Morgan Stanley Cuts UiPath (NYSE:PATH) Price Target to $17.00

UiPath (NYSE:PATH) had its price target lowered by Morgan Stanley from $19.00 to $17.00 in a research note issued to investors on Thursday,Benzinga reports. Morgan Stanley currently has an equal weight rating on the stock.

PATH has been the subject of a number of other research reports. TD Cowen reissued a “hold” rating on shares of UiPath in a research note on Thursday, December 4th. Wells Fargo & Company raised their price target on UiPath from $12.00 to $14.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 4th. Canaccord Genuity Group lifted their price target on UiPath from $15.00 to $19.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Barclays lifted their price target on UiPath from $16.00 to $18.00 and gave the stock an “equal weight” rating in a research note on Monday, January 12th. Finally, Needham & Company LLC raised UiPath from a “hold” rating to a “buy” rating and set a $15.00 price objective for the company in a research note on Thursday. 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 stock. Based on data from MarketBeat, UiPath presently has a consensus rating of “Hold” and a consensus target price of $14.27.

UiPath Stock Up 1.9%

Shares of NYSE:PATH opened at $11.58 on Thursday. The stock has a market cap of $6.19 billion, a PE ratio of 22.27, a PEG ratio of 1.58 and a beta of 1.09. The company’s fifty day moving average is $12.97 and its 200 day moving average is $14.00. UiPath has a 52 week low of $9.38 and a 52 week high of $19.84.

UiPath (NYSE:PATH) last posted 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. UiPath had a net margin of 17.53% and a return on equity of 5.95%. The business had revenue of $481.11 million during 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. The company’s revenue was up 13.4% on a year-over-year basis. Sell-side analysts anticipate that UiPath will post -0.17 EPS for the current year.

Insider Transactions at UiPath

In related news, CEO Daniel Dines sold 45,000 shares of the business’s stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $15.01, for a total transaction of $675,450.00. Following the transaction, the chief executive officer owned 27,893,585 shares in the company, valued at $418,682,710.85. The trade was a 0.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Ashim Gupta sold 67,468 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $16.10, for a total value of $1,086,234.80. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 787,468 shares of company stock valued at $12,862,285. 23.19% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On UiPath

Large investors have recently made changes to their positions in the business. Royal Bank of Canada raised its holdings in shares of UiPath by 8.4% during the first quarter. Royal Bank of Canada now owns 140,774 shares of the company’s stock valued at $1,450,000 after acquiring an additional 10,872 shares in the last quarter. Woodline Partners LP boosted its holdings in UiPath by 69.6% in the first quarter. Woodline Partners LP now owns 22,566 shares of the company’s stock valued at $232,000 after acquiring an additional 9,257 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in UiPath by 5.4% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,477,730 shares of the company’s stock valued at $15,221,000 after purchasing an additional 75,737 shares during the period. Sivia Capital Partners LLC bought a new position in UiPath in the 2nd quarter worth $169,000. Finally, Campbell & CO Investment Adviser LLC bought a new position in UiPath in the 2nd quarter worth $843,000. 62.50% of the stock is currently owned by institutional investors.

Key Headlines 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

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.