PATH — All updates

PATH — 8 entries on this page, 1 of them a change of direction.

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Parkev Tatevosian, CFAPublished 2026-09-10
“Is UiPath Stock an Undervalued Stock to Buy Right Now in September? | PATH Stock Analysis”
$PATHBullish
PATH is an attractive buy; DCF fair value $18.40 vs price $14 implies 31% upside as market overestimates AI risk to its growing business.

UiPath is one of these companies that artificial intelligence was supposed to kill. Instead, the company reported revenue increasing 13% year-over-year in its most recently completed quarter, and the CEO is pleased with their second quarter results.

Does this make UiPath stock an interesting buying opportunity? So, rather than killing its business, the CEO and founder Daniel Dines said, "AI is expanding what enterprises can automate, while increasing the need for orchestration, governance, and exactness that deterministic automation provides.

Their ability to bring AI agents, robot systems, and people together to execute end-to-end process positions UiPath at the center of this opportunity."

Meet KevinPublished 2026-09-09
“Apple iPhone Duo Event Reaction, Stocks Fall, Drama.”
$PATHNo side taken
Speaker likes UiPath as a company; insider control causes high volatility and makes the stock hard to analyze.

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.

Older record
Verified InvestingPublished 2026-09-04
“Lululemon Beat Earnings By 63% And Still Crashed 20%”
$PATHNo side taken
PATH price fell due to meeting only basic expectations after pre-earnings rise; key support at $14.

And now Path, or UiPath, this software company, has also announced its earnings and they just met expectations, didn't they? They only met the basic expectations . But when you are in a situation where the stock rises before the earnings announcement.

With an increase of more than 86% due to excessive excitement about what might happen. That won't be enough, will it? Simply meeting basic expectations. No , we want you to exceed expectations, which caused the price to drop, and the price is still above its previous earnings, and is still 15% higher than its previous earnings, as it literally failed to earn and exceeded revenue expectations.

For me, the main support level I'll be watching is the nice gap closing here around $14, which is a proper and round number for UI Path.

Meet KevinPublished 2026-09-04
“Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️”
$PATHBearish
UiPath has an underlying problem in its earnings report that drove the stock down.

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.

Older record
Meet KevinPublished 2026-09-02
“AVOID the TRAP in these AI Stocks: The Earnings Divide.”
$PATHBullish
UI Path stock is undervalued with potential to double or increase by 2.5x.

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.

Older record
Meet KevinPublished 2026-09-02
“AI Stocks: Broadcom, Snowflake, HPE Earnings”
$PATHBullish
Speaker favors UiPath (PEG ~1, high license growth) despite acknowledging Broadcom's superior margins.

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.

Older record
Meet KevinPublished 2026-08-28
“The Software Stock Bottom is IN: Is it TOO LATE to Buy?”
$PATHBullish
PATH has significant upside potential, with a target price of $40-$45 compared to the current $32.

You're seeing a recovery in UiPath.

I've got UIP path at 32 bucks 75% upside from here. Honestly, I think this is probably closer to 40 to 45 bucks.

Older record
Meet KevinPublished 2026-08-28
“HERE WE GO. Fed Jackson Hole Speech.”
$PATHBullish
UiPath has 75%+ upside potential with a target price of $40-$45.

UiPath is another one that's just really taking off off of that uh low sub $10 level now sitting at 18 bucks.

Let's go see what else we have. Path. Path. And uh path is actually 90 bips down.

You're seeing a recovery in UiPath.

when you look at margins for companies whether it's at Salesforce or at UiPath or at Palunteer tokens are increasingly costing these software companies money as they integrate tokens into the services that they're offering.

That's the earliest record
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