Reddit Posts
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$TWOH Looking good into 2024 and beyond!
Which companies do you reckon are gonna see their stock prices shoot up by more than 30% in the next year, and what's the scoop behind your prediction?
Who missed PATH, i know i didnt, i see CNK will go in a direction by dec 15th so pop quiz which direction will it go based on your skill?
The Gary Gensler Wild West Sec Show
Profit taking on NVDA and APPL distort the market today
Ark Invest's Cathie Wood is betting big on AI with these 4 stocks—including one that could skyrocket 750%.
Cipher Mining Inc.($CIFR) digs deep, beats revenue estimates despite Q1 loss
Ocean Biomedical (NASDAQ: OCEA) on World Malaria Day Announces Sharing of New Malaria Vaccine Paradigm at PATH Malaria Research Retreat
Hot Stocks: PATH, SIG, PD rises on earnings; INTC, QCOM, SWKS gains, FRC, HALO, ESPR slide
$PATH had a very nice run up during extended hours session after the company reported better than expected Q4 results and issued strong guidance
$PATH Take a look at it beautiful stock, Easy setup to fill to $20. I know the product and i think it has some future (among its competitors) - the market cap of $45B
Stocks directly or remotely involved with AI (AI, PATH) have taken off in last 10 days ( with rub off effect from the ChatGPT hoopla) except one (PLTR) which has just started to stir and could jump aleast 50pct
Stay in the market or move my $100k to real estate (NYC)? (x-Post in r/realestateinvesting)
RPA case: long Celonis $PATH -- short $SSNC $PEGA
What are we looking at in the week ahead!
Federal Reserve Conference on July Rate Hike Decision (75BPS) :
Federal Reserve Conference on July Rate Hike Decision (75BPS) :
Federal Reserve Conference on July Rate Hike Decision (75BPS) :
Small Cap Growth Stocks: Which Ones Will Survive, Then Thrive?
Small / Mid-Cap Innovative Tech bottomed and Mega-Cap Established Tech may fall further?
Cathie Wood burning at the stake
explain to me like I'm senile: $PATH has good Q4 call and tanks 25 %
I AM ON THE PATH TO HELL I have not had a single good trade in my life(
All the posts about Cathie Wood and ARK show how worthless the content on this sub has gotten
Just found this on one of my favorite tech stock sites: KEYS
UiPath ($PATH) has earnings report coming out tonight...
Will there be some pain in $ARKK into year end? (I know, I know)
PATH YOLO - Sep 10 2021 - 500K - 9000 shares
Is $PATH an ape rocket? Momma Cathie votes yes.
Is it too late to buy PATH at open today?
I scanned over 150 charts this weekend. Here are some good setups I found to BTFD: V, UPS, PRPL, PATH
Mentions
dump news on iran: > IRANIAN PRESIDENT PEZESHKIAN: IN IRAN, THERE ARE NO RADICALS OR MODERATES; WE ARE ALL "IRANIAN" AND "REVOLUTIONARY," AND WITH THE IRON UNITY OF THE NATION AND GOVERNMENT, WITH COMPLETE OBEDIENCE TO THE SUPREME LEADER OF THE REVOLUTION, WE WILL MAKE THE AGGRESSOR CRIMINAL REGRET HIS ACTIONS. ONE GOD, ONE NATION, ONE LEADER, AND ONE PATH; THAT PATH BEING THE PATH TO THE VICTORY OF OUR DEAR IRAN, MORE PRECIOUS THAN LIFE. - POST ON X >IRANIAN PARL’T SPEAKER GHALIBAF RESIGNS FROM NEGOTIATING TEAM FOLLOWING REVOLUTIONARY GUARDS INTERVENTION – N12 and US 5-YEAR TIPS SALE: HIGH YIELD RATE: 1.367% (PREV 1.433%) BID-COVER RATIO: 2.57 (PREV 2.62) DIRECT ACCEPTED: 26.9% (PREV 21.9%) INDIRECT ACCEPTED: 64.6% (PREV 72.6%) WI: 1.365%
Why did I listen to WSB and bought PATH @ $16. Sigh.
Will PATH be the first profitable growth company to trade in negative dollars?
Dont miss the train on KEEL PATH MARA
ahaha even PATH is pumping . Bears lol
If you had to close 2 of these 4 positions tomorrow which would it be: ORCL PATH CRM PYPL
I am not even gonna lie… I don’t even know what PATH does. I just bought a few shares on Friday and got mad at the AH drop and bought a lot more.
