UiPath (PATH) shares jump on strong Q4 results, FY guidance; JPMorgan upgrades

UiPath Inc. (PATH) PT Raised to $29 at Macquarie, 'Clearing a PATH for 2025 growth'

Macquarie analyst Frederick Havemeyer raised the price target on UiPath Inc. (NYSE: PATH) to $29.00 (from $22.00) while maintaining a Outperform rating.

The analyst comments "PATH reported a solid FQ4, posting its first GAAP-profitable quarter and closing out FY'24 with Rule of 41 execution. Cloud ARR ~$650mn (70%+... More

UiPath Inc. (PATH) PT Raised to $30 at Needham

Needham analyst Scott Berg raised the price target on UiPath Inc. (NYSE: PATH) to $30.00 (from $25.00) while maintaining a Buy rating.

The analyst comments "UiPath reported impressive 4Q results with top and bottom line beats driven by accelerating deal flow and strong platform sales. The... More

UiPath Inc. (PATH) PT Raised to $28 at TD Cowen

TD Cowen analyst Bryan Bergin raised the price target on UiPath Inc. (NYSE: PATH) to $28.00 (from $25.00) while maintaining a Outperform rating.

The analyst comments "PATH posted a strong close to FY24 w/ beats across the board (incl robust op inc & FCF)... More

JPMorgan Upgrades UiPath Inc. (PATH) to Overweight, 'Tailwind from AI Projects Takes Shape'

JPMorgan analyst Mark Murphy upgraded UiPath Inc. (NYSE: PATH) from Neutral to Overweight with a price target of $28.00 (from $22.00).

The analyst comments "We are upgrading UiPath shares to OW from Neutral as we anticipate the period of ARR growth decel transitioning into a... More

UiPath Inc. (PATH) PT Raised to $30 at BofA Securities

BofA Securities analyst Brad Sills raised the price target on UiPath Inc. (NYSE: PATH) to $30.00 (from $26.00) while maintaining a Buy rating.

The analyst comments "UiPath reported strong Q4 results, with revenue and ARR (annual recurring revenue) both exceeding our estimates. ARR of $1.464... More

UiPath Inc. (PATH) PT Raised to $25 at Morgan Stanley

Morgan Stanley analyst Keith Weiss raised the price target on UiPath Inc. (NYSE: PATH) to $25.00 (from $17.00) while maintaining a Equalweight rating.

The analyst comments "UiPath reported a strong 6% revenue beat on license outperformance with +22% YoY ARR growth coming ahead of expectations, which... More

UiPath Inc. (PATH) PT Raised to $24 at DA Davidson, 'Platform approach continuing to bear fruit'

DA Davidson analyst Gil Luria raised the price target on UiPath Inc. (NYSE: PATH) to $24.00 (from $20.00) while maintaining a Neutral rating.

THe analyst comments "PATH's F4Q24 demonstrated continued momentum in penetrating the existing base of enterprise customers with long runways to adopt a platform approach to... More

UiPath Inc. (PATH) PT Raised to $27 at Evercore ISI, 'Profitable Path Forward'

Evercore ISI analyst Kirk Materne raised the price target on UiPath Inc. (NYSE: PATH) to $27.00 (from $24.00) while maintaining a In Line rating.

The analyst comments "UiPath delivered a solid finish to FY24 with revenue, ARR, and operating profit all coming in nicely ahead of expectations. In addition, the initial FY25 ARR guide of $1,727.5mn (+18%) is slightly ahead of the Street at $1,699.2mn (+17%) and infers that... More

UiPath Inc. (PATH) Tops Q4 EPS by 6c; offers guidance

UiPath Inc. (NYSE: PATH) reported Q4 EPS of $0.22, $0.06 better than the analyst estimate of $0.16. Revenue for the quarter came in at $405.25 million versus the consensus estimate of $383.66 million.

GUIDANCE:

UiPath Inc. sees Q1 2025 revenue of $330-335 million, versus the consensus... More