UiPath's stock price is cheap, and the company is just starting to see revenue growth accelerate.
A theme that has driven the stock market over the past few years is artificial intelligence (AI). The biggest winners in the first phase of AI were primarily those involved in data center infrastructure. This includes chip manufacturers such as: Nvidia cloud computing providers such as microsoft. The private market can also bring in large-scale language model (LLM) makers like OpenAI.
But as we move into 2026, the next big AI supercycle could be upon us. The first phase was primarily about generative AI. This includes chatbots such as OpenAI's ChatGPT and Anthropic's Claude. alphabetand AI assistants like Gemini from Microsoft and Copilots from Microsoft.
The next phase is agent AI. AI-powered agents autonomously perform assigned tasks. Generative chatbots can help you plan your vacation, but AI agents can also go out and book flights, hotels, and tours.
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In the business world, AI agents can act as virtual employees. For example, we may provide customer support, resolve billing issues, or issue refunds. They can also assist with human resources tasks such as approving leave requests. You can also write programming code and interact with other companies by assisting with things like supply chain management.
Many companies are now looking to seize the opportunity of AI agents. In addition to pre-programmed agents, many offer the ability to create custom AI agents using no-code and low-code tools.
This creates a large number of AI agents provided by various vendors. Here is UiPath (path 3.38%) is here to explain why it will be the dark horse winner of the next AI supercycle.
A leader in AI orchestration
As more AI agents are created through different vendor platforms, organizations need a way to manage them all. That's exactly what UiPath's Maestro platform is designed to do. Customers can create their own AI agents using Maestro's proprietary no-code and low-code tools, but it also helps organizations orchestrate both these agents and those from third-party vendors.
However, UiPath's platform goes beyond orchestrating AI agents. The company started out as a leader in robotic process automation (RPA), using software bots to handle simple rules-based jobs like order fulfillment and account reconciliation.
This background gives them a strong advantage in AI agent orchestration, as RPA systems already have strong governance protocols in place, a history of managing and monitoring thousands of software robots, and experience integrating with a variety of enterprise systems.
Today's changes
(-3.38%) $-0.61
current price
$17.42
Key data points
Market capitalization
$9.3 billion
daily range
$17.23 – $September 18th
52 week range
$9.38 – $19.84
volume
17M
average volume
26M
gross profit
83.16%
Despite the emergence of AI agents, RPA still plays an important role for enterprises. These agents are much more sophisticated than software robots and can handle more complex jobs.
However, they are also expensive and not needed for simple tasks. UiPath's Maestro platform can coordinate both AI agents and software bots and assign them the best jobs. This helps customers save costs, which is always a big selling point.
Management recently entered into partnerships with several leading AI companies. For example, it will incorporate the Google Gemini model to bring voice control to its platform, as well as add Nvidia's Nemotron model and NIM microservices to manage agents designed to run on-premises in highly regulated industries such as healthcare.
One of the most interesting partnerships is with a data warehousing company. snowflakewhose technology uses customer data stored within Snowflake's servers to provide instant, real-world insights and data-driven automation.
when to buy stocks
UiPath is just the beginning of our AI orchestration journey, establishing itself as the Switzerland of enterprise AI agents. Its mission is to help customers avoid being locked into a particular vendor in a rapidly changing environment, while also helping them save money through the use of cheaper software bots. The company has already started to see revenue growth accelerate, and there are significant opportunities ahead.
Best of all, the company's stock remains cheap, with a price-to-sales multiple of less than 6x. If revenue growth continues to accelerate, the company could become the next AI winner in 2026.
