[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  DonCorleone77 [@CorleoneDon77](/creator/twitter/CorleoneDon77) on x 5524 followers Created: 2025-07-15 22:20:37 UTC $PATH Attached is page X of a 8-page Truist analyst report on PATH issued yesterday entitled: "Fine-Tuning Qtrly FY26 Ests; Co. Touting Unique Combo of Robots, Agents & Orchestration; Maintain Hold" Truist has a 'Hold' rating on PATH with a price $XX target. Truist's summary statement regarding PATH in the report includes the following: "Tweaks to our ests include reduction in 2Q FCF (likely too aggressive post strong 1Q performance and in relation to Street) and also likely mis-modeled rev between 3Q and 4Q, hence shifting subscription service rev from 3Q to 4Q. Overall, key ests for FY26 across total rev, annualized renewal run-rate (ARR), non-GAAP operating income and FCF are in line with guidance and the Street. Maintain Hold & $XX PT as we continue to look for a growth inflection but note that the company is making aggressive moves with its combination of automation robots, AI agents and orchestration in a single agnostic platform emphasizing security and governance. -- Valuation: Our $XX PT is based on a 10-year DCF that reflects XX% revenue CAGR, X% terminal growth rate, WACC of ~9%, terminal free cash flow margin of XX% and terminal free cash flow multiple of 5x. -- Upside risks include: Faster than expected implementation of successful GTM changes, reacceleration in rev growth stemming from an improved macro, new products gaining traction more quickly, material benefits from AI developments, successful capital allocation strategies and materially improved profit and cash flow dynamics post the 1Q guidance reduction. -- Downside risks include: Worsening macro environment, continued disruption or distraction in GTM changes, further execution issues, increased competition." (Page X is not available here as X does not allow me to post pages from reports on this platform) XXXXX engagements  **Related Topics** [combo](/topic/combo) [$path](/topic/$path) [Post Link](https://x.com/CorleoneDon77/status/1945247156476240068)
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DonCorleone77 @CorleoneDon77 on x 5524 followers
Created: 2025-07-15 22:20:37 UTC
$PATH
Attached is page X of a 8-page Truist analyst report on PATH issued yesterday entitled:
"Fine-Tuning Qtrly FY26 Ests; Co. Touting Unique Combo of Robots, Agents & Orchestration; Maintain Hold"
Truist has a 'Hold' rating on PATH with a price $XX target.
Truist's summary statement regarding PATH in the report includes the following:
"Tweaks to our ests include reduction in 2Q FCF (likely too aggressive post strong 1Q performance and in relation to Street) and also likely mis-modeled rev between 3Q and 4Q, hence shifting subscription service rev from 3Q to 4Q.
Overall, key ests for FY26 across total rev, annualized renewal run-rate (ARR), non-GAAP operating income and FCF are in line with guidance and the Street.
Maintain Hold & $XX PT as we continue to look for a growth inflection but note that the company is making aggressive moves with its combination of automation robots, AI agents and orchestration in a single agnostic platform emphasizing security and governance.
-- Valuation:
Our $XX PT is based on a 10-year DCF that reflects XX% revenue CAGR, X% terminal growth rate, WACC of ~9%, terminal free cash flow margin of XX% and terminal free cash flow multiple of 5x.
-- Upside risks include:
Faster than expected implementation of successful GTM changes, reacceleration in rev growth stemming from an improved macro, new products gaining traction more quickly, material benefits from AI developments, successful capital allocation strategies and materially improved profit and cash flow dynamics post the 1Q guidance reduction.
-- Downside risks include:
Worsening macro environment, continued disruption or distraction in GTM changes, further execution issues, increased competition."
(Page X is not available here as X does not allow me to post pages from reports on this platform)
XXXXX engagements
