$UiPath(PATH)$ One of the most speculative play on my long term portfolio. Entered 40 more positions of PATH at $9.84
In late 2025/early 2026, UiPath achieved its first-ever GAAP profitability.
Valuation 📝: It is currently trading at a forward P/E that is compressed compared to its historical highs, despite 16% YoY revenue growth.
Catalysts 📈: From RPA to Agents, UiPath is no longer just "recording clicks." Their new Agentic Automation platform allows AI to make complex decisions, not just follow rules. This expands their Total Addressable Market (TAM) by 10x. 🧠⚙️
Will be keeping a close watch, but not going heavy.
Invest Safe, Tiger Friends! [666]
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 9.85 40 | +8.63% Holding |
UiPathDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments