DLocal (DLO) The Motley Fool·2024-12-11 11:00Group 1: SoundHound AI - SoundHound AI's stock has increased over 400% this year, positioning it as a strong candidate for growth in 2025 [2] - Management projects 2025 revenue to be between 175 million, indicating a potential doubling from the projected 2024 revenue of 85 million [3] - The company aims to achieve adjusted EBITDA profitability by the end of 2025, marking a significant milestone for a tech company [3] - SoundHound's products are being adopted across various industries, highlighting the scalability of its automation solutions [4] - The stock is currently trading at 46 times sales, necessitating consistent performance to maintain its high valuation [5] Group 2: dLocal - dLocal is a fintech company that provides payment processing solutions in emerging markets, serving clients like Spotify, Amazon, and Shopify [6] - The new CEO, Pedro Arnt, is expected to drive the company to new heights following his successful tenure at MercadoLibre [7] - In Q3, dLocal's total payment volume rose 41% year over year to 186 million [8] - The stock trades at 24 times forward earnings, indicating a lack of excessive hype, but potential for growth if the company can revitalize its business [8] Group 3: UiPath - UiPath specializes in robotic process automation (RPA) software, but its stock has suffered due to market perceptions regarding generative AI [9] - Despite a 40% decline in stock value in 2024, UiPath's annual recurring revenue (ARR) grew 17% year over year to $1.61 billion in Q3 [11] - The stock is currently valued at around 6 times sales, presenting a potentially attractive investment opportunity if the company can achieve profitability [12][14] - Management forecasts a 14% ARR growth in Q4, with non-GAAP operating income expected to double from Q3 to Q4, suggesting a positive outlook for 2025 [15]