Key insights
- UiPath shows strong growth potential with increasing ARR, significant cash reserves, and a growing customer base, including large enterprise clients. Despite a projected period of stagnation due to product rollout, the company's focus on AI and RPA, coupled with substantial share repurchases, suggests a positive long-term outlook. The company's financial health and strategic initiatives position it as a potential accumulation target for investors.
I look for stocks that have: Uipath seems to meet all the criteria Little to no debt Increasing cash 2022 has a -34million free cash flow, 2026 +372 million, NRR over 100% Net new ARR UIPATHS seems to meet all the criteria.
Daniel Dines mentioned that the stock will stay stagnant for multiple quarters as maestro gets rolled out. Maestro released March 27. This seems like the perfect time to accumulate.
Customers with over billion in market cap Voya financial- 7.8B valued company Ernst and Young-> deployed attended and unattended UIPATH bots internally, with over 1 million transactions per year and 1,000+ employees using RPA in one early deployment, later scaling to 100,000+ robots installed globally across EY. AllState CVS Health- publicly referenced Siemens BMW Uber- publicly referenced DHL- published case uses of UIPath
374 customers with $1M+ ARR (Q1 FY2027)
Had almost 0 revenue in 2017, to over 1.8 billion in new ARR 2027
Cash and marketable securities- 2026 1.4 billion compared to .5B in 2020
Q1 FY2027 Repurchased 20 million shares at 243.8 million Then additional 2 million shares between may1-may27th
Curious to hear the best arguement from someone.