$PATH (+1,45 %)
Why AI is not a threat, but an opportunity
UiPath occupies a special position in the automation market. The company is one of the leading providers in the field of robotic process automation, and many analysts see UiPath as one of the market leaders in intelligent automation solutions.
However, competition is intense and changing rapidly. Large technology companies such as MicrosoftOpenAI or Anthropic are entering the same market with their own automation or AI solutions.
Furthermore, there seems to be a Angstthat the company will be disrupted by AI. At the moment, however, this can justifiably be described as a killer argument - almost any business model could be disrupted by AI in the future.
The question is whether companies will be able to adapt to the drastic change in framework conditions and whether they will be able to secure a slice of the pie in the future.
I think it's an obvious assumption that a specialist in automation that operates entirely in the digital environment is more likely to succeed than many other companies.
Who actually monitors artificial intelligence?
UiPath is at a turning point in this context. In recent years, the company has evolved from a pure provider of robotic process automation (RPA) to a specialist in the control of AI agents and could therefore take on a central role within the emerging AI economy.
UiPath not only offers AI agents, but also creates a secure and scalable environment to control and monitor the operation of AI agents.
While large language models and AI vendors provide AI agents, UiPath provides the systems to ensure that these models can be used in practice. Companies not only need intelligent systems, but also a platform that coordinates processes, secures data flows and complies with regulatory requirements.
Hard facts
The response from the field speaks for itself. UiPath's growth has continued unabated to date.
In the last quarter, earnings of USD 0.15 per share were well above expectations of USD 0.09. With sales of USD 362 million, analysts' estimates of USD 348 million were also exceeded.
For the year as a whole, this corresponds to an increase in sales of 14%. Annualized sales climbed by 11 % to USD 1.72 billion.
The operating result increased almost tenfold from USD 6.5 million to USD 62.3 million.
At the same time, the company is buying back its own Aktien own shares. Over the course of the year, the number of outstanding shares was significantly reduced from 568 to 536 million.
As UiPath recently had cash reserves of USD 1.52 billion, which corresponds to almost a quarter of its market capitalization, it can easily afford to do so.
Share buybacks are particularly value-creating when the valuation is relatively low and the company is set to grow in the future.
The second seems to be the case, as existing customers are gradually expanding their business with UiPath. The dollar-based net retention rate recently stood at 108%.
A value above 100 shows that existing customers are spending more on average than before, i.e. expanding their use of the platform or purchasing additional modules and services.
A value of 108 corresponds to revenue growth of 8%, excluding new customers.
The company has therefore raised its revenue forecast for the current financial year from USD 1.55 billion to USD 1.57 - 1.58 billion
UiPath share: Chart from 17.09.2025, price: USD 11.56 - symbol: PATH | Source: TWS
On the Börse business progress has so far been ignored and it is impossible to predict when this will change. However, experience shows that the longer the sideways phase lasts despite rising sales, profits and cash flow, the more impulsive the subsequent upward movement will be.
From a technical perspective, the biggest triggers are USD 13.50 and USD 15.00 - 15.50. If these levels can be overcome on a sustained basis, procyclical upward movements will occur. Kaufsignalen.
If the share closes the week above USD 15.50, the chart picture brightens sustainably.
If, on the other hand, the share falls below USD 10.40, the bulls will have lost their chance for the time being.
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