NEW YORK--(BUSINESS WIRE)--UiPath, Inc. (NYSE: PATH), a leading enterprise automation software company, today announced that Rob Enslin, Co-Chief Executive Officer, will participate in a fireside chat at the 26th Annual Needham Growth Conference, to be held at the Lotte New York Palace Hotel in New York, NY on Wednesday, January 17th at 11:45 am ET. The presentation will be available via live audio webcast and archived replay on the "Investor Relations" section of the Company's website (https://ir.uipath.c ...

UiPath股票表现 - UiPath股票在2023年上涨了95.4%，远远超过了标普500指数的涨幅[1] - UiPath股票在11月底获得了一次重大提振，之前股价逐渐上涨[2] - 投资者期待UiPath即将公布的第四季度业绩，管理层预计收入同比增长24%，如果超过预期，股价可能再次飙升[12] UiPath财务业绩 - UiPath在2023年第三季度的财务业绩表现强劲，收入同比增长24%，自由现金流达到4400万美元[7] UiPath客户群体 - UiPath提供自动化软件，受到企业青睐，拥有近2000家客户每年支出超过10万美元，264家客户每年支出超过100万美元[9] UiPath发展方向 - UiPath的增长势头良好，公司正在将生成式人工智能（AI）融入其软件中，为企业提供更快、更有效的解决方案[11]

NEW YORK--(BUSINESS WIRE)--UiPath (NYSE: PATH), a leading enterprise automation software company, today announced the appointment of Rob Enslin, UiPath Co-Chief Executive Officer, and June Yang to its Board of Directors effective February 1, 2024. Enslin joined UiPath as Co-CEO in April 2022 following leadership roles at Google Cloud and SAP; he will assume the role of UiPath CEO on Feb. 1, 2024. Yang is a proven strategic and transformational executive who brings decades of experience in corporate manageme ...

Every day for the next three weeks, we're going to highlight one of Schaeffer's top 12 picks for 2024. For today, we have software robotics stock UiPath Inc (NYSE:PATH). To access the entirety of the 2024 report, click here.If you are looking for a potential " turnaround play" for your portfolio in 2024, software name UiPath (PATH) looks like a good pick. In December, the shares broke out above a two-year basing range between $11 and $21, while also enjoying a post-earnings bull gap after their Nov. 30 repo ...

UiPath产品和销售 - UiPath是领先的机器人流程自动化（RPA）公司[16] - UiPath的销售工具NorthStar对销售效率产生了显著影响[19] - UiPath推出的产品UiPath AutoPilot有助于缩短机器人部署周期[24] - UiPath的销售增长主要受益于使用机器人和生成式人工智能作为统一战略的用户获得更好的结果[27] UiPath商业模式和财务表现 - RPA Suite在服务和支持方面表现更好，易于集成和部署，评估和签约也更好[37] - UiPath的商业模式在过去几个季度有了显著改善，包括更好的费用管理、非GAAP毛利率的提高以及规模效益[38] - 公司计划在困难的软件销售环境中实现30%以上的营收增长，需要在财年初建立足够的销售能力和合理培训[40] UiPath研发和运营 - 公司的研发支出比例上季度相对较低，基本与去年同期持平，非GAAP研发支出在季度内基本持平，而季度收入增长了13.5%[41] - 上季度的非GAAP总务和行政费用比例由于一些费用被重新分类到销售和营销类别而严重下降，报告的非GAAP总务和行政费用同比下降了近15%[42] UiPath现金流和估值 - 公司的自由现金流利润率在前9个月达到了17%，与去年同期相比公司实现了现金流增长[45] - 公司上季度的股权激励支出占收入的28%，较去年同期的36%有所下降，股权激励支出环比下降了6%[46] - 我的估值模型基于中等20%的增长率，预计PATH的EV/S略高于7倍，预计未来4个季度的自由现金流利润率为17%[51] UiPath市场地位和前景 - UiPath仍然是机器人流程自动化领域的领导者，RPA增长正在加速，与生成式AI解决方案相关的热情也在增长[49] - 第三方分析显示RPA领域的复合年增长率在中等30%的范围内，公司的竞争地位也得到了高度评价，预示着进一步的市场份额增长[50]

