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UiPath

PATH

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  • C
    Captain's WatchAug 28 at 11:21 AM

    Featured$IGV Surges to Fresh High as AI Rotates to Software

    Software and cybersecurity stocks advanced as Salesforce's earnings and AI partnership rekindled enthusiasm for the sector, with investors rotating into application-layer names in search of the next h...

    IGV iShares Expanded Tech-Software Sector ETF 128.00 Daily 124.00 119.00 114.00
    IGV US Holdings (iShares Expanded Tech-Software Sector ETF): Change%, since clos
    Legal Is Driving Knowledge Work To The Frontier (Recently, At Least) Codex user
    Salesforce +22.6%. AI Fuel Or AI Threat?
  • W
    WXYTotal AssetsTraded ValueJul 18 at 04:47 AM

    Booked a gain of +$110.24 on UiPath today. I’ve been keeping an eye on the automation/RPA space as enterprise adoption keeps growing, and PATH looked like a reasonable entry point relative to its recent range.

    $UiPath(PATH.US)Took profit once it hit my target rather than holding out for more — I’d rather lock in a consistent win than risk giving it back chasing a bigger move.

    Position size was kept modest since this was more of a tactical trade than a core holding, which kept my downside risk contained. Small wins like this add up when you stay consistent with the process.

    WXY 2026-07-1812:45:23 UiPath PATH +110.24 USD LONGBRIDGE
    Trade Showcase: Trade, Show & Earn Rewards!
  • F
    First FellowJul 10 at 03:02 AM

    Figure Robotics is my favorite Robotics company. Apptronik and Dyna are the other interesting ones.

    The problem: Figure, Apptronik, Dyna are all private. $39B+ marks.

    $Robostrategy(BOT.US) is a closed end fund on Nasdaq that holds pre IPO robotics names in one ticker.

    Top holdings:

    • Figure AI — 25.48%

    • Dyna Robotics — 25.48%

    • Apptronik — 25.48%

    • Dexmate — 6.84%

    • Path Robotics — 4.10%

    It is actually a concentrated humanoid bet.

    What I like:

    → First clean public access to names that usually stay VC only

    → NAV updated to $10.51 (June 30)

    → Labor + AI are entering the warehouse

    What made me pause:

    → Closed end fund. Price can trade far above NAV

    → Private marks, not daily liquid holdings

    → 2.5% management fee on top of concentration risk - This is high for me.

    If robotics disappoint, this wrapper gets hit hard. I will read more on it, but decided not to buy it yet. Too much premium and fee to my taste.

    图片 1,共 2 张
    图片 2,共 2 张
  • H
    Hardik ShahMay 29 at 10:38 AM

    $UiPath(PATH.US) | BofA Securities maintains 𝐔𝐧𝐝𝐞𝐫𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐔𝐢𝐏𝐚𝐭𝐡, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟑 𝐟𝐫𝐨𝐦 $𝟏𝟐

    Analyst raises PT on improved execution view but keeps Underperform rating due to long-term AI durability questions and sub-peer growth.

    图片 1,共 1 张
  • W
    What TrendSpider SayMay 28 at 08:27 PM

    $UiPath(PATH.US) Mixed Results

    EPS: $0.15 vs $0.16 est

    REV: $418.382M vs $397.812M est

    Raised FY2027 Sales Guidance

    🟩 +2.68%

    图片 1,共 1 张
  • H
    Hardik ShahApr 27 at 12:07 PM

    📢 𝐉𝐔𝐒𝐓 𝐈𝐍: UiPath Partners with Databricks to Power Agentic AI Automation - $UiPath(PATH.US)

    👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

    ➤ UiPath becomes 𝐯𝐚𝐥𝐢𝐝𝐚𝐭𝐞𝐝 partner with Databricks for AI integration.

    ➤ Connects 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐝𝐚𝐭𝐚 with agentic automation workflows.

    ➤ Enables 𝐫𝐞𝐚𝐥-𝐭𝐢𝐦𝐞 data access across structured and unstructured sources.

    ➤ UiPath Maestro orchestrates 𝐀𝐈 𝐚𝐠𝐞𝐧𝐭𝐬, robots, and business processes.

    ➤ Focus on 𝐠𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞, transparency, and compliance in AI workflows.

    ➤ Aims to convert data insights into 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 business actions.

    ➤ Targets scalable adoption of 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐀𝐈 operations.

    Source: Hardik Shah

  • I
    IreneeRate Of ReturnApr 10 at 02:54 AM

    The winning streak is expected give months of selling pressure. However the ceasefire have not changed anything fundamental, the straits is not opened. Do not be fooled!

    C
    Captain's Watch
    ☕️ [Task Coins Giveaway] Daily Market Talk

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    LONGBRIDGE 2026/04/10 LONGBRIDGE DAILY MARKET TALK FRIDAY US STOCKS 1 M S&P 500,
  • L
    lyhalfwayJan 29 at 04:25 PM

    Regarding software stocks, the recent market consensus is clearly a suppression. Claude series products have challenged the enterprise SaaS business model, the performance of toc companies has not been realized, and the opportunities for toc are not great after the giants entered the market. Today's Microsoft earnings report seems to have added fuel to this consensus.

    There are two logics for the development path of Agent: model-led or scenario-led. Model-led is a story where one Agent consumes all the enterprise SaaS budget; scenario-led is model + data layer that understands the scenario, which is the path Palantir is taking.

    The current market seems to be a general sell-off of all software stocks, regardless of fundamentals, but whether it is a misjudgment needs to be judged based on individual stocks. Companies with solid performance realization will be corrected by the market after being misjudged.

    $Microsoft(MSFT.US)

    $Palantir Tech(PLTR.US)

    $Snowflake(SNOW.US)

    $UiPath(PATH.US)

    $Figma(FIG.US)

  • M
    morning_windJan 29 at 02:35 PM

    The logic behind the SaaS stocks bought during the portfolio adjustment at the beginning of the year (the reasoning was that these software products are not easily replaceable by AI, but introducing AI could significantly enhance their value) has, at least for now, been rejected by the market. The outcome is still uncertain (just like last year when the market was worried AI would kill search), but if not for controlling the position size, it would be very painful now.$Microsoft(MSFT.US)$Figma(FIG.US)$Snowflake(SNOW.US)

    Figma 28.82 -4.13% 美 FIG 财报 UiPath 13.52 -4.15% 美 PATH Snowflake 199.50 -7.64% 美
  • A
    amitDec 29, 2025 at 05:08 PM

    WALL STREET BETS TOP UPVOTED STOCKS GOING INTO 2026:

    1. $Amazon(AMZN.US)

    2. $Rocket Lab(RKLB.US)

    3. $AST SpaceMobile(ASTS.US)

    4. $Alphabet(GOOGL.US)

    5. $Nebius(NBIS.US)

    6. $Reddit(RDDT.US)

    7. $POET Tech(POET.US)

    8. $SoFi Tech(SOFI.US)

    9. $UiPath(PATH.US)

    10. $Micron Tech(MU.US)

    It’s a very WSB type of list but I do think some of these can have a strong 2026, $Amazon(AMZN.US) being my top pick from the list.

    Source: amit