-49%

est. 2Y upside i

AI & MLSeries D+

Rank

#2955

Sector

Enterprise AI Software

Est. Liquidity

~3Y

Data Quality

Data: Medium

Automation Anywhere presents a moderate upside opportunity for a job seeker, with an estimated 27.5% expected return over a two-year horizon.

Last updated: March 10, 2026

Bull (25%)+100%

Automation Anywhere successfully integrates Aisera's agentic AI, capturing significant market share in enterprise service management and expanding its lead in Agentic Process Automation. Strong AI bookings growth (45% YoY) continues, pushing annual revenue to over $1.6B by 2028 and justifying a $13.6B+ valuation at IPO, a 2x return from current levels.

Base (50%)+25%

Automation Anywhere maintains its strong position in the RPA and APA market, growing revenue at a healthy pace (25-30% YoY) to approximately $1.25B by 2028. It fends off intense competition from UiPath and other incumbents, leading to an eventual IPO at a valuation of around $8.5B, a modest 25% upside from the current $6.8B.

Bear (25%)-40%

Intense competition from dominant players like UiPath, Microsoft, and ServiceNow erodes market share and pricing power. Integration challenges with Aisera or a broader market downturn delay IPO plans, leading to a down round or a lower acquisition valuation of approximately $4.08B, resulting in a 40% loss for common stock holders.

Est. time to liquidity~2.5 years

Preference Stack Risk

moderate

Investors have put in approximately $850 million in funding. In a liquidation event at or below this amount, common stock holders would receive little to nothing. At the current $6.8 billion valuation, there is substantial value above the preference stack.

Dilution Risk

moderate

The company has raised significant capital through multiple rounds, and an eventual IPO would likely involve further dilution, though the most aggressive dilution rounds are likely past given its maturity.

Secondary Liquidity

active

There is an active secondary market for Automation Anywhere shares, offering some liquidity for employees prior to an IPO.

Questions to Ask at the Interview

Strategic questions based on Aisera's data — designed to show you've done your homework.

  • 1

    “Given the recent acquisition of Aisera, how is Automation Anywhere integrating Aisera's agentic AI platform to create a differentiated offering against competitors like UiPath and ServiceNow in the broader enterprise automation market?”

  • 2

    “Automation Anywhere has reported strong AI bookings growth (45% YoY). What are the key drivers behind this growth, and how does the company plan to sustain this momentum while navigating the competitive landscape and progressing towards profitability?”

  • 3

    “With a valuation of approximately $6.8B and significant funding raised, what is the company's updated strategy and timeline for a liquidity event, and how does the equity compensation plan for new hires align with this outlook, especially regarding potential dilution and secondary market access?”

Community

Valuation Sentiment

Our model estimates -49% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.