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Other Losing Stocks To Avoid: • Accenture, Atlassian, HubSpot • 50% after weak guidance • UiPath—AI does automation better

Felix Prehn 🐶

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95,928 views • 6 months ago •via X (Twitter)

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My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.

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