UiPath Crashes On Generative AI Headwinds: Buy The Fear (Ratings Upgrade)

Driving durable growth ARR1 $in millions 28$1,508 $1,464$1,378 $1,308$1,249 $1,204$1,110 $1,043$977 $925$818 n : 13 Ren 13, Archives : 2, 2017 13, Al 3Q 2022 4Q 2022 1Q 2023 2Q 2023 3Q 2023 4Q 2023 1Q 2024 2Q 2024 3Q 2024 4Q 2024 1Q 2025 ARR1,3 growth rate year-over-year Customer momentum Notes: See Appendix for definition of Annualized Renewal Run-rate (ARR) 1. Customers ≥ $100k ARR inclusive of customers ≥$1 million ARR 1Q Non-GAAP1 financial results These results were fine, if not solid, g ...