May. 19 at 11:31 AM
$PATH 30%+ short interest, profitable company,
$1.5BN in cash, no debt, agentic is the new big thing in automation, CEO is founder and owns 20%, doing
$500M in buybacks, institutions adding to their positions, 10,750 enterprise customers, large/strategic dept. of war deal in progress/soon to be finalized, first automation and orchestration platform to use coding agents and have on prem Agentic AI solution for regulated industries and pub sector,
$1.5BN a year RPA revenue at 85% gross margins, new product offerings all upside…..