Q4 results & 10-K reconciliation
Key Questions
What were UiPath's Q4 revenue results from the 10-K filing?
The 10-K filed on March 25 confirmed Q4 revenue of $481.1 million, beating expectations with a 13.4% year-over-year increase. Net new ARR grew 15% to $1.853 billion, with stability at $1.693 billion.
What is UiPath's full-year GAAP profit and Q1 free cash flow?
UiPath reported a full-year GAAP profit of $282 million. Q1 free cash flow was $117 million, reinforcing financial stability.
How has UiPath's stock performed recently, and what is its market cap?
UiPath's stock closed at $11.24, up 0.62%, with a market cap of around $6 billion, down 30-44% year-to-date. It rallied amid high volatility, holding support at $10.75.
What do analysts say about UiPath's valuation?
New Seeking Alpha bulls like Juxtaposed and Julian Lin echo optimistic views from Gary and Simply Wall St, which values the stock at $21.54 via DCF, suggesting 47.8% undervaluation. The company sits on $1.69 billion in cash, seen as compelling.
What are UiPath's key growth metrics and AI performance?
UiPath achieved NDR of 108% and AI revenue of $200 million. Analysts note aggressive moves in AI and agentic automation, positioning it as a beneficiary in these areas.
10-K Mar25 confirms Q4 rev $481.1M beat (+13.4-14% YoY)/NN ARR +15% $1.853B (+11%)/AI $200M/NDR 108%, FY GAAP $282M profit. Stock $11.24 mcap ~$6B -35% YTD/87% from highs (ex-1ADNNUnt/Intellectia bearish ex-205bc5da/ac516f82), Intellectia notes solid NI $104.5M +102%, Gary/Julian/Simply Wall St dip-buy/oversold recs (ex-3273b14d).