Shares of robotic process automation software platform UiPath (PATH 0.18%) rallied 25.7% in December, according to data from S&P Global Market Intelligence.The automation software company reported a stronger-than-expected result for its fiscal third quarter on Nov. 30, propelling the company to strong December gains. While some have questioned whether artificial intelligence (AI) would help or hurt UiPath, it appears that, at least as of today, UiPath is reaping benefits.Solid ARR growth defies expectations ...

Cathie Wood的投资策略 - Cathie Wood以投资“颠覆性创新”而闻名，主要投资大型和小型公司，提供人工智能、区块链、机器人技术、清洁能源和基因测序等颠覆性技术[1] - Cathie Wood的投资策略在2023年表现出色，ARKK涨幅超过70%，Ark Next Generation Internet ETF涨幅超过100%，Ark Fintech Innovation ETF涨幅超过90%[4] - Cathie Wood的投资组合中包括Palantir Technologies (PLTR)、Veracyte (VCYT)、PagerDuty (PD)、Roku (ROKU)和UiPath (PATH)，这些股票具有良好的增长评分和Zacks排名1或2[6]

UiPath业务概述 - UiPath提供RPA技术与人工智能相结合的服务，帮助员工自动化工作流程[5] - UiPath的平台包括Discover、Automate和Operate三个核心部分，用于识别工作流程、构建和部署自动化软件以及管理自动化程序[8] - UiPath在AI领域投入多年，推出了Generative AI和Specialized AI功能，以及Autopilot和Document Understanding等新技术[15] UiPath市场前景 - 公司领导认为UiPath的总地址市场将从2023年的611亿美元增长到2025年的932亿美元，扩展至RPA市场之外[10] - 公司的客户基础不断增长，大型企业客户的ARR增长率分别为15%和31%[31] - UiPath的剩余履约义务（RPO）同比增长31%，显示未来增长潜力[32] UiPath财务状况 - UiPath的关键财务指标包括ARR、GRR和DBNRR，其中ARR在2024年第三季度达到13.78亿美元，DBNRR为121%[23][26] - 公司逐渐转向订阅收入模式，Subscription revenue已经超过License revenue，并且Subscription revenue的增长率高于License revenue[35] - 由于市场条件恶化和收入增长放缓，UiPath开始削减运营成本，取得了盈利能力的改善[37] UiPath运营情况 - 第三季度FY 2024，UiPath的COGS和S&M增长速度低于收入增长速度[40] - UiPath的G&A费用在缩减，这是一个积极的迹象，因为G&A费用主要是工资和福利等固定成本，不直接促进产品或服务销售[40] - R&D费用是唯一一个增长速度超过收入的费用，公司应该在研发上进行重大投资[40]

Most investors understand that artificial intelligence (AI) stocks will play a vital role in the market over the next few years. However, many aren't in tune with which ones are slated to provide strong returns. By tracking funds focusing on this technology, investors can gain insight into a few possible winners.Cathie Wood's Ark Invest is one of the most popular funds to track. Its portfolio is full of fantastic ideas, but my personal favorite is its second-largest holding: UiPath (PATH). I've bought multi ...

Cathie Wood is a big believer in the potential for artificial intelligence (AI) to completely disrupt the way businesses operate. That's why some of the biggest holdings in her Ark Invest funds are focused on AI and various enterprise applications for the technology.Her and her team's favorite artificial intelligence stock of late is UiPath (PATH 0.63%). The stock shows up in all six of Ark Invest's active exchange-traded funds (ETFs). However, after a strong run in the stock price, the funds are cutting do ...