{"id":272833,"date":"2026-02-07T21:07:18","date_gmt":"2026-02-07T21:07:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/272833\/"},"modified":"2026-02-07T21:07:18","modified_gmt":"2026-02-07T21:07:18","slug":"the-artificial-intelligence-ai-dark-horse-that-wall-street-is-watching","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/272833\/","title":{"rendered":"The Artificial Intelligence (AI) Dark Horse That Wall Street Is Watching"},"content":{"rendered":"<p>UiPath has flown under the media&#8217;s radar despite some heavy Wall Street investment late last year, is it worth a look?<\/p>\n<p>For every <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">artificial intelligence<\/a> (AI) headline grabber like OpenAI, there&#8217;s usually a much quieter company that&#8217;s potentially working on something even more interesting. And oftentimes those are the companies the smart money is looking at.<\/p>\n<p>Case in point, UiPath (<a href=\"https:\/\/www.fool.com\/quote\/nyse\/path\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">PATH<\/a> +6.91%).<\/p>\n<p>This company, working on developing an agentic AI toolkit for its customers to build their own custom AI machines, saw a cluster of institutions buying shares going into the end of 2025.<\/p>\n<p>In December of last year, Vanguard Group added 1.2 million shares to its stake, an increase of 2.5%. BlackRock increased its position by 6.9% as of Sept. 30, 2025. That same day, Bank of America reported a 9.8% increase in its position, and Morgan Stanley reported an 11.21% increase.<\/p>\n<p>So why are the institutional investors of Wall Street keeping an eye on and investing in UiPath? Let&#8217;s take a look.<\/p>\n<p><img alt=\"UiPath Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/1770498438_564_.png\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(6.91%) $0.83<\/p>\n<p>Current Price<\/p>\n<p>$12.91<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$6.9B<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$12.10 &#8211; $12.94<\/p>\n<p>52wk Range<\/p>\n<p>$9.38 &#8211; $19.84<\/p>\n<p>Volume<\/p>\n<p>1.9M<\/p>\n<p>Avg Vol<\/p>\n<p>25M<\/p>\n<p>Gross Margin<\/p>\n<p>83.16%<\/p>\n<p>Deus ex machina<\/p>\n<p>In ancient Greek theater, there was a plot device called &#8220;Deus ex Machina&#8221; or &#8220;God from the machine.&#8221; The way it worked was that at the end of a play, a statue of one of the Greek gods would be lowered on stage to tie up all the story&#8217;s loose ends in a neat little bow.<\/p>\n<p>In a way, that&#8217;s precisely what UiPath offers. Its software allows a client to build and tailor an AI bot to automate workflows and boost company efficiency.<\/p>\n<p>The best part is, UiPath&#8217;s bots don&#8217;t seem like they&#8217;re made to replace anyone. Instead, they are meant to automate the busywork nobody particularly enjoys. For instance, with UiPath&#8217;s software, a customer can build a bot to handle invoice disputes. Or perhaps a business can speed up the tedium of filling out and filing tariff forms.<\/p>\n<p>Employees who had that as part of their workload can now focus on the essential parts of their job that only a human could do, and not tedious, repetitive tasks.<\/p>\n<p>Sounds useful for a business, right? Well, plenty of companies have already agreed.<\/p>\n<p>The company has partnered with International Business Machines, SAP, Infosys, and Deloitte, among others, and on the <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">tech<\/a> end, it partnered with <a href=\"https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-microsoft-stock\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">Microsoft<\/a>, Alphabet, and Amazon.<\/p>\n<p>And, despite its low share price and relatively low market cap of $6.7 billion, UiPath is demonstrating some solid growth with a large cash position relative to its debt.<\/p>\n<p><img alt=\"A person using a computer that is projecting a hologram saying &quot;AI Agents&quot;\" loading=\"lazy\" width=\"880\" height=\"495\" decoding=\"async\" data-nimg=\"1\" class=\"h-auto max-w-full rounded object-contain\" style=\"color:transparent\"   src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/1770498438_510_.jpeg\"\/><\/p>\n<p class=\"caption\">Image source: Getty Images.<\/p>\n<p>Artificial intelligence, authentic money<\/p>\n<p>In Q3 of UiPath&#8217;s fiscal 2026, it recorded revenue of $411 million, up 16% year over year. More important for a software-as-a-service company like UiPath, though, its annual recurring revenue (ARR) hit $1.78 billion, up 11% year over year.<\/p>\n<p>The company also grew its customers paying over $100,000 in ARR by 12% to 2,506, and its customers paying over $1 million by 10% to 333.<\/p>\n<p>In the quarter, UiPath saw its free cash flow grow 8.2% to $25.11 million, its net cash position totaled $744.1 million, and its total debt position was just $82 million by comparison.<\/p>\n<p>The only concerning point for me is that UiPath has yet to achieve net profitability, but aside from that, it&#8217;s growing quickly and seems to be run well. Wall Street certainly sees potential, and I think UiPath is worth a look as perhaps a more speculative opportunity.<\/p>\n","protected":false},"excerpt":{"rendered":"UiPath has flown under the media&#8217;s radar despite some heavy Wall Street investment late last year, is it&hellip;\n","protected":false},"author":2,"featured_media":272834,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,111,139,69,145],"class_list":{"0":"post-272833","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-new-zealand","12":"tag-newzealand","13":"tag-nz","14":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/272833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=272833"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/272833\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/272834"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=272833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=272833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=272833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}