UiPath, Inc. (NYSE:PATH) Receives $15.77 Average PT from Analysts

Shares of UiPath, Inc. (NYSE:PATH) have been assigned an average recommendation of “Hold” from the eighteen brokerages that are currently covering the stock, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, fifteen have given a hold rating and two have assigned a buy rating to the company. The average twelve-month price objective among analysts that have covered the stock in the last year is $14.2667.

Several research analysts recently issued reports on PATH shares. William Blair reiterated a “market perform” rating on shares of UiPath in a research note on Thursday. UBS Group dropped their price objective on shares of UiPath from $17.00 to $13.00 and set a “neutral” rating on the stock in a research note on Thursday. Mizuho cut their price objective on shares of UiPath from $15.00 to $12.00 and set a “neutral” rating on the stock in a report on Thursday. Bank of America decreased their target price on shares of UiPath from $14.00 to $12.00 and set an “underperform” rating for the company in a research note on Thursday. Finally, Canaccord Genuity Group lowered their target price on shares of UiPath from $19.00 to $15.00 and set a “buy” rating for the company in a report on Thursday.

Insider Buying and Selling

In other UiPath news, CFO Ashim Gupta sold 67,468 shares of UiPath stock in a transaction on Monday, January 5th. The stock was sold at an average price of $16.10, for a total transaction of $1,086,234.80. Following the completion of the transaction, the chief financial officer owned 557,028 shares in the company, valued at approximately $8,968,150.80. The trade was a 10.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Daniel Dines sold 45,000 shares of the business’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $15.73, for a total value of $707,850.00. Following the completion of the sale, the chief executive officer directly owned 28,343,585 shares in the company, valued at $445,844,592.05. This trade represents 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 ninety days, insiders have sold 787,468 shares of company stock valued at $12,862,285. 23.19% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On UiPath

A number of hedge funds have recently bought and sold shares of PATH. Hudson Bay Capital Management LP bought a new stake in UiPath during the 2nd quarter valued at about $102,559,000. Norges Bank bought a new position in shares of UiPath in the fourth quarter worth approximately $120,176,000. State Street Corp lifted its stake in shares of UiPath by 66.4% in 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 in the last quarter. AQR Capital Management LLC grew its holdings in shares of UiPath by 76.0% during the second quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock valued at $145,732,000 after buying an additional 4,926,341 shares during the last quarter. Finally, TFG Asset Management GP Ltd grew its holdings in shares of UiPath by 53.3% during the second quarter. TFG Asset Management GP Ltd now owns 13,722,244 shares of the company’s stock valued at $175,645,000 after buying an additional 4,772,244 shares during the last quarter. Institutional investors own 62.50% of the company’s stock.

UiPath Stock Down 7.9%

Shares of PATH stock opened at $11.40 on Tuesday. The stock has a market cap 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 business’s fifty day moving average is $13.05 and its 200 day moving average is $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 quarterly earnings data on Wednesday, March 11th. The company reported $0.30 EPS for the quarter, beating the consensus estimate of $0.25 by $0.05. UiPath had a return on equity of 5.95% and a net margin of 17.53%.The business had revenue of $481.11 million during the quarter, compared to analyst estimates of $464.81 million. During the same quarter last year, the firm posted $0.26 earnings per share. The company’s revenue for the quarter was up 13.4% on a year-over-year basis. Equities research analysts expect that UiPath will post -0.17 earnings per share for the current fiscal year.

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.