The future, they say, is artificial. More specifically, it’s agentic AI. The stuff that doesn’t just respond to requests, but acts on them. The market’s been tossing around good stocks like yesterday’s news, a bit of a fire sale in the SaaS sector. Opportunity, as always, lurks in the wreckage. I’ve been looking at the players, the ones building the platforms to manage this coming swarm of digital assistants. It’s about control, see. In a world drowning in AI, somebody has to hold the reins.
ServiceNow
ServiceNow. Started as a glorified help desk, fixing broken printers and lost passwords. Now, it’s the nervous system of a lot of big companies. They’ve dug in deep, wrapped themselves around critical systems with security protocols and audit trails. Hard to dislodge once they’ve got a grip. That’s what they call a moat, and this one’s wide. They’ve been sprinkling AI on top like a fancy garnish, but it’s their new Control Tower that’s got my attention. A place to orchestrate the digital workforce, before it gets out of hand.
They’ve been buying up pieces of the puzzle, too. Armis, for asset visibility. Veza, to make sure those agents don’t start opening doors they shouldn’t. It’s about knowing what’s running on your network, and keeping it honest. Revenue’s been climbing steadily, and at a forward P/S under 7 and a P/E of 25.5, this isn’t just a play on AI, it’s a solid foundation.
UiPath
UiPath. They started with robotic process automation – software bots doing the things humans hate. Data entry, customer onboarding… the digital equivalent of a paper pusher. They became the kings of it. Now, they’re building a platform to manage those bots, and a whole lot more. A control room for the digital workforce. They’ve got the governance built in, the compliance guardrails. That’s a head start in this game.
They can plug into legacy systems, too – even the dinosaurs like SAP. Those old beasts often lack the modern connections needed for a smooth integration. UiPath’s Maestro platform can manage both the software bots and the third-party AI agents. Smart. It assigns tasks based on cost and efficiency. Software bots are cheap. AI agents… they eat tokens like a hungry ghost. Maestro keeps the humans in the loop when necessary, a safety net in a world gone digital.
They’re still early in the game with Maestro, but they’re showing signs of acceleration. Revenue’s up 16% last quarter. They’re partnering with the big players. Trading at a P/S of just 3.5 and a P/E under 15, this stock is cheap. If they can keep accelerating, if they can establish themselves as a leader in this new orchestration game… there’s a lot of upside here. A lot.
The market likes to chase shiny objects. But real wealth isn’t built on hype. It’s built on solid foundations, strong moats, and a clear understanding of where the future is headed. And right now, the future is looking… automated.
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2026-02-25 03:32