PATHUiPath

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

• 🔥🔥🔥#1Force10.23%bearishDirectFriday's First Moves: ZS Earnings Growth Slows, PL Raises Guidance, PATH Plunges9d ago

  Headline flags an outright plunge—growth of just +17.3% lags peers and RPA is seen as vulnerable to GenAI substitution; disappointing guidance/outlook triggers the sell-off.

  Impact chain →

  Also named: ZS · CRWD · PANW · PEGA · PL · BKSY

• 🔥🔥#2Force6.72%bullishDirectUiPath Reports Strong Q2 Results, Raises Revenue Outlook Above Estimtes10d ago

  Beat and raised revenue guidance, with 17.3% top-line growth and 83% gross margin reinforcing the AI-agent narrative; however, its historical average beat runs ~75%, so the reaction hinges on whether the outperformance magnitude holds

  Impact chain →

  Also named: PEGA · CRM · NOW

• 🔥#3Force4.21%bearishDirectUiPath (PATH) Meets Q2 Earnings Estimates10d ago

  With an average beat of ~75% over the prior three quarters, merely meeting this time reads as a miss versus its own track record; thin analyst coverage amplifies the swing.

  Impact chain →

  Also named: PEGA · NICE

• #4Force3.37%bullishDirectUiPath (PATH) Reports Q2 Earnings: What Key Metrics Have to Say10d ago

  With a habit of huge beats (~75% avg), merely repeating it is already priced; only 4 analysts and a wide estimate range mean no reliable consensus to clear, so moves hinge more on guidance.

  Impact chain →

  Also named: PEGA · APPN · CRM

• #5Force3.36%bullishDirectUiPath Reports Second Quarter Fiscal 2027 Financial Results10d ago

  The subject of the print; a 75% average beat over three quarters supports upside, but only four analysts and a range half the width of consensus mean the market lacks a reliable bar to clear.

  Impact chain →

  Also named: NOW · MSFT

• #6Force1.71%bullishDirectPATH Q2 Earnings Call Centers on AI-Led Platform Expansion9d ago

  The call spotlighted the AI platform expansion story, but with 17% revenue growth and thin analyst coverage, the strategic narrative outweighs hard numbers versus its historical +75% average beat, capping upside

  Impact chain →

  Also named: MSFT

• #7Force1.28%bearishDirectUiPath Tumbles 14% as Guided Slowdown Overshadows Revenue Beat9d ago

  The 14% drop is already in the price; the guided slowdown weighs on valuation but is largely discounted, leaving limited further downside from here.

  Impact chain →

  Also named: PEGA · APPN

• #8Force1.13%bullish2nd-orderMeta Continues to Trade Jobs for AI: Robots Are “Coming For Us All”15d ago

  High-profile cases of large enterprises cutting staff in favor of AI automation reinforce sales expectations for its RPA software

  Impact chain →

  Also named: META · NVDA · AMD · MSFT · RHI · ADP

• #9Force0.82%bullishDirectUiPath, Inc. (PATH) Q2 2027 Earnings Call Transcript9d ago

  The subject of the news; solid 17% growth and 83% margin, but only four analysts and a wide estimate range leave no firm consensus to beat, so the transcript itself adds little.

  Impact chain →

  Also named: BILL · NOW

• #10Force0.73%bullishDirectThese Analysts Revise Their Forecasts On UiPath Following Q2 Results9d ago

  Post-earnings forecast revisions with steady 17% growth and 83% margins, but its habitual big beats are already priced in and thin 4-analyst coverage means little new signal.

  Impact chain →

  Also named: NICE · NOW