Added to YB: 2026-03-02
Pitch date: 2026-02-26
PATH [neutral]
UiPath Inc.
+2.73%
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
$6.5B
Pitch Price
$10.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.77
P/E
-74.59
EV/Sales
3.45
Sector
Software
Category
growth
Leading The AI Agent Revolution - UiPath, Inc.
PATH (deep dive): RPA leader pivoting to agentic AI. $1.67B ARR (+14% YoY), 85% gross margin, first GAAP profitable Q3 FY26 w/ $13M op income. $1.7B cash. 36% RPA market share. Orchestrator platform uniquely positioned to govern enterprise AI agents via AgenTeq, combining deterministic RPA reliability w/ LLM flexibility. Peak AI acquisition enables vertical decision intelligence (inventory, pricing). 113% NRR. Risk: Microsoft commoditization via Power Automate bundling, genAI disruption, agent execution failures. Trade at premium to peers on scarcity of profitable AI infrastructure plays.
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