Bought PATH and CRM after hours Friday. Hoping they pop this week.
PATH been ass lately man but still holding.. we'll see how earnings go
Cut losses on PATH? Down 15% and it's low conviction for me. Looks weak right now even beaten down.
Why isn’t PATH moving today. I need answers
Why the heck my $PATH bags ain't mooning like the rest of the tech? Did someone forget to tell the algos path is AI and tech?
Loaded up cheap calls on PATH, RXRX, and BULL
Director sold 4mil in shares and the stock dipped a bit this morning but it’s up again. Add PATH to the green ride.
Lmao. This is so funny that it all sounds like a Parody🤣🤣. And over exaggerated parody. Btw if u were actually fundamental investors u would have been buying AI buildout plays like NVDA, SNDK, MU, AMD, AMZN and all that. Not overvalued SAAS companies. Most of the SAAS sector is still not undervalued, with very few exceptions like $NOW, $PATH and $MSFT.
Why has PATH been red! 😔
Of course my largest positions, ABNB PYPL PATH and not pumping along with the rest of tech. This shit makes me want to KMS
Uipath Because it's the only stock where you're getting paid nothing for the optionality. Every other asymmetric bet in tech right now requires you to pay for the dream upfront. Palantir at 97 Rule of 40 trades at 28x EV/S. CrowdStrike at 54 trades at 12x. The market has already priced the win into those names. You're buying the outcome, not the journey. With PATH at 1.7x EV/S you're paying for a company the market has already declared a loser. But underneath that label sits $1.69B cash, zero debt, GAAP profitable, $1.85B ARR growing, a customer base of 10,750 enterprises who've trusted the platform for years, and an AI product suite that customers who adopt spend 3x more on. The sequential net new ARR acceleration nobody is talking about. The 58% of existing customers who haven't bought a single AI product yet. Cloud ARR quietly compounding at 25%+. A CFO sandbagging guidance and beating it every quarter. A Deloitte partnership taking their technology into Fortune 500 boardrooms. A government event on April 29th nobody has priced in. And a $500M buyback actively reducing the float. You don't need a perfect outcome here. You don't need 25% ARR growth or a 7x multiple. You just need the market to stop pricing it like it's dying. A re-rate to half the sector average gets you to $20. A single strong earnings print that confirms re-acceleration and analysts have to move. A risk-on rotation in beaten down tech and the short covering alone is violent on a name this compressed. An acquisition bid and any serious buyer pays $18-22 minimum just to be credible. The downside is cushioned by real profitability and nearly $2B in cash sitting on the balance sheet. The upside is a complete narrative flip that happens fast when it happens. That's the bet. Maximum upside. Defined downside. And a market that's already given up on it. That's why it's your biggest asymmetric bet.
anyone holding PATH?
I’m about 6 months behind but I just adopted a ton of PATH calls. It was that or buying a bunch of scratchy lotteries
Anyone else holding PATH? I’m down bigly and not sure if I should cut the loss or keep holding
full port PATH or what?
Is PATH just going to zero or what? I bought at $12 and am just deciding whether to cut my losses. I see a lot of conflicting information.
I guess the endless selling by the CEO of PATH should have been an indication it wasn't a buy.
I went full cash on April 7th. I like to stay away from the mega-caps and typical SPY stuff. Bought the dip today on some beaten down software (mostly RPA, payroll, and IT ticketing stuff): 8k on each: FRSH, G, NICE, PATH, PAYC, PCTY, PEGA, TEAM. Not using any margin though. I'll consider it if dips much further. TEAM has ass fundamentals, but I see Jira used everywhere. Maybe now that they laid off a bunch of people they can coast easier. Who the hell knows.
Thought PATH was a good dip buy at $12. Should I cut losses or is there actually a turnaround story here?
My entire portfolio is PATH I will probably buy more in the coming weeks I’d like to get my cost basis to 13$
PATH is a company I have been looking at for some time as well. [Its P/E and Foward P/E](https://www.stock-table.com/ticker/PATH/fundamentals?public_uuid=5a3de941-59e5-41e6-8c95-e78453ae9cf0) are looking more attractive now; however, based on [its technicals](https://www.stock-table.com/ticker/PATH/technicals?public_uuid=5a3de941-59e5-41e6-8c95-e78453ae9cf0), I'm not sure if it has really bottomed out yet. Another concern i have is it seems to be the hot name for agentic AI solution, but wonder if more and more companies will implement AI Agents by themselves in the future.
