Added to YB: 2026-02-06
Pitch date: 2026-02-04
PATH [neutral]
UiPath, Inc.
-7.05%
current return
Author Info
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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
$12.06
Price Target
32.30 (+188%)
Dividend
N/A
EV/EBITDA
85.26
P/E
28.90
EV/Sales
3.26
Sector
Software
Category
growth
5 Owner-Operators in 1 minute + UiPath deeper dive
PATH (watchlist): RPA leader with 35% market share, 10,500+ enterprise customers, but revenue growth collapsed to 9% YoY amid Microsoft/Alphabet competition. Trading at value trap risk despite 25% R&D spend. Bull case: agentic AI pivot, international expansion at 23% CAGR, operating leverage potential. Bear: commoditization, market share loss. RR: -40% downside, +166% upside. Need $10.3 entry for asymmetric profile.
Read full article (5 min)