Battle Royale: Nebius vs. UiPath. Only One Can Make You Rich.

By Catie Hogan – Feb 20, 2026 at 9:21AM ESTKey PointsIn its latest earnings report, Nebius reported a 547% increase in quarterly revenue compared to the year prior.UiPath achieved its first GAAP profitable quarter in the company's third-quarter fiscal 2026.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: PATHUiPathMarket Cap$6.0BToday's Changeangle-down(1.87%) $0.21Current Price$11.42Price as of February 20, 2026 at 10:52 AM ETNebius and UiPath are promising AI companies, but one's fundamentals shine brighter than the other's.There's been more than enough talk about the wealth created by the mega-cap superstars in the tech industry over the last few years. There are other smaller companies that investors should note, which could also make them rich. Nebius (NBIS 4.39%) and UiPath (PATH +1.87%) are two that deserve a closer look. In a battle of these up-and-coming businesses, which should we choose? Let's dive in deeper. ExpandNASDAQ: NBISNebius GroupToday's Change(-4.39%) $-4.72Current Price$102.89Key Data PointsMarket Cap$27BDay's Range$102.15 - $108.3052wk Range$18.31 - $141.10Volume218KAvg Vol14MGross Margin-765.63% Explosive growth, but still not profitable Nebius builds vertically integrated AI infrastructure for businesses. The company's cloud capacity is powered by Nvidia's hardware. Nebius is a fast-scaling company in high demand. Image source: Getty Images. On Feb. 12, Nebius released its fourth-quarter and full-year 2025 results. Revenue was up 547% in the quarter and a staggering 479% year over year. However, the company is still not profitable and has a very high capex. The stock has risen more than 114% in the past 12 months. Nebius is scaling quickly, but is trading at a price that is hard to justify. The company won't have any room for error if investors are to buy it at current levels. Slower growth but steadier fundamentals UiPath is a reinvention success story. The company was forced to pivot into agentic AI and was able to do so and embed it into its platform. UiPath is now profitable and trades at a deep discount compared to Nebius. ExpandNYSE: PATHUiPathToday's Change(1.87%) $0.21Current Price$11.42Key Data PointsMarket Cap$6.0BDay's Range$11.03 - $11.6052wk Range$9.38 - $19.84Volume284KAvg Vol27MGross Margin83.16% While UiPath's growth trajectory isn't as extreme as Nebius's, the company's revenues are growing steadily, and it is now profitable. According to its latest quarterly results, UiPath's revenue was up 16% year over year. Overall, UiPath anticipates continued revenue growth and increasing cash flow through the rest of its fiscal year. Who will make you rich? If forced to choose, I'd choose UiPath as the better long-term investment. Nebius is an exciting company, but it's not priced nearly as well as UiPath. There's far more execution risk associated with Nebius right now. If I'm an investor looking for steady growth and fundamentals, UiPath is the clear winner.Read NextFeb 18, 2026 •By Leo SunCould This $11 Stock Be Your Ticket to Millionaire Status?Feb 14, 2026 •By Geoffrey SeilerThis Could Be One of the Most Important Stocks in Tech By 2028Feb 7, 2026 •By James HiresThe Artificial Intelligence (AI) Dark Horse That Wall Street Is WatchingFeb 4, 2026 •By Timothy GreenHere's Why UiPath Stock Crashed 23% in JanuaryFeb 3, 2026 •By Will HealyLumbard Kellner Loads Up UiPath With 224,000 Shares BoughtFeb 2, 2026 •By John Ballard1 Under-the-Radar AI Stock With Explosive Growth PotentialAbout the AuthorCatie is a contributing Motley Fool stock market analyst covering technology, consumer goods, transportation, industrials, materials, and energy. She's the founder of the family finances newsletter, Cents of Humor. Catie was formerly the Head of Advice & Coaching at Parthean and an advisor at Element Financial Group. She's the writer and a producer of the hit off-Broadway show, Vape!

The Grease Parody. Catie has a degree in journalism from Emerson College.TMFCatieHoganStocks MentionedUiPathNYSE: PATH$11.42 (+1.87%) $+0.21NvidiaNASDAQ: NVDA$189.85 (+1.04%) $+1.96Nebius GroupNASDAQ: NBIS$103.44 (3.88%) $4.17*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.