1) I disclosed my positions. 2) According to Fidelity, my 1M return is -2.5% compared with -4.23% of the S&P, and most of my loss is because when I sold out of my positions, I didn't sell my LEAPS (which are calls on PATH and PYPL for 2028). 3) This is a stock subreddit. Why does having a discussion about... checks notes... stocks seem to bother you? Other than your feel bads being felt bad that I have a bearish view? 4) I am sorry that you were forced to read and participate in this post.
What are people’s thoughts on PATH? They’re GAAP profitable 5 years early? what’s the vibe
>POWELL: US FEDERAL BUDGET IS ON AN UNSUSTAINABLE PATH ✅️ Light middle east on fire ✅️ Triple energy prices ✅️ Invade and commit to lock it in
>POWELL: US FEDERAL BUDGET IS ON AN UNSUSTAINABLE PATH ✅️ Light middle east on fire ✅️ Triple energy prices ✅️ Invade and commit to lock it in
>*PEZESHKIAN SUGGESTS US ENTERED WAR AS PROXY FOR ISRAEL Sorry sir we did this to devalue the debt >POWELL: US FEDERAL BUDGET IS ON AN UNSUSTAINABLE PATH ✅️ TRUMP: US MAKES A LOT OF MONEY WHEN OIL PRICES GO UP
I've noticed that too about downtown. Never been there during a weekday during work hours, but I've walked through many times on the weekends to and from the WTC PATH station. An evening walk through downtown during spring or summer is always so pleasant.
No I dont touch 0s I prefer weekly or monthly and stacking a few. Been net short since 690 SPY target low 6s and QQQ 630 target precisely 560 but would have preferred low 5s. I cleared all short sided anything once QQQ hit 560. Also had MU from 420 wanting low 3s let those go far too early but I don't believe in the AI hype Ponzi Scheme. Bringing the future buys forward 3 years is great for the now but it's going to hurt like hell when the future comes. I started selling positions late 2025 was basically cash by beginning February 2026. Started buying heavy again yesterday into a few preferred stocks such as SNAP SOFI PATH HOOD ROBN. Need to redistribute another 120k still but I feel my next buy op will be late Q3 on risk of rate hikes
>POWELL: US FEDERAL BUDGET IS ON AN UNSUSTAINABLE PATH ✅️ Light middle east on fire ✅️ Triple energy prices ✅️ Leave
I think your core point is valid: the market may be underestimating UiPath’s strategic position by focusing almost entirely on SBC, insider selling, and the “legacy automation” label. The real debate is whether PATH should still be valued as a slow RPA name, or as an enterprise execution layer for agentic AI. The bull case is not hard to see. UiPath already has enterprise relationships, security credibility, and integration depth that newer AI-native players simply do not have yet. If Microsoft and Deloitte partnerships translate into real adoption, that matters much more than the current surface-level narrative. Add a strong balance sheet, ongoing buybacks, and elevated short interest, and you can definitely make the case that sentiment has become too pessimistic. That said, the market is probably waiting for proof, not just positioning. Partnerships sound good, but investors want to see sustained revenue acceleration, cleaner GAAP margins, and evidence that agentic AI is becoming a material monetization driver rather than just a story. As long as SBC remains heavy and insiders keep selling, the stock will struggle to get the benefit of the doubt. So no, I don’t think you’re “missing something.” I think the market sees the same ingredients, but it does not yet believe management has fully converted them into a durable growth re-rating. If that proof starts to show up, the short setup could get very interesting.
>POWELL: US FEDERAL BUDGET IS ON AN UNSUSTAINABLE PATH Quick, triple the energy price
>POWELL: US FEDERAL BUDGET IS ON AN UNSUSTAINABLE PATH Gonna have to triple your oil prices
Agree the CEO headline feels like a one-day narrative trade. If you're playing calls I'd structure it as a defined-risk debit spread and size small, because PATH can stay cheap for a while if guidance stays cautious even if the product story is fine.
Same, But did you see the vanguard sold their 10% stake in PATH?
Green today! Could we have a bottom? Microsoft is deepening its AI security ecosystem with new integrations alongside Commvault, Rubrik, XBOW, UiPath, and RSA across threat detection, identity recovery, and automated security testing. # UiPath, Inc. (PATH) [](https://www.fool.com/vip/investor-alert/reports/path-investment-report-202601?utm_source=yahoo_report&utm_medium=affiliate&utm_campaign=Foolcom_Yahoo_Reports&utm_content=Is%2BPATH%2Ba%2Blong-term%2Bbuy%253F&utm_term=PATH&source=isaedirep0000001?partner=yahoo&utm_source=yahoo) 11.02+0.09(+0.87%)
If agentic AI moves into real regulated workflows, reliability and control will matter more than hype — and that’s where PATH has an edge.
