Teal Linde UiPath Inc. PATH-N TOP PICK Feb 17, 2025

Cathy Wood has been quietly yet consistently been buying this little-known tech stock. peaked at $90,but has sunk to over $60 now. A contrarian, speculative buy. They lead in robotic process automation--software automation, so that companies can identify. Anyone can set up a software robot through PATH. It saves customers fortunes by saving human labour. now used by healthcare, telcoms and retail. 81% revenue growth, sales growth of 64% YOY. and a super 145% dollar-based net retention rate. Caveats: this space is growing more competitive. Its first reported quarter was good, but not great enough for the street. He agrees with Cathy Wood that this is worth buying. Buy some now, then tait for the upcoming lock-up expiration period to add more.

The leader in repetitive digital tasks. It went public in May has been painful. Shares can still go lower. Lock-ups expire soon (insider selling) which is the time to buy. It'll benefit from the current labour shortage.

A good idea, but it's losing money.

It's losing money. Pass.

A provider of robotic solutions--robots were a big deal during Covid when this IPO'd. But the growth rate has slid and these shares have slid 80%. 2025 revenue growth is projected at a decent 11%, and AI can help drive growth.

(Analysts’ price target is $15.66)

A top provider of robotics software, particularly in agentic AI (which functions less on human prompts that generative AI). Growth looks good ahead.

(Analysts’ price target is $15.79)