u/Carlos9320

According to the latest officially reported figures, short interest has risen and the free shares float continues to shrink 🔥 the pressure is rising until 💥

UiPath has $1.42 billion in cash, virtually no debt, and is profitable on a GAAP basis.

In addition, there is an active $500 million share buyback program already underway, which is actively reducing the free float. The company operates in the high-potential AI and automation sector, is currently growing at 17% annually, and counts over 60% of all major Fortune 500 companies among its customers or partners.

Its all-time high was over $85 and currently sits under $12.

Do your own due diligence! No investment advice, but the company is fundamentally much sounder than many of the high-risk "pump and dump" stocks often posted here.

Source:

https://finviz.com/stock?t=PATH&ty=si&p=d

$PATH UiPath reports their earnings tomorrow AH

$SNOW Snowflake a partner of $PATH reported earnings today and has risen +35% AH => SAAS is not dead

Here is an overview:

$PATH / UiPath, Inc.

Key partnerships and developments include:

\- Salesforce (May 2026) UiPath announced AI-Powered Orchestration and CX Automation on Salesforce AgentExchange.The new platform-wide integration aims to connect popular coding agents like Claude Code and OpenAI Codex into governed enterprise automation workflows, potentially broadening UiPath’s reach among both developers and non-technical business users.

\- Databricks (April 2026): UiPath's automation platform is integrated with Databricks. This integration enables enterprises to convert AI-driven data insights into automated workflows.

\- $Nvidia (Sept/Oct 2025): UiPath and Nvidia have integrated open NVIDIA Nemotron models with NVIDIA NIM. This advances secure, agentic automation for high-trust applications such as healthcare and fraud detection.

\- $Alphabet (Google Cloud) (Sept/Oct 2025): The partnership includes the UiPath Conversational Agent." This agent uses Google's Gemini models for voice-activated automation.

\- $Snowflake (Sept/Oct 2025): UiPath is combining its agentic automation platform with Snowflake Cortex AI Agents. This helps customers use both structured and unstructured data for business insights.

\- $Microsoft (Oct 2025): UiPath has integrated with Azure AI Foundry and Microsoft 365 Copilot/Copilot Studio. This integration facilitates workflows across both companies' AI agents.

\- $Deloitte (April 2026): UiPath accelerated a new agentic-led software testing capability through Deloitte's Ascend delivery platform.

Stock Ownership and Performance (As of April 2026):

\- Major Holders: Institutional investors hold about 80.65% of the shares. The top holders include Vanguard Group (10.7%), Blackrock Inc. (8.76%), and Tetragon Partners GP Ltd. (3.8%).

\- Recent Activity: Senvest Management LLC reduced its position by 20.2%. Point72 Asset Management significantly increased its position in late 2025.

\- Performance: The stock has been volatile. Recent reports indicated a 31% drop over the three months leading up to March 2026, despite beating earnings expectations. This was due to guidance concerns. It is trading near the bottom of its 52-week range as of April 2026.

Short interest ~33% 🔥🔥🔥

Future Growth and Forecasts (2026-2030)

\- 12-Month Outlook: Analysts have a consensus "Hold" rating, with an average 12-month price target around $13.50 to $14.00, representing a roughly 30-35% upside from recent trading prices near $10.37.

\- Long-Term Projection: Some forecasts suggest a long-term valuation of $21 to $108 by 2030, though others offer more bearish views, suggesting potential declines if agentic AI monetization slows.

\- Revenue Growth: Revenue is projected to grow, though some estimates indicate a slight deceleration compared to historical rates, with forecasts ranging from 8% to 11% annually over the next few years.

\- Profitability: UiPath has begun delivering GAAP-profitable quarters and expects to sustain this, with projected non-GAAP operating income for FY2027 around $415 million.

Growth Drivers and Catalyst

\- More than 950 companies are reportedly developing agents on the UiPath platform. UiPath is combining its RPA with "Agentic AI" to handle complex workflows.

\- Partnerships with Google Cloud and Salesforce are expanding UiPath's reach.

\- The company is focusing on operating efficiency and has authorized a $500 million stock repurchase program. 👀

Risks and Headwinds

\- Intense competition from companies like Salesforce and Oracle is a major concern.

\- The stock has recently traded near the bottom of its 52-week range, indicating market caution.

\- There is uncertainty regarding the company's ability to quickly monetize its new agentic AI solutions

For days now, we have been observing a very high trading volume. Approximately 50 million shares per day, as well as increased options volume.

I am invested and hoping for strong figures, rising ARR, and an increased outlook tomorrow.