UiPath - Investment Thesis

Join us as we dive into UiPath ($PATH), a fascinating player at the intersection of enterprise automation and artificial intelligence. Once commanding a $44B market cap, UiPath has seen its valuation compress to $7B – but is this a hidden opportunity?

We explore how the company is transforming from a pure-play RPA vendor into a comprehensive AI-powered automation platform, with over 1,000 organizations already signed up for their new Agent Builder preview. With $1.6B in cash, no debt, and improving profitability metrics, we examine whether UiPath's current valuation overlooks both its existing 2,200+ enterprise customer base and its strategic position as the 'Switzerland' of enterprise automation. Plus, we break down the key risks and metrics to watch as UiPath executes its ambitious AI strategy.

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