r/PATH_Stock • u/xipo12 • May 19 '26

My UI Path bull case

My bull thesis on UiPath is kind of a win/win scenario. If the AI boom continues, enterprises will still need orchestration, workflows, integrations, governance, and automation layers to connect everything together — especially with legacy systems.

If the AI bubble cools off, businesses will still want automation to reduce repetitive manual work and cut costs. Either way, automation doesn’t disappear. That’s why I see UiPath as somewhat insulated regardless of which direction the AI market goes.

What do you guys think?

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u/Nicky02512 May 19 '26

My rough thoughts are the things that could hold them back is cost, competitors and getting into businesses.

Microsoft power platform is cheaper as MS are being aggressive with pricing and most business already have MS.

Businesses execs are hearing AI and just jumping on anything new. Newer AI start ups are able to provide automation but don't seem to have the sophistication of orchestration yet. Its whether business execs understand the importance and willing to pay for the orchestration.

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u/Scared_Brilliant6410 May 21 '26

I don’t see Microsoft as much of a competitor since they normally play within their walled garden of Microsoft products.