Added to YB: 2025-09-18
Pitch date: 2025-08-02
PATH [bullish]
UiPath Inc.
+54.84%
current return
Author Info
No bio for this author
Company Info
UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.
Market Cap
$10.1B
Pitch Price
$11.25
Price Target
26.00 (+49%)
Dividend
N/A
EV/EBITDA
146.81
P/E
45.14
EV/Sales
5.61
Sector
Software
Category
growth
UiPath Inc. - $PATH
PATH: Down 86% from highs to $11.11, positions as enterprise AI orchestration layer vs direct LLM competition. Q1 rev $357M (+6% YoY), ARR $1.69B (+12%), positive $117M FCF. 15K+ attended product launch, customers created thousands AI agents. Risks: competitive pressure from MSFT, slowing NRR to 108%. Upside targets $15-26 on P/S 5.75x-10x scenarios if agentic automation succeeds.
Read full article (4 min)