For the long-term investor, the SaaSpocalypse is a good time to buy more UiPath.

“Don’t throw the baby out with the bathwater.”

If you’re bullish on agentic AI becoming a major enterprise theme in 2026–2027 and believe UiPath can reaccelerate growth while maintaining profitability gains, the current price looks like a compelling entry point for a long-term hold.  The current price feels like a discounted opportunity to own a company transitioning into a high-growth AI category with improving profitability and strong enterprise positioning. If agentic AI delivers as hyped (and UiPath executes), the stock could see meaningful compounding over 3–5+ years.

Yes, Mr. Dines is selling, but these sales are most likely mandatory.  Compelling reasons for entry with huge idiosyncratic upside is a good sized short interest right now with short selling at about 14% of its float (about 57M shares).  If positive catalysts hit such as strong Q4 earnings in March 2026 showing agentic AI traction or ARR reacceleration on the second derivative, it could pressure shorts to cover and add upside fuel just as Palantir’s short sellers went from about 10% short in the Fall of 2023 to about 2.5% now.

As pointed out by Jake Browatzke with his analysis of earnings calls, management seems to be quite honest.  Mr. Dines was quite bearish on prior earnings calls but has become quite bullish on demand now even likening the current environment to what he witnessed with its RPA revenue growth early on.  He said, “”We are in the early innings of deployment of agentic AI, we see a very solid demand. I can think that, you know, since the early days of RPA, I have not seen such a huge interest from customers in a renewed automation initiative interest.”

Again, consult an advisor on financial stuff before making any transactions.  I bought more UiPath today, but that’s me.  Best of luck!