Is AI automation a turning point for UiPath, which is still in its accumulation phase?

UiPath (PATH) has been in a sideways consolidation this year, with little performance for more than half a year. What is this wave waiting for?

Key point is here: The company's AI framework (Agentic Automation) is taking off. There are already 450 customers using AI workflows, and it has processed nearly a million tasks since going live. The most intuitive result is that transactions made with AI are completed faster, and the contract amounts are larger.

Numbers Speak: Q2 revenue reached 362 million USD, a year-on-year increase of 14%; Annual Recurring Revenue (ARR) reached 1.72 billion, growing by 11%. Customer stickiness is extremely strong, with a renewal rate of 108%. Cash reserves are 1.4 billion USD, zero debt, and a current ratio of 2.75, far exceeding the industry average.

Analysts' Views: Q3 earnings per share are expected to be 14 cents, a year-on-year increase of 27%. The entire fiscal year is expected to grow by 23%, with an 11% increase next year. Revenue growth for Q3 is expected to be 11%, then slowing down to 8-10%.

Bottom line: PATH is suitable for holding. The story of AI automation is being told, but the stock price has yet to reflect it, requiring more time and data for confirmation. There's no need to rush in, and don't panic sell; just wait for the moment the market recognizes it.