Forget Nvidia: Analysts Say This AI Automation Stock Is a Steal at the Prices Today

As investors wring their hands over the sky-high valuations of market darlings like Nvidia and Palantir, value-hunting analysts are pointing to a different corner of the artificial intelligence sector. UiPath (PATH), a leader in enterprise automation, is being flagged by market watchers as a potential "steal" at current prices, offering a rare entry point into the AI boom without the premium price tag.

While the "Magnificent Seven" trade at historic highs, UiPath’s stock has remained relatively depressed, creating what some experts call a massive dislocation between its share price and its technological reality.

From "Bots" to "Agents"
The core of the bullish thesis is UiPath's successful pivot from "Robotic Process Automation" (RPA)—simple bots that click buttons—to "Agentic AI."

For years, UiPath was known for software that automated mundane, repetitive tasks. However, the company has aggressively integrated generative AI into its platform, launching "Autopilot" features and new "AI Agents" capable of handling complex, decision-heavy workflows that previously required human intervention.

" The market is pricing UiPath like a legacy software company, but its product pipeline suggests it is a foundational player in the 'Agentic Economy'," noted a recent equity research report.

Analysts argue that as businesses move beyond "chatting" with AI (using tools like ChatGPT) to "doing" things with AI (executing workflows), UiPath’s infrastructure is uniquely positioned to be the execution layer for the enterprise.

The Valuation Gap
The numbers paint a compelling picture for value investors.

Discounted Multiple: While high-flying AI software stocks like Palantir trade at over 25x sales, UiPath is trading at a significantly lower multiple, despite boasting high gross margins and a fortress balance sheet with over $1 billion in cash and no debt.

Recurring Revenue: The company recently reported Annualized Renewal Run-rate (ARR) growth of over 20%, signaling that despite macroeconomic headwinds, big companies are not canceling their subscriptions—they are deepening them.

A Turnaround Play?
The "steal" narrative assumes that Wall Street has overreacted to the company's recent leadership changes and short-term guidance cuts.

Following the return of founder Daniel Dines as CEO, the company has refocused on product innovation and operational efficiency. Bulls argue that the current stock price reflects extreme pessimism that ignores the company's entrenched position in the Fortune 500.

"If you believe AI agents are the next phase of the revolution, UiPath is the most undervalued way to play that trend right now," said one portfolio manager. "At these prices, the downside is limited, but the upside—if they execute—is a multibagger."