BofA Stays Bearish on PATH: Soft Net New ARR and Flat Retention Overshadow the Beat
Revenue beat, but services mix, soft net new ARR, and flat retention weighed.
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Revenue beat, but services mix, soft net new ARR, and flat retention weighed.
Tight supply may help listed firms like MP, USAR and UUUU.
Samsara beat Q2 estimates with $508.4M revenue and $0.20 EPS, then raised FY2027 guidance as large customers and new AI features accelerated.
Q4 revenue and EPS beat estimates, but Guidewire’s $372–$378 million Q1 sales guide trailed Wall Street and weighed on the stock.