Core Insights - The focus of investors is shifting towards agentic AI, with UiPath positioned as a potential long-term winner in this space [1][3]. Company Overview - UiPath is one of the few pure-play investment opportunities in agentic AI, which is still in its early stages [3]. - The company has a market capitalization of $8.2 billion, reflecting a 14% gain over the past year [3]. - UiPath's stock experienced volatility recently, influenced by the CEO's stock sales [3]. Market Position - UiPath is establishing dominance in robotic process automation (RPA), automating tasks traditionally performed by humans [4]. - The company has nearly 10,900 customers, with over 2,500 providing annualized renewal run rates (ARRs) of at least $100,000 [6]. Financial Performance - In the fiscal 2026 third quarter, UiPath reported an 11% year-over-year increase in ARR and a 16% rise in sales [7]. - The company boasts a gross margin of 83.16% [6]. - Notable clients include major companies like Alphabet, Microsoft, and OpenAI, indicating strong growth potential [7].