$UiPath(PATH)$ For earnings tomorrow, the comeback CEO is likely going to try to instill more confidence. He’ll of course talk about incorporating AI in the RPA tech stack. What would be amazing is if he announces something concrete re AI vs generic statements. For eg partnering with AI firms etc. the market is so hyper sensitive that anything short of amazing will push the stock down. But the stock is already pretty depressed and at a great valuation. So any pullback should be short. The fact of the matter is that very few companies exist that have a proven track record of enterprise automation and a fair chance of bringing AI. And of course let’s not forget uipath’s recent investment in the French AI startup to build an automation LLM.
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