Ausdal Financial Partners Inc. acquired a new stake in shares of UiPath, Inc. (NYSE:PATH – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 173,658 shares of the company’s stock, valued at approximately $2,324,000.
Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in UiPath by 4.9% in the third quarter. Vanguard Group Inc. now owns 47,895,884 shares of the company’s stock worth $640,847,000 after acquiring an additional 2,251,434 shares in the last quarter. TFG Asset Management GP Ltd raised its holdings 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 valued at $175,645,000 after purchasing an additional 4,772,244 shares in the last quarter. AQR Capital Management LLC lifted its stake 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 valued at $145,732,000 after purchasing an additional 4,926,341 shares during the last quarter. Federated Hermes Inc. lifted its stake in shares of UiPath by 40.7% in the 2nd quarter. Federated Hermes Inc. now owns 8,048,321 shares of the company’s stock valued at $103,019,000 after purchasing an additional 2,328,225 shares during the last quarter. Finally, State Street Corp boosted its holdings in UiPath by 5.0% in the second quarter. State Street Corp now owns 8,032,345 shares of the company’s stock worth $102,814,000 after purchasing an additional 378,851 shares in the last quarter. 62.50% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting 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
Insider Buying and Selling
UiPath Price Performance
UiPath stock opened at $11.58 on Monday. UiPath, Inc. has a fifty-two week low of $9.38 and a fifty-two week high of $19.84. The firm has a fifty day moving average price of $12.97 and a two-hundred day moving average price of $14.02. The firm has a market cap of $6.19 billion, a price-to-earnings ratio of 22.27, a P/E/G ratio of 2.18 and a beta of 1.09.
UiPath (NYSE:PATH – Get Free Report) last issued its quarterly earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.25 by $0.05. The company had revenue of $481.11 million for the quarter, compared to the consensus estimate of $464.81 million. UiPath had a return on equity of 5.69% and a net margin of 17.53%.The firm’s revenue was up 13.4% compared to the same quarter last year. During the same period last year, the business posted $0.26 earnings per share. As a group, sell-side analysts expect that UiPath, Inc. will post -0.17 earnings per share for the current year.
Wall Street Analyst Weigh In
PATH has been the topic of several recent research reports. Needham & Company LLC upgraded UiPath from a “hold” rating to a “buy” rating and set a $15.00 target price on the stock in a report on Thursday. Canaccord Genuity Group decreased their price target on UiPath from $19.00 to $15.00 and set a “buy” rating for the company in a research note on Thursday. TD Cowen lowered their price objective on UiPath from $16.00 to $13.00 and set a “hold” rating on the stock in a report on Thursday. Barclays raised their price objective on UiPath from $16.00 to $18.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Finally, Wall Street Zen raised UiPath from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Three equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $14.27.
Get Our Latest Report on UiPath
UiPath 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.
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