I look for stocks that have: Uipath seems to meet all the criteria
Little to no debt
Increasing cash 2022 has a -34million free cash flow, 2026 +372 million,
NRR over 100%
Net new ARR
UIPATHS seems to meet all the criteria.
Daniel Dines mentioned that the stock will stay stagnant for multiple quarters as maestro gets rolled out. Maestro released March 27. This seems like the perfect time to accumulate.
Customers with over billion in market cap
Voya financial- 7.8B valued company
Ernst and Young-> deployed attended and unattended UIPATH bots internally, with over **1 million transactions per year** and **1,000+ employees using RPA** in one early deployment, later scaling to **100,000+ robots installed globally** across EY.
AllState
CVS Health- publicly referenced
Siemens
BMW
Uber- publicly referenced
DHL- published case uses of UIPath
**374 customers with $1M+ ARR** (Q1 FY2027)
Had almost 0 revenue in 2017, to over 1.8 billion in new ARR 2027
Cash and marketable securities- 2026 1.4 billion compared to .5B in 2020
**Q1 FY2027** Repurchased 20 million shares at 243.8 million
Then additional 2 million shares between may1-may27th
Curious to hear the best arguement from someone.