In the last quarter (Q4 2025), Point72 made a dramatic move on PATH. Massive accumulation: They added approximately 5 million shares, bringing their total position to 7.4 million shares. If Cohen and other funds start making noise, the stock could quickly return to its recent highs of $19-$20. The market is beginning to realize that UiPath is one of the few profitable (GAAP profit) players in the AI agent sector. If this narrative takes hold, the gap between $11 and $23 could be closed within a few weeks of institutional FOMO. This is an interesting situation to follow, even more so in an environment where highly indebted companies are starting to suffer, which is not the case for UiPath.
wall street's notorious for missing the boat till it's halfway across the ocean, $PATH's pivot screams opportunity if you're not just chasing hype.
UiPath going down -9.5% !!! $PATH. The market is pricing UiPath like a legacy dinosaur while it’s actually the backbone of the Agentic AI era. Perfect day to buy or take options ? Manus bought by Meta. The sector is on fire. Security is king.
Be ready. 23% shorts. $PATH. The market is pricing UiPath like a legacy dinosaur while it’s actually the backbone of the Agentic AI era. Perfect day to buy or take options ? Manus bought by Meta. The sector is on fire. Security is king.
$PATH. The market is pricing UiPath like a legacy dinosaur while it’s actually the backbone of the Agentic AI era. Perfect day to buy or take options ? Manus bought by Meta. The sector is on fire. Security is king.
# $PATH Audit: The market is pricing UiPath like a legacy dinosaur while it’s actually the backbone of the Agentic AI era.
Needham analysts upgraded PATH from Hold to Buy, citing the company's first full-year GAAP profitability and $1.85B ARR growth of 11% YoY in Q4 FY2026. They highlighted the $500M buyback authorization as a strong signal of confidence, alongside mid-teens FY2027 revenue guidance. This follows BMO and UBS price target adjustments to $14 on March 16.
Someone posted about PATH here a couple weeks back. Somehow I nailed the bottom then started actually reading up on the company, their financials, and forecast. I really like this stock long term but I also think there is a shorter term play here too. Take a look at the share ownership. 91% held by institutions. 10% held by insiders. 3.5% by corporations. Obviously equaling over 100% and retail ownership isn’t even listed, odd. The float is definitely larger than I’d like but they did just approve a large share buyback. The setup - Currently 20% of the float is reported short, the company just posted great earnings and ESP, the price has been on a rebound. The company will be buying back a large amount of shares on the open market on an already positive trajectory. The shorts will start closing positions and taking profits now that the stock is rebounding. But wait there’s more! The option chain has a fairly large amount of calls that have recently gone in the money. The best part, there are 100,000 calls bought at $15 for May 15th that we are getting so close to. If PATH starts getting much closer, hedging those calls will have a significant impact and push the price even higher.
Someone posted about PATH here a couple weeks back. Somehow I nailed the bottom then started actually reading up on the company, their financials, and forecast. I really like this stock long term but I also think there is a shorter term play here too. Take a look at the share ownership. 91% held by institutions. 10% held by insiders. 3.5% by corporations. Obviously equaling over 100% and retail ownership isn’t even listed, odd. The float is definitely larger than I’d like but they did just approve a large share buyback. The setup - Currently 20% of the float is reported short, the company just posted great earnings and ESP, the price has been on a rebound. The company will be buying back a large amount of shares on the open market on an already positive trajectory. The shorts will start closing positions and taking profits now that the stock is rebounding. But wait there’s more! The option chain has a fairly large amount of calls that have recently gone in the money. The best part, there are 100,000 calls bought at $15 for May 15th that we are getting so close to. If PATH starts getting much closer, hedging those calls will have a significant impact and push the price even higher.
Fantastic Follow up to yesterday’s move DESPITE the carnage in the overall market today. UI PATH will be the NEXT PALANTIR. Another almost 4% https://preview.redd.it/4bv5v8o89vpg1.jpeg?width=1320&format=pjpg&auto=webp&s=10e98cf42c33c2d02065a513ac76c44a4c848734
Last comment about PATH hop on gang
Apparently.. I condensed a # of positions heading into Weekend.. Still think PATH is good long term, but kinda need to step away a bit til this market figures itself out
Gotcha, good point. I got into IGV leaps while Vix was still in the teens. Have MSFT, NOW, BUG, and PATH shares... the whole Saas-magedon is so dumb
$PATH screwed me, bought at $15 and sold at $12
You missed out on PATH or path fucked you?
