These Wall Street analysts are forecasting triple-digit gains for UiPath and Roku. The S&P 500 (^GSPC -0.13%) has advanced 20% year to date due to strong interest in artificial intelligence and surprisingly robust economic growth. But certain Wall Street analysts believe UiPath (PATH 1.67%) and Roku (ROKU 0.96%) are undervalued. Sanjit Singh at Morgan Stanley has set UiPath with a bull-case price target of $40 per share by September 2025. That forecast implies 212% upside from its current share price of $12 ...

UiPath, Inc.'s (PATH) shares have lost 49.8% in the year-to-date period. This drop is in stark contrast to 29.7% growth of the industry and 21.5% increase of the Zacks S&P 500 composite. YTD Price Performance Image Source: Zacks Investment Research The decline aligns with the performance of its close competitors like Dolby Laboratories, Inc. (DLB) and SentinelOne, Inc. (S) , whose shares have lost 12% and 12.1%, respectively, over the same period. PATH's shares closed at $12.95 in the last trading session, ...

Could UiPath make for an underrated buy right now? Analyst price targets can help investors uncover stocks that have a lot of potential upside. In some cases, however, that perceived upside may only appear high because the stock has fallen heavily in value. And if it has fallen due to adverse results or a more troubling outlook for its future, downgrades could be inevitable, which may reduce those price targets. That's why it's always important for investors to do their own analysis when making an investmen ...

Shares of the robotic process automation specialist have struggled in 2024. UiPath (PATH -1.68%) shareholders haven't had a great 2024. While the rest of the market rose, the software company's shares have fallen by about 50%. Yet despite the spate of bad news that has hit the company, it seems like it still has a strong underlying business. Often, all a stock needs is a glimmer of hope to kick-start a rally. UiPath investors recently got one, but will it be enough to trigger such a rebound? UiPath's softwa ...

Can the beaten-down stock stage a turnaround? After seeing its shares crumble following its first-quarter earnings report, UiPath (PATH -1.31%) fared better when it reported its second-quarter results. And yet, the shares still traded lower. With the stock still down about 45% on the year, let's take a close look at Q2 results for this robotic process artificial intelligence (AI) automation software company's and see whether now is a good time to buy shares. Getting back on track UiPath's Q1 report was a co ...

UiPath Inc. (NYSE:PATH) Piper Sandler Growth Frontiers Conference September 10, 2024 10:30 AM ET Company Participants Ashim Gupta - Chief Financial Officer Conference Call Participants Unidentified Company Representative Right. Well, we've reached the bottom of the hour, so I think we're ready to go. So, my name is [indiscernible]. I'm joined here with Ashim Gupta, the CFO. [indiscernible] Question-and-Answer Session Q - Unidentified Analyst So, I think most investors here understand the story, understand t ...

Summary of UiPath Inc. Conference Call Company Overview - **Company**: UiPath Inc. (NYSE: PATH) - **Conference Date**: September 10, 2024 - **Participants**: Ashim Gupta (CFO) Key Points Company Performance - **Annual Recurring Revenue (ARR)**: $1.551 billion, growing at 19% [4] - **Revenue Growth**: 10% year-over-year [4] - **Cash Flow Generation**: Projected at $325 million, increased by $25 million [4] Strategic Focus Areas 1. **Return to Core Values**: Emphasis on being lean and customer-focused, moving away from a large company mindset [5] 2. **Execution Fundamentals**: Focus on improving sales compensation and deal inspection processes [6] 3. **Product Leadership**: Continued innovation in AI and automation, with a strong product roadmap [6] Market Conditions - **Macro Environment**: Characterized as stable, with no significant changes in budgets; however, scrutiny around ROI remains high [9] - **Customer Segments**: Notable pressure in the SMB segment, while larger enterprises show pockets of strength [9] AI and Automation - **AI Integration**: AI has been a core part of the platform for over five years, with capabilities in computer vision and natural language processing [12] - **Customer Insights**: Customers view AI as a starting point that leads to automation, emphasizing the need for actionable insights [13] - **Competitive Advantage**: UiPath's platform integrates various AI capabilities into workflows, which is a unique offering in the market [14] Customer Strategy - **Focus on Quality Customers**: Shift from quantity to quality in customer acquisition, targeting larger, more valuable clients [25] - **Partnership Ecosystem**: Strengthening partnerships to reach smaller businesses while focusing on larger enterprise clients [26] Product Development - **End-to-End Automation**: The platform offers comprehensive solutions, including RPA, document processing, and test automation [28] - **Customer Adoption**: Aiming for higher penetration of multiple product suites within existing customers [29] Financial Strategy - **Capital Allocation**: Plans for opportunistic M&A and share buybacks, with a commitment to returning value to shareholders [51] - **Stock Buyback Program**: Nearly completed the repurchase of 34 million shares, with an increase of $0.5 billion authorized for buybacks [51] Future Outlook - **Growth Potential**: Continued focus on efficiency and execution to drive further growth, with a strong belief in the company's investment potential [52] Additional Insights - **Microsoft Relationship**: Positioned as a preferred automation vendor for Microsoft, with a clear distinction between personal productivity and enterprise-grade productivity [41] - **Customer Metrics**: Common metrics for evaluating UiPath include cost savings and data quality improvements [22] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting UiPath's performance, market positioning, and future growth strategies.

