Coverage
— → Added to coverage
Investment conviction●●●○○3 of 5
Research target$17.42Stock price target
Investment thesis statusINTACTLast reviewed 7/22/26
Market cap$6.24BSnapshot value
Research history
See all PATH changes ↗What changed
UiPath is the robotic process automation (RPA) leader, and RPA is the foundation layer for enterprise AI agent orchestration. As enterprises deploy AI agents, they need UiPath's automation fabric to connect agents to legacy systems. UiPath's Autopilot adds LLM-based workflow generation on top of the RPA installed base.
Autopilot AI agent monetization — per-automation consumption pricing Enterprise AI agent orchestration emerging use case Q2 FY27 earnings — path to non-GAAP profitability
needs primary source validation — pending deep-dive research. Placeholder: (1) thesis chain breaks on primary-source evidence, (2) named revenue/customer concentration risk, (3) margin compression or competitive displacement
research_only - seeded from company_layer_membership
Snapshot · 7/22/26🟡 Mixed · 13F 20+/4-×0.0 · short↑0.42
Snapshot · 7/22/26