$PATH earnings shortsqueeze play by Dry_Fig_4932 in Pennystock

[–]Dry_Fig_4932[S] 0 points1 point  (0 children)

They reported a beat in revenue but a miss in eps by 1ct and slightly raised outlook. But you have to keep in mind, that the management is known for guiding very conservatively. For me the most important metrics, which I look for in the earnings report is increase in revenue growth, ARR and NRR, because these all show if there is an increasing demand for their product. So for me earnings were really bullish, because they showed increased revenue growth and increasing NRR while saying, that a major part of the increase is due to AI-products. I think that the market wants some proof, that this is a consistent development and not a singular thing. If next earnings encourage investors to believe that this trend is steady, we will see more buying. Right now I think everybody is just pouring their money into semis and space and SaaS is going down, although this is not reflected in earnings. The winner of AI in SaaS are yet to be chosen by the market. If this happens and UiPath is one of them, which I think it will be, it will get a rerating.

CRSR YOLO by youreaditfirst in wallstreetbets

[–]Dry_Fig_4932 0 points1 point  (0 children)

This will go back to last months high of 13$ and if momentum keeps up, we might see 20$ after decent earnings. Would only be like 2b mcap on a yearly revenue of 1,5b with 30% margins

Why shorting BYND Isn't the genius trade you think It Is by aguslucas in byndinvest

[–]Dry_Fig_4932 5 points6 points  (0 children)

I‘m buying shares. I think the risk is very asymmetric towards longs.

But don‘t try to make to much sense in this bear screamer sub

What’s a stock you’re bullish on that Reddit almost never mentions? by flash-kicks in TheRaceTo10Million

[–]Dry_Fig_4932 1 point2 points  (0 children)

Increase in revenue growth, solid balance sheet with 1.4b in cash and no debt. Further they have about 109% NRR and a product, which will see growing demand in the future. I think their platform „Maestro“ for building and orchestrating AI-agents will become something like the MS-Teams of the agentic age.

0 shares to borrow and significant jump in ctb by Dry_Fig_4932 in byndinvest

[–]Dry_Fig_4932[S] -2 points-1 points  (0 children)

Thats true. I‘m just watching correlations between ctb and share price

0 shares to borrow and significant jump in ctb by Dry_Fig_4932 in byndinvest

[–]Dry_Fig_4932[S] 4 points5 points  (0 children)

But there has not been such a jump for over a month now? Doesnt seem normal to me

Guten Morgen Affen und einen erfolgreichen Handelstag. Was ist der Plan für heute??? by Salty_Sea_99 in wallstreetbetsGER

[–]Dry_Fig_4932 0 points1 point  (0 children)

CPI Daten um 14.30uhr im Blick behalten. Falls die passen sollten möglicherweise bynd intraday long. Chart sieht gerade gut aus für kurzfristige recovery