Aug. 14 at 8:19 AM
$PATH Part 2;
(Update to my original bull case from May- and honestly, the story has strengthened since then.)
UiPath isn't just talking about becoming an agentic AI company anymore; we're starting to see the products, integrations and enterprise adoption behind it.
• Maestro has expanded significantly, including Maestro Case and Maestro Flow, allowing UiPath to orchestrate AI agents, robots, people, data and applications across increasingly complex business processes.
• Integrations have expanded across Google Gemini, Microsoft, Salesforce, Databricks and Deloitte, putting UiPath alongside some enormous enterprise ecosystems.
• Merck KGaA/EMD Group has now selected UiPath Test Cloud for its agentic testing transformation — exactly the sort of real-world enterprise adoption we've been waiting to see.
• UiPath continues shipping new agentic capabilities rather than standing still, with Maestro Flow, coding agents, human escalation and deeper orchestration capabilities.
Back in May, the argument was largely about what UiPath could become.
Three months later, we're starting to see what that transition actually looks like.
There's still plenty to prove, particularly turning this adoption into faster revenue growth, but fundamentally, I like this company considerably more today than I did when I originally wrote this.
And the market is finally starting to notice 🤝
