Automation software stocks fall 19.1% on average after Q1 earnings despite revenue beats

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Automation software stocks tracked by this publication fell an average of 19.1% since their latest earnings results, even as the group's revenues beat analysts' consensus estimates by 1.5% and next-quarter revenue guidance was in line. UiPath reported revenues of $418.4 million, up 17.3% year on year and exceeding expectations by 5.2%, but its full-year revenue guidance only slightly topped estimates and it significantly missed billings estimates, sending its stock down 14%. SoundHound AI posted the fastest revenue growth among peers at 51.7% year on year to $44.2 million, beating estimates by 3.4%, yet its stock dropped 35.6%. Pegasystems recorded the weakest performance with revenues of $430 million, down 9.6% year on year and missing estimates by 7.3%, leading to a 25.8% stock decline. ServiceNow's revenues rose 22.1% year on year to $3.77 billion, beating estimates by 0.6%, but its stock fell 12.8%. Microsoft's revenues grew 18.3% year on year to $82.89 billion, topping estimates by 1.7%, and its stock declined 16.3%.

Impact on stocks 5

Artificial Intelligence▼ · 5 stocks
Uipath Inc
PATH
▼ NegativeCapitalrelevance

UiPath missed billings estimates and gave only slightly above-consensus full-year guidance, sending stock down 14%.

Pegasystems Inc
PEGA
▼ NegativeCapitalrelevance

Pegasystems missed revenue estimates by 7.3% and revenues declined 9.6% YoY, leading to a 25.8% stock decline.

SoundHound AI Inc
SOUN
▼ NegativeCapitalrelevance

SoundHound AI's stock dropped 35.6% despite fastest revenue growth, likely due to high expectations and sector sell-off.

ServiceNow Inc
NOW
▼ NegativeCapitalrelevance

ServiceNow's stock fell 12.8% despite revenue beat, as sector-wide earnings disappointment dragged shares.

Microsoft Corporation
MSFT
▼ NegativeCapitalrelevance

Microsoft's stock fell 16.3% despite revenue beat, reflecting sector-wide disappointment on earnings results.

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