Description
UiPath Stock Analysis: Why this "criminally undervalued" AI play is chasing a $25 trillion market opportunity.
I explain why I’m doubling down on UiPath ($PATH) despite the bear market noise. We dive into the massive divergence between price and fundamental value—highlighting how revenue has tripled while the stock fell 80%—and calculate the true total addressable market for automation. I also compare $PATH's valuation to Palantir and dismantle the "innovation dilemma" argument to show why Generative AI is actually UiPath's biggest tailwind, not its competitor.
Watch the full PATH Q3 2026 Earnings Call Live Stream Here! https://youtube.com/live/Greev9gO-Aw?feature=share
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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:
0:00 Bullish Outlook on UiPath: Volume Trends
1:35 Revenue Growth and Stock Divergence
3:03 The Enormous Total Addressable Market for Automation
4:59 Valuation Insights: UiPath vs Palantir
6:11 Market Sentiment, Competition, and Misconceptions