股价表现 - UiPath (PATH) 最近的股价为 $23.85，较前一交易日下跌了 1.41% [1] - UiPath 的股价表现落后于标普500指数的日度损失 0.06%，但比道琼斯指数增长了 0.35%，科技股纳斯达克指数下跌了 0.76% [1] - UiPath 过去一个月股价下跌了 2.62%，表现不如商业服务行业的上涨 1.8% 和标普500指数的上涨 3.36% [2] 财务预测 - UiPath 即将发布的季度收益预计为每股 $0.15，与去年同期相比保持稳定，预计季度收入为 3.8332 亿美元，同比增长 24.23% [3] - Zacks Consensus Estimates 预测 UiPath 整个财年的每股收益为 $0.47，营收为 12.9 亿美元，同比分别增长了 +235.71% 和 +21.52% [4] 分析师观点 - 分析师对 UiPath 的最新预测调整可能反映了短期业务趋势的变化，向上调整的预测表明分析师对公司的业务运营和盈利能力持乐观态度 [5] - 预测变化与即将到来的股价表现直接相关，公司创建了 Zacks Rank 模型，整合这些预测变化并提供功能评级系统 [6] 行业比较 - UiPath 目前的 Forward P/E 比率为 51.94，高于行业平均值 24.63，意味着 UiPath 的股价溢价 [8] - PATH 目前的 PEG 比率为 1.48，与 Technology Services 行业的平均 PEG 比率 1.5 相似 [9] 行业排名 - Technology Services 行业隶属于 Business Services 部门，该行业的 Zacks Industry Rank 为 72，在 250 多个行业中排名前 29% [10] - Zacks Industry Rank 通过计算各个股票的平均 Zacks Rank 来评估特定行业群体的活力，研究显示排名前 50% 的行业胜过后 50% 的行业 [11] 监控建议 - 使用 Zacks.com 监控所有这些影响股价的指标，并在未来的交易中持续关注 [12]

New Deloitte and UiPath expansion introduces new AI-powered Intelligent Automation solutions for enterprises deploying SAP technology NEW YORK, Jan. 24, 2024 /PRNewswire/ -- Deloitte and UiPath (NYSE: PATH) today announced an alliance expansion to accelerate the transformation of their clients' businesses through a new focus on bringing AI-powered Intelligent Automation solutions to SAP implementations and operations. The expansion will serve as a catalyst to develop an innovative AI-led delivery methodolog ...

Pradeep Kumar加入UiPath - Kumar在Hewlett-Packard Enterprise担任高级副总裁和总经理，领导HPE服务业务[1] - Kumar将领导UiPath的战略举措，通过UiPath Business Automation Platform支持客户成功[1] - Kumar致力于帮助全球客户实现突破性业务成果，增强竞争优势，并在自动化规模化方面建立运营卓越[2] Pradeep Kumar的背景 - Kumar拥有澳大利亚莫纳什大学的金融硕士学位，并是英国特许管理会计师协会的成员[5] UiPath的使命 - UiPath致力于提升知识工作水平，使更多人能够更具创造力、协作性和战略性地工作[6]

UiPath公司概况 - UiPath是一家在机器人流程自动化（RPA）领域拥有强大潜力的公司[2] - UiPath的软件通过自动化繁琐重复的任务，释放员工进行更多的关键思考，提高员工士气[4] - UiPath的股票定价合理，投资者可以期待与其收入增长率几乎相等的回报率[14]

dem10 UiPath (NYSE:PATH) stands out as a notable player in the robotic process automation (RPA) space. The company has carved out a niche by developing innovative solutions for automating routine tasks that have traditionally been done by humans. In the era of AI, UiPath is one of the first software companies to fully embrace AI trends by integrating generative AI into its product offerings. As such, UiPath is well-positioned to grow the RPA market and increase its own market share. UiPath is steadily regai ...

