UiPath, Inc. (PATH): one to watch?

Fundamentals are solid but growth is visibly decelerating and AI competition fears are real — wait for clearer signs of ARR reacceleration before buying.

👀 WATCH Fundamentals81/100

Fell 25% in 6 trading day(s) — now $14.01

Why PATH dropped

The stock crashed after Q2 earnings beat on revenue but guided Q3 growth to roughly half the recent pace, with soft net-new ARR/billings, prompting investors to question whether growth can reaccelerate; the slide continued as analysts raised price targets but kept only Hold/Underperform ratings, and rival OpenAI's new enterprise automation product added competitive fears.

Fwd P/E 15.3Op margin 9.1%Rev growth 13.4%Debt/equity 3.6%Analyst upside 19.4%

How this scored 81/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 21.0%

✅ Generates cash Free cash flow $485M

✅ Not drowning in debt Debt/equity 3.6% (limit 200%)

✅ Can pay its bills Current ratio 2.4 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 17/25

Operating margin 9.1% 3/9

Net profit margin 21.0% 8/8

Return on equity 20.0% 6/8

Growth Is it getting bigger, or dying? 22/25

Revenue growth 13.4% 6/9

Earnings growth 2280.8% 8/8

Expected profit change 37.5% 8/8

Value Is it cheap right now? 18/25

Forward P/E 15.3 8/10

PEG ratio 0.6 8/8

Analyst target upside 19.4% 2/7

Balance sheet Will it survive? 24/25

Debt / equity 3.6% 10/10

Current ratio 2.4 7/8

Free cash flow $485M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-09-09. Research only — not financial advice.