PATHBullpending
Meet KevinTarget Range
$40–$45
“Honestly, I think this is probably closer to 40 to 45 bucks.”
Thesis at the time
BullishKevin's valuation model shows UiPath fairly valued around $32 with 75% upside, but he personally believes the real target is higher, near $40-45, as software recovers from the Q3/Q4 bottom.
Key arguments
- Model shows $32 fair value implying 75% upside from current levels
- Believes actual fair value is closer to $40-45
- Part of broader software sector recovery he has been calling since earlier in the year
Hedges and caveats (from the video)
- Acknowledges the software bottom 'probably isn't in yet' and could be 'pretty aggressive' when it arrives
- Notes that some stocks like QuickBooks are still lagging in recovery
- Mentions red flags alongside green shoots for Salesforce that will be discussed
- Discusses token/AI integration costs impacting software company margins as a headwind
- Valuation estimates presented are author's opinion and subject to market conditions
The call
- Date said
- Aug 29, 2026
- Current price (live)
- $13.25$29.25 below target
- Confidence
- medium
- Specificity
- specific
How it resolved
- Status
- pending
Confidence Reasoning
Specific price range given, but softened by hedge language ('I think', 'probably').
Source
The Software Stock Bottom is IN: Is it TOO LATE to Buy?
Said on Aug 29, 2026Open on YouTube ↗