UiPath is a Rocket Ship Resetting its Course

Like a marathon runner pumped up on adrenaline, UiPath sprinted to the lead in what is surely going to be a long journey toward enabling the modern automated enterprise. In doing so, the company has established itself as a leader in enterprise automation, while at the same time getting out over its skis on critical execution items and disappointing investors along the way. In our view, the company has plenty of upside potential but will have to slog through its current challenges including re...