$UiPath(PATH)$To all, plausible reasons forthe decline:
- EPS miss: should be noted that employee compensation was sizable. Sales and mktingexpenses more than doubled, likely to drive revenue growth.
- partial lockup period expiry: 30% of shares owned by insiders are now free to be traded.
Reasons to be optimistic:
- strong top line revenue growth (65% increase yoy)
- ARR up 68% yoy (important for saas)
- $ based net retention rate 145% (125% is considered healthy for SAAS enterprise)
- fortress balance sheet of 1.9billion
- ranked highest in Forrester wave robotic rankings (i.e voted by users) for investor of CRWD. this is also the same ranking that was accorded to it, so u know it’s credible
Comments