Is UiPath (PATH) Undervalued Following Its PLDT AI Automation Win?

UiPath (PATH) is back in focus after PLDT Inc. expanded its use of the UiPath Platform to power business orchestration and agentic AI across core workflows, sharply cutting manual work and speeding risk reviews.

UiPath sits at US$14.66 after a 6.62% one day share price gain. However, the 30 day share price return is down 8.43%, while the 90 day share price return is up 39.35%. The 1 year total shareholder return of 26.49% points to momentum rebuilding over a longer stretch despite weaker year to date figures, although the 3 year total shareholder return has declined 15.8%.

Scan how UiPath’s automation story compares with other AI and robotics plays by running your filters through our hand picked 38 robotics and automation stocks in a few clicks.

UiPath’s sharp one-day jump, but softer 30-day track record, leaves a simple puzzle. Are investors reacting to improving automation wins and cleaner earnings, or is this just sentiment swinging around a crowded AI story before price catches up to fundamentals?

Most Popular Narrative: 32% Undervalued

UiPath last closed at $14.66, while the most followed narrative on the stock pegs fair value at $21.54, which points to a sizeable gap that investors are actively debating.

UiPath already serves more than half of the Fortune 500, has strong recurring revenue and is expanding its partnerships with major cloud providers. The company recently launched collaborations with OpenAI and NVIDIA to enhance agentic automation in enterprise workflows. If it continues to execute well, it could become a key platform for how businesses use AI to get real work done.

See why 44 investors see UiPath as 32% undervalued.

Result: Fair Value of $21.54 (UNDERVALUED)

Still, the UiPath narrative can crack if larger platforms bundle rival automation into existing software, or if recurring revenue growth remains near the low double digits.

Find out about the key risks to this UiPath narrative.

Next Steps

Sentiment around UiPath is clearly split. This is exactly why this is the moment to move fast, stress test the numbers, and decide where you land on the story. To see what optimists are focusing on, walk through the 4 key rewards.

Looking for more UiPath sized opportunities?

Do not stop at UiPath. Broaden your watchlist with a few focused stock ideas that match clear goals and help you build a stronger portfolio foundation.

• Target potential mispricings by scanning companies that look attractively valued on quality and fundamentals using the 35 high quality undervalued stocks.
• Find income-focused ideas by reviewing a curated set of higher yielding payers through the 6 dividend fortresses.
• Cushion portfolio swings by finding sturdier businesses with stronger finances via the 11 resilient stocks with low risk scores.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com