公司情况 - 上次报道UiPath(NYSE: PATH)时公司处于混乱状态其首席执行官和董事会成员Rob Enslin突然辞职当时公司给出2025财年第一季度不佳的营收和营业利润率指引 [1]

公司研究方向 - 主要专注于识别具有卓越能力且有能力将资本再投资以获得可观回报的公司 [1] - 目标是市值小于100亿美元的公司以获取充足的增长机会 [1] - 理想情况是公司具备长期资本复合能力且复合年增长率足够高以实现十倍甚至更高回报 [1] 投资策略 - 对这些公司保持长期视角认为相比市场指数会产生更高回报 [1] - 主要采用保守投资策略但偶尔会追求风险回报比有利的机会 [1] 分析师披露 - 分析师在PATH股票中拥有有益的多头头寸（通过股票所有权、期权或其他衍生品） [2] - 文章表达分析师自己的观点且未因文章接受除Seeking Alpha之外的报酬 [2] - 分析师与文章中提到股票的公司没有业务关系 [2] Seeking Alpha披露 - 过去的表现不能保证未来的结果 [3] - 未给出任何投资是否适合特定投资者的推荐或建议 [3] - 分析师的观点可能不反映Seeking Alpha整体的观点 [3] - Seeking Alpha不是持牌证券交易商、经纪商、美国投资顾问或投资银行 [3] - 分析师是第三方作者包括专业和个人投资者可能未被任何机构或监管机构许可或认证 [3]

公司股价表现 - UiPath (PATH)最近交易日收盘价为13.53美元较前一日收盘价上涨1.27%涨幅超过标准普尔500指数0.02%的日涨幅同时道琼斯指数上涨0.11%纳斯达克指数下跌0.26% [1] - 公司股票在过去一个月上涨3.81%落后于商业服务板块8.97%的涨幅但优于标准普尔500指数2.99%的涨幅 [1] 公司财报预期 - 公司将于2024年12月5日公布财报预计每股收益为0.07美元较去年同季度下降41.67%预计营收为3.4765亿美元较去年同季度增长6.67% [2] - 本财年扎克斯共识预期每股收益为0.41美元营收为14.2亿美元较上一年分别变化 -24.07%和+8.74% [3] 分析师估计调整与公司排名 - 分析师估计调整反映近期业务趋势正向调整表明分析师对公司业务表现和盈利潜力有信心 [3] - 估计调整与近期股价表现直接相关扎克斯排名根据估计变化建立量化模型 [4] - 扎克斯排名从1(强力买入)到5(强力卖出)排名为3(持有)排名1的股票自1988年以来平均年回报率为+25%公司过去一个月扎克斯共识每股收益预期保持不变 [5] 公司估值 - 公司当前远期市盈率为32.85所在行业平均远期市盈率为25.63公司相对溢价交易 [6] - 公司PEG比率为1.46行业昨日收盘平均PEG比率为1.55 [6] 行业情况 - 技术服务行业属于商业服务板块扎克斯行业排名为70处于所有250多个行业的前28% [7] - 扎克斯行业排名通过计算集团内单个股票的平均扎克斯排名来评估特定行业集团的活力排名前50%的行业表现优于后一半行业2倍 [7]

UiPath (PATH) closed the most recent trading day at $13.38, moving +1.75% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.74%.The enterprise automation software developer's shares have seen an increase of 5.71% over the last month, not keeping up with the Business Services sector's gain of 9.12% and outstripping the S&P 500's gain of 3.16%.Investors will be eagerly watching for the performance of UiPath in its upcoming earnings disclosure. The company's earn ...

Proposed Ruling Aims to Eliminate Out-of-Pocket Costs for Contraception, Enhancing Access for Women in the United StatesADELAIDE, Australia and RALEIGH, N.C., Nov. 4, 2024 /PRNewswire/ -- Mayne Pharma Group Limited (Mayne Pharma or the Company) (ASX: MYX), welcomes the Biden-Harris Administration's newly proposed rule to expand coverage of affordable contraception under the Affordable Care Act (ACA). The proposal aims to significantly increase coverage of contraception for the 52 million US women of reprodu ...

Gartner just released a forecast for the global IT spending in 2025. There will be a 9.3% increase from 2024, which is quite significant because this increase is higher than the 8% increase estimated for 2024. So it tells us that Advanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of inv ...

UiPath Today PATH UiPath $13.00 +0.23 (+1.80%) 52-Week Range $10.37 ▼ $27.87 Price Target $17.71 Add to Watchlist UiPath NYSE: PATH is at the forefront of the enterprise automation software sector, providing powerful tools that enable businesses to automate repetitive tasks, streamline workflows, and boost overall efficiency. However, UiPath's stock price is down close to 50% year to date, which has left many investors wondering if this is a buying opportunity or a sign of further decline. The company is cu ...

In the latest trading session, UiPath (PATH) closed at $12.77, marking a -0.23% move from the previous day. The stock's change was less than the S&P 500's daily loss of 0.02%. Elsewhere, the Dow saw an upswing of 0.38%, while the tech-heavy Nasdaq appreciated by 0.04%. The enterprise automation software developer's shares have seen an increase of 4.07% over the last month, surpassing the Business Services sector's gain of 3.66% and the S&P 500's gain of 3.77%. Investors will be eagerly watching for the perf ...

UiPath, Inc. (PATH) shares have declined 48.7% in the year-to-date period against the 36.5% rally of the industry it belongs to and the 24.3% rise in the Zacks S&P 500 composite. PATH's performance lags Varonis Systems, Inc. (VRNS) and Trend Micro Incorporated (TMICY) , which are its close competitors. VRNS and TMICY have rallied 32.3% and 3.4% in the year-to-date period, respectively. YTD Price Performance Image Source: Zacks Investment Research However, PATH's recent performance might paint a different pi ...

文章核心观点 - 尽管股市处于历史新高,但仍有机会以合理价格投资于增长型公司,特别是那些受益于人工智能趋势的公司 [1] - 作者拥有丰富的科技公司研究经验,包括在华尔街和硅谷的从业经历,以及担任多家初创公司的外部顾问 [1] 公司相关 - 作者可能会在未来72小时内开始持有PATH公司的股票或期权头寸 [2] - 作者撰写本文是出于自己的观点,未受任何公司补偿 [2] 行业相关 - 过去的业绩不能保证未来的结果,任何投资建议都需要根据个人情况而定 [3] - 作者是第三方作者,既有专业投资者也有个人投资者,可能未经任何机构或监管机构的认证 [3]