UiPath (NYSE:PATH) Price Target Lowered to $15.00 at Canaccord Genuity Group

UiPath (NYSE:PATH) had its price objective lowered by Canaccord Genuity Group from $19.00 to $15.00 in a research report report published on Thursday,Benzinga reports. The firm currently has a buy rating on the stock.

PATH has been the topic of a number of other research reports. William Blair reiterated a “market perform” rating on shares of UiPath in a research note on Thursday. Truist Financial set a $17.00 target price on UiPath in a report on Thursday, December 4th. Needham & Company LLC upgraded shares of UiPath from a “hold” rating to a “buy” rating and set a $15.00 price objective for the company in a research report on Thursday. Evercore increased their target price on UiPath from $15.00 to $17.00 and gave the company an “in-line” rating in a research report on Thursday, December 4th. Finally, Bank of America cut their price target on shares of UiPath from $14.00 to $12.00 and set an “underperform” rating on the stock in a report on Thursday. Two 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 data from MarketBeat.com, UiPath has a consensus rating of “Hold” and an average target price of $14.27.

UiPath Stock Down 7.9%

PATH stock opened at $11.40 on Thursday. UiPath has a twelve month low of $9.38 and a twelve month high of $19.84. The business has a 50 day moving average price of $13.05 and a two-hundred day moving average price of $13.98. The company has a market cap of $6.10 billion, a price-to-earnings ratio of 21.92, a P/E/G ratio of 1.69 and a beta of 1.09.

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

Insider Transactions at UiPath

In other UiPath news, CEO Daniel Dines sold 45,000 shares of UiPath stock in a transaction on Monday, January 26th. The shares were sold at an average price of $15.01, for a total transaction of $675,450.00. Following the transaction, the chief executive officer directly owned 27,893,585 shares of the company’s stock, valued at $418,682,710.85. The trade was a 0.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Ashim Gupta sold 67,468 shares of the company’s stock in a transaction dated 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 sale, the chief financial officer directly owned 557,028 shares of the company’s stock, valued at $8,968,150.80. The trade was a 10.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 787,468 shares of company stock worth $12,862,285 in the last 90 days. 23.19% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On UiPath

A number of hedge funds and other institutional investors have recently made changes to their positions in PATH. Vanguard Group Inc. raised its stake in UiPath by 4.9% in the 3rd quarter. Vanguard Group Inc. now owns 47,895,884 shares of the company’s stock valued at $640,847,000 after acquiring an additional 2,251,434 shares during the period. D.A. Davidson & CO. boosted its stake in UiPath by 23.8% during the third quarter. D.A. Davidson & CO. now owns 752,448 shares of the company’s stock valued at $10,068,000 after buying an additional 144,832 shares during the period. Jackson Creek Investment Advisors LLC purchased a new position in shares of UiPath during the third quarter worth about $1,579,000. Hillsdale Investment Management Inc. increased its holdings in shares of UiPath by 413.7% in the 3rd quarter. Hillsdale Investment Management Inc. now owns 307,700 shares of the company’s stock worth $4,117,000 after buying an additional 247,800 shares during the last quarter. Finally, Russell Investments Group Ltd. raised its position in UiPath by 7.3% during the second quarter. Russell Investments Group Ltd. now owns 1,445,644 shares of the company’s stock valued at $18,448,000 after purchasing an additional 98,058 shares in the last quarter. 62.50% of the stock is owned by hedge funds and other institutional investors.

Key UiPath News

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

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.