智通财经网·2025-09-30 14:56Core 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]