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5 articles
The Motley FoolThe Motley Fool··Geoffrey Seiler

UiPath Stock Slides 30% Despite Stellar AI Growth—Is Now the Time to Buy?

UiPath stock down 30% YTD despite strong Q4 results: 107% net retention, $200M AI ARR, and 50% growth in million-dollar customers. Trading at attractive 3.5x forward P/S.
PATHagentic AIstock valuation
The Motley FoolThe Motley Fool··Bryan White

Palo Alto's $25B CyberArk Bet: Building the Ultimate Security Platform

Palo Alto Networks completes $25 billion CyberArk acquisition, consolidating identity security capabilities to build comprehensive platform while facing premium 32.5x valuation.
MSFTPANWCRWDFTNTacquisitionsubscription revenue
Investing.comInvesting.com··Chris Markoch

Okta Stock Surges on Earnings Beat, But Deceleration Concerns Cloud Outlook

Okta beat Q4 earnings with 11% revenue growth, lifting stock 10%, yet analysts cut price targets citing slowing guidance and weakening customer metrics amid intensifying competition.
MSFTPANWOKTACRWDguidancecybersecurity
BenzingaBenzinga··Erica Kollmann

Asana Beats Q4 Earnings, Stock Recovers After Initial Selloff on Guidance Pause

Asana beats Q4 earnings at $0.08 per share, matching FY27 guidance, but offers conservative revenue outlook. Stock initially declines, then recovers.
ASANcustomer growthguidance
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Agora Achieves First Full-Year Profitability Since 2018 Amid AI Momentum

Real-time engagement platform $API reports fifth consecutive quarter of GAAP profitability and full-year 2025 earnings, driven by AI adoption and platform scalability.
APIprofitabilityrevenue growth