At this point pick a growth stock, wait until it has a 15% pull back and then load up. I’ve killed it with $MU, $AAIO, $TSEM, $AXTI only miss is $PATH
Ok bro not financial advice just my opinion, here is my process it’s fairly easy and software does all the work but i wont name it on here as i am not an affiliate and dont want to come across as someone selling you something. First i look for under valued stocks at least 20%, the software combines three data points to show me which equities are below fair market value. Before that the pool of stocks i choose from are mostly s&p 500 companies (no penny stocks or crazy speculation plays). Second i look i technicals on the platform (overbought oversold, ppo, market mood meter) and lastly i look for divergence between price and net income and if and when they had there first quarter of profitability. For example last week i found PATH, it’s currently $11.52 a share and around ipo was $75. Anyways there net income is climbing and fundamentals are solid but down big, hopefully this helps. Also i only buy on red days and like to dca if my timing is early on red weeks and plays can be anywhere from roughly a month to a year or more but i find this much more enjoyable than day trading on short time frames with all the noise of the markets. i typically buy shares and mix in 6 month out options just calls sometimes straddles if the stock is volatile pretty simple. Leaps are good for newer traders on undervalued quality companies. Hope this helps, if you do options just give yourself time. i wanted to find the cheapest otm options when i started but now i just buy less quantity of around or itm options, look for delta above 70/75 area on leaps and dont get down when you hear all the people say you cant do it because its possible just dont over complicate it and have a mechanical setup of some kind so you can backtest and quantify your progress. Slow and steady wins the race
Broke even on PATH weeklies when it touched $12 for a millisecond
Put my life savings into PATH and HIMX. Wendy's or lambo this year
$PATH sandbagging is real. Where is Maestro/Agentic demand hiding? RPO (remaining performance obligations), a precursor to future revenue, accelerating 25Q4->26Q4. Rev+RPO up 17.2% YoY! No revenue recognition games. Just pure demand with revenues and backlog growing in balance. This is another thesis reinforcing quarter. Whether the market decides to see it now or later, the fundamentals will eventually be undeniable. To make life changing money in the market, we need 1)perception, 2)right size betting and 3)the guts to hold through volatility. Need all 3. Gains are not for the weak. https://preview.redd.it/ikb0vg3pwqog1.png?width=1124&format=png&auto=webp&s=950743a1e59bdc6a04923b533d70a58a8e7a91db
https://preview.redd.it/4ycg763kvqog1.png?width=1124&format=png&auto=webp&s=63743c6fcc1b91347217c9b5649a697733b42198 $PATH sandbagging is real. Where is Maestro/Agentic demand hiding? RPO (remaining performance obligations), a precursor to future revenue, accelerating 25Q4->26Q4. Rev+RPO up 17.2% YoY! No revenue recognition games. Just pure demand with revenues and backlog growing in balance. This is another thesis reinforcing quarter. Whether the market decides to see it now or later, the fundamentals will eventually be undeniable. To make life changing money in the market, we need 1)perception, 2)right size betting and 3)the guts to hold through volatility. Need all 3. Gains are not for the weak.
I noticed earnings results are inverse to last quarter Like MDB PATH BMBL AMZN
Well, ADBE and PATH dried me, need to find a job
POET & PATH 3/20 call options trust me boy
Lol PATH was the last time I’m listening to any of you
Buying calls on PATH right before market close yesterday was not the move...
PATH unrelenting lol
PATH reviving itself???
why PATH down 13% after earnings, is it really so bad https://preview.redd.it/xjo4fhbl9mog1.jpeg?width=120&format=pjpg&auto=webp&s=24ad123f111456ad94b877420338762f59afa3d2
Valid points. I would hope on today’s unwarranted dump of PATH shares, the company will employ some of that authorized 500 Million dollar share buyback program, as this pull back is utterly unwarranted IMHO.
PATH posted a double beat and is down 10% in premarket…
Selling $9.5-10 CSPs again on PATH. Easy money.
Holy cow....PATH smashed earnings and is down 12% LOL
I knew I shouldn't have touched PATH with a ten foot pole. So why did I? :')