- Entry
- $12.37
- Final
- $10.53 -14.8%
- Target
- —
- Score
- -1.00
UiPath had a rough year. CEO departure, slower growth numbers, and the market treated it like the whole thesis fell apart. Stock got cut nearly in half. But when I actually look at what the company does day-to-day, none of the reasons I would own it changed. Net Revenue Retention is still above 115%. Customers are not leaving. The enterprise install base is sticky because ripping out automation workflows that touch finance, HR, and operations is painful and expensive. Companies …
— ORIGINAL POST ·
$PATH calls — market overreacted to the CEO swap, automation moat is completely intact
· r/options
· Mar 29, 2026