slightly higher [1] - The ADP report indicated a loss of 32,000 jobs in November, missing the forecast of a 5,000 gain, reinforcing views of a cooling labor market [2] - The 10-year Treasury bond yielded 4.09%, while the two-year bond was at 3.51%, with an 87% likelihood of a Federal Reserve rate cut in December [2] Stock Performance - UiPath Inc. (NYSE:PATH) saw a premarket jump of 9.02% after reporting strong third-quarter results and issuing optimistic fourth-quarter sales guidance [6] - Salesforce Inc. (NYSE:CRM) rose 2.02% following better-than-expected third-quarter earnings and an increase in FY26 guidance [6] - Snowflake Inc. (NYSE:SNOW) tumbled 8.87% despite reporting better-than-expected third-quarter results, as its operating margin guidance weighed on shares [6] - Lululemon Athletica Inc. (NASDAQ:LULU) was up 0.0055% with expectations of quarterly earnings at $2.21 per share on revenue of $2.48 billion [14] - Nauticus Robotics Inc. (NASDAQ:KITT) soared 31.41% after reports of support from Commerce Secretary for growth in the robotics sector [14] Economic Insights - Professor Jeremy Siegel identified a critical turning point for the U.S. economy, suggesting that the falling 10-year Treasury yield indicates potential Federal Reserve policy changes [11] - Siegel described the current labor market as a "no-fire, no-hire" environment, supporting continued consumer spending despite negative sentiment [12] - He highlighted the competition in the AI sector, particularly between platforms like Gemini and OpenAI, while maintaining a positive long-term outlook for AI's impact on productivity and earnings [12][13]
Stock Market Today: Dow Jones, Nasdaq Futures Advance Amid Cooling Labor Market—UiPath, Snowflake, Lululemon In Focus
Benzinga· 2025-12-04 10:13
Market Overview - U.S. stock futures rose on Thursday, following gains on Wednesday, with major benchmark indices slightly higher [1] - The ADP report indicated that U.S. private employers shed 32,000 jobs in November, missing the forecast for a 5,000 gain, reinforcing views of a cooling labor market [2] - The 10-year Treasury bond yielded 4.09%, while the two-year bond was at 3.51%, with an 87% likelihood of a Federal Reserve interest rate cut in December [2] Stock Performance - UiPath Inc. (NYSE:PATH) jumped 9.02% in premarket after reporting strong third-quarter results and issuing fourth-quarter sales guidance above estimates [6] - Salesforce Inc. (NYSE:CRM) rose 2.02% after better-than-expected third-quarter earnings and raising its FY26 guidance [6] - Snowflake Inc. (NYSE:SNOW) tumbled 8.87% despite reporting better-than-expected third-quarter results, as its operating margin guidance weighed on shares [6] - Lululemon Athletica Inc. (NASDAQ:LULU) was up 0.0055% with analysts expecting quarterly earnings of $2.21 per share on revenue of $2.48 billion [14] - Nauticus Robotics Inc. (NASDAQ:KITT) soared 31.41% following reports of support from Commerce Secretary for growth in the robotics sector [14] Economic Insights - Professor Jeremy Siegel identified a critical turning point for the U.S. economy as the 10-year Treasury yield falls, suggesting a 25-basis-point cut is likely in the upcoming Federal Reserve meeting [11] - Siegel described the current labor market as a "no-fire, no-hire" environment, supporting continued consumer spending despite negative sentiment [12] - The technology sector is experiencing intense competition between major AI platforms, with a long-term positive outlook for productivity and earnings [13]
美股异动丨Uipath盘前涨超9%,Q3业绩全面超预期,实现经营利润1300万美元
Ge Long Hui· 2025-12-04 09:25
自动化软件公司Uipath(PATH.US)盘前涨超9%,报16.21美元。消息面上,UiPath 2026财年第三季度营收 同比增长16%至4.11亿美元,超过市场预期的3.92亿美元;调整后每股收益为0.16美元,超过市场预期 的0.15美元;经营利润达1300万美元,为首个实现GAAP盈利的第三季度。年度经常性收入(ARR)达到 17.82亿美元,同比增长11%。公司对第四季度给出强劲指引,预计收入在4.62亿至4.67亿美元之间。(格 隆汇) ...
