$PATH

UI Path股票被低估,有潜力翻倍或增长2.5倍。

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AVOID the TRAP in these AI Stocks: The Earnings Divide.
Meet Kevin发布 2026-09-02 · 4 段内容
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例如,其中一家公司是 UI Path。我们这里有新闻稿。哦,是的,在这里。这是关于 UI Path 的新闻稿。UI Path 宣布与 Snowflake 合作,作为其代理自动化流程的一部分,以改进机器人路径或其他什么。好的,所以你有 UI Path。

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.

与其他一些公司相比,这在估值方面如何?我已经在 Snowflake 下面写下了这一点作为比较。UI Path 的利润率在 24% 到 25% 之间,所以这仍然是博通利润率的一半左右。

但它的市盈率是 1。基于仅 22% 的预计增长,这些增长水平实际上可能更高。

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——对于那些对 ServiceNow 感兴趣的人,我不太看好它。

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

这是“Service Now”。实际上,我们的软件股目前是 32。我认为它更接近 40 或 50。所以我认为它有机会翻倍或翻两倍半。

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.

这个频道对 $PATH 的历次判断

Meet Kevin 在这只股票上共 4 条判断,这里只列相邻的几条。

2026-09-02看涨本条
例如,其中一家公司是 UI Path。我们这里有新闻稿。哦,是的,在这里。这是关于 UI Path 的新闻稿。UI Path 宣布与 Snowflake 合作,作为其代理自动化流程的一部分,以改进机器人路径或其他什么。好的,所以你有 UI Path。
2026-09-02看涨
UiPath 去年九月与所有大型企业合作开展人工智能,所有这些公司都开始取得巨大成功,比如 Snowflake。是的。是的,这是个好观点。不,这真的很有趣。我认为 UiPath 有一个很大的乘数。是的,我承受了一些压力,但那是博通。
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