$PATH

UiPath has an underlying problem in its earnings report that drove the stock down.

Bearish
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Meet KevinPublished Sep 4 · 4 passages

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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.

Uh and and I think PATH is down now a lot more because this morning we're like this is bad. We point out a problem that I don't think anybody else is pointing out. Now, I'm not saying it's an insurmountable problem, but there was a problem.

And most people aren't going to see it because, you know, what we did in the uh course live is is we didn't just analyze the document they gave us. I have to go pull some other stuff up and then you're like, "Oh, damn. that is actually a problem.

Otherwise, you won't see it. You could totally bury the problem. But I think if you you pay attention, you're like, "Oh crap, there's a real problem here."

Sold my path for a 60% gain in the pre-market thanks to alpha report. Thanks for pointing out red flags, Kevin.

This morning in the course member live stream, I know a lot of uh course members uh ended up selling UiPath because we identified some red flags that were not immediately obvious in earnings.

What this channel has said about $PATH

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

2026-09-09
somebody you're asking about UI, uh, UiPath. UiPath is down 11% today. Wow. I wonder why. I think I find this actually a really great consumer company. It's I call it more like proumer. One of the issues that you have with this stock that makes it really hard to know what's going on is you see these volume candles right here. here. I mean, this one on earnings, this one today, this one is heavily controlled by its its owner and they control almost all of the shares. And so, when they go to sell, and I don't know this, but my guess is when they go to sell, that's when you get this kind of insane movement in the stock. Now, I've been a big fan of this stock since like, I don't know, the $150ish dollar range. It's done massive moves over the past uh, you know, four years or whatever it's been. Uh, it did go down. It went down to 99 there for a moment. I think this was the 20 Yeah, in 2024. So, this was sort of like the chip and memory dip that we had over here. Uh even uh your microns and that were having a tough time here. But, uh some of this is just driven by selling pressure on the inside. Uh I think longer term those create opportunities like this is probably just a lack of selling pressure and then trading momentum up. Like it would got it got pretty overpriced over here at 1,000. So, you get a lot more volatility on a stock like this that doesn't necessarily have to have a reason other than, you know, someone selling.
Quote at 39:26 ›
2026-09-04BearishThis one
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.
Direction flip
2026-09-02Bullish
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.
Quote at 17:59 ›
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