UiPath Inc. (PATH) Q4 2025 Earnings Call Transcript
UiPath Inc. (NYSE:PATH ) Q4 2025 Earnings Conference Call March 12, 2025 5:00 PM ET Company Participants Allise Furlani - VP of IR Daniel Dines - Founder and CEO Ashim Gupta - COO and CFO Conference Call Participants Jake Roberge - William Blair Bryan Bergin - TD Cowen Sheldon McMeans - Barclays Sanjit Singh - Morgan Stanley Michael Turrin - Wells Fargo Chirag Ved - Evercore ISI Scott Berg - Needham & Company Operator Greetings and welcome to the UiPath Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
EARNINGS ALERT: PATH
UiPath (PATH) shares plummet after its 4Q revenue misses Wall Street estimates. The company announced an acquisition of Peak AI, a competitor in the U.K. George Tsilis joins Oliver Renick to break down the company's latest quarterly figures.
Pre-Q4 Earnings: Should PATH Stock be in Your Portfolio?
UiPath's Q4 earnings drop tomorrow. Revenue growth is expected to be driven by subscription services, but the earnings forecast shows a dip.
Should Investors Buy UiPath Stock?
UiPath (PATH 4.77%) stock has underperformed as it faces competition from artificial intelligence.
UiPath: A Strategic Buy For Growth-Oriented Investors Amid Market Turbulence
UiPath has addressed execution issues from early FY 2025, leading to improved contract execution and new sales compensation plans, driving customer and revenue growth. Organizational restructuring and cost-cutting are largely complete, with investments now focused on sales, customer support, and customer-facing roles to enhance growth. Significant new deals and partnerships, including integrations with SAP and major customer wins, indicate potential successful resolution of earlier sales challenges.
Why the Market Dipped But UiPath (PATH) Gained Today
The latest trading day saw UiPath (PATH) settling at $11.79, representing a +0.26% change from its previous close.
UiPath Stock Is A Buy On The Technical Weakness
The technicals are determined to be highly bearish as signals of weakness are abundant currently. Q3 earnings were mixed and guidance for Q4 was overall weak. However, recent upward EPS revisions show outperformance is likely. The valuation is attractive as the P/S ratio seems too depressed to be justified even as revenue growth continues to slow.
Here is What to Know Beyond Why UiPath, Inc. (PATH) is a Trending Stock
UiPath (PATH) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
UiPath (PATH) Exceeds Market Returns: Some Facts to Consider
UiPath (PATH) reachead $12.73 at the closing of the latest trading day, reflecting a +0.79% change compared to its last close.
UiPath: AI Potential Vs. Margin Reality (Rating Downgrade)
UiPath is evolving beyond robotic process automation into an AI-driven model, expanding its market and potentially unlocking margin expansion by automating complex processes. Both UiPath and Palantir share AI-driven ambitions, but currently operate in distinct markets; overlap could grow if either expands capabilities. Company financials show steady revenue growth, but profitability remains a challenge; improving margins and reducing costs are crucial for re-rating.
UiPath (PATH) Declines More Than Market: Some Information for Investors
UiPath (PATH) closed at $14.14 in the latest trading session, marking a -1.7% move from the prior day.
UiPath Stock Rises 17% in 6 Months: Should You Buy, Hold, or Sell?
With PATH stock gaining significantly over the past six months, we assess its current status to decide on the best strategy for the future.
