UiPath (NYSE:PATH) Cut to “Buy” at Wall Street Zen

Wall Street Zen cut shares of UiPath (NYSE:PATH) from a strong-buy rating to a buy rating in a research note issued to investors on Sunday.

PATH has been the topic of a number of other reports. Wells Fargo & Company increased their target price on shares of UiPath from $12.00 to $14.00 and gave the company an “equal weight” rating in a research report on Thursday, December 4th. BMO Capital Markets boosted their target price on UiPath from $13.00 to $17.00 and gave the company a “market perform” rating in a report on Thursday, December 4th. Canaccord Genuity Group boosted their price target on shares of UiPath from $15.00 to $19.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. UBS Group reiterated a “neutral” rating on shares of UiPath in a research report on Thursday, December 4th. Finally, Evercore increased their target price on shares of UiPath from $15.00 to $17.00 and gave the company an “in-line” rating in a report on Thursday, December 4th. One investment analyst has rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $16.00.

UiPath Stock Down 0.3%

NYSE:PATH opened at $12.96 on Friday. UiPath has a 52 week low of $9.38 and a 52 week high of $19.84. The company has a market capitalization of $6.93 billion, a P/E ratio of 30.86, a P/E/G ratio of 1.83 and a beta of 1.07. The stock’s fifty day moving average is $15.65 and its two-hundred day moving average is $14.02.

UiPath (NYSE:PATH) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $0.16 earnings per share for the quarter, beating analysts’ consensus estimates of $0.14 by $0.02. UiPath had a return on equity of 3.73% and a net margin of 14.79%.The business had revenue of $411.11 million during the quarter, compared to analysts’ expectations of $392.46 million. During the same period in the previous year, the firm posted $0.11 earnings per share. The company’s revenue was up 15.9% on a year-over-year basis. Sell-side analysts anticipate that UiPath will post -0.17 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CFO Ashim Gupta sold 67,468 shares of the 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 completion of the sale, the chief financial officer owned 557,028 shares in the company, valued at approximately $8,968,150.80. This trade represents a 10.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Daniel Dines sold 45,000 shares of the firm’s 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 sale, the chief executive officer directly owned 27,893,585 shares of the company’s stock, valued at approximately $418,682,710.85. The trade was a 0.16% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 950,048 shares of company stock valued at $15,881,744. 23.19% of the stock is owned by corporate insiders.

Institutional Trading of UiPath

Several large investors have recently added to or reduced their stakes in the business. D.A. Davidson & CO. lifted its stake in shares of UiPath by 23.8% in the third quarter. D.A. Davidson & CO. now owns 752,448 shares of the company’s stock worth $10,068,000 after acquiring an additional 144,832 shares during the period. Jackson Creek Investment Advisors LLC acquired a new position in shares of UiPath during the 3rd quarter valued at $1,579,000. Inspire Investing LLC bought a new position in shares of UiPath during the 2nd quarter worth about $891,000. AlphaQuest LLC boosted its holdings in UiPath by 863.9% in the second quarter. AlphaQuest LLC now owns 42,847 shares of the company’s stock worth $548,000 after acquiring an additional 38,402 shares in the last quarter. Finally, Russell Investments Group Ltd. lifted its holdings in shares of UiPath by 7.3% in the 2nd quarter. Russell Investments Group Ltd. now owns 1,445,644 shares of the company’s stock worth $18,448,000 after purchasing an additional 98,058 shares in the last quarter. 62.50% of the stock is currently owned by institutional investors and hedge funds.

UiPath News Summary

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath announced it has acquired WorkFusion to expand its agentic AI offerings for financial‑crime compliance (AML/KYC), giving PATH deeper product fit for banks and a clearer route to sell higher‑value compliance software and services. UiPath Acquires WorkFusion to Expand AI Agent Portfolio for Financial Crime Compliance UiPath Acquires FinCrime Compliance Provider WorkFusion How Will the WorkFusion Acquisition Boost UiPath’s Agents? UiPath Moves Deeper Into Bank Compliance With WorkFusion Acquisition
• Neutral Sentiment: Analysts and blogs note UiPath’s operational progress — GAAP profitability, ARR growth and big AI partnerships — yet debate whether recent weakness is a buying opportunity; Zacks highlights a 25% slide over the past month and urges caution while fundamentals improve. UiPath Declines 25% in a Month: Has the Buying Level Been Reached Yet?
• Negative Sentiment: Prominent commentators continue to flag valuation risk — Jim Cramer reiterated that PATH looks expensive, which can blunt enthusiasm from retail and some institutional buyers despite strategic M&A. Jim Cramer on UiPath (PATH): “It’s still too expensive a stock”
• Negative Sentiment: Risks that could pressure the stock: integration and execution risk for WorkFusion, unclear deal economics (price/earnings impact), and lingering investor sensitivity to valuation despite improving margins — factors that help explain recent share softening. No link

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.