I like UiPath Inc. (PATH). Originally an RPA pioneer automating repetitive tasks (login, data entry, etc.), it evolved into a full-enterprise automation platform with integrated AI capabilities, writes Tom Taulli, author of Generative AI: How ChatGPT and Other AI Tools Will Revolutionize Business.
PATH has now introduced “agentic automation” — AI agents that operate autonomously across systems. Over 250,000 AI agent tasks have been executed, with 11,000-plus processes orchestrated via the firm’s Maestro engine.
UiPath Inc. (PATH)
In the first quarter of fiscal 2026, revenue rose 6% YOY to $357 million. Annualized Recurring Revenue (ARR) was $1.69 billion, up 12%. Free cash flow was $117 million. Cash on hand came in at $1.6 billion. The company has no debt. PATH also offers M&A potential.
It could be an attractive acquisition for companies that are expanding automation offerings — like Microsoft Corp. (MSFT), Oracle Corp. (ORCL), and ServiceNow Inc. (NOW).
