Should I Buy UiPath (PATH)? Finance YouTuber Analysis

The analyst suggests UiPath is a buying opportunity, noting its current forward P/E of 15 is near its cheapest historical valuation. A discounted cash flow model indicates it is undervalued at $11.73 compared to a fair value of $15.24. The stock's decline already reflects investor fears about AI disintermediation, which the analyst believes are overblown.

“UiPath at $11.73 is below the fair value I calculated for the business at $15.24.”

The analyst sees UiPath as an attractive long-term investment due to its current valuation and new AI tools for healthcare, which are driving growth. He notes the company's ability to leverage revenue growth into a significant increase in earnings, indicating improving profitability.

“Now, I like the stock for that long term and would put most of my investment in before earnings, but hold a little back just in case we get a drop on Wednesday's report.”

The YouTuber is buying more UiPath after its recent dip, following a strong earnings report in September where the company increased its full-year forecast to $1.6 billion and swung to a profit. He sees the current dip as an opportunity to add to his position.

“The AI automation company increased its fullear forecast to $1.6 billion, swung to a profit on its earnings. Now, I don't have a big position here, but I'm still up 15% even after that dip and an opportunity to buy more.”

The YouTuber continues to like UiPath (PATH) after recommending it previously, noting its leadership in AI process automation and its role in the robotic revolution. He points to recent major deals with Nvidia, OpenAI, Google, and Snowflake as validation of his thesis, which has led to a 50% increase in shares over the last month.

“I still like the shares, but more than just one stock. The lesson here is to do your research and have that confidence in your stocks to stand tall even if the market doesn't see it yet.”

The analyst is adding to his position in UiPath, liking its AI platform for process automation. Despite underwhelming growth, the initial 15% jump after blowout earnings indicates the company is moving in the right direction.

“While growth has been underwhelming at just under 10%. The fact that earnings could send the stock up 15% initially, tells me the company is moving in the right direction.”

Hogue identifies UiPath as a favorite stock in the Agentic AI theme, despite lacking an Nvidia partnership, due to its leadership in process automation and focus on the $60 billion addressable market. He acknowledges slowed growth to 6% this year but highlights its 19% annual recurring revenue growth and strong customer momentum. He sees it as a pure play with a strong value argument at 4.2 times price-to-sales, believing it will boom if it captures market share.

“If UiPath can grab a share in that agentic market, it will see this stock boom higher.”

The analyst sees strong potential upside for UiPath despite a recent sell-off due to a sales forecast miss. The company beat earnings, expects 7% revenue growth, and trades at a significant discount to its historical valuation, making it attractive in the business process automation space.

“uipath ticker Pat got hit on its fourth quarter earnings and is down 15% this year but I highlighted it in Friday's video as one of alphabet's stock picks and with some of the best potential upside a Miss on its sales forecast since shares crashing even though the company Beat earnings forecast the path is still expecting expected to grow Revenue by 7% this year to 1.5 billion and a sell-off puts it at 4.2 times trailing sales and just 3.8 times this year's expected sales that's a big discount to the historical average valuation uipath is a leader in business process automation the kind of agentic AI where I think the next wave of artificial intelligence is going to take us and these agent models built by path Salesforce and even service now are just going to print money”

The YouTuber views the recent sell-off in UiPath as a buying opportunity, emphasizing its leadership in process automation and agentic AI, a key area for many companies. Despite a slight miss on sales forecasts and a weak outlook, the company is scaling into larger enterprises and is now cheap at 3.6 times this year's sales, making it a strong play in the next evolution of AI.

“I'm taking the sell-off as an opportunity to buy more. That's because UiPath is a leader in the process automation, the kind of agentic AI that's going to be key for a lot of companies and UiPath is a leader in that machine learning and applications making it possible.”

The YouTuber recommends UiPath as an AI stock in the robotics theme, focusing on software-based robotic process automation. He highlights the company's leadership in business automation, the large estimated market growth, and its ability to upsell new customers from basic services to platform products, ensuring continued sales momentum.

“uipath added nearly 2,000 customers in the year to the third quarter and what I like here is that new customers often start with some basic Cloud Automation Services but can then be sold into platform products for more Revenue so we're going to see that sales momentum continue to grow.”

The YouTuber suggests buying UiPath, noting its leadership in process automation and potential for growth beyond analyst expectations. He highlights its success in upselling customers to platform products and its current profitability, which reduces risk.

“I think the growth is underestimated here with analyst forecasting just 11% Revenue growth next year so we could see a surprise upside on that but the company is also already profitable reducing a lot of the risk you see in tech stocks”

The YouTuber is watching UiPath and suggests that any good news from its upcoming earnings report could send the stock higher. He notes that the robotic process automation company is in a strong growth theme driven by AI potential, and its shares are not expensive after a 42% plunge this year.

