Out with the old. In with the new. Some investors might think that's Cathie Wood's strategy these days. And they'd have a point.Wood's Ark Invest exchange-traded funds (ETFs) have been trimming their positions in several stocks that Wood once championed. In particular, she is selling two artificial intelligence (AI) stocks. Should you sell them too?1. TwilioYou might be surprised to see Twilio (TWLO 0.52%) as one of the AI stocks that Wood is selling. After all, it was only a few months ago that she named T ...

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. ...

Key PointsUiPath had another solid quarter, with growth accelerating and new records set.The company posted its first quarter of GAAP profits, expected to continue in F2025. Analysts are raising their targets and forecast 5% to 20% upside soon. 5 stocks we like better than UiPathUiPath’s NYSE: PATH accelerating growth led the market for its stock higher over the last twelve months, and the trend continues following the Q4 results. The results were better than expected, with growth accelerating sequentially ...

Key PointsUiPath had another solid quarter, with growth accelerating and new records set.The company posted its first quarter of GAAP profits, expected to continue in F2025. Analysts are raising their targets and forecast 5% to 20% upside soon. 5 stocks we like better than UiPathUiPath’s NYSE: PATH accelerating growth led the market for its stock higher over the last twelve months, and the trend continues following the Q4 results. The results were better than expected, with growth accelerating sequentially ...

In this video, I will talk about UiPath (PATH -0.85%) and its recent fourth-quarter earnings report. Growth investor Cathie Wood believes in the company's future, and it is the fourth-largest holding across all of Ark Invest's ETFs. *Stock prices used were from the trading day of March 13, 2024. The video was published on March 13, 2024. ...

For the quarter ended January 2024, UiPath (PATH) reported revenue of $405.25 million, up 31.3% over the same period last year. EPS came in at $0.22, compared to $0.15 in the year-ago quarter.The reported revenue represents a surprise of +5.72% over the Zacks Consensus Estimate of $383.32 million. With the consensus EPS estimate being $0.15, the EPS surprise was +46.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street exp ...

UiPath (PATH) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 46.67%. A quarter ago, it was expected that this enterprise automation software developer would post earnings of $0.07 per share when it actually produced earnings of $0.12, delivering a surprise of 71.43%.Over the last fou ...

The AI goldrush is not over. Companies like Nvidia and Super Micro Computer are generating staggering returns on the back of excellent and ever-growing financial metrics. Yet, AI stocks are becoming increasingly crowded and expensive, with everyone clamoring to get a slice. Prudent investors are starting to look further afield for undervalued AI stocks—which might be harder than it sounds since almost every tech company is moving into the AI space. That is why we’ve collated the three most promising and und ...

Financial Performance - Q4 FY2024 ARR grew 22% YoY to $1.464 billion[2] - Q4 FY2024 revenue increased 31% YoY to $405 million[6] - Full-year FY2024 revenue increased 24% YoY to $1.308 billion[7] - Total revenue for the three months ended January 31, 2024, was $405.253 million, a 31.3% increase from $308.549 million in the same period in 2023[28] - Subscription services revenue grew 27.1% to $176.038 million in Q1 2024 compared to $138.514 million in Q1 2023[28] - Net income for Q1 2024 was $33.916 million, a significant improvement from a net loss of $27.689 million in Q1 2023[28] - GAAP gross profit for the twelve months ended January 31, 2024, was $1,112.148 million, with a GAAP gross margin of 85%[34] - Non-GAAP gross profit for the twelve months ended January 31, 2024, was $1,144.461 million, with a Non-GAAP gross margin of 87%[34] - GAAP operating income (loss) for the twelve months ended January 31, 2024, was $(164.720) million, with a GAAP operating margin of (13)%[37] - Non-GAAP operating income for the twelve months ended January 31, 2024, was $232.564 million, with a Non-GAAP operating margin of 18%[37] - GAAP net income (loss) attributable to common stockholders for the twelve months ended January 31, 2024, was $(89.883) million[39] - Non-GAAP net income for the twelve months ended January 31, 2024, was $310.380 million[39] Cash Flow and Liquidity - Q4 FY2024 net cash flow from operations and non-GAAP adjusted free cash flow both reached $146 million[7] - Full-year FY2024 net cash flow from operations was $299 million, with non-GAAP adjusted free cash flow at $309 million[7] - Cash and cash equivalents decreased to $1.061678 billion as of January 31, 2024, from $1.402119 billion as of January 31, 2023[30] - Net cash provided by operating activities was $299.082 million for the twelve months ended January 31, 2024, compared to a net cash used of $9.981 million in the same period in 2023[32] - Non-GAAP adjusted free cash flow for the twelve months ended January 31, 2024, was $309.383 million[42] - Purchases of marketable securities totaled $1.485965 billion for the twelve months ended January 31, 2024, a significant increase from $388.409 million in the same period in 2023[32] Guidance and Future Outlook - Q1 FY2025 revenue guidance is $405 million, a 31% YoY increase[6] - FY2025 ARR guidance is in the range of $1.725 billion to $1.730 billion[11] Product and Partnership Developments - UiPath launched UiPath Autopilot™ for Studio and Autopilot™ for Test Suite, enhancing developer and tester productivity with AI capabilities[12] - UiPath expanded its partnership with Google Cloud, integrating Google Cloud's Vertex AI and Google Workspace offerings[12] Expenses and Compensation - GAAP sales and marketing expenses for the twelve months ended January 31, 2024, were $713.130 million[37] - Non-GAAP sales and marketing expenses for the twelve months ended January 31, 2024, were $560.009 million[37] - Stock-based compensation expense was $371.955 million for the twelve months ended January 31, 2024, slightly up from $369.840 million in the same period in 2023[32] - Repurchases of Class A common stock totaled $102.615 million for the twelve months ended January 31, 2024[32] Balance Sheet and Deferred Revenue - Total assets increased to $2.954758 billion as of January 31, 2024, from $2.735206 billion as of January 31, 2023[30] - Deferred revenue increased to $486.805 million as of January 31, 2024, up from $398.334 million as of January 31, 2023[30]

Analysts on Wall Street project that UiPath (PATH) will announce quarterly earnings of $0.15 per share in its forthcoming report, representing no change year over year. Revenues are projected to reach $383.32 million, increasing 24.2% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before a c ...