2027 Q1 -tulosraportti
80 päivää sitten
‧1 t 1 min
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 3.9. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 25.6. | ||
2027 Q1 -tulosraportti 28.5. | ||
2026 Q4 -tulosraportti 11.3. | ||
2026 Q3 -tulosraportti 3.12.2025 | ||
2026 Q2 -tulosraportti 4.9.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenThere are large funds like Blackock and Vanguard driving this stock now, high turnover. They probably expect a good Q2 . I assume they will drive it. all the way up to 18,40+
·22.7.Gemini wrote: When the market reacts to a comparative analysis between UiPath (PATH) and AppLovin (APP), it is primarily about how investors assess growth rate, valuation (multiples), and AI positioning within the software sector. What the analysis and market contrast entail: Although both companies are profiled as AI-driven technology stocks, the market has treated them very differently due to underlying key figures: Growth Prospects (Revenue Growth): AppLovin (APP): Has delivered explosive revenue growth and margin expansion (largely driven by their AXON AI engine for mobile advertising and app monetization). UiPath (PATH): Delivers more moderate/stable growth (around 10–13 % annually) in the market for robotic process automation (RPA) and AI agents. Analysts highlight that UiPath's growth percentage is significantly lower than both AppLovin and the general average for the fastest-growing AI/software companies. Valuation and multiples: UiPath has at times traded at a price/sales multiple (P/S) similar to the broad software average, but investors often demand a discount when a company guides lower top-line growth. When comparative analyses or analysis reports (e.g., from analysis networks like Zacks or Wall Street firms) point out that investors "pay too much" for UiPath's modest growth compared to companies with stronger momentum like AppLovin, it often triggers sell-offs. Investment case character: UiPath is seen as a more mature, value-based "cash-flow" stock with a strong balance sheet (approx. 1.47 billion USD in cash and no debt) and high yield from existing corporate customers. AppLovin is perceived as a "hyper-growth" stock where investors are willing to pay significantly higher multiples due to accelerating scalability. Why did the stock fall 11 %? When such a comparative analysis hits the headlines, three things often happen simultaneously: Relative valuation adjustment: Algorithms and institutional investors rotate money out of stocks with lower growth guidance and into companies with higher top-line momentum. Expectation pressure: Even if UiPath delivers solid quarterly figures in line with or above expectations (as they have done on EPS and revenue targets), the forward guidance is perceived as too cautious by certain analysts. Categorization of the AI narrative: UiPath experiences that the market demands proof that their new focus on "agentic AI" (autonomous AI agents) will provide real acceleration in revenues, rather than merely replacing traditional rule-based RPA.As always, I make my own assessment and buy; one doesn't get rich listening to conservative analysts.
22.7.UiPath (PATH) dropped 11% as investors reacted negatively to a comparative analysis highlighting its weaker growth prospects against AppLovin, despite a stable tech sector. De är allt jag vet. har ingen aning hur de är relaterade till varandra :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2027 Q1 -tulosraportti
80 päivää sitten
‧1 t 1 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenThere are large funds like Blackock and Vanguard driving this stock now, high turnover. They probably expect a good Q2 . I assume they will drive it. all the way up to 18,40+
- ·22.7.Gemini wrote: When the market reacts to a comparative analysis between UiPath (PATH) and AppLovin (APP), it is primarily about how investors assess growth rate, valuation (multiples), and AI positioning within the software sector. What the analysis and market contrast entail: Although both companies are profiled as AI-driven technology stocks, the market has treated them very differently due to underlying key figures: Growth Prospects (Revenue Growth): AppLovin (APP): Has delivered explosive revenue growth and margin expansion (largely driven by their AXON AI engine for mobile advertising and app monetization). UiPath (PATH): Delivers more moderate/stable growth (around 10–13 % annually) in the market for robotic process automation (RPA) and AI agents. Analysts highlight that UiPath's growth percentage is significantly lower than both AppLovin and the general average for the fastest-growing AI/software companies. Valuation and multiples: UiPath has at times traded at a price/sales multiple (P/S) similar to the broad software average, but investors often demand a discount when a company guides lower top-line growth. When comparative analyses or analysis reports (e.g., from analysis networks like Zacks or Wall Street firms) point out that investors "pay too much" for UiPath's modest growth compared to companies with stronger momentum like AppLovin, it often triggers sell-offs. Investment case character: UiPath is seen as a more mature, value-based "cash-flow" stock with a strong balance sheet (approx. 1.47 billion USD in cash and no debt) and high yield from existing corporate customers. AppLovin is perceived as a "hyper-growth" stock where investors are willing to pay significantly higher multiples due to accelerating scalability. Why did the stock fall 11 %? When such a comparative analysis hits the headlines, three things often happen simultaneously: Relative valuation adjustment: Algorithms and institutional investors rotate money out of stocks with lower growth guidance and into companies with higher top-line momentum. Expectation pressure: Even if UiPath delivers solid quarterly figures in line with or above expectations (as they have done on EPS and revenue targets), the forward guidance is perceived as too cautious by certain analysts. Categorization of the AI narrative: UiPath experiences that the market demands proof that their new focus on "agentic AI" (autonomous AI agents) will provide real acceleration in revenues, rather than merely replacing traditional rule-based RPA.As always, I make my own assessment and buy; one doesn't get rich listening to conservative analysts.
