While investors chase the next AI hype cycle, I believe UiPath is quietly positioning itself as an AI winner — not a victim.
With a strong cash position, accelerating AI ARR (~$200M), expanding government demand, growing automation backlog, and depressed valuation multiples, the market may be pricing a worst-case scenario that doesn’t reflect operational reality.
UiPath is now 20% of my portfolio.
If you want the full breakdown — including financial analysis, catalysts for 2026, and why I believe guidance may be intentionally conservative — visit my Deep Dive:
And please comment — I genuinely enjoy debating ideas and challenging assumptions.
