NEW YORK--(BUSINESS WIRE)--UiPath acquires WorkFusion, strengthening its portfolio of agentic AI-powered industry solutions for financial services and banking. ...

We came across a bullish thesis on UiPath Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on PATH. UiPath Inc.'s share was trading at $14.11 as of January 28th. PATH’s trailing and forward P/E were 34.19 and 19.53 respectively according to Yahoo Finance. UiPath (PATH) Nears 52-Week High as Earnings Impress Copyright: microolga / 123RF Stock Photo UiPath (PATH) is emerging from a prolonged downturn as it repositions itself from a lega ...

Shares of robotic process automation specialist UiPath (NYSE: PATH) slumped 23.2% in January, according to data provided by S&P Global Market Intelligence. While there was no major news during the month, growing fear about the impact of artificial intelligence on the enterprise software industry was the likely culprit behind the crash. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock ...

Lumbard & Kellner, LLC initiated a new position in UiPath (NYSE:PATH), according to a February 3, 2026, SEC filing. What happened According to a SEC filing dated February 3, 2026, Lumbard & Kellner, LLC established a new position in UiPath, acquiring 224,337 shares during the fiscal fourth quarter ended December 31, 2025. The estimated value of the purchase was $3.68 million, calculated using the quarterly average price. The quarter-end position was valued at $3.68 million, reflecting the combined effect ...

UiPath (NYSE: PATH) shares could be poised for a rebound in 2026. The stock price is down by more than 80% from its all-time highs over the past few years, yet the company is emerging as a leader in agentic AI -- a form of artificial intelligence (AI) that can perform more complex tasks than a standard chatbot. This market is set to explode over the next five years, giving investors who buy shares at these discounted prices a chance to earn substantial returns. Where to invest $1,000 right now? Our analys ...

Core Viewpoint - UiPath stock has fallen over 80% from its previous peak, now trading at a more favorable valuation, making it an attractive buy for investors [1] Company Overview - UiPath is transitioning to profitability while establishing itself as a key platform provider for agentic AI [2][6] - The company is expanding its government business with contracts from the U.S. Coast Guard, Veterans Administration, and Social Security Administration, indicating a competitive edge in the public sector [5] Market Dynamics - Companies are expected to significantly increase their use of AI agents, leading to substantial productivity gains as these agents can perform complex tasks autonomously [3] - UiPath and Palantir are both involved in agentic AI but target different markets; UiPath focuses on automation for repetitive office tasks, while Palantir addresses complex supply chain management [4] Financial Projections - Wall Street anticipates UiPath's revenue to reach nearly $1.9 billion in the next two years, with earnings expected to grow faster as margins improve [6] - At the current share price of $14.31, UiPath is trading at a forward price-to-earnings ratio of 19, presenting a compelling value in the agentic AI sector [6]

Company Overview - UiPath specializes in automation software for enterprises, focusing on robotic process automation (RPA) and AI-driven process optimization [7][8] - The company generates revenue primarily through software licensing, maintenance, support, and professional services [7] - UiPath serves various sectors including banking, healthcare, financial services, and government, with a global presence in the United States, Romania, and Japan [8] Financial Performance - For the fiscal third quarter ended October 31, revenue increased by 16% year over year to $411 million [10] - The fiscal Q3 gross margin was 83%, leading to an operating income of $13.1 million, a significant improvement from the previous year's operating loss of $43.4 million [10] - The company's total revenue for the trailing twelve months (TTM) is $1.55 billion, with a net income of $229.66 million [4] Insider Transactions - CEO Daniel Dines sold 135,000 shares for approximately $2.0 million, affecting a minor portion of his ownership, retaining over 5% of UiPath's shares post-transaction [2][6] - The shares sold were from Dines's direct holdings, while his indirect position remained unchanged [6] - The transaction aligns with Dines's historical trading pattern, as the block size is consistent with his recent median of 45,000 shares per sale [6] Market Position and Outlook - The company's share price has decreased in 2026 from a 52-week high of $19.84 reached in December, suggesting a potential buying opportunity [10] - The sale of shares by Dines is part of a prearranged trading plan, indicating no immediate pressure for shareholders to sell [9]

Core Insights - Mamoon Hamid's transition to Kleiner Perkins from Social Capital was met with skepticism, as many viewed it as a risky move to join a firm perceived to be in decline [1][2][3] - Kleiner Perkins, once a leading venture capital firm, faced challenges in the mid-2010s, including internal tensions and a tarnished reputation due to a gender discrimination lawsuit [12][13][14] - Under Hamid's leadership, Kleiner Perkins has undergone a significant transformation, focusing on a narrower investment strategy and fostering a more collaborative culture [6][8][24] Company Overview - Kleiner Perkins was founded in 1972 and became known for its early investments in tech giants like Google and Amazon, but its focus shifted to cleantech in the 2000s, leading to mixed results [9][11][10] - The firm has raised over $6 billion in capital since Hamid and Ilya Fushman took over, with a focus on early-stage investments and high-potential deals [29][31] Leadership and Culture - Hamid and Fushman have implemented cultural changes at Kleiner, including open office layouts and firm-wide offsites, to promote collaboration and a startup-like energy [24][6] - The leadership duo emphasizes a mission to be the first call for founders aiming to make history, reflecting a shift towards a more founder-centric approach [24][8] Investment Strategy and Performance - Hamid's first major deal at Kleiner was leading Figma's $25 million Series B, which later went public at a valuation of $19.3 billion, marking a significant success for the firm [28] - Since 2018, Kleiner has returned $13 billion to its limited partners, with successful exits from companies like DoorDash, Peloton, and Slack [29][28] Competitive Landscape - Kleiner Perkins now competes with a diverse range of financial entities, including Wall Street banks and sovereign wealth funds, necessitating a more agile and focused investment strategy [8][40] - The firm aims to maintain a small partner structure to ensure quality control and a strong brand presence in a competitive venture capital environment [38][41]

The #1 Conceit in B2B at Scale: Masking a Slowdown in Net New Customers Why Covering Up Declining Customer Growth is the Beginning of the EndI’ve seen this movie play out dozens of times now across hundreds of B2B companies. And it almost always ends the same way.The #1 conceit in B2B — the thing that kills more companies than bad product, bad timing, or even bad management — is ignoring or masking a slowdown in net new customer acquisition.It’s seductive. It’s easy to rationalize. And it’s almost always f ...

Market Overview - The agentic AI market is projected to grow nearly 10 times by 2030, with global enterprise agentic AI expected to increase from $2.6 billion in 2024 to over $24 billion by 2030 [2] Company Analysis: UiPath - UiPath is positioned as a market leader in agentic AI, with its platform integrating agents and data to enhance productivity and office workflows [3][4] - The company reported an operating profit of $13 million in the third quarter, a significant improvement from a loss of $43 million in the same quarter the previous year [6] - UiPath's stock trades at just over 5 times trailing revenue and has seen an 83% decline from previous highs, with analysts projecting earnings growth at an annualized rate of 26% [7] Company Analysis: Alphabet (Google) - Alphabet operates the infrastructure necessary for agentic AI, including chips, models, and data centers, with its Gemini model being widely adopted [8][10] - Google Cloud experienced a 34% year-over-year revenue increase in the third quarter, driven by enterprise adoption of agentic AI [11] - Alphabet's stock trades at 30 times 2026 earnings estimates, reflecting its strong advertising revenue and growth potential in the cloud sector [12]