{"id":232483,"date":"2024-12-13T19:36:27","date_gmt":"2024-12-13T19:36:27","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=232483"},"modified":"2024-12-13T19:36:27","modified_gmt":"2024-12-13T19:36:27","slug":"ubs-initiaza-acoperirea-uipath-cu-recomandarea-de-vanzare-pe-fondul-provocarilor-mari-din-sector-si-a-concurentei-acerbe","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=232483","title":{"rendered":"UBS ini\u0163iaz\u0103 acoperirea UiPath cu recomandarea de \u201ev\u00e2nzare\u201d pe fondul provoc\u0103rilor mari din sector \u015fi a concuren\u0163ei acerbe"},"content":{"rendered":"

\n\u2666<\/span> UBS noteaz\u0103 c\u0103 UiPath, lider \u00een automatizarea proceselor robotizate (RPA), se confrunt\u0103 cu o concuren\u0163\u0103 din ce \u00een ce mai mare din partea gigan\u0163ilor tehnologici precum Microsoft \u015fi ServiceNow, care integreaz\u0103 func\u0163ii de automatizare \u00een suite software mai ample<\/strong><\/p>\n

\n <\/p>\n

\nUBS, una dintre cele mai mari b\u0103nci europene, prin divizia sa de investi\u0163ii, a ini\u0163iat acoperirea produc\u0103torului de software de automatizare UiPath (PATH), companie fondat\u0103 \u00een Bucure\u015fti de Daniel Dines \u015fi Marius T\u00eerc\u0103 \u015fi din 2021 listat\u0103 pe Wall Street, cu recomandarea de \u201ev\u00e2nzare\u201d c\u0103tre investitori pe fondul concuren\u0163ei \u00een cre\u015ftere \u015fi a unui mediu de pia\u0163\u0103 dificil care ar putea afecta cre\u015fterea. Astfel, anali\u015ftii de la UBS au acordat un pre\u0163 \u0163int\u0103 de 14 dolari pentru ac\u0163iunile UiPath, u\u015for sub pre\u0163ul tranzac\u0163ionare de vineri dup\u0103-amiaz\u0103 de circa 14,5 dolari, scrie investing.com.<\/p>\n

\nUBS noteaz\u0103 c\u0103 UiPath, lider \u00een automatizarea proceselor robotizate (RPA), se confrunt\u0103 cu o concuren\u0163\u0103 din ce \u00een ce mai mare din partea gigan\u0163ilor tehnologici precum Microsoft \u015fi ServiceNow, care integreaz\u0103 func\u0163ii de automatizare \u00een suite software mai ample. Banca men\u0163ioneaz\u0103 \u015fi presiunea cresc\u00e2nd\u0103 din partea startup-urilor AI \u015fi a marilor furnizori de modele lingvistice, care ar putea dilua avantajul UiPath \u00een automatizare.<\/p>\n

\nCre\u015fterea num\u0103rului de clien\u0163i a stagnat de la sf\u00e2r\u015fitul anului 2022, dup\u0103 lansarea ChatGPT, scrie investing.com. UBS nu a observat niciun semn clar de \u00eembun\u0103t\u0103\u0163ire a ratelor nete de reten\u0163ie sau de c\u00e2\u015ftiguri de execu\u0163ie \u00een urma restructur\u0103rii organiza\u0163ionale recente. Anali\u015ftii intervieva\u0163i de firm\u0103 \u015fi-au exprimat scepticismul cu privire la poten\u0163ialul de cre\u015ftere al pie\u0163ei RPA.<\/p>\n

\nUBS se a\u015fteapt\u0103 ca cre\u015fterea veniturilor anuale recurente (ARR) ale UiPath s\u0103 scad\u0103 sub a\u015ftept\u0103rile pie\u0163ei p\u00e2n\u0103 \u00een 2026, cu posibile riscuri suplimentare de sc\u0103dere.<\/p>\n

