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Stock impact report

Sitting On $1.69B In Cash: Why UiPath Is Too Cheap To Ignore [Seeking Alpha]

UiPath, Inc. Class A (PATH) 
Company Research Source: Seeking Alpha
PATH delivered 11% YoY ARR growth to $1.853B, exceeding guidance, and raised its long-term non-GAAP operating margin target to 30%. Despite AI disruption fears, PATH's 97% gross retention rate and critical workflow integration underscore business stickiness and resilience. I reiterate a buy rating, as current valuation appears to price in worst-case AI disruption, offering asymmetric risk/reward. Looking for a portfolio of ideas like this one? Members of Best Of Breed Growth Stocks get exclusive access to our subscriber-only portfolios. Learn More » imaginima/iStock via Getty Images UiPath ( PATH ) has shown that cheap stocks can always get cheaper. Software stocks have struggled to recover amidst fears regarding AI disruption over the long term, even if the numbers appear robust in the near term. PATH More on my IG service Sign Up For My Premium Service "Best of Breed Growth Stocks" After a historic valuation reset, the growth investing landscape has changed. Get my Show less Read more
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