PATH
Market read
The latest filing is mixed. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The isolated read changes if PATH's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Net cash used in investing activities for the six months ended July 31, 2025 of $80.6 million was driven by $300.1 million in purchases of marketable securities, a net payment of $24.8 million in connection with the acquisition of Peak , and $12.8 million in…”10-Q · Sep 8, 2026 ↗
“Other Income (Expense), Net Six Months Ended July 31, 2026 2025 Change Change % (dollars in thousands) Other income (expense), net $ 13,062 $ (4,456) $ 17,518 NM (1) Percentage of revenue 2 % — % (1) Not meaningful Other income (expense), net in creased by $1…”10-Q · Sep 8, 2026 ↗
“This decrease was primarily driven by a $7.6 million decrease in 38 Table of Contents personnel-related expenses, which was driven by a $9.4 million decrease in stock-based compensation expense partially offset by a $0.7 million increase in general employee s…”10-Q · Sep 8, 2026 ↗
“Research and development expense was also impacted by a $2.8 million decrease in hosting and software service costs.”10-Q · Jun 3, 2025 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for PATH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-04 against the comparable filing from 2025-06-03.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“Cost of Revenue and Gross Margin Three Months Ended April 30, 2026 2025 Change Change % (dollars in thousands) Licenses $ 1,664 $ 1,268 $ 396 31 % Subscription services 43,988 38,468 5,520 14 % Professional services and other 31,276 24,121 7,155 30 % Total cost of revenue $ 76,928 $ 63,857 $ 13,071 20 % Gross margin 82 % 82 % Total cost of revenue increased by $13.1 million, or 20%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025, primarily due to a $7.2 million increase in cost of professional services and other revenue and a $5.5 million increase in cost of subscription services revenue.”
“Provision For Income Taxes Three Months Ended April 30, 2026 2025 Change Change % (dollars in thousands) Provision for income taxes $ 18,443 $ 2,827 $ 15,616 NM (1) Percentage of revenue 5 % 1 % (1) Not meaningful Provision for income taxes increased by $15.6 million for the three months ended April 30, 2026 compared to the three months ended April 30, 2025, driven by increased U.S. income tax expense following the release of full valuation allowances on our U.S.”
“Interest Income Three Months Ended April 30, 2026 2025 Change Change % (dollars in thousands) Interest income $ 10,401 $ 12,648 $ (2,247) (18) % Percentage of revenue 2 % 4 % Interest income decreased by $2.2 million , or 18% , for the three months ended April 30, 2026 compared to the three months ended April 30, 2025 as a result of a period-over-period decrease in our aggregate balance of cash and cash equivalents and marketable securities.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
PATH is currently a Follower in the organic co-movement group Enterprise Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Context history
No durable theme membership has been observed for this name yet.