Analysts Bullish on UiPath and Roku: Explosive Growth Predicted Ahead

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29/09/2024 18h15

### Analysts Predict Massive Gains for UiPath and Roku Stocks

Morgan Stanley and Ark Invest analysts have identified two high-potential stocks, UiPath and Roku, as prime candidates for substantial growth in the coming years. According to their projections, UiPath could see an impressive 212% rise by September 2025, while Roku might experience an extraordinary increase of 712% by December 2025.

UiPath, a front-runner in robotic process automation (RPA) software, recently reinstated co-founder Daniel Dines as CEO to jumpstart its growth trajectory. Despite showing mixed financial results in the second quarter of fiscal 2025—with revenue growth of 10% to $316 million but a 55% drop in adjusted earnings—there is cautious optimism about the company’s future. The RPA market, growing at an estimated rate of 40% annually through 2030, offers substantial upside potential for UiPath, which currently holds a valuation of 5.2 times sales.

Sanjit Singh of Morgan Stanley has set a bull-case price target of $40 per UiPath share by September 2025, reflecting a 212% gain from its present price of $12.80. Despite the need for significant accelerated growth to achieve this target, investors with a long-term view are likely to find a small position in UiPath worthwhile.

Meanwhile, Roku continues to dominate as the leading streaming platform in the United States in terms of viewing time. The company, which has also built the top-selling TV operating system in the U.S., Canada, and Mexico, showed strong second-quarter performance in 2025. Roku's active accounts increased by 14%, and streaming hours jumped 20%, leading to a 14% revenue rise to $968 million and a notable improvement in adjusted EBITDA to $44 million from a previous loss.

Nicholas Grous and Andrew Kim from Ark Invest have set an aggressive base-case price target of $605 for Roku by December 2026, indicating a potential 712% surge from its current price of $74.50. While this projection might seem overly optimistic, Roku’s expanding presence in international markets and its position as a leader in connected TV advertising suggest that it could outperform the broader market in the next few years.

In summary, both UiPath and Roku present intriguing investment opportunities with substantial growth potential, according to top analysts. While these predictions should be approached with caution, the long-term prospects for these companies make them worthy of consideration for patient investors.

The views expressed in this article do not reflect the opinion of ICARO, or any of its affiliates.

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