PATH 全部观点

PATH 这一页 8 条观点条目，其中 1 条方向发生变化。

在本页筛选
Parkev Tatevosian, CFA发布 2026-09-10
《Is UiPath Stock an Undervalued Stock to Buy Right Now in September? | PATH Stock Analysis》
$PATH看涨
PATH 具备吸引力，值得买入；DCF 公允价值为 18.40 美元，而股价为 14 美元，意味着 31% 的上行空间，因为市场高估了 AI 对其增长中业务的风险。

UiPath 正是那种人工智能本应消灭的公司之一。但事实相反，该公司在最近一个已完成的季度中报告营收同比增长 13%，首席执行官对其第二季度业绩感到满意。

UiPath is one of these companies that artificial intelligence was supposed to kill. Instead, the company reported revenue increasing 13% year-over-year in its most recently completed quarter, and the CEO is pleased with their second quarter results.

这是否让 UiPath 股票成为一个有吸引力的买入机会？因此，首席执行官兼创始人 Daniel Dines 表示，人工智能非但没有扼杀其业务，反而"正在扩大企业能够自动化的范围，同时增加了对编排、治理以及确定性自动化所提供的精确性的需求。

他们将 AI 智能体、机器人系统和人员汇聚在一起执行端到端流程的能力，使 UiPath 处于这一机遇的中心。"

Does this make UiPath stock an interesting buying opportunity? So, rather than killing its business, the CEO and founder Daniel Dines said, "AI is expanding what enterprises can automate, while increasing the need for orchestration, governance, and exactness that deterministic automation provides.

Their ability to bring AI agents, robot systems, and people together to execute end-to-end process positions UiPath at the center of this opportunity."

看原视频
更早的记录
Meet Kevin发布 2026-09-09
《Apple iPhone Duo Event Reaction, Stocks Fall, Drama.》
$PATH未站边
说话者看好 UiPath 这家公司；内部人控制导致股价高波动，使其难以分析。

有人问你 UI，也就是 UiPath。UiPath 今天下跌 11%。哇。我想知道为什么。我认为我其实觉得这是一家非常出色的消费类公司。我把它更多地称为 proumer。这只股票的一个问题是，它让你很难搞清楚到底发生了什么，你看到这里这些成交量柱。

这里。我是说，这一根是在财报时，这一根是今天，这一根，它被它的所有者高度控制，他们几乎控制了所有股份。所以，当他们去卖出时，我并不知道这一点，但我的猜测是，当他们去卖出时，你就会看到这只股票出现这种疯狂的波动。

现在，我从大概，我不知道，150 美元左右的区间起就一直是这只股票的忠实粉丝。它在过去，你知道，四年左右或者不管多久里走出了巨大的行情。它确实下跌过。它一度跌到 99。我认为这是 20，对，是在 2024 年。

所以，这有点像我们这里经历的那次芯片和内存下跌。甚至你的 Micron 之类的当时也很艰难。但其中一些只是由内部人士的抛压驱动的。我认为长期来看，那些会创造出机会，比如这很可能只是缺乏抛压，然后交易动能向上。

比如它在这边涨到 1,000 时变得相当高估。所以，像这样的股票你会看到更多的波动，而这种波动不一定需要有理由，除了，你知道，有人在卖出。

somebody you're asking about UI, uh, UiPath. UiPath is down 11% today. Wow. I wonder why. I think I find this actually a really great consumer company. It's I call it more like proumer.

One of the issues that you have with this stock that makes it really hard to know what's going on is you see these volume candles right here. here. I mean, this one on earnings, this one today, this one is heavily controlled by its its owner and they control almost all of the shares.

And so, when they go to sell, and I don't know this, but my guess is when they go to sell, that's when you get this kind of insane movement in the stock. Now, I've been a big fan of this stock since like, I don't know, the $150ish dollar range.

It's done massive moves over the past uh, you know, four years or whatever it's been. Uh, it did go down. It went down to 99 there for a moment. I think this was the 20 Yeah, in 2024.

So, this was sort of like the chip and memory dip that we had over here. Uh even uh your microns and that were having a tough time here. But, uh some of this is just driven by selling pressure on the inside.

Uh I think longer term those create opportunities like this is probably just a lack of selling pressure and then trading momentum up. Like it would got it got pretty overpriced over here at 1,000.

So, you get a lot more volatility on a stock like this that doesn't necessarily have to have a reason other than, you know, someone selling.

看原视频39:26
更早的记录
Verified Investing发布 2026-09-04
《Lululemon Beat Earnings By 63% And Still Crashed 20%》
$PATH未站边
PATH股价因财报前上涨后仅符合基本预期而下跌；关键支撑位在14美元。

现在，Path，或者说UiPath，这家软件公司，也公布了财报，而且只是符合预期，不是吗？他们只是达到了基本预期。但是当你处于股价在财报公布前上涨的情况，由于对可能发生的事情的过度兴奋而上涨超过86%。

那还不够，不是吗？仅仅达到基本预期。不，我们希望他们超出预期，这导致价格下跌，而价格仍高于其之前的财报水平，并且仍比之前的财报高出15%，因为它实际上未能达到盈利预期，但超出了营收预期。

对我来说，我要关注的主要支撑位是这里大约14美元的漂亮缺口回补，这对UiPath来说是一个合适的整数位。

And now Path, or UiPath, this software company, has also announced its earnings and they just met expectations, didn't they? They only met the basic expectations . But when you are in a situation where the stock rises before the earnings announcement.