“Shares are not expensive after a 42% plunge this year and any good news could send it much higher showing you that big picture here with the sector spider sector tracker.”

The YouTuber sees UiPath as a buying opportunity after a market sell-off despite strong earnings and a share buyback program. He emphasizes its leadership in robotic process automation and machine learning applications, noting its ability to add new customers and expand services. He plans to buy more shares at the current lower price point of $12, expecting continued growth.

“I'm probably going to after this video I'm going to Pro pick up more shares of uipath on those earnings uh picking it up at a lower cost basis here at $12 per share.”

The analyst is buying more shares of UiPath after a post-earnings dip, despite strong results including boosted full-year revenue growth and a $500 million buyback. The initial positive market reaction indicates investor confidence in the company's growth and direction.

“I'm taking the opportunity to pick up more shares of path here the initial share reaction shows that investors are very happy with the company's growth and its direction forward which should take the stock higher when the rest of the market calms down a little bit”

The YouTuber is buying UiPath due to its leadership in robotic process automation (RPA) through software applications, a key area for business automation. Management projects a $30 billion market over the next few years, suggesting decades of growth potential. Despite being a larger company, it is considered a strong growth stock with an average analyst target indicating 20% upside.

“This kind of business automation is going to be key for a lot of companies and uipath is a leader in that machine learning and applications making it possible”

The analyst is buying UiPath, considering it one of his larger positions, due to its dominance in robotic process automation and being net income positive. He notes a solid valuation at five times price to revenue and potential for accelerating sales growth as the company adds customers and upsells platform products.

“uipath ticker Pat is another AI stock I'm buying in fact it's one of my larger positions just over $50,000 invested and up 7% so far”

The YouTuber suggests buying UiPath on dips, citing its continued rally and strong revenue growth forecasts (19% this year and next). Despite potential moderation in industrial robotics orders due to economic weakness, he believes the company has a long runway for sales in its growing market.

“That said I would be buying on any dips here as the company has a long runway for sales in it's growing market”

The YouTuber highlights UiPath as a leader in robotic process automation (RPA) software, which is crucial for business automation. Management estimates a significant market potential, and the company has scaled to over 2,000 large customers, guiding for 19% revenue growth this year, indicating strong future prospects in machine learning applications.

“uipath ticker Pat isn't the physical robots you might think about in this trend but the robotic processes through software this kind of business automation is going to be key for a lot of the companies and uipath is a leader in that machine learning and applications making it possible.”

The YouTuber suggests UiPath is an attractive investment due to its strong sales growth (18% expected) and relatively low valuation at seven times price-to-revenue, especially compared to other AI-themed stocks. He believes any positive sentiment around AI could drive shares higher.

“Shares are actually relatively attractive here just seven times on a price to revenue basis so a lot of these AI theme stocks are getting extremely expensive in that kind of AI bubble that everyone's talking about but here uipath I'm kind of surprised at how cheap this this stock is on any optimism for the for AI could send these shares higher when company reports there on Wednesday”

The YouTuber recommends UIPath as a leader in robotic process automation, a market estimated to grow significantly. He highlights the company's strong customer acquisition, revenue growth, and potential for upselling, despite it not yet being profitable and having a high price-to-sales ratio. Analysts have a price target significantly above the current price.

“management is estimating market growth to 30 billion dollars by 2024 which would be 15 annualized growth and even a fraction of that would mean decades of higher sales for a company that's just booking 810 million over the last year”

UiPath is added to the 'super ETF' list as a significant holding within the ARK Autonomous Technology & Robotics ETF, indicating its importance in the robotics and automation space.

“we've already got unity software but we'll add uipath ticker path and iridium communications ticker irdm to the list as well”

The YouTuber sees UiPath as a long-term investment opportunity, noting its current low valuation compared to its IPO peak and its strong position in Robotic Process Automation (RPA). He believes the stock will rise significantly once the company becomes profitable, as businesses increasingly seek automation to reduce costs and gain competitive advantages.

“وهذه شركة أخرى بمجرد أن تبدأ الأرباح، فإن سعر السهم يتبعها بسرعة. لقد صادف أنني أضع هذا ضمن مجموعة استثماراتي طويلة الأجل حيث لا أستثمر كل شيء، لكنني أستمر في الاستثمار فيه كلما انخفض السهم قليلاً.”

The YouTuber suggests UiPath, a robotic process automation company, might be a buy after a steep decline in stock price since its 2021 IPO. Despite not being profitable (negative 11% margin), its improving financials and significant backing from Ark Innovations suggest it could turn around, especially if it improves its marketing.

“And it may be beaten down enough where it can finally begin to turn that ship around.”