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Dude this stock is going to blow up. The financial sheet is super healthy to an uptrend. Has the same cap as an AI stock but yet has 3 times more earnings and almost coming positive in margins. This can easily become a meme but with strong financials.
I agree with your analysis. Thank you . I might buy at 13.50 if it get there tomorrow . I’ll definitely add at 12 & 11.70 because it’s totally worth it at that price .
I am waiting for it go down- which I think it will again to 12s or maybe even 11s and I am gonna scoop some more. This is a long long term play and I see this growing back to its IPO prices in the future.
Uipath is transitioning from licensing to subscription. This gives a short term loss for a long time gain. This strategy should pay off in a few years. It looks like a value play with upside potential if growth reaccelerates.
@@CouchInvestor true, may take time. But the valuation is now good as you also showed at the current price and growth rate. That’s why I see it as a value play (with a margin of safety) with a high upside potential if it reaccelerates. Plus could be bought out and the at is also ok.
High Licensing cost is the reason why Power Automate is a better alternative honestly. As a tool UiPath is far superior. But that’s on the RPA side. If you talk about it as an AI tool its product is still finding its feet. That’s why the company has been struggling. Until they can actually make the agentic automation work don’t expect any big breakthroughs. I would see it as an automation play and not as a AI play
I need a few of my stocks to come back from the dead. Honest has and looks like Fvrr has too. Was really hoping Path would..... Still time and for Nio, DM, DNA, Unity, Teladoc
Thx for covering mate. Personal note: PATH & ROKU will both not be acquired soon. They‘re both navigated by their founders in the most interesting time ever for tech stocks. Keep up your dedication 👏🚀
I have personally saved 5 customers from almost buying UiPath to implement Open source RPA using Robot Framework/Robocorp who has a open src rpa framework. UiPath is shit. You need to work with UiPath to know its shit. Analysing just the stock is what wall street analysts can do but one who works on ground knows this company will crash and burn.
I worked on it for 2+ years. I feel as a RPA tool it’s decent but certainly it’s not cheap when considering you have other tools which can provide you similar value with much less cost. There is a reason why companies are shifting towards Power Automate. The thing Wall Street analysts are going on about in the wrong direction is that they see it as an AI play whereas it’s just an automation play trying to leverage AI. Palantir’s AIP on the other hand is purely AI and is actually very good. There is a reason why that went on a mental run and UiPath has been going down. If people knew about the product they would understand the valuation right is justified.
*Any PATH holders?*
📙 Get Top 10 Best Stock Picks: fool.com/couchinvestor
🔖Join this channel to get access to perks: bit.ly/3pQuh7O
😎 20% OFF Koyfin: www.koyfin.com/?via=neil
🔖Follow Me On X: www.x.com/couch_investor
🔥$90 OFF Seeking Alpha Premium: www.sahg6dtr.com/5QG9DQ/R74QP/
🔥10% OFF MainStreetData: mainstreetdata.com/subscription?via=neil
🔥$100K Savvy Trader Portfolio: savvytrader.com/Couch_Investor
Thank you for all information 😊
Dude this stock is going to blow up. The financial sheet is super healthy to an uptrend. Has the same cap as an AI stock but yet has 3 times more earnings and almost coming positive in margins. This can easily become a meme but with strong financials.
I agree with your analysis. Thank you . I might buy at 13.50 if it get there tomorrow . I’ll definitely add at 12 & 11.70 because it’s totally worth it at that price .
I am waiting for it go down- which I think it will again to 12s or maybe even 11s and I am gonna scoop some more. This is a long long term play and I see this growing back to its IPO prices in the future.
Uipath is another Cathy woods pick. It has linegodownidus ( medical term)
Her stocks are not the problem. The price at which she buys them is the issue. But buying them at the right price can bring huge upside.
Indeed
@@davide_87timing of her selling is a problem too. I do enjoy listening to her for ideas but she does have some bad timing
Uipath is transitioning from licensing to subscription. This gives a short term loss for a long time gain. This strategy should pay off in a few years. It looks like a value play with upside potential if growth reaccelerates.
I don't think a few years is a positive thing here
100% this is the right strategy, Licensing could never achieve the growth
@@CouchInvestor true, may take time. But the valuation is now good as you also showed at the current price and growth rate. That’s why I see it as a value play (with a margin of safety) with a high upside potential if it reaccelerates. Plus could be bought out and the at is also ok.
High Licensing cost is the reason why Power Automate is a better alternative honestly. As a tool UiPath is far superior. But that’s on the RPA side. If you talk about it as an AI tool its product is still finding its feet. That’s why the company has been struggling. Until they can actually make the agentic automation work don’t expect any big breakthroughs. I would see it as an automation play and not as a AI play
Just bought some. I think its time for a reversal.
I need a few of my stocks to come back from the dead. Honest has and looks like Fvrr has too. Was really hoping Path would..... Still time and for Nio, DM, DNA, Unity, Teladoc
Thank you, direct and clear
You're welcome!
Thx for covering mate.
Personal note: PATH & ROKU will both not be acquired soon.
They‘re both navigated by their founders in the most interesting time ever for tech stocks.
Keep up your dedication 👏🚀
At a certain point, you have to face reality tho no?
Please do a video on Gigacloud Technology (GCT)
Less interested
Fair criticism
I have personally saved 5 customers from almost buying UiPath to implement Open source RPA using Robot Framework/Robocorp who has a open src rpa framework. UiPath is shit. You need to work with UiPath to know its shit. Analysing just the stock is what wall street analysts can do but one who works on ground knows this company will crash and burn.
@@MattRodriguez-h7j lmao.. well in the real world at scale there isn’t a Matt Rodriguez to save the day lol
The best companies in the world are all wrong…
Must be a shorter
I worked on it for 2+ years. I feel as a RPA tool it’s decent but certainly it’s not cheap when considering you have other tools which can provide you similar value with much less cost. There is a reason why companies are shifting towards Power Automate. The thing Wall Street analysts are going on about in the wrong direction is that they see it as an AI play whereas it’s just an automation play trying to leverage AI. Palantir’s AIP on the other hand is purely AI and is actually very good. There is a reason why that went on a mental run and UiPath has been going down. If people knew about the product they would understand the valuation right is justified.
Its the cash flow that was the ghost
Yeah lower than expected