Investors Eye UiPath and Salesforce for Agentic AI Growth

Investor Spotlight: Stocks like UiPath and Salesforce are set to benefit from the growing trend of agentic AI, which could drive revenue growth and market demand significantly.

Date: 08-01-2025

AI Rating: 7

UiPath Analysis: UiPath is evolving from robotic automation to agentic AI, reporting a revenue growth of 9% in the last quarter and 17% in annual recurring revenue (ARR). This indicates a positive trend in customer retention and increased spending with a net dollar retention rate of 113%. The company's partnerships with major firms like SAP and Microsoft are strategic moves to gain new customers, which could further bolster revenue. The shift towards agentic automation showcases their ambition to innovate, although they face challenges in customer acquisition.

Salesforce Analysis: Salesforce is heavily investing in agentic AI with the launch of its Agentforce solution. The company reported having closed 200 Agentforce deals by early December and had a substantial pipeline of potential deals, indicating strong sales momentum. The deployment goals of 1 billion AI agents by fiscal 2026 underscore this expansion. With a forward price-to-sales ratio of 7.6, the stock appears reasonably priced given its growth potential in the agentic AI landscape.

Both companies are leveraging trends in AI to capture substantial market opportunities, and their growth in revenue and innovation strategies place them at an advantageous position in the tech sector.

Stocks: PATH CRM