PATH

UiPath Inc - Ordinary Shares - Class A

TMT, Software


Presented:06/20/2024
Price:$11.37
Cap:$6.51B
Current Price:$12.87
Cap:$7.08B

Presented

Date06/20/2024
Price$11.37
Market Cap$6.51B
Ent Value$8.95B
P/E RatioN/A
Book Value$3.54
Div Yield0%
Shares O/S572.78M
Ave Daily Vol9,661,669
Short Int6.45%

Current

Price$12.87
Market Cap$7.08B
UiPath, Inc. engages in the development and provision of a software platform to automate business processes. It serves the public, healthcare, telecommunication, finance, and banking industries. The firm offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

Publicly traded companies mentioned herein: Microsoft Corp (MSFT), SAP SE (SAP), UiPath Inc (PATH), 

Highlights

The presenter is short shares of UiPath Inc (PATH), with the expectation that larger competitors and artificial intelligence are taking market share. The company’s CEO, who was brought in to revitalize the company, has also recently resigned, leading the company to bringing back the old CEO. The presenter does not see any certainty in 2026 projections and believes the stock should be trading at a mid-teens EBITDA multiple equating to a price target of $7-$8.

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Idea Discussion

Commentor 1 - 2 weeks ago

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