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re: a thread for PATH
Posted on 12/3/25 at 3:14 pm to cgrand
Posted on 12/3/25 at 3:14 pm to cgrand
$PATH Q3 EARNINGS
• Sales $411M vs Est. $393M
• EPS $0.16 vs Est. $0.15
• Net Retention Rate 107%
• ARR $1.78B -- up 11% YoY
Q4 Guidance
• Sales $465M vs Est. $463M
• ARR $1.85B vs Est. $1.84B
• Sales $411M vs Est. $393M
• EPS $0.16 vs Est. $0.15
• Net Retention Rate 107%
• ARR $1.78B -- up 11% YoY
Q4 Guidance
• Sales $465M vs Est. $463M
• ARR $1.85B vs Est. $1.84B
This post was edited on 12/3/25 at 3:16 pm
2
Posted on 12/3/25 at 3:17 pm to cgrand
Wow nice move, I took some calls on it and looks like they’ll pay
Posted on 12/3/25 at 7:10 pm to cgrand
Where do u see this potentially?
Posted on 12/3/25 at 7:15 pm to LChama
I’m not sure what I’m going to do tomorrow. Hold or take profits and buy back in if it dips. Seems like all my AI stocks have dumped after good earnings lately.
I don’t have that many shares so not a big deal either way.
I don’t have that many shares so not a big deal either way.
Posted on 12/3/25 at 10:04 pm to LChama
I think 20 is possible just due to intense retail interest. It remains to be seen if revenues can justify that, but……if they can get to 30% annual growth they’ll get re rated and the P/E in the 20’s they have now will look quaint
in other words, low risk and high reward for adding/holding
in other words, low risk and high reward for adding/holding
Posted on 12/4/25 at 9:24 am to cgrand
bought a little more at the open, going to let this ride until 2Q earnings report next year. That should give enough time to see what maestro adoption does for reported and future guidance revenues. This company already operates at like 80% gross profit but revenues need to catch up. It will all be about earnings guidance
reminder this is a very small company currently and if they don’t get widespread adoption they’ll be a footnote in the AI story. Don’t buy this expecting a parabolic move…it will be a summer/fall 2026 story one way or another
reminder this is a very small company currently and if they don’t get widespread adoption they’ll be a footnote in the AI story. Don’t buy this expecting a parabolic move…it will be a summer/fall 2026 story one way or another
Posted on 12/4/25 at 10:14 am to cgrand
95% gain from yesterday on my calls. Thanks for the heads up
Posted on 12/4/25 at 11:21 am to LChama
I sold my shares, +25% profit maybe too early but happy with quick gains. Will be watching for dips
Posted on 12/4/25 at 12:01 pm to LSUSports247
Had some 16 calls expiring tomorrow. Almost punted yesterday. Up about 250% today to even make a little. Lucky
Posted on 12/4/25 at 12:07 pm to tigerfoot
60MM shares traded today before lunch LOL. However there was heavy buying here at 18 last month so there are former bag holders now who might be looking to bail out. We will see how committed the WSB cult is very soon
again there is unusually high retail ownership of PATH (over 30%).
again there is unusually high retail ownership of PATH (over 30%).
Posted on 12/4/25 at 2:16 pm to LChama
$50 in 2026. I'm up to 50 calls open so far.
Posted on 12/4/25 at 2:34 pm to The Scofflaw
high of the day at the end of the day 
Posted on 12/4/25 at 3:19 pm to cgrand
quote:
high of the day at the end of the day
Awesome day. Sold 10 calls at the high and kept 10. Playin with house money now.
Posted on 12/7/25 at 9:00 pm to LChama
over 19 in overnight trading (+2.5%)
giddyup
giddyup
Posted on 12/8/25 at 9:48 am to cgrand
All out on my calls, incredible move
Posted on 12/8/25 at 3:26 pm to Upperdecker
zooming out on the monthly chart
still in 3.5 year base despite the recent move up. the company's fundamentals and revenue guidance have changed drastically in this timeframe so historical levels may not apply. however, theres nothing but air above 24. at 24 market cap would be about $13B (currently $10B). i've done a bunch more reading on this one and am encouraged. if they hit 30+% revenue growth it could be a monster move
still in 3.5 year base despite the recent move up. the company's fundamentals and revenue guidance have changed drastically in this timeframe so historical levels may not apply. however, theres nothing but air above 24. at 24 market cap would be about $13B (currently $10B). i've done a bunch more reading on this one and am encouraged. if they hit 30+% revenue growth it could be a monster move
Posted on 12/8/25 at 3:41 pm to cgrand
and zooming in on the volume spike
Posted on 12/8/25 at 3:49 pm to cgrand
Looked at a 2 year chart and it's filled a gap going back to 5/2024.
Posted on 12/9/25 at 9:01 am to bigjoe1
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