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Stocker-Man

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

9 Sep, 15:30Latest

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

PATH

3 Sep, 21:28

UiPath is executing much better and becoming significantly more profitable, but growth has not yet reaccelerated. Q2 revenue rose 13% to $410M, beating the $398M estimate, and GAAP operating margin swung from -6% to +8% as opex fell and stock compensation dropped 42%. Net new ARR slipped to $37M from $49M last quarter, and the guidance raise mostly carried forward the Q2 beat. At about 4.5x EV/revenue the valuation is not excessive, but without ARR growth above 11-12% this is a margin story. x.com x.com x.com

PATH

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

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

Jared Sleeper

Partner & Head of Software at Avenir, Startup Investing

14 Apr

PATH

UiPath may carry the highest business-model risk of any SaaS company because LLM agents with computer use compete directly with its robotic process automation. Rivals include Anthropic and OpenAI themselves. Its base is sticky for now, with 97% gross retention, regulated large-enterprise customers and long contracts, giving it time to sell AI tools. Still, it would be very surprising if gross retention stays in the high 90s, and the 2x EV/ARR multiple reflects the threat. x.com

Rich Peter

Investor, Crypto, US Stocks & High-Dividend ETFs

28 Jul

PATH

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. … Show more

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

Mitchell Martan

Investment Researcher for The Long Investor, Economics/Finance Background

13 Apr

PATH

UiPath is one to avoid until Maestro drives a growth inflection, which has not happened yet. 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

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

Bottleneck Capital

Long/Short Investor, Technology, Media & Telecom

3 Sep

PATH

UiPath and integration-software vendors are on the wrong side of GPT-6 Astra's computer-use ability. OpenAI's Greg Brockman argues models that operate software like a person will bypass the APIs, plugins and RPA glue companies pay for. Astra scored 72.6% on OSWorld. If that holds in production, integration budgets shift from middleware to agent sellers. UiPath won't go straight to zero, being embedded in controls, audit logs and multi-year contracts; eight quarters of renewals decide it. x.com … Show more

ThePortablePortfolio

Undercovered Value Investor, EM/AI Infrastructure/Crypto Rails

18 Mar

PATH

UiPath's real story is distribution through Microsoft, not bots. Per @JasonL_Capital, it partnered with Microsoft to integrate security automation into Defender, Sentinel and Security Copilot. Sitting inside the Microsoft stack lets UiPath inherit Microsoft's enterprise footprint overnight, a sticky position, because enterprise software winners become part of the workflow rather than another tool on top of it. x.com

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