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 Incorporated reported its second quarter fiscal 2027 results with a 12% year-over-year increase in annual recurring revenue (ARR) reaching $1.938 billion and 13% revenue growth to $410 million.</li><li>Normalizing for foreign exchange (FX) impacts, revenue growth was approximately 16%.</li><li>The company continued its trend of GAAP profitability for the fourth consecutive quarter, with GAAP operating income improving to $32 million from a prior year operating loss, and achieved a non-GAAP operating margin of 22%, up over 400 basis points year-over-year, driven by operational efficiencies and disciplined execution.</li></ul>

UiPath Incorporated reported its second quarter fiscal 2027 results with a 12% year-over-year increase in annual recurring revenue (ARR) reaching $1.938 billion and 13% revenue growth to $410 million.Normalizing for foreign exchange (FX) impacts, revenue growth was approximately 16%.The company continued its trend of GAAP profitability for the fourth consecutive quarter, with GAAP operating income improving to $32 million from a prior year operating loss, and achieved a non-GAAP operating margin of 22%, up over 400 basis points year-over-year, driven by operational efficiencies and disciplined execution.

UiPath’s Million-Dollar Customers Surge 21% As Enterprise Adoption Deepens!

<ul><li>UiPath, a leader in enterprise automation software, reported its first quarter of fiscal 2027 results with mixed signals that highlight both operational strengths and areas of potential challenge.</li><li>The company achieved $418 million in revenue—a 17% year-over-year increase—with annual recurring revenue (ARR) reaching $1.901 billion, representing a 12% increase.</li><li>Net new ARR added $49 million.</li></ul>

UiPath, a leader in enterprise automation software, reported its first quarter of fiscal 2027 results with mixed signals that highlight both operational strengths and areas of potential challenge.The company achieved $418 million in revenue—a 17% year-over-year increase—with annual recurring revenue (ARR) reaching $1.901 billion, representing a 12% increase.Net new ARR added $49 million.

UiPath’s $418 Million Quarter: Automation Growth Meets Customer Attrition Risk!

<ul><li>UiPath reported fourth-quarter and full-year fiscal 2026 results that showed stronger growth, improved profitability, and continued progress in AI-driven automation.</li><li>Fourth-quarter ARR reached $1.853 billion, up 11% year over year, while revenue rose 14% to $481 million.</li><li>Full-year revenue increased 13% to $1.611 billion.</li></ul>

UiPath reported fourth-quarter and full-year fiscal 2026 results that showed stronger growth, improved profitability, and continued progress in AI-driven automation.Fourth-quarter ARR reached $1.853 billion, up 11% year over year, while revenue rose 14% to $481 million.Full-year revenue increased 13% to $1.611 billion.

UiPath: Can Agentic AI And Process Orchestration Transform Enterprise Automation Adoption?

<ul><li>UiPath reported its third-quarter fiscal 2026 financial results, exhibiting a mixture of strong execution and strategic advancements, as described by their executive team.</li><li>The company achieved revenue growth of 16% year-over-year, totaling $411 million, and an annualized renewal run-rate (ARR) increase of 11%, reaching $1.782 billion.</li><li>These figures demonstrate growth despite a challenging macroeconomic climate, though slightly aided by foreign exchange tailwinds.</li></ul>

UiPath reported its third-quarter fiscal 2026 financial results, exhibiting a mixture of strong execution and strategic advancements, as described by their executive team.The company achieved revenue growth of 16% year-over-year, totaling $411 million, and an annualized renewal run-rate (ARR) increase of 11%, reaching $1.782 billion.These figures demonstrate growth despite a challenging macroeconomic climate, though slightly aided by foreign exchange tailwinds.

UiPath: Inside the Strategic Playbook Behind Its Expanding Enterprise Footprint!

Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.</li><li>Risk appetite for the Innovation/Hyper Growth thematic is on!</li><li>Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison</li></ul>

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% &amp; 17% respectively.Risk appetite for the Innovation/Hyper Growth thematic is on!Enhanced Price Action view: Ark 6 ETFs 2023 Returns &amp; Rebounders from their 52-week low + I added S&amp;P 500 (SPY) and the Nasdaq 100 (QQQ) for comparison

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’s Million-Dollar Customers Surge 21% As Enterprise Adoption Deepens!

UiPath Incorporated reported its second quarter fiscal 2027 results with a 12% year-over-year increase in annual recurring revenue (ARR) reaching...

Baptista Research

UiPath’s $418 Million Quarter: Automation Growth Meets Customer Attrition Risk!

UiPath, a leader in enterprise automation software, reported its first quarter of fiscal 2027 results with mixed signals that highlight both...

Baptista Research

UiPath: Can Agentic AI And Process Orchestration Transform Enterprise Automation Adoption?

UiPath reported fourth-quarter and full-year fiscal 2026 results that showed stronger growth, improved profitability, and continued progress in...

Baptista Research

UiPath: Inside the Strategic Playbook Behind Its Expanding Enterprise Footprint!

UiPath reported its third-quarter fiscal 2026 financial results, exhibiting a mixture of strong execution and strategic advancements, as described...

Baptista Research

ARK Invest Short & Squeeze - Edition #3

All 6 ETFs positive in 2023 while ARKW ARKF ARKK ARKQ booming with 35%, 27%, 25% & 17% respectively. Risk appetite for the Innovation/Hyper Growth...

Maverick Equity Research

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