9月4日，UiPath夜盘下跌7.52%，报16.85美元/股。公司盘后公布第二财季业绩后股价一度大涨逾10%，随后急剧反转转跌，显示市场对业绩质量存在分歧。
消息面上，公司Q2营收4.10亿美元，超出市场预期的3.98亿美元；但调整后每股收益0.15美元，与去年同期持平，盈利增长停滞。公司同时宣布晋升副CFO Hitesh Ramani为新任首席财务官，管理层变动加剧市场不确定性。此外，年度经常性收入（ARR）为19.38亿美元，同比仅增12%，投资者对AI货币化路径及增长动能持谨慎态度。尽管公司将全年营收指引上调至17.89亿至17.94亿美元，高于市场预期，但盈利未见改善与高管变动共同触发获利回吐。此前瑞银曾将目标价从12美元上调至19美元，当前股价已接近该目标位，进一步压缩上行空间。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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