Sep. 23 at 8:47 PM
$PATH Same story every time. Analysts want to “see the proof” before giving UiPath any credit for what they’re building.
Meanwhile revenue grew 13%, ARR grew 12%, they’re GAAP profitable and full-year guidance has already been raised multiple times this year.
Now they want proof that Maestro and agentic AI will accelerate growth before valuing it accordingly.
Fair enough, but markets look forward. If you wait until the acceleration is obvious in the numbers, there’s every chance the share price has already reacted to it.
That’s the whole point of investing before the proof becomes obvious!
Know what you own folks 🤝