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends UiPath. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends UiPath. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Revenue Growth - Revenue for the quarter ended July 31, 2024, was $316.3 million, representing a 10% year-over-year increase[110]. - Year-to-date revenue reached $651.4 million, reflecting a 13% year-over-year growth[110]. - Annualized Renewal Run-Rate (ARR) as of July 31, 2024, was $1,550.6 million, up 19% year-over-year[110]. - Total revenue increased by $28.9 million, or 10%, for the three months ended July 31, 2024, compared to the same period in 2023, driven by a $34.7 million increase in subscription services revenue[140]. - Total revenue increased by $74.5 million, or 13%, for the six months ended July 31, 2024, compared to the same period in 2023, primarily due to a $73.5 million increase in subscription services revenue[149]. Customer Metrics - The number of customers with ARR greater than or equal to $1 million increased to 293, up from 254 year-over-year[121]. - Approximately 17% of ARR growth was attributed to new customers, while 83% came from existing customers[118]. - 37% of the total revenue growth was attributable to new customers, while 63% was from existing customers[140]. Revenue Composition - Subscription services revenue accounted for 62% of total revenue for the three months ended July 31, 2024, up from 56% in the same period last year[138]. - Licenses revenue decreased by $7.0 million, or 6%, to $112.3 million for the three months ended July 31, 2024, primarily due to the transition to Flex Offerings[140]. - Professional services and other revenue increased by $1.3 million, or 16%, to $9.3 million for the three months ended July 31, 2024[140]. - Subscription services revenue grew by 24%, reaching $379.8 million for the six months ended July 31, 2024, compared to $306.4 million in the prior year[149]. Profitability and Margins - Gross margin for the three months ended July 31, 2024, was 80%, down from 83% in the same period last year[110]. - Gross profit margin was 80% for the three months ended July 31, 2024, compared to 83% in the same period last year[138]. - Gross margin decreased to 82% for the six months ended July 31, 2024, compared to 84% for the same period in 2023, due to increased costs in subscription services[151]. Operating Expenses - Total operating expenses were $356.3 million for the three months ended July 31, 2024, representing 113% of total revenue[138]. - Sales and marketing expenses rose by $44.3 million, or 13%, for the six months ended July 31, 2024, primarily driven by a $29.5 million increase in personnel-related expenses[152]. - Research and development expenses increased by $11.8 million, or 14%, for the three months ended July 31, 2024, compared to the same period in 2023[144]. - General and administrative expenses increased by $3.9 million, or 7%, for the three months ended July 31, 2024, primarily due to a $3.0 million increase in software service expenses[145]. Net Loss and Taxation - The net loss for the three months ended July 31, 2024, was $86.1 million, compared to a net loss of $60.4 million in the same period last year[140]. - The effective tax rate is influenced by foreign tax rates and non-deductible expenses, with a provision for income taxes of $3.8 million for the three months ended July 31, 2024[137]. - The company maintains a full valuation allowance on its U.S. federal and state deferred tax assets, indicating uncertainty in realizing these assets[135]. Cash Flow and Investments - Cash flow from operations for the six months ended July 31, 2024, was $146.4 million, compared to $111.6 million for the same period in 2023[110]. - Net cash provided by operating activities was $146.4 million for the six months ended July 31, 2024, up from $111.6 million for the same period in 2023, driven by approximately 12% higher cash collections[163]. - Net cash used in investing activities was $5.9 million for the six months ended July 31, 2024, compared to $370.7 million for the same period in 2023[165]. - Net cash used in financing activities was $260.9 million for the six months ended July 31, 2024, primarily due to $218.8 million in stock repurchases[166]. Stock Repurchase and Cash Position - As of July 31, 2024, the company had cash, cash equivalents, and marketable securities totaling $1,743.4 million, with an accumulated deficit of $2,029.0 million[158]. - The company authorized a stock repurchase program of up to $500.0 million on September 1, 2023, and an additional $500.0 million on August 30, 2024[161]. Foreign Currency Impact - Approximately 54% of revenues and 36% of expenses were denominated in non-U.S. dollar currencies, with net foreign currency transaction gains of $2.2 million recognized[174].