UiPath's Last Earnings Destroyed our Bear Case!

Video Description

UiPath Q3 Earnings Review: 16% Revenue Growth, Agentic AI Explosion, & 9x Upside Potential. In this video, we break down UiPath's Q3 Fiscal Year 2026 earnings, highlighting the pivotal revenue re-acceleration that confirms our long-term investment thesis. We analyze how CEO Daniel Dines' focus on "Act Two"—combining robots with agentic AI and orchestration—is driving demand faster than the original RPA launch. We also explore the company's competitive moat against startups, the significance of recent Gartner recognition, and walk through our financial model projecting substantial returns over the next five years. Get access to our research spreadsheet by filling out a short form — It's free! 👉 https://forms.gle/2R9pS43oV6NZGFCK7 Curious about how to invest? You’re in the right place. Whether you're just starting out or you're an experienced investor looking for in-depth stock market analysis and interviews — this channel is for you. Our mission is to provide extreme value through high-quality investing videos that are easy to understand yet rooted in proven, long-term strategies taught by legends like Peter Lynch and Warren Buffett. Every video is designed to help you invest smarter and build wealth with clarity and confidence. 👤 About the How To Invest Team: I'm Jake — a lifelong learner, investor, and creator. I’m passionate about helping others make informed decisions and thrive in both traditional investing and the future of finance. Hey I'm Aaron, a massive optimist, and am perpetually curious. I love architecture, cities, science and technology. Investing is the fantastic crossover of all my interests. Hi, I'm Abby—a personable creative with a sociology degree. I'm a self-motivated learner passionate about people, good companies, and building my financial freedom. I'm Nathan, the behind-the-scenes guy handling editing and filming. I love collaborating with my siblings and sharing our team's insights with as many people as possible. 🔗 Connect with us: X (Team): https://x.com/HowToInvest_jb X (Jake): https://x.com/jakebrowatzke Instagram: https://www.instagram.com/howtoinvest_jb/ TikTok: https://www.tiktok.com/@howtoinvest_jb?lang=en Facebook: https://www.facebook.com/profile.php?id=61570167670768 🎥 My ""Top 10"" Channel: [youtube.com/@JakeBrowatzke](https://www.youtube.com/@JakeBrowatzke) ⚠️Disclaimer: All videos on this channel are for educational and entertainment purposes only. I’m not a financial advisor, and nothing here is investment advice. While I strive to provide accurate and timely information, always do your own research before making any financial decisions. Your money, your responsibility. Invest smart — and stay safe out there! Chapters: 0:00 Introduction to UiPath Q3 2026 Earnings 0:47 Revenue Highlights and Growth Acceleration 2:53 Exploring the Orchestration Platform 4:46 Advantages in Agentic AI 6:09 Industry Awards and Recognition 8:32 Partnerships and Customer Scaling 9:32 Financial Projections and Valuation 11:21 Free Spreadsheet and Closing Remarks