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PATH

UiPath Inc

BUY 2026-08-01 Updated today USD 12.76 Technology - Software - InfrastructureAWAIT ENTRY
65

Position levels

Currenttoday
USD 12.76
Buy <=wait / entry
USD 11.08
Trim >=take some off
USD 13.25
Thesis breakThe thesis would be invalidated by disclosure of a top-customer revenue concentr...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • Dubai cyber regulator clearance of Automation Cloud UAE for government and semi-government accounts
  • One NZ telco deployment of UiPath Maestro cutting provisioning time from 10 days to under 10 minutes
  • List of 6 acquisitions by UiPath expanding agentic AI portfolio
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.