UiPath: A Work In Progress [Seeking Alpha]
UiPath, Inc. Class A (PATH)
Company Research
Source: Seeking Alpha
Summary UiPath's growth slowed due to AI integration, but RPA demand may accelerate; the founder returned as CEO to drive growth. Fiscal 2Q25 results showed 10% revenue growth, declining margins, and flat cash flow; AI and RPA confusion is dissipating. Stock valuation reset from 45x to 25x cash earnings; potential 63% upside if top-line growth hits 15% for 2026. Long-term risk includes AI replacing RPA, and midterm competition from IT service providers. Vertigo3d Summary In May, I analyzed UiPath Inc. ( NYSE: PATH ) and concluded that while the company's growth had slowed as customers reorganized IT strategy and budgets to incorporate AI, RPA (robotic process automation) could see an acceleration in demand and is a tool that AI can utilize. The company founder came back as CEO and began to make commercial changes with a focus on accelerating new contracts. However, this could require some time to execute, and the stock would tread water until a clearer path was formed.
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PATH
News
- 11xAI raises $24M led by Benchmark to build AI digital employees [Yahoo! Finance]Yahoo! Finance
- 11xAI raises $24M led by Benchmark to build AI digital employees [TechCrunch]TechCrunch
- UiPath State of the Automation Professional Report Highlights 2024 as the Year of AI IntegrationBusiness Wire
- Down 52% in 2024, Is UiPath Stock a Bargain Now? [Yahoo! Finance]Yahoo! Finance
- UiPath Inc. (PATH) Piper Sandler Growth Frontiers Conference (Transcript) [Seeking Alpha]Seeking Alpha
PATH
Earnings
- 9/5/24 - Beat
PATH
Sec Filings
- 9/13/24 - Form 144
- 9/13/24 - Form 4
- 9/11/24 - Form 144
- PATH's page on the SEC website