ZACKS·2025-09-23 19:01Core Insights - Palantir Technologies Inc. (PLTR) and UiPath Inc. (PATH) are recognized as leading innovators in AI-driven software [1] - Palantir focuses on large-scale data analytics and decision intelligence, while UiPath specializes in robotic process automation (RPA) [2][3] Palantir's Case: AIP, Bootcamps and Enterprise Adoption - Palantir's Artificial Intelligence Platform (AIP) is driving significant growth, with U.S. commercial revenues increasing by 93% year over year in Q2 2025 [5] - The total U.S. commercial contract value surged 222% year over year, and remaining deal value rose 145% to $2.79 billion [5] - Customer count grew by 43% year over year, indicating strong scalability and customer satisfaction [5] - AIP bootcamps are crucial for rapid onboarding and deployment, reducing time-to-value for clients [6] - Palantir's AIP enables enterprises to deploy autonomous AI agents, enhancing decision-making and productivity [7] UiPath's Case: End-to-End Automation, Partner Ecosystem - UiPath is a strong player in the RPA market, with a focus on end-to-end automation solutions [8] - Strategic partnerships with Microsoft, Amazon, and Salesforce enhance UiPath's credibility and integration into broader enterprise ecosystems [9] - UiPath reported a 14% year-over-year revenue increase to $362 million in Q2 of fiscal 2026, with annual recurring revenues rising 11% to $1.72 billion [10][11] Financial Estimates and Valuation - Zacks Consensus Estimate for Palantir's 2025 sales indicates a year-over-year growth of 46% [12] - UiPath's current year sales suggest a 10% year-over-year growth, with EPS expected to grow by 21% [15] - UiPath trades at a forward sales multiple of 4.22X, significantly lower than Palantir's 82X [18] Investment Verdict - Both companies are rated as "Buy," but UiPath is viewed as a stronger investment due to its attractive valuation and robust partnerships [19][20]