The piece argues that agentic AI will be a major tech trend in 2026, highlighting ServiceNow and UiPath as potential leaders in agentic AI orchestration platforms.

The investment thesis centers on agentic AI as a defining trend, with ServiceNow and UiPath well-positioned to capitalize on it through their AI orchestration capabilities and favorable valuations.

The market sentiment shows many agentic AI stocks have fallen during the SaaS downturn, creating buying opportunities in this space.

Financial highlights show ServiceNow with a forward P/S below 7 and forward P/E around 25.5, and UiPath with a forward P/S of 3.5 and forward P/E under 15, indicating valuation advantages.

It stresses upside if these companies continue expanding their agentic AI capabilities and client adoption, framing them as timely and strategic bets for 2026.

A disclaimer notes positions by Geoffrey Seiler and The Motley Fool in the featured stocks, with references to Stock Advisor and past performance context.

Gartner cautions that enterprise AI adoption depends on broader market spend and successful deployment, framing projections as contingent on execution.

UiPath and ServiceNow are framed as evergreen, defensive plays improving efficiency and driving broader enterprise AI adoption, potentially insulating them from macro headwinds.

UiPath’s Maestro extends its RPA roots to manage software bots and third‑party AI agents, enabling governance and cost savings through optimized task assignment, with the stock trading at a forward P/S near 3.5 and forward P/E under 15.

The pieces argue these firms could become evergreen investments as agentic AI adoption reduces costs and human labor reliance, potentially buffering against downturns.

Maestro enables human‑in‑the‑loop governance and efficiency by balancing AI deployment with oversight, while ServiceNow’s Control Tower and security acquisitions bolster its AI orchestration leadership.

UiPath’s pivot to an agentic AI orchestration platform centers on Maestro, which manages both bots and third‑party agents, leveraging governance, legacy-system integration, and cost savings.