This Little-Known AI Software Company Could Be the Dark Horse Winner of the Next AI Supercycle Starting in 2026

By Geoffrey Seiler – Dec 14, 2025 at 2:05PM ESTKey PointsAgentic AI may become the next big AI supercycle.UiPath looks uniquely positioned to be a winner in this AI niche.These 10 Stocks Could Mint the Next Wave of Millionaires ›NYSE: PATHUiPathMarket Cap$9.3BToday's Changeangle-down(-3.38%) $0.61Current Price$17.42Price as of December 12, 2025 at 4:00 PM ETUiPath stock is cheap, and the company is just beginning to see its revenue growth accelerate.The driving theme in the stock market over the past few years has been artificial intelligence (AI). The biggest winners of the first phase of AI have largely been involved with data center infrastructure. This includes chipmakers, like Nvidia and cloud computing providers like Microsoft. In the private markets, you can also throw in large language model (LLM) makers like OpenAI. However, as we enter 2026, the next big AI supercycle may be emerging. The first phase was largely about generative AI. This includes chatbots like OpenAI's ChatGPT, Anthropic's Claude, and Alphabet's Gemini, as well as AI assistants, such as Microsoft's Copilots. The next phase is agentic AI, where AI-powered agents will autonomously complete assigned tasks on their own. While generative chatbots can help you plan a vacation, AI agents can actually go out and book your flights, hotels, and tours. Image source: Getty Images In the world of business, AI agents can act as virtual employees. For example, they can provide customer support and help with billing issues, even giving out refunds, or they can help with human resource duties, like granting time-off requests. They can also write programming code or even interact with other companies, helping with things like supply chain management. Right now, a lot of companies are trying to capture the AI agent opportunity. Many offer preprogrammed agents, as well as the ability to create custom AI agents through the use of no-code and low-code tools.Advertisement What this is creating is a plethora of AI agents from a wide array of different vendors. This is where UiPath (PATH 3.38%) comes in and why it may be the dark horse winner of the next AI supercycle. An AI orchestration leader With more and more AI agents being created through different vendor platforms, there needs to be a way for organizations to manage all of them. That's exactly what UiPath's Maestro platform was designed to do. Customers can still create their own AI agents through Maestro's own no-code and low-code tools, but it also helps organizations coordinate both these agents and those from third-party vendors. However, UiPath's platform goes beyond AI agent orchestration. The company started out as a leader in robotic process automation (RPA), which uses software bots to handle simple rules-based jobs like order processing or account reconciliation. This background gives it a strong edge in AI agent orchestration, as RPA systems already have strong governance protocols in place, a history of managing and monitoring thousands of software robots, and experience integrating with various enterprise systems. ExpandNYSE: PATHUiPathToday's Change(-3.38%) $-0.61Current Price$17.42Key Data PointsMarket Cap$9.3BDay's Range$17.23 - $18.0952wk Range$9.38 - $19.84Volume17MAvg Vol26MGross Margin83.16% Even with the advent of AI agents, RPA can still play an important role for businesses. These agents are much more advanced than software robots and can handle more complex jobs. However, they are also more expensive and aren't needed for simple tasks. UiPath's Maestro platform can coordinate both AI agents and software bots and assign them to the jobs for which they are best suited. This helps save customers money, which is always a big selling point. Management has recently struck partnerships with several leading AI companies. For example, it will incorporate Google Gemini models to bring voice control to its platform, and it will add Nvidia's Nemotron models and NIM microservices to manage agents designed to run on-premises in highly regulated industries like healthcare. One of its most intriguing partnerships is with data warehousing company Snowflake, where its technology will provide instant real-world insights and data-driven automation using a customer's data stored within Snowflake's servers. Time to buy the stock UiPath is just at the beginning of its AI orchestration journey, trying to position itself as the Switzerland of enterprise AI agents. Its mission is to help customers avoid being locked into a particular vendor in a quickly changing environment, while also helping them save money through the use of cheaper software bots. The company has already started to see revenue growth accelerate, and it has a huge opportunity ahead. Best of all, the stock is still cheap, trading at a price-to-sales multiple of less than 6. If its revenue growth continues to accelerate, it just might be the next big AI winner in 2026.About the AuthorGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a $600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.TMFFindProfitRead NextDec 13, 2025 •By John Ballard1 Reason UiPath Stock Could Beat the Market in 2026Dec 11, 2025 •By Geoffrey SeilerInvestors Are Piling Into Palantir, but This AI Competitor Might Outperform It in 2026Dec 11, 2025 •By Parkev Tatevosian, CFAShould Investors Buy UiPath Stock Before 2026?Dec 7, 2025 •By Geoffrey SeilerUiPath Shares Surge.

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