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Rich Peter

Investor, Crypto, US Stocks & High-Dividend ETFs

28 Jul, 05:46Latest

UiPath's late-July selloff to about $10.20 came from tech-wide risk sentiment and weakness at peers Pega and IBM, not company news, leaving it at about 15x forward earnings. UiPath has moved from legacy RPA to agentic automation, opening a new growth market, and now delivers full-year GAAP profitability, double-digit revenue growth, gross margins above 80% and positive free cash flow. The $10 level is key support, and sizable short interest could fuel sharp rallies on any positive catalyst. x.com

PATH

5 Jul, 02:10

UiPath is priced like a struggling software firm even though its thousands of enterprise connectors make it the execution layer AI agents need to act inside systems like SAP and Oracle. At about a $5 billion market cap on nearly $1.9 billion of ARR, it trades at 2.5-3 times sales versus 10-20 times for AI peers. Enterprise and public-sector clients, over 80% of revenue, show no meaningful churn, and net retention is about 107%. It has $1.4 billion in cash, no debt and an aggressive buyback. x.com

PATH

The Few Bets That Matter

Concentrated Equity Investor, AI Infrastructure

24 Sep

PATH

UiPath offers good risk/reward because its investor day confirmed the narrative of rising AI demand, higher retention and growing opportunity, even without the acceleration the market wanted. That lack of acceleration was already known after earnings. The stock's continued weakness reflects healthy market mechanics rather than a broken thesis, and the aim is to buy the best risk/reward, not the best stocks. x.com

Stock/Options Trader, Volume at Support/Resistance, Publisher of Volume Stocks Newsletter

15 Oct

PATH

UiPath's agentic AI push is showing up in its deals and results. AI featured in 18 of its top 20 deals last quarter; Q2 revenue was $410M, up 13% and ahead of guidance, Cloud ARR passed $1.3B, up 19%, and GAAP profit ran for a fourth straight quarter. Management raised revenue guidance to $1.789–1.794B. Price is pushing back over an inverse head-and-shoulders neckline, with the 200 EMA underneath; $12.83 is the trigger, with chart targets at $13.95, $14.94, $16.68, $18.01 and $18.77. x.com

rubicon59

Technology & Semiconductor Equity Commentary

25 Mar

PATH

UiPath has no real earnings, barely any growth and a ridiculous valuation. x.com

Stocker-Man

Long-Term Growth Investor & Swing Trader, Public Investing Journal

9 Sep

PATH

UiPath's Maestro is starting to show up in deals, though not yet in growth. At the Citi conference, 18 of its top 20 quarterly deals included broader platform and AI features and were 4-6x larger than usual, $1M+ customers grew 21%, and net dollar retention rose to 109%. Maestro aims to orchestrate AI agents, robots, people and apps across whole processes, an edge with regulated enterprises. Outcome-based pricing could expand the opportunity; the September 22 Investor Day is the next test. x.com

M Mohan

Private Equity at IncVangal, Former Microsoft Ventures Director

28 May

PATH

UiPath is proving it can grow again while becoming profitable, and a round of layoffs could take the stock from the $10s to the $20s. Revenue rose 17% year over year, up from 13% or less in recent quarters. x.com

GrowthTurtle

Data Science PhD & IEEE Fellow, Ex-Two Sigma

15 Aug

PATH

UiPath looks expensive against its cash earnings at $16.01. It trades at 57x cash earnings and 50x next year's, versus the roughly 30x software companies usually get. Fair value is $9.34 to $11.89, about 30x next year's cash earnings give or take 12%, so the stock sits 35% above the high end. This is a levels-only read off reported earnings and revenue estimates, not fundamental work. x.com

Oliver | MMMT Wealth

Founder of MMMT Wealth, CPA, Technical/Fundamental Analysis

10 Sep

PATH

UiPath offers a decent but not compelling upside of about 50%, with far better opportunities elsewhere heading into FY27-28. FY27 ARR is just above $2B, and 14% growth would bring about $2.36B in FY28. At a roughly 27.5% FCF margin, that is about $561M of free cash flow, up from $352M in FY26, and its historical 20x multiple implies about an $11.2B market cap versus $7.3B today. x.com

Stefan Waldhauser

Tech Investor, Co-Founder of StocksGuide

9 Sep

PATH

UiPath will be among the AI winners because AI agents cannot replace everything. Companies still need deterministic automation that is reliable, controllable and free of constant token consumption, and UiPath connects that world with agentic AI. After Q2 FY27 the case is more convincing than ever. x.com

Bill 'Latency Lord' Brennan

Fundamental Growth Investor, B2B/Sector Leaders & Picks-and-Shovels

8 Sep

PATH

UiPath is a low-quality stock growing barely 10%, and no such stock deserves a re-rating. A thesis that relies on a re-rate admits the fundamentals can't justify a big jump and hopes investors will simply pay more for more of the same. The promised re-rating still has not shown up. x.com

Reformed Trader

Day & Swing Trader

15 May

PATH

UiPath looks close to a bottom after building a large three-year base, undercutting support and reclaiming it, with bullish divergence on both 5- and 14-period RSI. Last month it partnered with Databricks to connect enterprise data directly into its agentic automation workflows, and it also has a robotics angle. x.com x.com

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