Two Undervalued AI Stocks Positioned for 10x Returns by 2036

Why These Two Companies Could Deliver Exceptional Growth

The path to turning $100,000 into $1 million over the next decade requires identifying AI-focused companies trading at reasonable valuations with substantial market tailwinds. Two stocks that fit this profile deserve consideration: UiPath (NYSE: PATH) and SentinelOne (NYSE: S). Both trade at attractive multiples while positioning themselves at the forefront of emerging AI markets.

UiPath: The AI Agent Operating System Opportunity

UiPath represents an intriguing play on the evolution of artificial intelligence infrastructure. Currently trading at a forward price-to-sales ratio of approximately 5 times 2026 analyst estimates, the company is well-positioned to capitalize on the shift toward AI agent orchestration—a market expected to become increasingly critical.

The company’s foundation in robotic process automation (RPA) provides a strategic advantage as the industry transitions toward more sophisticated automation. As large language models demonstrate both exceptional capabilities and notable limitations (particularly in execution and real-world application), organizations will require centralized platforms to coordinate and govern AI agents from multiple vendors.

UiPath’s Maestro platform addresses this need through several mechanisms:

• Governance and Auditability: The platform incorporates built-in controls to manage, audit, and enforce human-in-the-loop safeguards for AI agents—preventing the kind of operational failures seen in unguarded AI systems.

• Resource Optimization: Maestro can orchestrate both traditional software bots and AI agents, automatically routing tasks based on cost-effectiveness and capability. Given that AI agent deployment carries higher operational expenses, this optimization layer creates tangible value.

• Legacy System Integration: Pre-built connectors to established enterprise systems provide a competitive moat that new AI-only platforms struggle to replicate.

If UiPath successfully establishes itself as the industry standard for AI orchestration, its current valuation suggests the stock could achieve substantial returns by 2036.

SentinelOne: Defending Market Share Through Technology Differentiation

SentinelOne trades at an even more compelling valuation—a forward price-to-sales multiple of just 4 times—while operating in the high-growth cybersecurity sector. The company has multiple pathways to achieve meaningful market expansion.

Against Established Competitors: While CrowdStrike dominates cloud-native endpoint security, SentinelOne’s architecture offers distinct advantages. Its AI models operate directly on endpoints rather than relying solely on cloud connectivity, enabling threat detection even during network outages. Additionally, the platform includes remediation capabilities that can restore systems to pre-attack states—a functionality that distinguishes it from competitors whose customers experienced severe operational disruptions during recent industry incidents.

Expanding Protection Capabilities: The acquisition of Prompt Security enhances the company’s position as a comprehensive security provider. By combining endpoint protection with AI-driven data leakage prevention, SentinelOne now offers both internal threat mitigation and external data protection—a competitive differentiation.

Data Analytics Opportunity: The Singularity Data Lake product positions the company to compete with larger incumbents in the security analytics space. With Purple AI enabling natural language queries for data insights, the platform offers a more efficient alternative to slower, more expensive legacy systems—creating an opening to capture share from entrenched vendors.

The Valuation Case

Both companies trade at multiples that historically have been applied to lower-growth or mature software companies. For organizations executing on their strategic initiatives and capturing market opportunities, this pricing disconnect between valuation and growth potential creates a compelling risk-reward scenario for investors with a 10-year time horizon through 2036.

The combination of attractive entry valuations, defensible competitive positions, and expanding addressable markets positions these stocks as candidates for outsized returns in the coming decade.