UiPath (NYSE:PATH) Rating Increased to Strong-Buy at Wall Street Zen

Wall Street Zen upgraded shares of UiPath (NYSE:PATH) from a buy rating to a strong-buy rating in a research report report published on Saturday morning.

Other research analysts have also recently issued research reports about the stock. William Blair restated a “hold” rating on shares of UiPath in a report on Thursday. Evercore lifted their price target on shares of UiPath from $15.00 to $17.00 and gave the company an “in-line” rating in a research note on Thursday, December 4th. BMO Capital Markets reissued a “market perform” rating on shares of UiPath in a research report on Friday. Weiss Ratings restated a “hold (c)” rating on shares of UiPath in a research note on Monday, December 29th. Finally, Zacks Research cut UiPath from a “strong-buy” rating to a “hold” rating in a report on Friday, February 6th. Three investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $14.27.

UiPath Stock Up 1.9%

Shares of PATH stock opened at $11.58 on Friday. UiPath has a 12-month low of $9.38 and a 12-month high of $19.84. The firm has a fifty day moving average of $12.97 and a 200-day moving average of $14.00. The firm has a market capitalization of $6.19 billion, a price-to-earnings ratio of 22.27, a price-to-earnings-growth ratio of 1.58 and a beta of 1.09.

UiPath (NYSE:PATH) last posted its earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $464.81 million. During the same period in the prior year, the business earned $0.26 EPS. UiPath’s revenue for the quarter was up 13.4% compared to the same quarter last year. Research analysts expect that UiPath will post -0.17 earnings per share for the current year.

Insider Activity at UiPath

In related news, CEO Daniel Dines sold 45,000 shares of the business’s stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $15.01, for a total value of $675,450.00. Following the completion of the sale, the chief executive officer directly owned 27,893,585 shares in the company, valued at approximately $418,682,710.85. The trade was a 0.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Ashim Gupta sold 67,468 shares of the stock in a transaction on 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 sale, the chief financial officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 787,468 shares of company stock valued at $12,862,285. 23.19% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Corient Private Wealth LLC lifted its stake in UiPath by 5.6% in the 4th quarter. Corient Private Wealth LLC now owns 27,283 shares of the company’s stock valued at $447,000 after purchasing an additional 1,455 shares during the last quarter. Avory & Company LLC bought a new stake in shares of UiPath during the fourth quarter worth $275,000. Invesco Ltd. grew its stake in shares of UiPath by 32.1% during the fourth quarter. Invesco Ltd. now owns 1,202,277 shares of the company’s stock worth $19,705,000 after buying an additional 292,134 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in shares of UiPath by 31.4% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 38,330 shares of the company’s stock worth $619,000 after buying an additional 9,151 shares in the last quarter. Finally, Skyview Financial Group LLC acquired a new position in shares of UiPath during the fourth quarter worth $2,794,000. Institutional investors own 62.50% of the company’s stock.

UiPath News Roundup

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.