UiPath (NYSE:PATH) Given New $13.00 Price Target at TD Cowen

UiPath (NYSE:PATH) had its price objective decreased by TD Cowen from $16.00 to $13.00 in a research note published on Thursday morning,Benzinga reports. TD Cowen currently has a hold rating on the stock.

Several other research analysts also recently commented on the company. Truist Financial reduced their price objective on UiPath from $17.00 to $12.00 and set a “hold” rating for the company in a research note on Thursday. DA Davidson reduced their price target on shares of UiPath from $15.00 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday. Canaccord Genuity Group reduced their price objective on shares of UiPath from $19.00 to $15.00 and set a “buy” rating on the stock in a report on Thursday. Zacks Research cut UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Finally, Royal Bank Of Canada set a $14.00 price target on shares of UiPath in a research report on Wednesday, February 11th. Two investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $14.27.

UiPath Trading Down 7.9%

NYSE PATH opened at $11.40 on Thursday. The stock has a market capitalization of $6.10 billion, a price-to-earnings ratio of 21.92, a PEG ratio of 1.69 and a beta of 1.09. The stock has a 50-day moving average of $13.05 and a 200 day moving average of $13.98. UiPath has a twelve month low of $9.38 and a twelve month high of $19.84.

UiPath (NYSE:PATH) last announced its earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.05. The firm had revenue of $481.11 million for the quarter, compared to analyst estimates of $464.81 million. UiPath had a return on equity of 5.95% and a net margin of 17.53%.The business’s revenue was up 13.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.26 EPS. Equities analysts predict that UiPath will post -0.17 EPS for the current fiscal year.

Insider Activity at UiPath

In other UiPath news, CFO Ashim Gupta sold 67,468 shares of the company’s stock in a transaction on Monday, January 5th. The shares were sold at an average price of $16.10, for a total value of $1,086,234.80. Following the completion of the transaction, the chief financial officer owned 557,028 shares in the company, valued at $8,968,150.80. This represents a 10.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Daniel Dines sold 45,000 shares of the company’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $15.01, for a total value of $675,450.00. Following the completion of the sale, the chief executive officer directly owned 27,893,585 shares of the company’s stock, valued at approximately $418,682,710.85. This trade represents a 0.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 787,468 shares of company stock valued at $12,862,285. 23.19% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of PATH. Vanguard Group Inc. grew its holdings in shares of UiPath by 2.5% during the fourth quarter. Vanguard Group Inc. now owns 49,114,941 shares of the company’s stock worth $804,994,000 after buying an additional 1,219,057 shares during the last quarter. TFG Asset Management GP Ltd grew its stake in shares of UiPath by 53.3% during the 2nd quarter. TFG Asset Management GP Ltd now owns 13,722,244 shares of the company’s stock worth $175,645,000 after purchasing an additional 4,772,244 shares during the period. State Street Corp grew its position in UiPath by 66.4% during the fourth quarter. State Street Corp now owns 13,004,786 shares of the company’s stock worth $213,148,000 after buying an additional 5,189,438 shares during the period. AQR Capital Management LLC grew its holdings in shares of UiPath by 76.0% in the 2nd quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock worth $145,732,000 after acquiring an additional 4,926,341 shares during the period. Finally, Morgan Stanley increased its position in shares of UiPath by 54.0% in the fourth quarter. Morgan Stanley now owns 9,310,304 shares of the company’s stock valued at $152,596,000 after buying an additional 3,262,930 shares in the last quarter. 62.50% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Q4 beat and first full‑year GAAP profitability — Revenue $481.1M (+13% YoY) and EPS $0.30 beat consensus; ARR and margins improved, and management highlighted accelerating enterprise AI adoption. Q4 Results Release
• Positive Sentiment: Share‑repurchase program and cash generation — Company announced a new $500M buyback and reported strong free cash flow (management cited robust FCF conversion), which supports capital returns and EPS upside. Buyback & Analysis
• Positive Sentiment: Product/partner catalysts — Continued push into agentic AI (platform shift), plus an expanded strategic alliance with Deloitte to launch an Agentic ERP offering, which could accelerate enterprise adoption and upsells. Deloitte Alliance
• Neutral Sentiment: Guidance is mixed — Q1 revenue guide was roughly in line (midpoint slightly above Street) but FY‑27 revenue guidance implies materially slower growth (~10% top‑line growth), leaving investors uncertain on near‑term cadence. Guidance Coverage
• Neutral Sentiment: Options and technical activity — Unusual call buying and heavy intraday volume suggest active positioning around the print; some commentators view the pullback as a potential buying opportunity if adoption accelerates. Market Activity
• Negative Sentiment: Market reaction: shares declined after hours and into the session as the slower full‑year growth outlook offset the beat and first full‑year profit, prompting sellers. Market Reaction
• Negative Sentiment: Analyst price‑target trims and cautious notes — Multiple firms trimmed targets/ratings (Mizuho, TD Cowen, Truist, Wells Fargo, DA Davidson and others), increasing near‑term downside risk from sentiment and forcing re‑rating debates. Analyst Coverage
• Negative Sentiment: Short‑term risk: decelerating revenue growth expectations — Street commentary notes that agentic‑AI upside is real but may take quarters to translate into faster ARR growth and higher valuations, keeping pressure on multiple expansion near term. Barron’s Take

UiPath Company Profile

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.