UiPath Inc. (NYSE:PATH) 26th Annual Needham Growth Conference January 17, 2024 11:45 AM ET Company Participants Kelsey Turcotte - Senior Vice President, Investor Relations Conference Call Participants Scott Berg - Needham Scott Berg Thanks, everyone, for joining us today. My name is Scott Berg. I lead our enterprise software and SaaS research efforts here at Needham. Today with us, we have, UiPath. We have the company's is it SVP of Investor Relations? I actually didn't write that part down. Kelsey Turcotte ...

业绩总结 - UiPath估计的总地址市场为600亿美元，营收和ARR均超过10亿美元[10] - Cloud ARR方面，截至第二季度末，云ARR约为5亿美元，同比增长约125%[49] - 公司预计非GAAP基础下的运营利润率将扩大约900个基点至约15%[82] 用户数据 - UiPath的软件机器人按照消耗基础计费，按照流程、机器人计费，一些机器人可以执行多个流程[87] - UiPath的智能文档处理技术采用AI单位定价模型，一个AI单位相当于一个文档处理，购买后可以在自动化和处理文档时使用[87] - UiPath提供灵活定价模式，即45%的合同总价值在合同生命周期内授权，剩余的55%分布在合同期间[88] 未来展望 - GenAI技术的引入扩大了市场机会，包括民主化访问自动化、提高产品易用性和交付速度、开发新的用例[18] - 公司预计非GAAP基础下的运营利润率将扩大约900个基点至约15%[82] - UiPath的平台旨在加速从头到尾的采用，管理整个过程[88] 新产品和新技术研发 - Autopilot产品家族的推出旨在简化技术体验，降低使用门槛，加速ROI[30] - UiPath在智能文档处理方面具有巨大潜力，行业分析师指出，公司在该领域是明显的领先者[89] - UiPath的通信挖掘技术是市场上完全独特的，没有其他公司能够提供[89] 市场扩张和并购 - 与微软的合作关系密切，致力于开放生态系统，提供复杂、多应用、高价值的企业级自动化[35] - 行业垂直化战略的实施带来了多方面的好处，包括提高ARPU、缩短销售周期、吸引更多合作伙伴参与[43] - NorthStar是公司针对各行业定制的价值营销方式，帮助销售代表表达各行业内的价值驱动因素和机会[45] 负面信息 - IRS承认他们有整车的文件需要处理[90] - 有一个大客户是FDA，用于处理农业贷款[93] - 一家芝加哥的公用事业提供商正在使用该技术进行抄表[94]

Teladoc Health (TDOC) - Teladoc Health在虚拟心理健康服务领域表现出色，Q3营收同比增长8%，Q4预计将有实质性EBITDA增长[4] - Teladoc成功吸引了超过110万活跃用户参与其慢性病管理项目，展示了虚拟医疗解决方案的接受度[4] - Teladoc的2023年预期指引显示了其在价值增长方面的竞争优势[6] Upstart (UPST) - Upstart在汽车零售平台领域具有领先地位，扩大了经销商网络，展示了其在建立战略合作伙伴关系和扩展市场方面的有效性[10] - Upstart的产品Upstart Home Equity Line of Credit (HELOC)定位为低风险产品，有望实现预期年度损失率不到1%[12] - Upstart专注于快速和便捷地获得家庭资产凭证，具有竞争优势[13] UiPath (PATH) - UiPath在软件行业中的非GAAP运营利润率同比增长超过6%，显示了公司在运营效率方面的专注[17] - UiPath的FX调整后的净留存率为123%，显示了公司在保留和扩大现有客户收入方面的优势[18] - UiPath的新ARR增长和总体收入增长之间的平衡表明了公司在业务扩张方面的有效策略[20]

The U.S. stock market had an impressive run in 2023, with the S&P 500 and Nasdaq Composite posting gains of 24.2% and 43.4%, respectively. Although the stock market seems to have started with a correction in 2024, a strong earnings season and upcoming interest rate cuts may boost it further in 2024. With artificial intelligence (AI) being the hottest investment theme in 2023 and expected to persist in 2024, it makes sense to ride this wave under a friendly market backdrop. Investors don't even need boatload ...

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. ...