UiPath (NYSE:PATH) Rating Increased to Strong-Buy at Wall Street Zen

UiPath (NYSE:PATH) was upgraded by stock analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a report issued on Saturday.

Several other brokerages have also recently commented on PATH. TD Cowen dropped their target price on shares of UiPath from $16.00 to $13.00 and set a “hold” rating for the company in a research report on Thursday. DA Davidson reduced their price target on UiPath from $15.00 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday. Truist Financial decreased 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. Weiss Ratings reiterated a “hold (c)” rating on shares of UiPath in a report on Monday, December 29th. Finally, BMO Capital Markets reissued a “market perform” rating on shares of UiPath in a research note on Friday. Three investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $14.27.

UiPath Price Performance

Shares of NYSE:PATH opened at $11.58 on Friday. UiPath has a one year low of $9.38 and a one year high of $19.84. The company has a 50 day moving average of $12.97 and a 200-day moving average of $13.98. The stock has a market cap of $6.19 billion, a price-to-earnings ratio of 22.27, a P/E/G ratio of 1.55 and a beta of 1.09.

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

Insider Buying and Selling at UiPath

In related news, CEO Daniel Dines sold 45,000 shares of the firm’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $15.01, for a total transaction of $675,450.00. Following the sale, the chief executive officer 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 position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Ashim Gupta sold 67,468 shares of UiPath stock in a transaction dated 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 transaction, the chief financial officer owned 557,028 shares in the company, valued at approximately $8,968,150.80. This represents a 10.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 787,468 shares of company stock worth $12,862,285. Company insiders own 23.19% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Noble Wealth Management PBC bought a new stake in shares of UiPath in the fourth quarter worth about $25,000. HighMark Wealth Management LLC acquired a new position in shares of UiPath in the 4th quarter valued at approximately $25,000. Raleigh Capital Management Inc. acquired a new position in shares of UiPath in the 4th quarter valued at approximately $26,000. Twin Peaks Wealth Advisors LLC bought a new stake in UiPath during the 2nd quarter worth approximately $28,000. Finally, TD Waterhouse Canada Inc. increased its stake in UiPath by 1,270.8% during the 4th quarter. TD Waterhouse Canada Inc. now owns 1,782 shares of the company’s stock worth $29,000 after purchasing an additional 1,652 shares in the last quarter. 62.50% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Strong Q4 and FY26 results: revenue and EPS topped estimates, ARR near $1.85B, 86% gross margins, robust free cash flow and UiPath’s first full‑year GAAP profit — supporting the company’s financial credibility. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Buybacks and capital returns: management completed a ~$1B repurchase and authorized a new $500M program — a direct shareholder-return lever that can support the stock. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Agentic AI and platform momentum: UiPath is pushing a unified, agentic automation platform that management says is driving platform‑level efficiency, deeper enterprise adoption and ARR expansion. This is the core growth narrative investors watch. UiPath’s AI Automation Model is Driving Platform-Level Efficiency
• Positive Sentiment: Strategic partnerships expanding agentic use cases: UiPath and Deloitte expanded their alliance to launch an Agentic ERP service, which can accelerate enterprise deployments in target verticals. UiPath Expands Strategic Alliance with Deloitte to Launch Agentic ERP
• Neutral Sentiment: Q1 revenue midpoint slightly above estimates: near‑term guidance for the next quarter was modestly above consensus at the midpoint, giving a mixed signal versus the weaker full‑year guide. UiPath Valuation Check As Q4 Results And New Agentic AI Milestones Draw Investor Focus
• Neutral Sentiment: Technicals and institutional activity: some analysts and market commentators see the post‑earnings pullback as a buying opportunity with institutional accumulation noted — but that’s contingent on execution. UiPath Fell on Good News—That Could Be the Opportunity
• Negative Sentiment: Guidance tempered full‑year outlook: management guided to slower FY27 revenue growth (implying roughly ~10% top‑line growth), which triggered investor concern and weighed on the stock despite the quarter beat. UiPath Guides for Slower Full-Year Revenue Growth
• Negative Sentiment: Retention and adoption questions: commentary and analyst notes flagged customer retention and the speed at which AI automation translates to faster growth — a risk to upside if adoption stalls. UiPath Inc (PATH) Q4 2026 Earnings Call Highlights
• Negative Sentiment: Analyst price‑target cuts and mixed ratings: several brokers trimmed targets or shifted to neutral/equal‑weight after results (Wells Fargo, Mizuho, DA Davidson, TD Cowen, Truist, etc.), increasing near‑term headwinds for sentiment. Analyst Price Target and Rating Changes

About UiPath

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.