CompetitionSentiment on stock is low, with little perceived chance of success competing in agentic arena vs. newer peers like OpenAI and Anthropic.
Growth MetricsContinued declines in key metrics including NRR, which dropped to 108% in the quarter, lead to a cautious stance until growth stabilizes.
Market ConditionsConcerns about inflation and interest rates influence the Market Perform rating, suggesting challenges in multiple expansion for long duration cash flow assets like UiPath.