Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>UiPath, a leader in robotic process automation (RPA), recently reported its first-quarter results for fiscal 2026, highlighting both progress and challenges amidst a variable macroeconomic environment.</li><li>The company announced revenue of $357 million, a modest year-over-year increase of 6%, and an annual recurring revenue (ARR) of $1.693 billion, reflecting a 12% increase.</li><li>While these figures exceeded expectations, it's important to dive deeper into the dynamics driving these results.</li></ul>

UiPath, a leader in robotic process automation (RPA), recently reported its first-quarter results for fiscal 2026, highlighting both progress and challenges amidst a variable macroeconomic environment.The company announced revenue of $357 million, a modest year-over-year increase of 6%, and an annual recurring revenue (ARR) of $1.693 billion, reflecting a 12% increase.While these figures exceeded expectations, it's important to dive deeper into the dynamics driving these results.

UiPath Inc.: Expansion in Vertical & Public Sector Markets to Diversify Revenue Streams!

<ul><li>UiPath reported its fourth-quarter and full-year fiscal 2025 financial performance, marking several high and low points that are critical for investors to examine as they consider their future involvement with the company.</li><li>On the positive side, UiPath achieved a quarterly revenue of $424 million, with only a slight impact from foreign exchange fluctuations.</li><li>For the full fiscal year, revenue increased to $1.43 billion, reflecting a 9% improvement year-over-year.</li></ul>

UiPath reported its fourth-quarter and full-year fiscal 2025 financial performance, marking several high and low points that are critical for investors to examine as they consider their future involvement with the company.On the positive side, UiPath achieved a quarterly revenue of $424 million, with only a slight impact from foreign exchange fluctuations.For the full fiscal year, revenue increased to $1.43 billion, reflecting a 9% improvement year-over-year.

UiPath: A Tale Of Cloud Transition & SaaS Growth With An Astounding 98% Retention!

<ul><li>UiPath reported its financial results for the third quarter of fiscal 2025, surpassing its guidance on all crucial financial metrics.</li><li>The company concluded the quarter with an Annual Recurring Revenue (ARR) of $1.607 billion, marking a 17% increase driven by a net new ARR of $56 million.</li><li>Quarterly revenue reached $355 million, and the company achieved a non-GAAP operating income of $50 million.</li></ul>

UiPath reported its financial results for the third quarter of fiscal 2025, surpassing its guidance on all crucial financial metrics.The company concluded the quarter with an Annual Recurring Revenue (ARR) of $1.607 billion, marking a 17% increase driven by a net new ARR of $56 million.Quarterly revenue reached $355 million, and the company achieved a non-GAAP operating income of $50 million.

UiPath Inc.: These Are The 5 Biggest Challenges In Its Path! - Major Drivers

<ul><li>UiPath, a leader in AI-powered automation platforms, has exhibited a positive performance in its fiscal second quarter of 2025, as discussed in their recent earnings call.</li><li>The company surpassed the upper end of its financial guidance across key metrics, an indication of effective execution and robust value delivery to customers.</li><li>The report showed significant advancements, with UiPath achieving a 19% increase in Annual Recurring Revenue (ARR), reaching $1.551 billion.</li></ul>

UiPath, a leader in AI-powered automation platforms, has exhibited a positive performance in its fiscal second quarter of 2025, as discussed in their recent earnings call.The company surpassed the upper end of its financial guidance across key metrics, an indication of effective execution and robust value delivery to customers.The report showed significant advancements, with UiPath achieving a 19% increase in Annual Recurring Revenue (ARR), reaching $1.551 billion.

UiPath Inc.: Cloud First Strategy and Cloud ARR Growth Driving Our Optimism! - Major Drivers

<ul><li>UiPath, a leading company in automation software, reported its First Quarter Fiscal 2025 Results.</li><li>A positive highlight was UiPath’s ARR growth of 21% year-over-year to $1.508 billion, driven by first quarter net new ARR of $44 million.</li><li>Revenue also rose by 16% year-over-year to $335 million, and when normalized for the foreign exchange headwind of approximately $8 million, revenue grew by 18% year-over-year.</li></ul>

UiPath, a leading company in automation software, reported its First Quarter Fiscal 2025 Results.A positive highlight was UiPath’s ARR growth of 21% year-over-year to $1.508 billion, driven by first quarter net new ARR of $44 million.Revenue also rose by 16% year-over-year to $335 million, and when normalized for the foreign exchange headwind of approximately $8 million, revenue grew by 18% year-over-year.

UiPath Inc.: What Is The Progress with AI Product Development? - Major Drivers

United States

UiPath, Inc. provides software solutions. The Company designs and develops robotic process automation software to build, manage, run, engage, measure, and govern automations across departments within an organization. UiPath serves customers worldwide.

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UiPath Inc (PATH US)

UiPath Inc.: Expansion in Vertical & Public Sector Markets to Diversify Revenue Streams!

UiPath, a leader in robotic process automation (RPA), recently reported its first-quarter results for fiscal 2026, highlighting both progress and...

Baptista Research

UiPath: A Tale Of Cloud Transition & SaaS Growth With An Astounding 98% Retention!

UiPath reported its fourth-quarter and full-year fiscal 2025 financial performance, marking several high and low points that are critical for...

Baptista Research

UiPath Inc.: These Are The 5 Biggest Challenges In Its Path! - Major Drivers

UiPath reported its financial results for the third quarter of fiscal 2025, surpassing its guidance on all crucial financial metrics. The company...

Baptista Research

UiPath Inc.: Cloud First Strategy and Cloud ARR Growth Driving Our Optimism! - Major Drivers

UiPath, a leader in AI-powered automation platforms, has exhibited a positive performance in its fiscal second quarter of 2025, as discussed in...

Baptista Research

UiPath Inc.: What Is The Progress with AI Product Development? - Major Drivers

UiPath, a leading company in automation software, reported its First Quarter Fiscal 2025 Results. A positive highlight was UiPath’s ARR growth of...

Baptista Research

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