UiPath

PATH

Market cap $8.86B

UiPath CEO Daniel Dines joins 'Closing Bell Overtime' to talk AI and automation growth, demand in the space, where UiPath comes in, and more.

UiPath is undergoing a strategic shift from RPA to becoming an enterprise AI platform, expanding its total addressable market substantially. Recent partnerships with NVDA, SNOW, GOOGL, and OpenAI, plus new products like Maestro, are embedding PATH deeper into customer infrastructure. PATH's Q2 revenue growth of 14.4% beat Wall Street estimates, with strong ARR and NRR metrics signaling increasing platform stickiness.

Palantir Technologies has become one of the hottest names in artificial intelligence (AI) because it has built a platform that makes AI more useful for enterprises.

UiPath is upgraded to Buy, driven by a strategic pivot toward industry partnerships with leading AI players like Microsoft, Nvidia, and Google. UiPath's new alliances are expected to accelerate ARR growth, with management guiding for the first positive ARR inflection in years by Q4. Valuation remains attractive, with forward revenue multiples below historical averages and potential for further upside if growth accelerates as forecasted.

The latest trading day saw UiPath (PATH) settling at $17.06, representing a -7.86% change from its previous close.

CNBC's “Fast Money” team discusses the stock charts of two AI companies and their strategies for trading in the space.

NEW YORK--(BUSINESS WIRE)--UiPath (NYSE: PATH), a global leader in agentic automation, today announced that the UiPath Platform™ for agentic automation and orchestration has been named one of TIME's Best Inventions of 2025. The annual list of Best Inventions recognizes the world's most groundbreaking inventions that are making a difference and redefining how we live. TIME evaluates each contender on a number of key factors, including originality, efficacy, ambition, and impact. UiPath combines.

Shares of UiPath (PATH 19.48%) are soaring on Wednesday, up 19.3% as of 3:45 p.m. ET. The jump comes as the S&P 500 and the Nasdaq Composite lost 0.4% and 0.2%, respectively.

NEW YORK--(BUSINESS WIRE)--UiPath today announced its recognition as a Leader in the Gartner® Magic Quadrant™ for AI-Augmented Software Testing Tools.

Shares of UiPath (PATH 19.25%) are surging this week, following a tighter partnership with ChatGPT maker OpenAI. At 2 p.m. ET on Thursday, Oct. 9, UiPath's stock is up 40.7% since Friday's closing bell, according to data from S&P Global Market Intelligence.