- 22.7.UiPath (PATH) dropped 11% as investors reacted negatively to a comparative analysis highlighting its weaker growth prospects against AppLovin, despite a stable tech sector. De är allt jag vet. har ingen aning hur de är relaterade till varandra :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 3.9. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 25.6. | ||
2027 Q1 -tulosraportti 28.5. | ||
2026 Q4 -tulosraportti 11.3. | ||
2026 Q3 -tulosraportti 3.12.2025 | ||
2026 Q2 -tulosraportti 4.9.2025 |
2027 Q1 -tulosraportti
80 päivää sitten
‧1 t 1 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 3.9. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 25.6. | ||
2027 Q1 -tulosraportti 28.5. | ||
2026 Q4 -tulosraportti 11.3. | ||
2026 Q3 -tulosraportti 3.12.2025 | ||
2026 Q2 -tulosraportti 4.9.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenThere are large funds like Blackock and Vanguard driving this stock now, high turnover. They probably expect a good Q2 . I assume they will drive it. all the way up to 18,40+
- ·22.7.Gemini wrote: When the market reacts to a comparative analysis between UiPath (PATH) and AppLovin (APP), it is primarily about how investors assess growth rate, valuation (multiples), and AI positioning within the software sector. What the analysis and market contrast entail: Although both companies are profiled as AI-driven technology stocks, the market has treated them very differently due to underlying key figures: Growth Prospects (Revenue Growth): AppLovin (APP): Has delivered explosive revenue growth and margin expansion (largely driven by their AXON AI engine for mobile advertising and app monetization). UiPath (PATH): Delivers more moderate/stable growth (around 10–13 % annually) in the market for robotic process automation (RPA) and AI agents. Analysts highlight that UiPath's growth percentage is significantly lower than both AppLovin and the general average for the fastest-growing AI/software companies. Valuation and multiples: UiPath has at times traded at a price/sales multiple (P/S) similar to the broad software average, but investors often demand a discount when a company guides lower top-line growth. When comparative analyses or analysis reports (e.g., from analysis networks like Zacks or Wall Street firms) point out that investors "pay too much" for UiPath's modest growth compared to companies with stronger momentum like AppLovin, it often triggers sell-offs. Investment case character: UiPath is seen as a more mature, value-based "cash-flow" stock with a strong balance sheet (approx. 1.47 billion USD in cash and no debt) and high yield from existing corporate customers. AppLovin is perceived as a "hyper-growth" stock where investors are willing to pay significantly higher multiples due to accelerating scalability. Why did the stock fall 11 %? When such a comparative analysis hits the headlines, three things often happen simultaneously: Relative valuation adjustment: Algorithms and institutional investors rotate money out of stocks with lower growth guidance and into companies with higher top-line momentum. Expectation pressure: Even if UiPath delivers solid quarterly figures in line with or above expectations (as they have done on EPS and revenue targets), the forward guidance is perceived as too cautious by certain analysts. Categorization of the AI narrative: UiPath experiences that the market demands proof that their new focus on "agentic AI" (autonomous AI agents) will provide real acceleration in revenues, rather than merely replacing traditional rule-based RPA.As always, I make my own assessment and buy; one doesn't get rich listening to conservative analysts.
- 22.7.UiPath (PATH) dropped 11% as investors reacted negatively to a comparative analysis highlighting its weaker growth prospects against AppLovin, despite a stable tech sector. De är allt jag vet. har ingen aning hur de är relaterade till varandra :)
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt