$PATH

PATH

UiPath, Inc. Class A Common Stock · UiPath, Inc. Class A Common Stock

时间范围

24 小时 7 天 30 天

窗口 08-22 → 08-29 · 回看 7 天（美东）

PATH 最近 7 天共 2 条观点条目。其中 0 条方向发生变化。数据截至 8 月 29 日。

本窗口内的全部观点与内容

名单内的来源在这个窗口里谈到这只股票的每一条视频，各一条。每一条转述都能回到英文原文与时间码。

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08-28

Meet Kevin发布 2026-08-28

《The Software Stock Bottom is IN: Is it TOO LATE to Buy?》

$PATH看涨

PATH具有显著上行潜力，目标价为40-45美元，而当前价格为32美元。

你正在看到 UiPath 的复苏。

You're seeing a recovery in UiPath.

我持有 UiPath，目标价 32 美元，从这里还有 75% 的上涨空间。说实话，我认为这可能更接近 40 到 45 美元。

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

换句话说，比如 UiPath 说：“嘿，我们正在整合到我们的 RPA（机器人流程自动化）中。我们正在整合代币，我们将开始向客户收取代币费用。”最好的情况是，如果你能提供更便宜的代币，软件的总账单看起来会更低。

in other words, like let's say a UiPath is like, "Hey, we're we're integrating into our RPA uh robotic process automation. we're integrating tokens and we're going to start charging customers for tokens. Best case scenario, the overall bill for the software looks lower if you can provide them cheaper tokens.

看原视频02:34

Meet Kevin发布 2026-08-28

《HERE WE GO. Fed Jackson Hole Speech.》

$PATH看涨

UiPath有75%以上的上行空间，目标价为40-45美元。

UiPath 是另一只从低于 10 美元的低点真正起飞，现在位于 18 美元的股票。

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

让我们看看还有什么。Path。Path。实际上 Path 下跌了 90 个基点。

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

你看到 UiPath 正在复苏。

You're seeing a recovery in UiPath.

当你查看公司的利润率时，无论是 Salesforce、UiPath 还是 Palantir，随着它们将代币整合到所提供的服务中，代币正日益让这些软件公司付出成本。

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.

看原视频1:35:04

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