We came across a bullish thesis on UiPath Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on PATH. UiPath Inc.'s share was trading at $14.12 as of December 1st. PATH’s trailing and forward P/E were 462.00 and 18.98 respectively according to Yahoo Finance.
UiPath’s investment case has evolved into a reflection on key-man risk. Following the appointment of Rob Enslin as co-CEO in early 2024, founder Daniel Dines appeared to lose focus, stalling momentum. This underscores the fragility of founder-led...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.