Feb. 15 at 7:12 PM
$PATH
Here are the key points regarding Dan Ives and UiPath:
Bullish Stance on AI Software: Ives has categorized UiPath as a top AI stock to own, emphasizing that as AI moves from theory to implementation, software companies that enable efficiency—like UiPath—will see significant gains.
Agentic AI Focus: Ives has highlighted UiPath's strategic focus on becoming a leader in "agentic AI" (AI agents) and automation, a space he believes has immense growth potential by 2026.
"Doomsday" Scenario Overblown: In February 2026, Ives characterized the broader software sell-off as a "doomsday" scenario that is overblown, specifically pointing to companies like UiPath as potential winners amid the noise.