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UiPath (NYSE:PATH) has turned profitable while expanding its work with major U.S. government agencies.
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The company is deepening automation and AI deployments at the U.S. Coast Guard, Veterans Administration, and Social Security Administration.
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UiPath is positioning its platform for emerging agentic AI, aiming to be a core tool for complex, automated workflows.
UiPath is making this turn to profitability at a time when its share price sits at $12.15 and the stock has seen a 23.5% decline year to date and over the past 30 days, and a 15.8% decline over the past year. The company is trying to build on its automation roots while it adapts its platform to support more advanced agentic AI use cases across large, complex organizations.
For investors watching NYSE:PATH, the combination of first-time profitability, a larger public sector footprint, and early positioning in agentic AI could be an important mix to track. How consistently UiPath executes with large government clients, and how effectively it converts its AI positioning into broader platform usage, are likely to be key markers to watch over time.
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NYSE:PATH 1-Year Stock Price Chart
Why UiPath could be great value
For investors, UiPath turning profitable just as it deepens work with large U.S. agencies such as the Coast Guard, Veterans Administration, and Social Security Administration points to a business that is gaining traction in long-cycle, mission critical workflows. That combination of profit discipline and public sector adoption can matter for sentiment, especially when set against a share price that has fallen over 20% in the last month and has underperformed both its sector and wider indices.
The news lines up with the existing narrative that UiPath is leaning into agentic AI and broader automation, aiming to win deeper customer relationships across complex enterprises. Index additions, partnerships with firms like Microsoft and Deloitte, and focus on AI-powered agents all support the idea that management is trying to position UiPath alongside larger automation and AI platforms such as Microsoft, ServiceNow, and Salesforce, but with an emphasis on end to end process orchestration.
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UiPath has turned profitable and some investors, such as Lumbard & Kellner, have initiated positions while the share price has pulled back, which can signal interest in the current valuation.
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Growing work with U.S. government agencies and use cases in regulated, high complexity workflows may strengthen UiPath’s competitive footing as agentic AI adoption develops.
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Analysts have flagged a key risk that earnings are forecast to decline on average over the next few years, so the profit inflection may not translate into a straight line of improvement.
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Recent share price weakness and a consensus “Hold” stance from many brokerage firms point to ongoing caution about execution and AI related volatility.
From here, the key questions are whether UiPath can maintain profitability while growing government and enterprise agentic AI workloads, and how that compares with progress at peers like ServiceNow and Microsoft in workflow automation. If you want to see how different investors are thinking about that trade off between AI opportunity and earnings risk, check community narratives on UiPath’s dedicated page and track how the story evolves over time.
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.
Companies discussed in this article include PATH.
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