UiPath: Expect Growth To Reaccelerate Post FY23

Jan. 27, 2023 5:52 AM ETUiPath Inc. (PATH)4 Comments
Heinsite Capital profile picture
Heinsite Capital


  • I expect more businesses to adopt automation to optimize workflow processes.
  • UiPath is the leader in the RPA industry.
  • While the macro environment is weak, PATH continues to gain notable customer wins.

RPA. Robotic process automation concept on virtual screen


Thesis highlight

UiPath (NYSE:PATH) has 31% upside. I believe the market has already priced in a weak FY23 given how the valuation has continuously drifted down over the past few months. As such, the current set up is quite positive if PATH

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Own valuation

This article was written by

Heinsite Capital profile picture
I am an investment analyst in a small boutique firm, covering companies across APAC and US.With over 5 years of dissecting businesses and what makes them tick, I look for opportunities in the markets and am not confined to a particular strategy. I look for strong companies with superior moats, but also believe strongly in managing risks to survive to fight another day.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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