u/yddilyddil

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+35.2%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +35.2% Long Return +35.2% Short Return -
Average Return
7d +8.3%
30d +8.3%
90d +8.8%
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Result
Result
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Side
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Call Price
P&L
Thesis
Theme
Source
Long
Feb 24
$10.19
+35.2%
UiPath undervalued profitable SaaS with AI pivot
Author argues UiPath is undervalued after a 40%+ dump despite being GAAP profitable, holding over $1.5 billion in cash with no debt, 16% revenue growth, and 85% gross margins. The company is pivoting to Agentic AI in sticky sectors like financial crime and healthcare, with analysts' average price target of $16.20 and forward PE of 16. C-suite has purchased over $800M since 2023. Main risk is that the SaaS selloff continues or the pivot fails to gain traction.
AI Software
Showing 1 of 1 calls · sorted by mentions

u/yddilyddil has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: PATH.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology