PATH
UiPath$13.25live · 9h agoTotal predictions
4
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
3
Bull / Bear
4 / 0
direction split
YouTubers covered
2
Predictions over time
Not plotted: 1 w/o target or video date. All are still listed below.
Predictions (4)
Meet Kevin3 callsBullish
Kevin's valuation model shows UiPath fairly valued around $32 with 75% upside, but he personally believes the real target is higher, near $40-45, as software recovers from the Q3/Q4 bottom.
Earlier thesis (1)
Kevin argues UiPath is transitioning from pure robotic process automation to an AI-augmented RPA platform, mirroring Palantir's playbook at a fraction of the valuation. He believes the company's improving cash flow, strong balance sheet, and low Wall Street expectations set up a significant re-rating opportunity, especially given elevated short interest.
Michael Tyler1 callBullish
The speaker likes UiPath as part of his automation theme, viewing automation as one of the four key areas he expects to outperform over the next 12-24 months.