UiPath: Finally Gaining Recognition It Deserves - Wait For A Dip-Buying Opportunity
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Juxtaposed Ideas14.99K FollowersFollow5ShareSavePlay(14min)CommentsSummaryUiPath's deep-value thesis plays out beyond my expectations, as observed in the high-double digit rally from the recent bottoms and the fair valuations.Its new partnerships with OpenAI, Google, Nvidia, and Snowflake position it for expanded adoption and growth re-acceleration from FY2027 onwards.PATH's renewed growth opportunities are well supported by the accelerating ARR growth, the improving operating leverage, and the early stage of its agentic AI monetization.Even so, given the overbought RSIs, the elevated short interest ratio, and the potential -22% downside to $13.50s support, accumulating on a pullback is advised to enhance margin of safety. KanawatTH/iStock via Getty Images I previously covered UiPath Inc. (PATH) in September 2025, discussing how the stock remained a compelling Buy after the selloff, thanks to the durable demand for the legacy Robotic Process Automation [RPA] offerings during the AI boomThis article was written byJuxtaposed Ideas14.99K FollowersFollowI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.