The software company has grappled with concerns over the growth of AI and federal spending cuts. ...

UiPath Inc (NYSE: PATH) opened more than 20% up this morning after the software firm unveiled strategic partnerships with four big names – Nvidia, OpenAI, Google, and Snowflake. The announcement, made... ...

Core Viewpoint - UiPath's stock price surged nearly 11% to $13.93 following positive earnings results and multiple AI collaborations [1] Financial Performance - For Q2 (ending July 31), UiPath reported a revenue increase of 14% year-over-year to $362 million [1] - Annual recurring revenue (ARR) rose to $1.723 billion, reflecting an 11% year-over-year growth [1] - Free cash flow reached $45 million, with all metrics exceeding expectations [1] - Management forecasts Q3 revenue between $390 million and $395 million, with an annual revenue estimate of approximately $1.57 billion [1] Strategic Collaborations - UiPath is collaborating with OpenAI to develop a ChatGPT enterprise connector [1] - The company is partnering with Google Gemini to launch a voice agent [1] - Collaboration with NVIDIA aims to utilize open-source models like Nemotron for fraud detection in high-trust scenarios [1] - UiPath is also working with Snowflake to promote data-driven automation [1] Analyst Ratings - Analysts maintain a "hold" rating for the stock, with a target price range of $10 to $18 [1] - Morgan Stanley recently raised its target price to $15 [1]

Core Viewpoint - UiPath's stock price surged nearly 11% to $13.93 following positive earnings results and multiple AI collaborations [1] Financial Performance - For Q2 (ending July 31), UiPath reported a revenue increase of 14% year-over-year to $362 million [1] - Annual recurring revenue (ARR) rose to $1.723 billion, reflecting an 11% year-over-year growth [1] - Free cash flow reached $45 million, with all metrics exceeding expectations [1] - Management forecasts Q3 revenue between $390 million and $395 million, with an annual revenue estimate of approximately $1.57 billion [1] Strategic Collaborations - UiPath is collaborating with OpenAI to develop a ChatGPT enterprise connector [1] - The company is partnering with Google Gemini to launch a voice agent [1] - Collaboration with NVIDIA involves using open-source models like Nemotron for fraud detection in high-trust scenarios [1] - UiPath is also working with Snowflake to promote data-driven automation [1] Analyst Ratings - Analysts maintain a "hold" rating for UiPath's stock, with a target price range of $10 to $18 [1] - Morgan Stanley recently raised its target price to $15 [1]

机器人流程自动化公司UiPath(PATH.US)盘初一度涨超20%，最高触及15.15美元，创近4个月新高。消息 面上，UiPath正与英伟达合作，将人工智能模型集成到敏感的企业工作流程中，并与OpenAI在企业代理 自动化方面展开合作。(格隆汇) ...

| 103 PATH UiPath | | | --- | --- | | 12.560 ↑ +0.350 +2.87% = 收盘价 09/29 15:59 美东 | | | 15.560 1 3.000 +23.89% 盘前价 09/30 08:43 美东 | | | ■ 20 9 8 9 日 0 0 0 0 0 0 0 0 00 00 ● 快速交易 | | | 最高价 12.680 | 开盘价 12.310 成交量 1365.96万 | | 最低价 12.170 | 昨收价 12.210 成交额 1.71亿 | | 平均价 12.508 | 市盈率 TM 418.67 总市值 66.7亿 (--) | | 振 幅 4.18% | 市盈率(静) 亏损 总股本 5.31亿 | | 换手率 3.29% | 市净率 4.003 流通值 52.2亿 | | 52周最高 15.930 委 比 -54.70% | 流通股 4.16亿 | | 52周最低 9.380 | 量 比 0.88 每 手 1股 | | 历史最高 90.000 | 股意TIM -- | | 历史最低 9.380 | 股息率 IIM -- | 格隆汇 ...

We came across a bullish thesis on UiPath Inc.  on Valueinvestorsclub.com by FT42. In this article, we will summarize the bulls’ thesis on PATH. UiPath Inc. 's share was trading at $11.57 as of September 16th. PATH’s trailing and forward P/E were 385.67 and 17.54 respectively according to Yahoo Finance. 12 Most Automated Industries in the US Copyright: rawpixel / 123RF Stock Photo UiPath (PATH) represents a differentiated play within the agentic AI economy, positioning itself not as a developer of found ...

Dines Daniel, a major stakeholder in NYSE:PATH, sold 122,733 shares, yet retains a significant holding.The robotics industry, including companies like PATH, is experiencing significant growth, driven by AI and collaborative technologies.PATH's current stock price reflects a slight decrease, amidst industry-wide growth and increased robotics adoption.On September 24, 2025, Dines Daniel, the director, 10 percent owner, CEO, and Chairman of NYSE:PATH, sold 122,733 shares of Class A Common Stock at about $12.44 ...

Industry Overview - The second half of 2025 has seen a significant increase in robotics adoption across various industries, with global industrial robot installations exceeding $16.5 billion and a 10% increase in operational robots to over 4.28 million [2] - Manufacturing is leading this transformation, with North American robot orders up 4.3% and revenues rising 7.5%, totaling 17,635 robots valued at $1.094 billion in the first half of 2025 [3] - Healthcare robotics is projected to grow from a market size of $4.31 billion in 2024 to $9.60 billion by 2033, with a CAGR of 9.26% from 2025 to 2033 [4] - The collaborative robot market is expected to grow from $1.42 billion in 2025 to $3.38 billion by 2030, driven by AI integration [6] - Investment activity in robotics has reached historic levels, with over $6 billion raised globally from January to July 2025 [7] Company Highlights - UiPath is positioned as a compelling investment opportunity with the launch of its UiPath Platform for agentic automation, addressing a $50 billion market for autonomous business process automation [10][11] - Cadence Design Systems made a strategic €2.7 billion acquisition of Hexagon's Design & Engineering business, enhancing its capabilities in robotics and physical AI simulation [12] - NVIDIA has launched significant advancements, including the Isaac GR00T N1.5 humanoid robot foundation model and Jetson Thor, which provides 2,070 FP4 teraflops of AI compute power [13] - Advanced Micro Devices is optimizing digital twin and simulation workloads for next-generation robotics applications through a collaboration with Parallel Domain, enhancing realism and scalability [14]

Key Takeaways Palantir's AIP drove Q2 U.S. commercial revenues up 93% and contracts up 222% year over year.UiPath reported Q2 revenue growth of 14% to $362M, with ARR rising 11% to $1.72B.UiPath trades at 4.22X forward sales, far below Palantir's 82X, offering a more appealing entry point.Both Palantir Technologies Inc. (PLTR) and UiPath Inc. (PATH) stand out as leading innovators in AI-driven software.Palantir has built its reputation on large-scale data analytics and decision intelligence platforms, deliv ...