The Motley Fool·2026-01-31 09:12Market 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]