05/30/2025, 08:59 AM UTC
UiPath Q1财报:现金充裕、被低估的赢家在此UiPath Q1 Earnings: Cash-Rich, Undervalued Winner Here
1、UiPath基本面改善且市场预期较低,形成有吸引力的风险回报比,收入增速有望回升至中双位数;2、公司资产负债表健康,拥有超15亿美元现金、无负债且自由现金流强劲,远期自由现金流估值仅17倍;3、近期产品发布及与微软/谷歌云的合作验证增长潜力,尽管存在竞争风险,当前估值仍为耐心投资者提供具吸引力的入场机会。1. UiPath's improving fundamentals and low expectations create an attractive risk-reward profile, with mid-teens revenue growth acceleration potential; 2. The company maintains a strong balance sheet with $1.5B+ cash, zero debt, and robust free cash flow, trading at 17x forward FCF; 3. Recent product launches and partnerships with Microsoft/Google Cloud validate its growth prospects, offering a compelling entry point despite competition risks.---
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