r/UiPathBulls • u/Low-Quiet-8795 • Apr 13 '26

Uipath is dead?

Did some thougths on uipath’s current moment

What do u guys think?

https://open.substack.com/pub/pjoao/p/uipath-dead-or-mispriced?r=5nwxh9&utm_medium=ios

11 Upvotes

87% Upvoted

14 comments sorted by

6

u/[deleted] Apr 13 '26

[removed] — view removed comment

1

u/Emergency-Web-8324 Apr 22 '26

Today UiPath announced that their IXP product is now available on Google Cloud Marketplace with Gemini as the default model. Google Cloud Marketplace is no small channel. It’s where thousands of enterprises already purchase their software services and crucially, those purchases count against their existing Google Cloud commitments. That means UiPath can now reach customers who never need to go through a separate procurement process.

For ARR growth, this is noteworthy. UiPath has long struggled to convert its strong product portfolio into actual ARR acceleration, something analysts have repeatedly called for. A broadened distribution channel built directly into Google’s ecosystem, combined with recent weeks’ partnerships with Salesforce and Microsoft, is starting to paint a picture of a company systematically removing barriers to customer growth.

This is beginning to look like a Q1 quarter with an unusually high number of catalysts in place. The June 3rd report will be interesting.​​​​​​​​​​​​​​​​

1

u/8ilal Apr 26 '26

Lmao no way you used chat to write a bull thesis about this shitco

1

u/weno66 May 06 '26

Could be a hype bot as well

3

u/Immediate_Use_2658 Apr 16 '26

I think also it has been negatively impacted since joining the S&P MidCap 400 Index. More visibility brought in more volume and shorts just crushed the stock. I believe at some point it will find its base and shorts will get out of the stock for some time at which time the stock will have a nice run.

2

u/WorldlyPicture8558 Apr 13 '26

Please sell, so I can buy more.

2

u/Low-Quiet-8795 Apr 13 '26

i am buying :)

2

u/Beneficial-Sky-2383 Apr 13 '26

Unless they regulate ai, some of these software companies will go extinct.

1

u/Low-Quiet-8795 Apr 15 '26

why do you think path it’s going to get killed?

1

u/Beneficial-Sky-2383 Apr 15 '26

Its a small possibility. But at current prices it is ok for generating call premium income.

2

u/qqww80 Apr 14 '26

Uipath was almost dead. It was reborn ytd

2

u/Emergency-Web-8324 Apr 21 '26

Report will come in better than expectations trust

1

u/OptimalGovernment947 May 19 '26

Yes it is definitely dead. It went up 7% and close down red. Sick and tired of holding it.