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PATH
Benzinga
4 days

UiPath Hit By Slowing ARR Growth, Deal Timing Woes: Analyst Remains Optimistic For AI, Cloud Spark

1. UiPath's Q4 revenue missed estimates at $423.6 million. 2. First-quarter guidance is below analyst estimates due to deal delays. 3. ARR growth slowed to 13.8% with net new ARR down 31%. 4. Customers deployed 3,000 agents, showing initial interest in AI innovations. 5. Stock price dropped 14.54% to $10.11 following disappointing results.

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FAQ

Why Bearish?

The revenue miss and lowered guidance indicate increasing investor concern, similar to past earnings declines resulting in substantial share price impacts.

How important is it?

The significant revenue miss and declining ARR directly affect PATH's market perception and financial health, posing serious short-term risks.

Why Short Term?

Investor sentiment is likely to react quickly to the missed earnings and weak guidance, similar to past quarterly results affecting PATH stock in the immediate months.

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