$PATH 0.66 Rising Signal

Notable posts

• @StockSavvyShay neutral 908 eng

  UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50–59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40–49%) | $DDOG, $ADBE, $SHOP, $NET, $RBRK, $CRM, $ZS • Good (30–39%) | $MDB, $TEAM, $FIG, $MNDY, $HUBS, $PATH, $ZETA https://t.co/bNieiJzPt6

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @TrendSpider bullish 194 eng

  Reclaiming the PoC and flashing bullish momentum after a 4 week hot streak👀 $PATH https://t.co/tZlg9ZUWRX

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• @wallstengine neutral 186 eng

  Key earnings this week: Tue: $PANW, $DELL, $CRDO, $MDB, $GTLB Wed: $AVGO, $SNOW, $HPE, $NTAP, $FIVE Thu: $CIEN, $ZS, $IOT, $LULU, $DOCU, $PATH, $VSXY https://t.co/tivnqFKYYf

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• @TrendSpider bullish 172 eng

  $PATH FLIPS FROM -10% TO +10% Q2 Adj. EPS: $0.15 vs $0.15 est Q2 Sales: $410.256M vs $397.946M est ✅ Raised FY2027 Sales Guidance ✅ 🟩 +10.33% https://t.co/FSNgt77h4M

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• @wallstengine neutral 110 eng

  Today's Key Events (All EST) — 09/03/2026 $TSLA Cybercab launch event 05:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 08:30: US Trade Balance 08:30: Fed's Waller 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI 15:00: Fed's Hammack 15:05: Fed's Goolsbee Before Open 👇 05:45: Duluth Holdings $DLTH 06:00: BRP $DOO 06:45: Lands' End $LE 06:50: Genesco $GCO 07:00: Ciena $CIEN 07:00: Victoria's Secret & Co. $VSXY 07:00: Brady $BRC 07:15: The Campbell's $CPB 07:30: John Wiley & Sons $WLY 08:30: The Toro $TTC BMO: Polestar $PSNY After Hours 👇 16:05: Docusign $DOCU 16:05: Zscaler $ZS 16:05: lululemon athletica $LULU 16:05: Ambarella $AMBA 16:05: Asana $ASAN 16:05: Guidewire Software $GWRE 16:05: Smith & Wesson Brands $SWBI 16:05: Concrete Pumping Holdings $BBCP 16:05: American Outdoor Brands $AOUT 16:05: Torrid Holdings $CURV 16:05: Oxford Industries $OXM 16:10: UiPath $PATH 16:10: Samsara $IOT 16:10: Planet Labs PBC $PL 16:15: Quanex Building Products $NX Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day.

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• @wallstengine bullish 116 eng

  $PATH +13% after an across-the-board earnings beat https://t.co/X8kpdQeYnl

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• @wallstengine bullish 79 eng

  UIPATH $PATH Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $410M (Est. $398M) 🟢; +13% YoY 🔹 Adj. EPS: $0.15 (Est. $0.15) 🟡; flat YoY 🔹 ARR: $1.94B; +12% YoY 🔹 Non-GAAP Oper Income: $89M (Est. $75.2M) 🟢 FY27 Guide: 🔹 Revenue: $1.789B-$1.794B (Est. $1.78B) 🟢 🔹 Non-GAAP Oper Income: ~$445M (Est. $431M) 🟢 🔹 ARR: $2.065B-$2.070B Q3 Guide: 🔹 Revenue: $440M-$445M (Est. $442M) 🟡 🔹 Non-GAAP Oper Income: ~$100M (Est. $99.5M) 🟡 🔹 ARR: $1.99B-$2.00B Other Q2 Metrics: 🔹 Net New ARR: $37M 🔹 Dollar-Based Net Retention Rate: 109% 🔹 Non-GAAP Gross Margin: 82% 🔹 Net Cash Flow From Operations: $31M Key Updates: 🔹 Leadership Changes: Hitesh Ramani promoted to CFO; Brad Brubaker named Chief Legal & Administrative Officer 🔹 Board Appointment: Yazdi Bagli joined UiPath’s Board of Directors Comments: 🔸 “exceeding guidance across all key financial metrics”

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