Kroger, Salesforce And 3 Stocks To Watch Heading Into Thursday - Kroger (NYSE:KR)




Benzinga· 2025-12-04 07:36
With U.S. stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Kroger Co. (NYSE:KR) to report quarterly earnings at $1.03 per share on revenue of $34.22 billion before the opening bell, according to data from Benzinga Pro. Kroger shares rose 0.5% to $66.50 in after-hours trading.UiPath Inc. (NYSE:PATH) reported upbeat third-quarter financial results and issued fourth-quarter sales guidance with its midpoint above estim ...
UiPath outlines Q4 revenue target of up to $467M as agentic automation momentum accelerates (NYSE:PATH)
Seeking Alpha· 2025-12-04 02:44
Group 1 - The article does not provide any relevant content regarding the company or industry [1]
Salesforce, Snowflake, UiPath, iRobot, And Netflix: Why These 5 Stocks Are On Investors' Radars Today - iRobot (NASDAQ:IRBT), Salesforce (NYSE:CRM)
Benzinga· 2025-12-04 01:46
Economic Overview - U.S. private employers cut 32,000 jobs in November, reversing October's gains and indicating renewed labor-market weakness [1] - The ADP data showed broad declines led by small businesses and major sectors like manufacturing and professional services, with pay growth continuing to slow [1] Market Reaction - The Dow Jones Industrial Average rose over 400 points, closing nearly 0.9% higher at 47,882.90, driven by expectations of an upcoming rate cut [2] - The S&P 500 and Nasdaq also saw gains, closing at 6,849.72 and 23,454.09 respectively [2] Company Performance: Salesforce - Salesforce reported third-quarter revenue of $10.26 billion, slightly below expectations, but adjusted earnings of $3.25 per share exceeded estimates of $2.86 [3] - Remaining performance obligations increased by 11% to $29.4 billion, with AI-driven products generating $1.4 billion in ARR [3] - The company raised its full-year revenue and earnings outlook [3] Company Performance: Snowflake - Snowflake's stock increased by 2.05%, closing at $265, but dropped 7.9% in after-hours trading to $244.05 [4] - The company posted third-quarter revenue of $1.21 billion, with adjusted earnings of 35 cents, beating estimates [5] - Revenue rose 29% year-over-year, and remaining performance obligations jumped 37% to $7.88 billion, although slower fourth-quarter operating margins were forecasted [5] Company Performance: UiPath - UiPath shares rose 3.92%, closing at $14.86, and jumped 6.5% in after-hours trading to $15.82 [6] - The company reported third-quarter revenue of $411 million and adjusted earnings of 16 cents per share, exceeding expectations [7] - ARR increased by 11% year-over-year to $1.78 billion, with strong margins and positive free cash flow reported [7] Company Performance: iRobot - iRobot's stock surged by 73.85%, closing at $3.39, following reports of a potential executive order from the Trump administration to boost the robotics industry [8] - The stock reached a high of $3.50 and a low of $2.12, but slipped 2.4% in after-hours trading [8] Company Performance: Netflix - Netflix shares fell by 4.93%, closing at $103.96, with an intraday high of $106.87 and a low of $102.03 [9] - The company reportedly explored acquiring Warner Bros. Discovery's studios and streaming operations, framing the deal as a consumer cost-cutting bundle with HBO Max [10] - The merger discussions faced political pushback, including criticism from the Pentagon and GOP objections over Netflix's potential market power [10]
UiPath (PATH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-12-04 01:00
Core Insights - UiPath reported revenue of $411.11 million for the quarter ended October 2025, marking a year-over-year increase of 15.9% and exceeding the Zacks Consensus Estimate by 4.71% [1] - The company achieved an EPS of $0.16, up from $0.11 a year ago, surpassing the consensus EPS estimate of $0.14 by 14.29% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $1.78 billion, slightly above the four-analyst average estimate of $1.77 billion [4] - Net New ARR was reported at $59 million, exceeding the average estimate of $50.57 million from three analysts [4] - The dollar-based net retention rate was 107%, compared to the estimated 108.4% [4] - Revenue from licenses was $150.04 million, surpassing the estimated $140.47 million and reflecting a 9.4% increase year-over-year [4] - Revenue from professional services and other was $13.5 million, exceeding the estimate of $10.89 million and showing a 27.9% increase year-over-year [4] - Subscription services revenue was $247.57 million, above the estimated $241.54 million, representing a 19.7% increase year-over-year [4] Stock Performance - UiPath shares returned +0.2% over the past month, while the Zacks S&P 500 composite experienced a -0.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]