Overview
- Shares have fallen more than 80% from their peak, leaving the stock at roughly 5 times sales and about 19 times forward earnings at a $14.31 share price.
- Management says the company is on track for its first profitable year, with a 21% adjusted operating margin reported in the fiscal third quarter.
- UiPath reports strong usage of its agentic AI platform, orchestrating over 365,000 processes and maintaining a 98% gross retention rate.
- The company is broadening its public‑sector footprint with engagements at the U.S. Coast Guard, Veterans Administration, and Social Security Administration.
- Wall Street projects revenue approaching nearly $1.9 billion within two years and expects faster earnings growth, with estimates implying about 26% annualized gains.