$PATH

UI Path stock is undervalued with potential to double or increase by 2.5x.

Name: AVOID the TRAP in these AI Stocks: The Earnings Divide.
Uploaded: 2026-09-02
Description: UI Path stock is undervalued with potential to double or increase by 2.5x.

Bullish

“AVOID the TRAP in these AI Stocks: The Earnings Divide.”

Meet KevinPublished Sep 2 · 4 passages

17:59/ —Open the source video

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4 passages

As part of their proxy automation process to improve robotic path, or whatever it is . Okay, so you have UI Path.

How does that compare in terms of valuation to some of these other companies? Well, I already wrote that here under Snowflake just for comparison. UI Path has margins of 24% to 25%, so that's still about half of Broadcom's margins.

But it's trading at a P/E ratio of 1. Based on a projected growth of only 22%, those growth levels could actually be much higher.

UI Path, Salesforce, ServiceNow—for those interested in ServiceNow, I'm not very enthusiastic about it.

This is "Service Now". " UI Path" actually, our software shares are currently at 32 . I think it's closer to 40 or 50. So I think it has a chance to double or two and a half times its value.

What this channel has said about $PATH

Meet Kevin has 6 calls on this stock; only the adjacent ones are shown.

2026-09-04Bearish

Thoughts on Path being down 19%. Uh we on Path this morning because we went through the earnings and there was a problem in the earnings report. It was down like 8% already this morning, but I hate to say it. you know, I'm very blunt when I look at a stock. Uh so if if whether whether it's a stock I like or not, I don't care. If the earnings come out and there's a problem, I'm going to say it.

Quote at 45:42 ›

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2026-09-02BullishThis one

One of those companies, for example, is UI Path. We had the press release here somewhere. Oh, yes, here it is. Here's the press release about UI Path, for example. UI Path announces a partnership with Snowflake. As part of their proxy automation process to improve robotic path, or whatever it is . Okay, so you have UI Path.

2026-09-02Bullish

UiPath partnered with all the big players last September on artificial intelligence, and all those companies have started to achieve huge successes like Snowflake. Yes. Yes, that's a good point. No, it's really interesting. I think there is a large multiplier on UiPath. Yes, I've been under some pressure, but that's Broadcom.

Quote at 49:29 ›

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