\nUiPath are cea mai recent\u0103 acoperire din partea UBS. S\u0103pt\u0103m\u00e2na trecut\u0103 ZF a scris c\u0103 Morgan Stanley are un nou pre\u0163 \u0163int\u0103: de 18 dolari pe ac\u0163iune fa\u0163\u0103 de precedentul de la 17 dolari. De asemenea Presa interna\u0163ional\u0103 noteaz\u0103 c\u0103 banca de investi\u0163ii Oppenheimer a trimis clien\u0163ilor o notificare dup\u0103 teleconferin\u0163a UiPath aferent\u0103 rezultatelor pe T3 \u00een care spune c\u0103 afirma\u0163iile conducerii ar putea sugera c\u0103 se a\u015fteapt\u0103 o stabilizare pentru companie anul viitor.<\/p>\n

\nBMO Capital Markets \u015fi-a majorat pre\u0163ul \u0163int\u0103 pentru ac\u0163iunile UiPath de la 15 dolari la 16 dolari \u015fi a acordat companiei un rating \u201emarket perform\u201d \u00eentr-o not\u0103 de evaluare de vineri. Evercore ISI \u015fi-a majorat pre\u0163ul \u0163int\u0103 pentru UiPath de la de la 13 dolari la 16 dolari \u015fi a acordat companiei un rating \u201ein-line\u201d.<\/p>\n

\nRoyal Bank of Canada a reiterat un rating \u201esector perform\u201d \u015fi a emis un obiectiv de pre\u0163 de 16 dolari  pe ac\u0163iunile UiPath.<\/p>\n

\nUiPath a \u00eenregistrat venituri de 354 mil. dolari \u00een trimestrul \u00eencheiat la 31 octombrie 2024, adic\u0103 al treilea trimestru din 2025 dup\u0103 calendarul american de raport\u0103ri. Rezultatul a urcat cu 9% fa\u0163\u0103 de aceea\u015fi perioad\u0103 a anului precedent.<\/p>\n

\nVenitul pe ac\u0163iune a fost de 0,11 dolari, dep\u0103\u015find estimarea consensual\u0103 a anali\u015ftilor de 0,07 dolari pe ac\u0163iune. V\u00e2nz\u0103rile au crescut cu 8,8% de la an la an, veniturile ating\u00e2nd 354,65 mil.dolari. Aceasta a dep\u0103\u015fit, de asemenea, a\u015ftept\u0103rile anali\u015ftilor de 347,64 mil. dolari.<\/p>\n

\nPe de alt\u0103 parte pierderile companiei s-au redus considerabil, la 10 mil. dolari de la 30 mil. dolari. \u201eSuntem \u00eenc\u00e2nta\u0163i s\u0103 raport\u0103m rezultate pentru trimestrul al treilea peste a\u015ftept\u0103rile noastre, reflect\u00e2nd \u00eembun\u0103t\u0103\u0163irea execu\u0163iei echipei noastre. Am f\u0103cut progrese bune \u00een ceea ce prive\u015fte revenirea la r\u0103d\u0103cinile noastre antreprenoriale \u015fi reorientarea echipelor noastre pentru a fi mai centrate pe client \u015fi pentru a conduce eficien\u0163a \u00een \u00eentreaga organiza\u0163ie\u201c, a spus Ashim Gupta, director financiar \u015fi director de opera\u0163iuni UiPath.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u2666 UBS noteaz\u0103 c\u0103 UiPath, lider \u00een automatizarea proceselor robotizate (RPA), se confrunt\u0103 cu o concuren\u0163\u0103 din ce \u00een ce mai mare din partea gigan\u0163ilor tehnologici precum Microsoft \u015fi ServiceNow, care integreaz\u0103 func\u0163ii de automatizare \u00een suite software mai ample   UBS, una dintre cele mai mari b\u0103nci europene, prin divizia sa de investi\u0163ii, a ini\u0163iat acoperirea produc\u0103torului de software de […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[10880,6351,59350,7137,45450,4878],"class_list":["post-232483","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-ai","tag-concurenta","tag-sell","tag-ubs","tag-uipath","tag-vanzare"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/232483","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=232483"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/232483\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=232483"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=232483"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=232483"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}