Profitability is the story: GAAP operating income swung to $31.6 million from a $20.2 million loss a year ago as stock comp and R&D spending came down. Non-GAAP operating margin widened to 22% from 17%, and management is guiding Q3 revenue to $440 to $445 million, with leadership changes across sales and delivery landing alongside the beat.
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PATH Coverage
IBM Jumps 5% as Bob Coding Agent Gains Self-Hosted Deployment; Salesforce Rises 3%, Palantir Inches Higher
Enterprises that keep their source code behind their own firewalls now have a way to run Bob, the agentic software development platform from IBM (NYSE:IBM | IBM Price Prediction), on infrastructure they…
UiPath and Snowflake Jump 5% on UiPath’s BDO and Snowflake Updates; Salesforce Moves Up 3%
UiPath (NYSE:PATH | PATH Price Prediction) stock jumped 5% to $12.90 on Wednesday after the company announced expanded work with BDO USA and a deeper integration with Snowflake. Snowflake (NYSE:SNOW) shares also…
UiPath Slides 3%, Extending a 24% Monthly Decline; ServiceNow and Pegasystems Slip
UiPath (NYSE:PATH | PATH Price Prediction) is sliding again, extending a monthly drawdown that stands out sharply from the software group and keeps the automation name in a persistent downtrend. UiPath stock…
SoundHound AI Drops 4% as Selling Concentrates in Speculative Software Names; UiPath Falls 3%, C3.ai Dips
Speculative software names are absorbing most of the day’s selling on Wednesday midday, even as the broader U.S. market drifts higher. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) sits at $105.36, down…
C3.ai Jumps 7% as Software Rally Lifts Beaten-Down AI Names; UiPath Climbs 8%, SoundHound AI Gains 5%
Shares of C3.ai (NYSE:AI | AI Price Prediction) are climbing Monday afternoon as a sharp rebound in beaten-down enterprise artificial intelligence (AI) software names sweeps across the group. C3.ai stock is up…
UiPath Slips 3% Despite Citi Buy Initiation and $23 Target, Pegasystems and C3.ai Lag
Citi just slapped a Buy rating on UiPath with a target nearly 70% above the current price, yet shares keep falling. Here is what the bull and bear camps are fighting over…
UiPath and Pegasystems Sink 7% as Price Target Hikes Arrive Without a Single Buy Rating
Wall Street just raised price targets on UiPath across the board after a strong earnings beat, yet not a single analyst upgraded the stock. Here is why four simultaneous target hikes are…
UiPath Tumbles 14% as Guided Slowdown Overshadows Revenue Beat
UiPath stock is cratering despite beating Wall Street's revenue target, and the reason sitting inside the forward guidance explains why investors who rode a 29% rally into earnings are now racing for…
Here Are Friday’s Top Wall Street Analyst Research Calls: Ambarella, Cal-Maine Foods, Lennar, Ormat Technologies, Paychex, PulteGroup, Shell plc, TotalEnergies, W.P. Carey, and More
Wall Street wrapped a turbulent week with a wave of upgrades and downgrades hitting energy giants, homebuilders, and tech names just ahead of the Labor Day weekend. Find out which stocks analysts…
Live: Can UiPath’s Q2 Earnings Tonight Extend Its 40% Rally in Just One Month?
UiPath shares have surged nearly 40% in a single month, setting an unusually high bar as the automation giant faces Wall Street tonight with insider selling piling up and ARR growth stuck…
Samsara or UiPath: Which Stock Has a Clear Path to Profits?
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very…
Analysts Have a Wall of Holds on Figma, UiPath and GitLab but Institutions Are Quietly Loading Up
Sell-side analysts are piling Holds on three high-flying software names while major institutions keep quietly building positions, and the gap between what the smart money owns and what analysts will endorse may…
UiPath Rallies 9% as the Software Bid Broadens Beyond the Earnings Winners, Pegasystems Gains 4%
Salesforce's blowout quarter sent shockwaves through software stocks that never reported a single number this week, and the names catching the biggest bids are some of the most beaten-down agentic-AI plays in…
Rezolve AI Slides 4% on Profit-Taking After a 22% Google Cloud Rally, Alphabet Holds Flat
Rezolve AI scored a validation win so rare for small-cap AI names that it sent the stock surging 22% in a single session, yet the same announcement barely moved the needle for…
Palantir Surges 10%, UiPath Rises 7%, C3.ai Gains 5% as Agentic AI Stocks Rally Together
Agentic AI stocks are moving in lockstep this Friday, and the gap in valuations between the leaders tells a very different story about what investors are actually betting on.