文章核心观点 - 人工智能行业未来几年将快速增长,从2021年的1360亿美元增长到2030年的8270亿美元 [1] - UiPath是一家有前景的人工智能公司,其利用人工智能自动化常规业务任务 [2] - UiPath正在实现强劲的年同比收入增长,但其股价已从2月份的52周高点27.87美元下跌 [3] 公司业务增长策略 - UiPath的人工智能自动化软件取得成功,体现在公司收入的不断增长,2024财年收入增长24%至13亿美元 [4] - UiPath的策略是瞄准金融服务、医疗保健和公共部门等行业,因为这些行业存在大量行政流程 [5] - UiPath建立了包括德勤和微软在内的合作伙伴生态系统,这些合作伙伴在销售UiPath的能力或将其纳入自身产品 [6] 公司财务状况 - UiPath的年同比收入增长以及过去一年实施的成本削减措施,使其自由现金流大幅增加,从上一年的4900万美元增长到3.094亿美元 [7] - UiPath的资产负债表状况良好,2024财年末资产达30亿美元,负债仅9.38亿美元,手头现金和等价物达11亿美元 [8] - UiPath预计2025财年第一季度收入将达到至少3.3亿美元,高于上年同期的2.9亿美元 [9] - 虽然2024财年净亏损8990万美元,但第四季度实现了净利润3390万美元,显示公司可能已扭亏为盈 [10] - 但客户增长大幅放缓,从2021年的32%下降到2024年仅0.3% [11][12] 投资评估 - UiPath的强劲收入和自由现金流增长、第四季度实现盈利、出色的资产负债表以及持续拓展业务的策略,都表明其作为人工智能长期投资标的具有潜力 [13] - 公司成功实施了专注于大型企业客户的策略,大客户数量和年度经常性收入持续增长 [14][15] - 分析师普遍看好UiPath股票,给予增持评级,目标价为28美元 [16] - 公司2025财年第一季度财报将决定其在新的一年的表现,目前其股价较52周高点有所下跌,是一个不错的买入时机 [17]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends UiPath. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Which of these out-of-favor AI stocks is a better turnaround play? SoundHound AI (SOUN 1.38%) and UiPath (PATH -0.27%) represent two different ways to invest in the growing artificial intelligence (AI) market. SoundHound provides voice and audio recognition tools that aren't tethered to larger tech ecosystems, while UiPath's software robots are used to automate repetitive office tasks. Yet both stocks have disappointed their early investors. SoundHound went public by merging with a special purpose acquisiti ...

This AI stock could be poised for a breakout. Shoulda, woulda, coulda. That could be the refrain for some investors who didn't own shares of Nvidia (NVDA -1.99%) in recent years. No company has been at the center of the artificial intelligence (AI) boom as much as Nvidia. The demand for its graphics processing units (GPUs) has exploded, causing Nvidia's share price to skyrocket. Missed out on Nvidia's ginormous gains? Don't worry. Here's an AI stock you can buy right now. Think smaller It's possible that Nv ...

Here's why the stock could surge higher by year-end. UiPath (PATH 1.84%) has seen its share of big stock price moves over the past three years. The price is up about 41% over the past year; however, it is down just under 20% year to date. A lot of UiPath's stock price volatility happens when the company reports earnings. The stock price has moved 10% or more during the trading session following a quarterly report's release eight of the past nine times the company has reported. During that time, its biggest ...

UiPath股票走势 - UiPath（PATH）最近被列入Zacks.com最受关注股票之一[1] - 过去一个月，UiPath的股价下跌了18.4%，而Zacks标普500综合指数下跌了4%[2] UiPath股票分析 - Zacks认为公司的股票公平价值取决于未来收益流的现值[3] - 分析师对UiPath的盈利预期进行修订，这会影响股票的公平价值和短期股价走势[4]

人工智能（AI）提高工作效率 - 人工智能（AI）可以显著提高办公室工作效率[1] - 通过人工智能自动化任务，平均工人的生产力可能增加4.5倍[11] UiPath在AI领域的领先地位 - Ark Invest CEO Cathie Wood表示，AI软件有能力显著提高工作场所的生产力[3] - UiPath是AI驱动的自动化工具领域的领先企业，可能是这一领域中最佳的投资选择[4] - UiPath在机器人处理自动化（RPA）市场处于领先地位，其软件帮助自动化行政任务和提升工作流程[13] - UiPath去年的收入增长了24%，达到13亿美元，调整后的自由现金流为3.09亿美元[15] - UiPath拥有令人印象深刻的合作伙伴生态系统，包括SAP、IBM、Accenture、PwC和Deloitte，其增长故事刚刚开始[16] - UiPath的估值故事令人信服，其价格销售比率为8.4，位于同行集团中间位置[17] - UiPath在RPA领域的表现与更大规模、更充足资金的企业竞争，表现出色[21]

机器人技术和自动化平台 - 投资者对机器人技术和相关技术如工作流自动化产品、云服务和生成式人工智能技术表现出浓厚兴趣[1] - UiPath（NYSE:PATH）是一家基于机器人和生成式人工智能能力的自动化平台运营商，服务于金融服务、医疗保健、电信和制造等行业[3] - UiPath在2024财年第四季度的总收入同比增长了31%，净利润从负2,800万美元增至3,400万美元，预计2025财年第一季度总收入将在3.3亿至3.35亿美元之间[5] - UiPath的自动化软件能力使得KeyBlanc将其股票评级升级为超配，并设定每股27美元的目标价[7] 医疗设备公司 - Stryker（NYSE:SYK）是一家提供医疗设备的公司，其股价在过去一年内上涨了超过15%，并在过去几年持续增长[13] 仓库供应链管理 - Symbotic（NYSE:SYM）是一家主要管理大型仓库供应链的工业公司，其股价在过去一年内上涨了50%，并自2022年中开始公开交易以来一直保持稳定增长[17]

UiPath股价表现 - UiPath (PATH) 最近的股价为$19.44，较前一天下跌了0.21% [1] - UiPath的股价在过去一个月下跌了15.53%，表现不如商业服务行业的4.2%和标普500指数的0.9%的跌幅 [2] UiPath财务表现 - UiPath即将发布的财报显示，预计每股收益为$0.11，与去年同期持平，预计营收为3.3284亿美元，同比增长14.93% [3] - 分析师预计UiPath全年每股收益为$0.57，营收为15.2亿美元，较去年分别增长5.56%和15.86% [4] UiPath行业比较 - UiPath目前的Zacks Rank为1 (Strong Buy)，显示出良好的业务前景 [7] - UiPath的前瞻市盈率为34.01，高于行业平均值23.1 [8] - PATH目前的PEG比率为1.51，略低于科技服务行业的平均PEG比率1.63 [9] 技术服务行业评级 - 技术服务行业属于商业服务行业，目前Zacks Industry Rank为100，排名前40% [10] - Zacks Industry Rank显示，评级较高的行业通常表现优于评级较低的行业 [11]

机构投资者持股情况 - 机构投资者在第四季度增持了3M公司和UiPath股票[1] - Ingalls & Snyder在第四季度购买了3M股票，增持了该跨国企业的股份[2] - Bleakley Financial Group LLC在第四季度购买了UiPath股票，持有该机器人流程自动化软件公司约4.9%的股份[6] - KeyBanc Capital分析师给予UiPath股票“超配”评级，并设定27美元的价格目标，预计股价有35%的上涨空间[8]