Sep. 2 at 4:42 PM
$PATH holding up really well today while
$PLTR is down almost 8% and
$NOW is down over 4%.
This stock was grossly undervalued at
$10 just a month ago, and I still think it is undervalued here. UiPath came before its time, but its time is now here. Agentic AI and business efficiency are top priorities everywhere, and UiPath sits right in the sweet spot combining AI with RPA to orchestrate, govern and actually execute real life enterprise workflows.
Nearly
$2B in ARR,
$1.4B in cash, essentially no debt, strong free cash flow and only around a
$10B market cap. I still think
$30+ share price is reasonable if agentic adoption starts showing up in the numbers.
Tomorrow I want to see
$405M+ in revenue, ARR of at least
$1.94B and a meaningful full-year guidance raise, ideally with net retention above 110% and some real numbers around agentic adoption. If we get that kind of beat and raise with the 30% short interest, I think a 20%–25% one-day move is very possible.
