$PATH

[image] I've decided I will be taking the next two weeks off of my normal researching and posting schedule to focus exclusively on building AI automations inside UiPath Maestro. I owe this to myself to go the final mile in my fundamental product understanding before earnings since

[image] Took some big L's today to buy $1M of $PATH 💪 There's no other company more underestimated or misunderstood in the entire stock market.

[video] $UBER saving $22M with $PATH automation. 70% of invoicing now automated.

[image] BREAKING: Nearly 1 in 4 $PATH Shares Are Now Sold Short As Short Interest Passes 100 Million Shares For First Time This as @UiPath - which sits on $1.7B of cash and investments, no debt, and just flipped GAAP profitable for the first time last year - finished a $1B stock buyback

[image] BREAKING: @UiPath Achieves AIUC-1 Certification, becoming the First Enterprise Automation Platform to meet the world's Reference Standard for AI Agent Security and Reliability. $PATH The certification, conducted by Schellman, the largest specialized cybersecurity auditor,

[video] EVEYRONE MISSED THIS: @Danieldines and his team at $PATH are about to ship the Claude Code of governed, auditable, end-to-end job automation. Engineering agents are going to change @UiPath forever. The main interface for building agents, automations, and orchestrations in the

[image] I plan to stream $PATH earnings on March 11th on X and YouTube. This is the earnings i've been most excited about & confident in all quarter 🚀 I expect continued business wide automation sellthrough momentum thanks to @UiPath's new Maestro OS for Agentic AI orchestration. A

[text] Jack Dorsey replacing 40% of workers with AI agents is the most bullish news I've seen for $PATH yet 🤯 UiPath's entire business model is focused on being the agnostic AI orchestration layer for large enterprises. $XYZ up 23% on the layoff news means EVERY exec is now looking

[image] GREAT NEWS! $PATH x $MSFT Collab 🚨 Today @UiPath announced with Microsoft a new security automation capability, built in collaboration with Microsoft to help organizations accelerate security operations when applying automation to business workflows. The solution automates

[video] $PATH + $UBER $22M in automation savings unlocked so far... Probably nothing.

[text] If $PATH reaches $100+ MANY will claim they bought at $12 to gain credibility before pitching another stock, the same way many fakers do with $PLTR today This is life. Who cares? Especially when you actually got rich from the company 😊

[image] Best of luck to everyone who owns $PATH going into earnings today. I'm planning to go live just before market close here on X and on YouTube @howtoinvest_jb! Will have a lot to discuss after the earnings call as well! My $PATH position:

[image] That's $PATH's revenue in blue. Stock price in orange since they've been pubic. It's been brutal for shareholders, but the business is ROCK SOLID. $1.4B in cash. $0 in debt. Founder run. Innovating at lightning speed ⚡️ AI is the biggest tailwind the business has EVER seen and

[image] $PATH beats high end of guidance across the board, accelerates ARR growth! Uipath added most number of new customers spending $1M per year in 2 years! 💪🚀

[text] Here are my initial thoughts on the $PATH Q4 '26 earnings report. PATH's Operating Margin Expansion is Extremely Impressive - Achieved 23% operating margins in FY26, up from 17% in prior year. They raised their long-term target to 30% operating margins. This means that the

[image] BREAKING: Nearly 10% of $PATH's outstanding float has been sold short since January 1st. That's 868,421 shares net sold short EVERY TRADING DAY in 2026. People who never bought shares forcing $10M of selling pressure on the market DAILY We're now at ~20% of shares shorted.

[text] BREAKING: $PATH climbed 56 spots in G2's list of the top 100 software companies in 2026 thanks to its new AI automation offering: Maestro @UiPath's +56 spot jump makes it top 3 in upward movement this year!

[text] $PATH at a ~$5.44B market cap 🧢 But look deeper: ~$1.4B in cash ~$82M in debt Enterprise Value? ~$4B. So you’re paying around $4B for a company doing nearly $2B in ARR, leading enterprise automation in the AI agent era. Run the numbers.

[image] 🚨 UiPath ( $PATH) just authorized a $500M share Buy back • ~8.2% of the entire company at current prices 📈 Fewer shares outstanding means: • EPS will increase • FCF per share will increase And they’re doing it from a position of strength: • 1.69B in cash • Zero debt

[image] BREAKING: UiPath and Deloitte Expand Partnership With Agentic ERP Tool utilizing Maestro UiPath is expanding its partnership with Deloitte through the professional services company's new Agentic ERP offering. The agentic enterprise resource planning tool, built using UiPath

[image] The entire @UiPath Platform will be driven by agents! $PATH agents will build and maintain orchestrations of agent and robot swarms that do work autonomously across any software stack. Humans may not have to do anything repetitive that we don't enjoy. It's wild that sometimes