UiPath's Historic AI Pivot Won Me Over (Rating Upgrade)
UiPath is upgraded to Buy, driven by a strategic pivot toward industry partnerships with leading AI players like Microsoft, Nvidia, and Google. UiPath's new alliances are expected to accelerate ARR growth, with management guiding for the first positive ARR inflection in years by Q4. Valuation remains attractive, with forward revenue multiples below historical averages and potential for further upside if growth accelerates as forecasted.
UiPath: Better Late Than Never To The Generative AI Party
UiPath is integrating generative AI into its RPA products, positioning itself as a late beneficiary of the AI boom. PATH maintains a robust net cash balance sheet. Management aims for near-term GAAP profitability, with potential for accelerating top-line growth.
UiPath: Bridging AI Infrastructure To Enterprise ROI
UiPath Inc. has announced major partnerships with AI infrastructure leaders, positioning itself as a key bridge for enterprise AI monetization. PATH's new products and collaborations with Nvidia, Microsoft, Snowflake, Alphabet, and OpenAI aim to accelerate AI adoption and reduce implementation costs for enterprises. Despite unchanged forecasts and a consensus price target reduction to $13, I maintain a buy rating due to PATH's strong ROIC and FCF.
UiPath Stock Rises Sharply. What OpenAI and Nvidia Have to Do With It.
The software company has grappled with concerns over the growth of AI and federal spending cuts.
UiPath Inc. (PATH) Q2 2026 Earnings Call Transcript
UiPath Inc. (NYSE:PATH ) Q2 2026 Earnings Call September 4, 2025 5:00 PM EDT Company Participants Allise Furlani - Senior Director of Investor Relations Daniel Dines - Co-Founder, CEO, & Executive Chairman of the Board Ashim Gupta - CFO & COO Conference Call Participants Bryan Bergin - TD Cowen, Research Division Jacob Roberge - William Blair & Company L.L.C., Research Division Austin Williams - Wells Fargo Securities, LLC, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Michael Steven Richards - RBC Capital Markets, Research Division Sanjit Singh - Morgan Stanley, Research Division Bradley Sills - BofA Securities, Research Division Ian Black Keith Bachman - BMO Capital Markets Equity Research Dominique Manansala - Truist Securities, Inc., Research Division Devin Au - KeyBanc Capital Markets Inc., Research Division Presentation Operator Greetings, and welcome to the UiPath.
Here's What Key Metrics Tell Us About UiPath (PATH) Q2 Earnings
Although the revenue and EPS for UiPath (PATH) give a sense of how its business performed in the quarter ended July 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
PATH vs. BKSY: Which High-Tech Stock Holds More Long-Term Potential?
UiPath and BlackSky Technology showcase contrasting growth stories, from automation gains to satellite-driven intelligence.
UiPath (PATH) Beats Stock Market Upswing: What Investors Need to Know
In the latest trading session, UiPath (PATH) closed at $11.17, marking a +2.57% move from the previous day.
UiPath Continues Its Momentum With AI-Powered Automation Growth
PATH powers growth with its AI-driven automation platform, posting rising revenues, strong adoption and a major buyback plan.
UiPath Stock Falls 11% in 3 Months: Should You Buy the Dip or Wait?
UiPath stock slides 11% in three months, but strong automation demand, key tech partnerships and solid finances keep it in focus.
Automation Boom Fuels PATH's Performance in Growing RPA Market
UiPath's alliances with tech giants, rising revenues, and strong customer retention fuel its edge in the fast-growing automation market.
UiPath (PATH) Stock Drops Despite Market Gains: Important Facts to Note
UiPath (PATH) reached $10.73 at the closing of the latest trading day, reflecting a -2.37% change compared to its last close.
