UiPath Q2财报小幅超预期并上调全年指引，盘后冲高至+14.6%后急跌至-8.3%，利好兑现

UiPath ( PATH ) shares jumped more than 12% in extended trading on Thursday after the video game software company reported second-quarter results that were better-than-expected and lifted its full-year guidance. For the period ending July 31, UiPath said it earned an adjusted $0.15 per share as revenue rose 13% year-over-year to come in at $410.3M. Analysts had expected the company to earn an adjusted $0.15 per share on $398.1M in revenue. “I am pleased with our second quarter results, demonstrating disciplined execution and the growing momentum across our platform,” said UiPath CEO and founder Daniel Dines in a statement . “AI is expanding what enterprises can automate, while increasing the need for the orchestration, governance, and exactness that deterministic automation provides. Our ability to bring AI agents, robots, systems, and people together to execute end-to-end business processes positions UiPath at the center of this opportunity. We have spent the past two years transforming our platform and strengthening our execution, and I am excited about the opportunity ahead.” Looking ahead to the third quarter, UiPath expects to revenue to be between $440M and $445M, above the $441.8M analysts were forecasting. Annualized recurring revenue is expected to be between $1.99B and $2B, with the midpoint above the $1.99B estimate. For the full year, revenue is now expected to be between $1.789B and $1.794B, above its previous forecast of $1.78B and above the $1.78B analysts expected. Annualized recurring revenue is expected to be between $2.065B and $2.07B, up from a prior view of $2.06B and above the $2.06B analysts anticipated. In addition to the quarterly results and guidance, UiPath made several executive changes. Hitesh Ramani has been promoted to CFO, while Ashim Gupta will continue as COO. Brad Brubaker was named Chief Legal & Administrative Officer, an expansion of his previous role. UiPath also appointed Kaiser Permanente executive Yazdi Bagli to its board of directors. The company will host a conference call at 5 p.m. EST to discuss the results.