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Claire Yubin Oh

UiPath dips despite revenue beat, as guidance fails to excite analysts about longer-term growth

UiPath is down 5% in premarket trading on Thursday after the software and agentic automation company’s guidance failed to fully address investors’ growth concerns, despite posting upbeat results for the quarter and full year ended January 31, 2026.

For the final quarter of FY2026, UiPath posted revenue of $481 million, just above analysts’ consensus estimate of $465 million (compiled by Bloomberg), and adjusted earnings per share of $0.30, topping Wall Street estimates by 18%. The company’s annualized recurring revenue grew 11% year over year to $1.853 billion, and the quarter also rounded out the company’s first profitable full year, with a GAAP operating income of $57 million for fiscal 2026.

Despite the better-than-expected results, shares slumped seemingly on the company’s conservative growth guidance. UiPath expects the following for the full year ending January 31, 2027:

  • Revenue between $1.754 billion and $1.759 billion, which would signal a slowdown in year-over-year growth to at least 9%, compared with 13% in the latest full-year results.

  • ARR in the range of $2.051 billion to $2.056 billion as of January 31, 2027.

  • Non-GAAP operating income of approximately $415 million.

In the wake of the results, a number of analysts have cut their price targets, suggesting that Wall Street was implicitly hoping for more exciting guidance. Morgan Stanley’s analyst cut their price target to $17 (from $19), Canaccord dropped its target to $15 (from $19), and UBS lowered it to $13 (from $17).

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SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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Paige Oamek

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

  • Revenue of $11.0 billion (estimate: $10.8 billion).

  • Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

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