Description
Wall Street is sleeping on the next Palantir, and my 1 million share bet on UiPath just got confirmed.
In this video, I unleash an honest rant on why analysts are "blind" to the massive opportunity in UiPath (PATH). While Wall Street sends interns to cover the earnings, we dig into the real numbers: 16% revenue acceleration, the first-ever GAAP profitable quarter, and game-changing AI adoption via "Maestro." I break down why the comparison to Palantir is more relevant than ever, how customers are seeing $32M in savings, and why I believe the stock is currently trading at a fraction of its true value.
Watch the full PATH Q3 2026 Earnings Call Live Stream Here! https://youtube.com/live/Greev9gO-Aw?feature=share
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👤 About the How To Invest Team:
I'm Jake — a lifelong learner, investor, and creator. I’m passionate about helping others make informed decisions and thrive in both traditional investing and the future of finance.
Hey I'm Aaron, a massive optimist, and am perpetually curious. I love architecture, cities, science and technology. Investing is the fantastic crossover of all my interests.
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⚠️Disclaimer:
All videos on this channel are for educational and entertainment purposes only. I’m not a financial advisor, and nothing here is investment advice. While I strive to provide accurate and timely information, always do your own research before making any financial decisions. Your money, your responsibility. Invest smart — and stay safe out there!
Chapters:
00:00 Ranting About Lazy Wall Street Analysts
01:53 Earnings Breakdown: Revenue & Profitability
02:25 AI Agents, Maestro & Major Partnerships
04:22 Outcome-Based Pricing Model
06:06 The Palantir Parallels & Industry Leadership
08:20 Why UiPath is Winning vs Competitors
10:02 Government Contracts & Efficiency
11:40 Financial Deep Dive: Retention & Margins
14:15 Fiscal 2027 Outlook & Cash Position
17:29 Valuation Model & My $54 Price Target