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AI-vetted picks: crashed companies whose fundamentals still hold up.

Earlier picks 3

Everything the screener has flagged before, most recent first.

PATH

⚠ TRAP detected 2026-10-01 Fundamentals81/100

✗Avoid: Avoid — cheap because the market thinks AI agents (from Microsoft, OpenAI, Salesforce) are making UiPath's core product obsolete, not because of a one-off scare.

Declined -83.9% from its all-time high of $79.82 — now $12.84

I bought this

Full analysis & scorecard›

What's going on

The stock has been in a near-continuous five-year downtrend since 2021 driven by fear that generative AI and AI agents let companies automate tasks themselves without needing UiPath's software; the latest leg down came from weak fiscal guidance, slowing revenue growth, and a fresh analyst downgrade over customers resisting UiPath's new AI pricing model.

The case for it

Bulls would say UiPath is now genuinely profitable, debt-free, generating strong free cash flow, and trades cheaply at a forward P/E near 14 — if it can prove its "agentic" AI platform is additive rather than replaceable, the stock could re-rate higher. But that is exactly the unresolved question the market is punishing it for, not a case of panic over nothing.

What could go wrong

This is a textbook "slow bleed" pattern: multiple separate 20%+ drops since 2021, most of which kept falling further over the next year, and each new rally has been sold as competitors (Microsoft Power Automate, Salesforce, and now OpenAI's enterprise agent products) chip away at the reason to use a standalone RPA vendor at all — revenue growth has already decelerated to the low-to-mid teens and guidance keeps disappointing.

Fwd P/E 14.3Op margin 8.9%Rev growth 13.4%Debt/equity 4.1%Analyst upside 17.6%

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 $474M

✅ Not drowning in debt Debt/equity 4.1% (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 8.9% 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 14.3 8/10

PEG ratio 0.5 8/8

Analyst target upside 17.6% 2/7

Balance sheet Will it survive? 24/25

Debt / equity 4.1% 10/10

Current ratio 2.4 7/8

Free cash flow $474M 7/7

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LQDA

⚠ TRAP detected 2026-10-01 Fundamentals83/100

✗Avoid: Avoid — a court just ruled its only real product infringes a rival's patent, threatening the revenue that produced all those "great" numbers.

Fell -58.9% in 3 trading day(s) — now $30.26

I bought this

Full analysis & scorecard›

What's going on

A Delaware federal court ruled on Sept 30, 2026 that Liquidia's flagship drug Yutrepia infringes a United Therapeutics patent, and the parties must now propose remedies — potentially including an injunction forcing Yutrepia off the market, which is why the stock crashed 57% that day on massive volume.

The case for it

On paper Liquidia looks incredible: huge margins, explosive revenue growth, strong cash position, and a cheap forward P/E of 7. But almost all of that growth and profit came from one drug, Yutrepia, and a court just said that drug violates a competitor's patent. If remedies include pulling the drug from shelves or paying large damages/royalties, every one of those "backward-looking" numbers (revenue growth, margins, ROE) becomes irrelevant because the product generating them may not be sellable in its current form going forward.

What could go wrong

The single biggest risk is binary and near-term: the court could impose an injunction or damages on Yutrepia sales before the Nov 3 earnings date, which would gut the revenue base entirely — this is not a diversified company that can absorb losing one product line. Analysts' price targets (used to flag this as "cheap") were set before the ruling and are now stale; the "170% below target" statistic reflects old expectations, not the new legal reality.

Fwd P/E 7.2Op margin 49.8%Rev growth 1842.7%Debt/equity 93.7%Analyst upside 170.5%

How this scored 83/100

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

✅ Makes money Net profit margin 30.7%

✅ Generates cash Free cash flow $74M

✅ Not drowning in debt Debt/equity 93.7% (limit 200%)

✅ Can pay its bills Current ratio 2.3 (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? 25/25

Operating margin 49.8% 9/9

Net profit margin 30.7% 8/8

Return on equity 131.8% 8/8

Growth Is it getting bigger, or dying? 19/25

Revenue growth 1842.7% 9/9

Earnings growth unknown 2/8

Expected profit change 201.0% 8/8

Value Is it cheap right now? 19/25

Forward P/E 7.2 10/10

PEG ratio unknown 2/8

Analyst target upside 170.5% 7/7

Balance sheet Will it survive? 20/25

Debt / equity 93.7% 6/10

Current ratio 2.3 7/8

Free cash flow $74M 7/7

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MNDY

⚠ TRAP detected 2026-09-30 Fundamentals74/100

✗Avoid: Avoid — the crash reflects a structural slowdown (broken self-serve channel, decelerating net-new revenue) that is still worsening, not a one-off panic.

Declined -80.0% from its all-time high of $379.81 — now $76.05

I bought this

Full analysis & scorecard›

What's going on

Monday.com has cut guidance repeatedly through 2026, withdrew its 2027 targets, and management admitted its self-serve "no-touch" customer channel is structurally broken rather than temporarily weak; just this week J.P. Morgan downgraded the stock again citing slowing net-new recurring revenue and workforce cuts.

The case for it

The bull case is real but narrow: the enterprise side of the business (big customers) is still growing fast, the company has lots of cash and little debt, and the stock is statistically cheap on forward earnings. If management can prove enterprise growth fully offsets the shrinking small-business channel, today's price could look like a bargain in hindsight.

What could go wrong

The reported 'profitable, fast-growing' numbers are backward-looking; the market has repeatedly punished this stock (three separate 15-25% single-day drops in the past year) precisely because forward guidance keeps disappointing, growth is decelerating from 27% to under 19%, gross margins are guided lower, and there's an open securities-law investigation into the guidance disclosures — a falling knife with no clear bottom yet.

Fwd P/E 11.4Op margin 5.5%Rev growth 21.9%Debt/equity 38.4%Analyst upside 43.2%

How this scored 74/100

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

✅ Makes money Net profit margin 8.9%

✅ Generates cash Free cash flow $285M

✅ Not drowning in debt Debt/equity 38.4% (limit 200%)

✅ Can pay its bills Current ratio 1.5 (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? 9/25

Operating margin 5.5% 2/9

Net profit margin 8.9% 4/8

Return on equity 13.4% 3/8

Growth Is it getting bigger, or dying? 24/25

Revenue growth 21.9% 8/9

Earnings growth 163.9% 8/8

Expected profit change 195.1% 8/8

Value Is it cheap right now? 22/25

Forward P/E 11.4 9/10

PEG ratio 0.3 8/8

Analyst target upside 43.2% 5/7

Balance sheet Will it survive? 19/25

Debt / equity 38.4% 9/10

Current ratio 1.5 3/8

Free cash flow $285M 7/7

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