UiPath (NYSE:PATH) Price Target Cut to $17.00 by Analysts at Morgan Stanley

UiPath (NYSE:PATH) had its price target lowered by Morgan Stanley from $19.00 to $17.00 in a report published on Thursday,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

Several other equities research analysts have also recently commented on PATH. BMO Capital Markets boosted their price objective on shares of UiPath from $13.00 to $17.00 and gave the company a “market perform” rating in a research report on Thursday, December 4th. Evercore increased their price objective on UiPath from $15.00 to $17.00 and gave the company an “in-line” rating in a report on Thursday, December 4th. Canaccord Genuity Group lifted their price target on UiPath from $15.00 to $19.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Wells Fargo & Company upped their price objective on shares of UiPath from $12.00 to $14.00 and gave the company an “equal weight” rating in a report on Thursday, December 4th. Finally, UBS Group decreased their target price on UiPath from $17.00 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday. Two investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $14.27.

UiPath Price Performance

UiPath stock opened at $11.40 on Thursday. The company’s 50 day simple moving average is $13.05 and its 200 day simple moving average is $13.98. The firm 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. UiPath has a fifty-two week low of $9.38 and a fifty-two week high of $19.84.

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

Insider Activity

In other news, CFO Ashim Gupta sold 67,468 shares of the stock in a transaction on Monday, January 5th. The stock was 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 directly owned 557,028 shares in the company, valued at approximately $8,968,150.80. This represents a 10.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Daniel Dines sold 45,000 shares of UiPath stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $15.73, for a total value of $707,850.00. Following the sale, the chief executive officer directly owned 28,343,585 shares in the company, valued at $445,844,592.05. The trade was a 0.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 787,468 shares of company stock valued at $12,862,285. Insiders own 23.19% of the company’s stock.

Hedge Funds Weigh In On UiPath

Hedge funds have recently modified their holdings of the business. Corient Private Wealth LLC lifted its holdings in UiPath by 5.6% during the 4th quarter. Corient Private Wealth LLC now owns 27,283 shares of the company’s stock worth $447,000 after buying an additional 1,455 shares during the period. Avory & Company LLC bought a new position in shares of UiPath during the 4th quarter worth approximately $275,000. Invesco Ltd. grew its holdings in UiPath by 32.1% in the fourth quarter. Invesco Ltd. now owns 1,202,277 shares of the company’s stock worth $19,705,000 after purchasing an additional 292,134 shares during the period. Mercer Global Advisors Inc. ADV grew its stake in shares of UiPath by 31.4% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 38,330 shares of the company’s stock valued at $619,000 after buying an additional 9,151 shares during the period. Finally, Skyview Financial Group LLC acquired a new stake in UiPath in the fourth quarter valued at approximately $2,794,000. Institutional investors and hedge funds own 62.50% of the company’s stock.

UiPath News Summary

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.