
UiPath (PATH) Stock Forecast & Price Target
UiPath (PATH) Analyst Ratings
Bulls say
UiPath Inc. demonstrated solid growth in its contractually recognized revenue (cRPO), reporting $820 million, which reflects a 14% year-over-year increase, indicating a strong demand for its enterprise automation solutions. The total remaining performance obligations (RPO) also showed positive momentum, growing 12% year-over-year to $1,265 million, highlighting the company's expanding customer base, which now includes 10,860 clients. Additionally, the company's robust gross margin of 84.9% and an anticipated revenue increase of 11.5% to approximately $1.59 billion underscore its effective execution and resilience in the automation market.
Bears say
UiPath has experienced a decline in its Net Revenue Retention (NRR), which fell to 107% in the most recent quarter from 108% in the previous quarter and 113% a year prior, signaling potential challenges in maintaining existing customer revenue. Despite growth in Annual Recurring Revenue (ARR) to $1.782 billion, the net new ARR was only $59 million for the quarter, reflecting broader revenue growth headwinds, particularly due to a shift in revenue recognition practices in its SaaS model. Additionally, the impact of currency fluctuations, with a $3 million headwind from the depreciation of the yen, combined with flat gross retention at 97%, raises concerns regarding future growth and profitability potential.
This aggregate rating is based on analysts' research of UiPath and is not a guaranteed prediction by Public.com or investment advice.
UiPath (PATH) Analyst Forecast & Price Prediction
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