With an increase of more than 86% due to excessive excitement about what might happen. That won't be enough, will it? Simply meeting basic expectations. No , we want you to exceed expectations, which caused the price to drop, and the price is still above its previous earnings, and is still 15% higher than its previous earnings, as it literally failed to earn and exceeded revenue expectations.

For me, the main support level I'll be watching is the nice gap closing here around $14, which is a proper and round number for UI Path.

看原视频07:59
更早的记录
Meet Kevin发布 2026-09-04
《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》
$PATH看跌
UiPath的财报中存在一个潜在问题，导致股价下跌。

对Path下跌19%的看法。我们今天早上在Path上，因为我们仔细研究了财报，发现财报中有个问题。今天早上它已经下跌了大约8%，但我不想这么说。你知道，我看股票时非常直率。所以不管是我不喜欢的股票还是什么，我都不在乎。如果财报出来有问题，我会说出来。

Thoughts on Path being down 19%. Uh we on Path this morning because we went through the earnings and there was a problem in the earnings report. It was down like 8% already this morning, but I hate to say it. you know, I'm very blunt when I look at a stock.

Uh so if if whether whether it's a stock I like or not, I don't care. If the earnings come out and there's a problem, I'm going to say it.

看原视频45:42
更早的记录
Meet Kevin发布 2026-09-02
《AVOID the TRAP in these AI Stocks: The Earnings Divide.》
$PATH看涨
UI Path股票被低估，有潜力翻倍或增长2.5倍。

例如，其中一家公司是 UI Path。我们这里有新闻稿。哦，是的，在这里。这是关于 UI Path 的新闻稿。UI Path 宣布与 Snowflake 合作，作为其代理自动化流程的一部分，以改进机器人路径或其他什么。好的，所以你有 UI Path。

One of those companies, for example, is UI Path. We had the press release here somewhere. Oh, yes, here it is. Here's the press release about UI Path, for example. UI Path announces a partnership with Snowflake.

As part of their proxy automation process to improve robotic path, or whatever it is . Okay, so you have UI Path.

看原视频17:59
更早的记录
Meet Kevin发布 2026-09-02
《AI Stocks: Broadcom, Snowflake, HPE Earnings》
$PATH看涨
说话者偏好UiPath（PEG约1，许可增长高），尽管承认博通的利润率更优。

UiPath 去年九月与所有大型企业合作开展人工智能，所有这些公司都开始取得巨大成功，比如 Snowflake。是的。是的，这是个好观点。不，这真的很有趣。我认为 UiPath 有一个很大的乘数。是的，我承受了一些压力，但那是博通。

UiPath partnered with all the big players last September on artificial intelligence, and all those companies have started to achieve huge successes like Snowflake. Yes. Yes, that's a good point.

No, it's really interesting. I think there is a large multiplier on UiPath. Yes, I've been under some pressure, but that's Broadcom.

看原视频49:29
更早的记录
Meet Kevin发布 2026-08-28
《The Software Stock Bottom is IN: Is it TOO LATE to Buy?》
$PATH看涨
PATH具有显著上行潜力，目标价为40-45美元，而当前价格为32美元。

你正在看到 UiPath 的复苏。

You're seeing a recovery in UiPath.

我持有 UiPath，目标价 32 美元，从这里还有 75% 的上涨空间。说实话，我认为这可能更接近 40 到 45 美元。

I've got UIP path at 32 bucks 75% upside from here. Honestly, I think this is probably closer to 40 to 45 bucks.

看原视频02:34
更早的记录
Meet Kevin发布 2026-08-28
《HERE WE GO. Fed Jackson Hole Speech.》
$PATH看涨
UiPath有75%以上的上行空间，目标价为40-45美元。

UiPath 是另一只从低于 10 美元的低点真正起飞，现在位于 18 美元的股票。

UiPath is another one that's just really taking off off of that uh low sub $10 level now sitting at 18 bucks.

让我们看看还有什么。Path。Path。实际上 Path 下跌了 90 个基点。

Let's go see what else we have. Path. Path. And uh path is actually 90 bips down.

你看到 UiPath 正在复苏。

You're seeing a recovery in UiPath.

当你查看公司的利润率时，无论是 Salesforce、UiPath 还是 Palantir，随着它们将代币整合到所提供的服务中，代币正日益让这些软件公司付出成本。

when you look at margins for companies whether it's at Salesforce or at UiPath or at Palunteer tokens are increasingly costing these software companies money as they integrate tokens into the services that they're offering.

看原视频1:35:04
更早的记录
已经是最早的记录
其他股票的全部观点条目
$META$AMD$TSLA$NVDA$NKE$MU$GOOGL$AMZN$SPY$ORCL$INTC$MCD查看全部股票
把 $PATH 加入我的股票30 天完整试用
开始试用
美股听风