UiPath: The Negativity Has Gone Too Far

Jun. 28, 2022 7:31 PM ETUiPath Inc. (PATH)ARKQ, ARKF, ARKK, ARKW, BYOB, LRNZ, ARKX, ARKG, MAKX, GTEK, ROBT5 Comments
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  • UiPath is the leader in robotic process automation, an industry that’s expected to grow at a >35% CAGR through to 2030.
  • Shares of UiPath have been trounced, having fallen more than 70% from their 52-week high.
  • The company is seeing growth slowing for a number of reasons, including the Ukraine war, FX rates, and a transition to the cloud.
  • I believe these to be short-term headwinds that are distracting investors from the huge opportunity that UiPath has ahead of it.

robot hand touching with human hand

angkhan/iStock via Getty Images

Investment Thesis

UiPath Inc. (NYSE:NYSE:PATH) is a leader in robotic process automation, and has been driving the industry forward for some time. This industry is expected to grow at an astounding rate over the next decade, and

All of UiPath's solutions

UiPath Q1'23 Investor Presentation

UiPath growth in large customers

UiPath Q1'23 Investor Presentation

Gartner Magic Quadrant for Robotic Process Automation


North America robotic process automation market size, by type, 2020 - 2030 (USD Million)

Grand View Research

Slide welcoming Rob Enslin to UiPath

UiPath Q1'23 Investor Presentation

Daniel Dines ownership stake in UiPath

UiPath 2022 Proxy Statement / Excel

UiPath reviews on Glassdoor


UiPath key financial information]

UiPath SEC Filings / Excel

UiPath share price valuation model

UiPath SEC Filings / Excel

This article was written by

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We're Andreea & Jamie, two finance professionals based in the UK with a passion for helping others to learn about investing & personal finance. Follow our Instagram @stocksandsavings for daily investing content!

Disclosure: I/we have a beneficial long position in the shares of PATH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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