$PATH

Palantir Technologies reported Q2 2026 revenue of $1.94B, up 92.8% YoY, beating $1.81B consensus, and raised FY2026 revenue guidance to about $8.15B. U.S. commercial total contract value reached a record $2.1B. Shares rose about 16% to $145.50 after Deutsche Bank upgraded to Buy with a $200 target; C3.ai and UiPath did not rally.

In Tuesday premarket trading, Palantir’s (PLTR) reported Q2 results and raised full-year revenue outlook drove a broad rally in enterprise software and cybersecurity peers. The article cites Palantir’s 26% jump and links the move to lower Treasury yields after geopolitical de-escalation. It also lists gains for JFrog (FROG), Zscaler (ZS), Palo Alto Networks (PANW), Shopify (SHOP), and UiPath (PATH).

Investing.com says Palantir (PLTR) reports after the bell, with consensus for $1.81B revenue (+81% YoY) and $0.34 adj. EPS. The article links enterprise AI software stocks to PLTR’s guidance on US commercial demand and government contract flow, listing CRM, NOW, PATH, and C3.ai (AI) with pre-market gains.

NEW YORK, July 30, 2026, 2:01 p.m. EDT — Shares of UiPath NYSE:PATH declined after the company forecasted slower additions to annualized recurring revenue for the second quarter. The stock dropped 3.3% to $12.18 in early U.S. trading. Initial estimates indicate Q2 guidance suggests net new ARR between $28 million and $33 million. Initial estimate: market value, adjusted for cash, is approximately 2.8 times the projected revenue for fiscal 2027. UiPath shares declined even as U.S.

Simply Wall St says UiPath (PATH) shares have declined about 82% over five years and now trade at a discount to intrinsic value based on a DCF. Using $368.4M latest twelve-month free cash flow, it estimates intrinsic value at $20.22 per share, about 46.4% below the current price. It also cites a P/E near 17.2x versus a fair P/E around 24.8x and notes a multi-year AI pricing contract with The Very Group.

UiPath (PATH) shares were up about 7.3% on AI automation optimism, but UBS cut its price target to $12 from $13 while keeping a Neutral rating. Street consensus remains Hold with a mean target near $13.47 versus a price around $10.81. The article also cites UiPath’s annual revenue of about $1.61B and recent quarterly net income of about $22.5M.

The article compares quarterly revenue trends for Marvell Technology (MRVL) and UiPath (PATH). Marvell reported 52% gross margin for the quarter ended May 2, 2026, and is forecast to generate about $2.7B next quarter. UiPath reported 81% gross margin for the quarter ended April 30, 2026, with revenue up 17% to $418.4M, and expects $395M to $400M next quarter.

A weekly tech market roundup cites multiple company updates. Oracle won a nearly $7B, 10-year Navy enterprise software deal. IBM Q2 revenue was $17.16B and adjusted EPS $2.93. Alphabet revenue was $119.8B vs $116.93B expected. Other items include AMD AI partnerships, Amkor-Nvidia packaging, and workforce cuts at monday.com.

UiPath (PATH) is an automation software company. The article says its stock trades around $10.70 and offers about a 6.7% free-cash-flow yield versus 4.2% for the S&P 500 median. It cites improved profitability, with operating margin rising to 6.0% over TTM and first-ever GAAP profitable quarter. It also notes revenue growth outpacing ARR (17% vs 12%) and raised FY ARR guidance to about $2.06B.

UiPath (NYSE: PATH) shares rose about 6.27% on July 24, 2026, after UBS trimmed its price target to $12 from $13 while keeping a Neutral rating. The article cites PATH trailing revenue of about $1.61B, gross margin of 83%, and recent quarterly revenue of $418.4M. It also notes PATH last closed around $10.84 and has been in a downtrend.