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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Software Stocks Plunge as Amazon’s New AI Agent Sparks Disruption Fears
Software stocks (IGV) dropped 4.3% after Amazon revealed it’s building AI agents to automate sales, cybersecurity and networking jobs.
UiPath Turns GAAP Profitable for First Time Ever — Stock Drops Anyway on Weak FY2027 Guidance
UiPath (PATH) crushed Q4 expectations with 14% revenue growth and record profit, yet shares fell 6.5% after softer FY2027 guidance. CEO explains why AI won’t kill automation software.
UiPath Swings to Profit as AI Automation Demand Surges
UiPath reports Q3 profit with 16% revenue growth to $411M, driven by healthcare and financial services adopting AI automation. ARR grows 11% to $1.78B.
UiPath and OpenAI Team Up to Supercharge Business Automation
UiPath and OpenAI join forces to put ChatGPT into company systems. This makes AI agents easier to build and manage, helping businesses see results faster.