Paycom and UiPath Thrive Amid AI Disruption in SaaS Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Source: NASDAQ.COM
- Paycom's Self-Disruption: In 2021, Paycom launched the Beti automation platform allowing employees to manage their own payroll, which, while causing a decline in other revenue streams, significantly enhanced client value and demonstrated the company's adaptability in the AI era.
- Strong Profitability: Despite Paycom's stock plummeting over 70% since its peak in 2021, its Q3 sales grew 9% year-over-year, and it maintains a robust GAAP net income margin of 22%, indicating solid profitability.
- UiPath's Innovative Strategy: UiPath combines robotic process automation (RPA) with AI to deliver reliable enterprise-grade automation solutions, achieving a 16% year-over-year revenue growth in the latest quarter and a dollar-based net retention rate of 107%, reflecting strong market demand.
- Market Competition Pressure: While Anthropic's Cowork feature poses a threat to the software industry, both Paycom and UiPath showcase potential to capture market share through their innovations and strategic positioning in a rapidly changing environment.
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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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