Paycom and UiPath Navigate AI Disruption Amid Significant Stock Volatility
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Source: Fool
- AI Industry Impact: The launch of Anthropic's Cowork feature has led to a significant sell-off in SaaS stocks, intensifying market fears about AI potentially disrupting the software industry, with expectations of a major transformation over the coming years.
- Paycom's Self-Disruption: By introducing the Beti platform that allows employees to manage their own payroll, Paycom has seen a decline in other revenue streams, yet it enhances client value, with projected revenue exceeding $2 billion in 2025 and potential market share gains.
- UiPath's Dual Strategy: UiPath combines robotic process automation (RPA) with AI to deliver reliable automation solutions, achieving a 16% year-over-year revenue growth in the latest quarter, indicating strong customer adoption and market adaptability.
- Market Reaction and Investment Opportunities: Despite stock volatility due to market panic, Paycom trades at about 16 times earnings and UiPath at 21 times, both reflecting reasonable valuations, suggesting long-term investors may find opportunities amid the chaos.
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Analyst Views on PATH
Wall Street analysts forecast PATH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PATH is 16.54 USD with a low forecast of 14.00 USD and a high forecast of 19.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
2 Buy
15 Hold
1 Sell
Hold
Current: 14.110
Low
14.00
Averages
16.54
High
19.00
Current: 14.110
Low
14.00
Averages
16.54
High
19.00
About PATH
UiPath, Inc. is an enterprise automation and artificial intelligence (AI) software company. The Company is focused on building and managing automations, starting with computer vision technology and user interface automations in its initial robotic process automation (RPA) offering. Its AI-powered UiPath Platform offers a robust set of capabilities that allows its customers to discover opportunities for automation, automate using a digital workforce that seamlessly collaborates with humans, and operate a mission critical automation program at scale. It enables employees to quickly build automations for both existing and new processes and to automate an array of actions, including logging into applications, extracting information from documents, moving folders, filling in forms, reading emails, and updating information fields and databases. Its platform allows users to design and combine UI automations, API integrations, and AI-based document understanding in a single workflow.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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