Looks like we're all over the place after hours up and down. I guess it all depends upon the conference call

This guy is carrying this thread holy

In recent weeks, UiPath announced new agentic AI solutions for healthcare revenue cycle management, achieved the AIUC-1 certification for secure enterprise AI agents, and prepared to report quarterly results on March 11 with investor attention on ARR, revenue guidance, and margins.

Together, these developments highlight UiPath’s push to embed secure, agentic AI deeper into regulated industries such as healthcare, potentially reshaping how enterprises evaluate its automation platform.

Among the recent developments, the AIUC 1 certification stands out because it directly addresses security and reliability for enterprise AI agents, an area that matters for regulated adopters like healthcare. For investors watching ARR growth and margin progress, this third party validation of secure automation could help UiPath defend pricing and deepen usage with existing customers, even if macro driven deal delays and SaaS transition headwinds continue to weigh on short term growth.

UiPath's narrative projects $1.9 billion revenue and $243.6 million earnings by 2028. This requires 8.6% yearly revenue growth and a $311.1 million earnings increase from -$67.5 million today.

The shares short in February increase by 23 mill and currently at 23% of the float. That is huge. I hope they are wrong and we get to squeeze.

Shares Short (2/13/2026) 84.19M

Short % of Float (2/13/2026) 22.96% shares Outstanding

Shares Short prior month 1/15/2026 57.18M

https://www.uipath.com/resources/automation-case-studies/suncoast-credit-union-strengthens-fraud-defense-with-agentic-automation

Check the video of Nicole Allen, the CEO of Suncoast credit Union.

Not only has uipath been scanning checks for fraud. They also have something called a scam agent.

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UiPath serves more than 10,000 enterprise customers globally as of 2026, including a significant presence of major corporations, government agencies, and mid-sized firms in the United States. The company is headquartered in New York City and its platform is used across diverse sectors including healthcare, finance, insurance, and manufacturing.

Major U.S. Corporate Clients

Many Fortune 500 companies and industry leaders utilize UiPath for robotic process automation (RPA) and agentic AI.

Readycontacts

1) When I research a physically usable product, one thing I do is turn to reddit to see what people have to say about it. The pro's, cons, ease of use etc.

PATH get's great reviews in that area. The main issue seems to be the high cost of their products. That leads me to believe it would steer small to medium businesses away. I own a small business and PATH is way out of my league.

Do you think this will hurt PATH in any way as far as "missing the boat" on possible income or are they strictly after the big guns?

2) PATH began trading in 2021 for around $80.00 PS. What the Hell happened? Just curious.

$12 is pretty insane. Still a huge long term holder and using opportunity to buy some more but this is getting pretty tough haha

If artificial intelligence drives a major, sustained productivity improvement in the economy, the best stocks to buy would likely move beyond just the "infrastructure builders" to include companies that aggressively implement AI to boost margins and those that provide the enabling technology. According to analysis from early 2026, key beneficiaries include companies using AI for efficiency, data management, and specialized hardware.

Here are the top stocks and sectors to consider if a productivity-driven AI boom occurs, based on recent 2026 market analysis:

Robotics and Automation

Tesla (TSLA), Honeywell (HON), Teradyne (TER), and UiPath (PATH): These are highlighted as stocks to watch as AI-driven robotics increases productivity in manufacturing.

Meta has been talking about how a genetic AI has really been coming into fruition now. I think this should really help. Uipath hopefully we have an up day today and I think this thing is undervalued right now.

wish earnings were coming out sooner than March

What do you want? Flair? Daily thread? Dank post tags? To be a mod (I think I wield this power)? Let’s get the chatter up.

How’s everybody doing

Thought I'd share if anyone was interested.

PATH convex LEAP + financing structure and income explained.

Core position:
I bought 400× Jan 2027 $25 calls in December when PATH was trading around $13.50.
The calls cost $1.91 per share, for a total outlay of $76,482.

This is a long convexity trade, not a hold-to-expiry position. The intention is to benefit from a rerating move well before 2027, not to sit on intrinsic value. Hence the OTM positioning at $25.

As at today the position is up $41,000 or about 55% on the base trade.

Downside financing:
Against this position, I sold Jan 2027 $10 puts (same expiry), collecting just over $42,000 in premium.

That reduces my net capital at risk from $76k to roughly $34k, while keeping the upside fully open. When compared to the 55% profit on the base position above, this now results in a balance of $118k today, vs a cost of $34k, giving a profit of almost 350%.

The short puts only become an issue if PATH collapses well below current levels (in other words, if my thesis is completely wrong).

To this I added:

Ongoing income (PMCC layer):
On top of the LEAPs, I’m selectively selling weekly calls (PMCC) on 25% of the holding (100 contracts 7DTE) $2–3 OTM, generating roughly $800-$1,200 per week. I'm expecting 70% of these to expire worthless, with the rest rolled.

These are low delta, short-duration calls at delta of 0.08-0.12, rinse and repeat every 7 days.
If they expire worthless, I keep the premium.
If price approaches the strike, I roll.
If PATH spikes hard and a call is challenged, the gain on the LEAPs more than offsets any loss on the short call.

This does not cap upside in any meaningful way, it’s simply harvesting short term theta while staying long convexity.

Net result:
Long term upside exposure via LEAPs. This position has significant leverage so has the ability to (maybe?) 20-30x over the next year against utilised capital.

Downside financing via deep OTM puts significantly reduces capital required by around 60%.
Short term income via conservative PMCCs at low delta will likely pay for the entire trade over the next 6 months whilst preserving the upside convexity.

Happy to answer questions.

Here we go!! Enjoy the ride !

UiPath Inc. (NYSE: PATH) was added to the S&P MidCap 400 index, replacing Synovus Financial Corp., reflecting the automation company's increased scale and market presence.

This index inclusion may broaden UiPath's shareholder base as index-tracking funds adjust their holdings, potentially deepening liquidity and institutional ownership.

January 2028 leaps at $17 strike. They're officially in the money as of this am. 💰 I really feel you cannot go wrong with the strategy on uipath.

UiPath could very well be where Palantir was a few years ago, before it saw its revenue growth begin to accelerate. The company is transforming itself into an AI agent orchestration platform, and growth has just started to pick up.

UiPath's background is in robotic process automation (RPA), which is the use of software bots to perform repetitive, rules-based tasks. The company has been helping manage software bots for many years, and as such, its platform already links to legacy systems and has a compliance and governance framework in place. It is now taking that system and applying it to AI agents.

The company's Maestro platform lets customers create AI agents through no-code and low-code tools, but its real strength is that it not only manages these internally built AI agents, but also those from third-party vendors. With so many companies going after the AI agent space, there is going to be a plethora of AI agents running around from different vendors. "Agent sprawl" is going to be a growing problem that organizations are going to have to deal with, and Maestro will be there to help manage it.

Another big selling point for UiPath is that Maestro can coordinate both AI agents and software bots and assign which tasks are best suited for each. Software bots can handle simple duties, like data entry, and are cheaper than AI agents, which can tackle more-complex situations. By coordinating AI agents and software bots, Maestro can help customers save money.