Added to YB: 2025-12-12
Pitch date: 2025-12-10
PATH [bullish]
UiPath, Inc.
-39.86%
current return
Author Info
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
$18.64
Price Target
N/A
Dividend
N/A
EV/EBITDA
85.26
P/E
28.90
EV/Sales
3.26
Sector
Software
Category
growth
The UiPath Thesis Reopens.
PATH: Q3 FY2026 shows first convincing evidence UiPath breaking beyond deterministic tasks. Agentic workflows via Maestro up 2x QoQ, 950+ companies developing agents, 365k+ processes orchestrated. Verticalization gaining traction in healthcare/financials. EV/Sales ~5x. Mgmt accelerating innovation pace after platform re-architecture. Long-term asymmetric upside if semantic automation scales.
Read full article (3 min)