Despite revenue growth, the share price decline hints at profitability issues. If the company's balance sheet is weak, capital may need to be raised. Long-term shareholders have seen a 3% annual gain over five years, suggesting potential for sustainable growth.
$UiPath(PATH.US)$is expected to show a rise in quarterly revenue when it reports results on 13 March after market close for the period ending 31 Jan 2024. UiPath is expected to report a 24.4% increase in revenue to $383.826 million from $308.55 million a year ago, UiPath's guidance on 30 Jan 2023, for the period ended 31 Jan was for revenue between $381.00 million and $386.00 million. Looking at UiPath's peers in the automation software...
Q3 earnings season for automation software stocks was generally positive, with UiPath and Pegasystems among the best performers. Appian had a slower quarter, while ServiceNow achieved the fastest revenue growth and Jamf had the highest full-year guidance raise.
Multiple insiders selling shares could be a red flag for investors. The absence of insider purchases over the last year and recent selling may suggest insiders believe the shares are not cheap. High insider ownership doesn't negate the concern over share sales history.
Appian's underwhelming guidance and slight miss on full-year revenue, coupled with an escalating cash burn, is leading to a slump in shares despite beating revenue and EPS estimates. The firm's improved margin and high retention rate couldn't counteract a 6.43% stock decline.
Appian股票討論區
UiPath (PATH) Potential Upside As ARR Should Beat Estimates
UiPath is expected to report a 24.4% increase in revenue to $383.826 million from $308.55 million a year ago, UiPath's guidance on 30 Jan 2023, for the period ended 31 Jan was for revenue between $381.00 million and $386.00 million.
Looking at UiPath's peers in the automation software...
Time to buy more!
June 2023 Portfolio Updates
New: $Pegasystems(PEGA.US)$, $Appian(APPN.US)$
- adding low code platforms, attractive growth potential at reasonable valuations
Removed: $美國超微公司(AMD.US)$
- TP AMD to lock in gains
專欄Top upgrades and downgrades on 4/27
• $阿瑞斯(ARCC.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $22
• $艾利丹尼森(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195
• $艾利丹尼森(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195 (from $215)
• $布魯克菲爾德資產管理(BAM.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $71.50 (from $68)
• $藝康集團(ECL.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $1...
暫無評論