Consumer Agentic Workflows (50 Step) - Disruption to the Consumer Workforce, from Manus, $PATH Cognition
状态日期：2026-05-27
Serenity观点
看多
推文立场
价格动量
中性
60D / 252D
信号分数
7
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
12.7%
改善
概览
作者立场：看多；价格动量：中性。最新证据：Consumer Agentic Workflows (50 Step) - Disruption to the Consumer Workforce, from Manus, $PATH Cognition 暂无 AI 结论。
暂无明确新增边际变化，保持在观察池。
近期推文
Serenity观点
看多
价格动量
中性
首次提出
2025-10-01 03:17
来源
llm
更新时间
2026-01-01 20:50
作者立场：看多；价格动量：中性。最新证据：Consumer Agentic Workflows (50 Step) - Disruption to the Consumer Workforce, from Manus, $PATH Cognition
当前观点证据
Consumer Agentic Workflows (50 Step) - Disruption to the Consumer Workforce, from Manus, $PATH Cognition
Serenity 变化
Obviously just examples, from something higher conviction like NBIS, I don't really know about $PATH.
Consumer Agentic Workflows (50 Step) - Disruption to the Consumer Workforce, from Manus, $PATH Cognition
I remember you kept calling out $PATH in the comments after you did the DD, congrats on the return!
Obviously just examples, from something higher conviction like NBIS, I don't really know about $PATH.
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2026
营收
2B
营收同比
12.7%
毛利率
83.0%
2023
2024
2025
2026
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
Filing body read (DEFA14A 2026-05-22) UiPath filed additional proxy materials stating that director nominee Sivaramakichenane Somasegar passed away, will no longer stand for election at the 2026 annual meeting, the board size was reduced, and June Yang was appointed to the Nominating and Corporate Governance Committee. Material changes: Sivaramakichenane Somasegar passed away on May 19, 2026.; Mr. Somasegar will no longer stand for election at the June 25, 2026 annual meeting.; UiPath's board reduced its size to eliminate the resulting vacancy.. Risks: Board composition changed shortly before the annual meeting.; Votes cast for Mr. Somasegar will not be counted, which could create voting-process confusion for stockholders.; Loss of a director and nominee may affect committee and board continuity, though no operational impact is discussed.. Next checks: Review the May 12, 2026 proxy statement for the remaining seven nominees and board committee composition.; Check the annual meeting voting results after June 25, 2026.; Monitor for any follow-up Form 8-K or proxy supplement on board appointments or committee changes..
近期推文
立场
看多
价格动量
中性
Consumer Agentic Workflows (50 Step) - Disruption to the Consumer Workforce, from Manus, $PATH Cognition
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
0.91
敏感度
成长敏感
情绪风险
低
估值风险
正常
背景
technology-software---infrastructure
-
等待 GPT xhigh 分析。
研究问题
背景
technology-software---infrastructure
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
看多
llm
价格动量
中性
60D / 252D
信号分数
7
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
低
30日披露
0
8-K
收入同比
12.7%
改善
Beta
0.91
成长敏感
llm · 2026-01-01 20:50
Obviously just examples, from something higher conviction like NBIS, I don't really know about $PATH.
Consumer Agentic Workflows (50 Step) - Disruption to the Consumer Workforce, from Manus, $PATH Cognition
I remember you kept calling out $PATH in the comments after you did the DD, congrats on the return!
Obviously just examples, from something higher conviction like NBIS, I don't really know about $PATH.
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2026
营收
2B
营收同比
12.7%
毛利率
83.0%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-software---infrastructure
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2022 | 892M | - | 81.1% | -56.1% | -58.9% |
| 2023 | 1B | 18.6% | 83.0% | -32.9% | -31.0% |
| 2024 | 1B | 23.6% | 85.0% | -12.6% | -6.9% |
| 2025 | 1B | 9.3% | 82.7% | -11.4% | -5.2% |
| 2026 | 2B | 12.7% | 83.0% | 3.8% | 17.5% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 低 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
Filing body read (DEFA14A 2026-05-22) UiPath filed additional proxy materials stating that director nominee Sivaramakichenane Somasegar passed away, will no longer stand for election at the 2026 annual meeting, the board size was reduced, and June Yang was appointed to the Nominating and Corporate Governance Committee. Material changes: Sivaramakichenane Somasegar passed away on May 19, 2026.; Mr. Somasegar will no longer stand for election at the June 25, 2026 annual meeting.; UiPath's board reduced its size to eliminate the resulting vacancy.. Risks: Board composition changed shortly before the annual meeting.; Votes cast for Mr. Somasegar will not be counted, which could create voting-process confusion for stockholders.; Loss of a director and nominee may affect committee and board continuity, though no operational impact is discussed.. Next checks: Review the May 12, 2026 proxy statement for the remaining seven nominees and board committee composition.; Check the annual meeting voting results after June 25, 2026.; Monitor for any follow-up Form 8-K or proxy supplement on board appointments or committee changes..
近期披露
beta / 动量 / 主题
Beta
0.91
状态
成长敏感
立场
看多
动量
中性
积极观察 · 正常
板块定位
technology-software---infrastructure