Welcome back to NextGen Investing. It's now time to dive into under 30. And today we are talking a name with a huge move to the upside.That being UiPath, which is up almost 24% on the session. So joining us now is Sam Vatis, host for the Schwab network. And so Sam, what's driving all this upside.Because I did see now they're pacing for their largest percentage increase since December of 2023. So about two years, >> right, Jenny. This stock is on a tear today, as you say, up over 20% in the trading session.A ...

Core Insights - UiPath Inc. is a leading player in the robotic process automation (RPA) sector, providing software solutions for automating repetitive tasks [1] - The company reported strong financial performance in Q3 2026, with revenue and earnings per share exceeding market expectations [2][3] Financial Performance - Revenue for Q3 2026 reached $411 million, marking a 15.9% increase year-over-year and surpassing the Zacks Consensus Estimate of $392.62 million by 4.71% [2][5] - Earnings per share (EPS) improved to $0.16 from $0.11 in the previous year, exceeding the consensus estimate of $0.14 by 14.29% [3][5] Stock Performance - The stock price of UiPath (PATH) is currently $17.19, reflecting a 15.68% increase, or $2.33 rise [4][5] - Over the past year, PATH has experienced a high of $18.74 and a low of $9.38, indicating strong investor interest and confidence in the company's growth potential [4]

Market Overview - The U.S. stock market showed stability with major indexes near all-time highs, driven by expectations of a potential interest rate cut by the Federal Reserve [1][2] - The S&P 500 Index rose 0.1%, remaining 0.5% below its all-time high, while the Dow Jones Industrial Average was down less than 0.1% and the Nasdaq Composite Index also increased by 0.1% [2] Federal Reserve and Economic Indicators - Investors are focused on the upcoming Federal Reserve meeting on December 9-10, with an 87% likelihood of a quarter-percentage-point interest rate cut anticipated [3][4] - Recent economic data, including a weak ADP employment report showing a decline of 32,000 private payrolls, supports the expectation of a rate cut despite lower-than-expected weekly jobless claims [3] Corporate Earnings and Stock Movements - Dollar General (DG) saw a significant stock increase of 12.6% after reporting stronger-than-expected profits [5] - Hormel Foods (HRL) and Salesforce (CRM) also reported better-than-anticipated earnings, with stock increases of 3.3% and 4% respectively [5] - UiPath (PATH) shares surged 21% following a quarterly profit, while Snowflake (SNOW) experienced an 11.5% decline despite surpassing profit and revenue expectations [5] - Kroger (KR) fell 4.5% after reporting weaker revenue than anticipated, although profits exceeded forecasts [5] - Meta Platforms (META) advanced 4% amid plans to cut spending on metaverse initiatives [5] Technology Sector Performance - Prominent technology stocks like Nvidia (NVDA) gained 2.5%, while other major companies like Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) showed mixed to slight movements as the market assessed AI valuations [5][6]

UiPath Inc. (NYSE:PATH) posted upbeat results for the third quarter on Wednesday.UiPath reported quarterly adjusted earnings of 16 cents per share, which beat the Street estimate of 15 cents. Quarterly revenue clocked in at $411.11 million, which beat the consensus estimate of $392.97 million and was up from revenue of $354.65 million from the same period last year."I am pleased with our third quarter results delivering ARR of $1.782 billion, up 11 percent year-over-year, a testament to the team's focus, co ...

Core Insights - UiPath, Inc. (PATH) is solidifying its leadership in the Robotic Process Automation (RPA) market through end-to-end automation and enterprise-grade scalability [1] Group 1: Company Overview - The UiPath platform streamlines rule-based, repetitive digital tasks, enabling organizations to focus on higher-value work [2] - UiPath's capabilities include process mining, task mining, digital workflow orchestration, and AI-enhanced automation, making it a preferred choice in various industries such as banking, insurance, healthcare, and the public sector [2] Group 2: Strategic Alliances - A significant strength of UiPath is its deep network of strategic alliances with Microsoft, Amazon, and Salesforce, which expand the platform's reach and interoperability [3] - The integration with Microsoft Azure allows for secure and scalable automation deployments, while the partnership with Amazon enhances cloud-native automation through AWS [3][4] - The alliance with Salesforce improves customer-centric workflows by embedding automation directly into Salesforce Cloud environments, enhancing UiPath's credibility in global enterprise ecosystems [4] Group 3: Market Position and Performance - UiPath has a broad international customer base and strong net retention rates, indicating robust account expansion and growing automation maturity within organizations [5] - The stock has surged 29% in the past three months, contrasting with a 12% decline in the industry [6][8] - UiPath trades at a forward price-to-earnings ratio of 20.93, significantly lower than the industry's 33.19, indicating potential value [9] Group 4: Earnings Estimates - The Zacks Consensus Estimate for PATH's earnings has remained unchanged over the past 30 days, with current quarter estimates at $0.14 and next year estimates at $0.72 [10]

Core Viewpoint - UiPath's stock has experienced a significant surge, indicating a positive market reaction as the company appears to be overcoming previous concerns related to government spending cuts and competition in the AI sector [1] Group 1 - The stock performance of UiPath suggests a recovery from earlier investor apprehensions regarding potential impacts from reduced government expenditures [1] - The company is demonstrating resilience against competitive pressures in the artificial intelligence landscape, which has been a concern for investors [1]

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Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Core Insights - UiPath reported revenue of $411.11 million for the quarter ended October 2025, marking a year-over-year increase of 15.9% and exceeding the Zacks Consensus Estimate by 4.71% [1] - The company achieved an EPS of $0.16, up from $0.11 a year ago, surpassing the consensus EPS estimate of $0.14 by 14.29% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $1.78 billion, slightly above the four-analyst average estimate of $1.77 billion [4] - Net New ARR was reported at $59 million, exceeding the average estimate of $50.57 million from three analysts [4] - The dollar-based net retention rate was 107%, compared to the estimated 108.4% [4] - Revenue from licenses was $150.04 million, surpassing the estimated $140.47 million and reflecting a 9.4% increase year-over-year [4] - Revenue from professional services and other was $13.5 million, exceeding the estimate of $10.89 million and showing a 27.9% increase year-over-year [4] - Subscription services revenue was $247.57 million, above the estimated $241.54 million, representing a 19.7% increase year-over-year [4] Stock Performance - UiPath shares returned +0.2% over the past month, while the Zacks S&P 500 composite experienced a -0.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - UiPath reported quarterly earnings of $0.16 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, and showing an increase from $0.11 per share a year ago, resulting in an earnings surprise of +14.29% [1] - The company achieved revenues of $411.11 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 4.71% and increasing from $354.65 million year-over-year [2] Financial Performance - Over the last four quarters, UiPath has consistently surpassed consensus EPS estimates, achieving this four times [2] - The company has also topped consensus revenue estimates three times in the same period [2] - The current consensus EPS estimate for the upcoming quarter is $0.25, with projected revenues of $462.66 million, and for the current fiscal year, the estimate is $0.65 on revenues of $1.57 billion [7] Market Position - UiPath shares have increased by approximately 12.5% since the beginning of the year, while the S&P 500 has gained 16.1% [3] - The Zacks Industry Rank places the Internet - Software sector in the top 26% of over 250 Zacks industries, indicating a favorable market position [8] Future Outlook - The sustainability of UiPath's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - The estimate revisions trend for UiPath was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market [6]