Key Takeaways UiPath stock fell 25% in a month even as the company posted GAAP operating income and revenue growth.PATH reported $59M net new ARR and a 107% dollar-based net retention rate.PATH held $1.4B in cash with no debt and a 2.65 current ratio, giving flexibility despite earnings pressure.UiPath Inc. (PATH) shares have come under notable pressure, declining 25% over the past month and 9% over the last three months, signaling a sharp reset in investor sentiment.                                        ...

UiPath Inc. (NYSE:PATH) is one of the stocks Jim Cramer looked at recently. A caller asked for Cramer’s opinion on the stock, and he remarked: You know, I have not liked UiPath because this whole idea about, you know, that there’s these things that, robotic things that will do, get rid of the humdrum and the prosaic, uh-uh. It just never struck me as something I wanted to be in. It’s finally got, making some money, but it’s still too expensive a stock. Jim Cramer on UiPath (PATH): “It’s Still Too Expens ...

UiPath has acquired WorkFusion, a company focused on AI agents for financial crime compliance, for an undisclosed sum. The deal aims to expand UiPath’s offerings for the banking and financial services sectors. The acquisition is aimed at enhancing UiPath workflows designed to assist with financial crime compliance, including anti-money laundering (AML) and know your customer (KYC) operations. WorkFusion’s pre-built library of AI agents is designed to automate some of the most labour-intensive aspects o ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][6] - This company is not a chipmaker or cloud platform but is positioned to benefit from the increasing need for electricity in the digital age [3][6] Energy Infrastructure - The company owns vital nuclear energy infrastructure assets, making it central to America's future power strategy [7] - It is one of the few global firms capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Trends - The current market environment is characterized by a focus on AI, energy, tariffs, and onshoring, with this company strategically positioned to capitalize on these trends [6][14] - The company is gaining attention from Wall Street as it benefits from these tailwinds while maintaining a low valuation, trading at less than seven times earnings excluding cash and investments [10][8] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the notion that investing in AI is a way to back the future [12] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act promptly [15]

Core Viewpoint - UiPath is gaining attention from institutional investors on Wall Street due to its innovative AI toolkit that allows customers to create custom AI machines, despite being less publicized compared to other AI companies like OpenAI [1][3]. Company Overview - UiPath's current market capitalization is approximately $6.9 billion, with a share price of $12.91, reflecting a daily change of +6.91% [4]. - The company has a gross margin of 83.16% and a significant cash position relative to its low debt of $82 million [7][10]. Financial Performance - In Q3 of fiscal 2026, UiPath reported revenue of $411 million, representing a 16% year-over-year increase [9]. - The annual recurring revenue (ARR) reached $1.78 billion, up 11% year-over-year, with a 12% increase in customers paying over $100,000 in ARR to 2,506 and a 10% increase in customers paying over $1 million to 333 [9]. - Free cash flow grew by 8.2% to $25.11 million, and the net cash position was $744.1 million [10]. Product Offering - UiPath provides software that enables clients to build AI bots for automating workflows, allowing employees to focus on more critical tasks rather than repetitive ones [5][6]. - The company has established partnerships with major firms such as IBM, SAP, Infosys, Deloitte, Microsoft, Alphabet, and Amazon, enhancing its market presence and technological capabilities [6].

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 ...