95,912 Shares in UiPath, Inc. $PATH Bought by Odyssean LLC

Odyssean LLC bought a new position in shares of UiPath, Inc. (NYSE:PATH) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 95,912 shares of the company’s stock, valued at approximately $1,043,000.

A number of other institutional investors have also recently made changes to their positions in the stock. HighMark Wealth Management LLC bought a new position in shares of UiPath during the fourth quarter worth about $25,000. Trifecta Capital Advisors LLC bought a new stake in UiPath in the second quarter valued at approximately $27,000. Atlas Capital Advisors Inc. acquired a new stake in UiPath during the 4th quarter valued at approximately $37,000. AdvisorNet Financial Inc increased its position in UiPath by 750.0% during the 1st quarter. AdvisorNet Financial Inc now owns 3,400 shares of the company’s stock valued at $38,000 after purchasing an additional 3,000 shares during the period. Finally, REAP Financial Group LLC acquired a new stake in UiPath during the 4th quarter valued at approximately $44,000. Institutional investors own 62.50% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Oppenheimer restated a “market perform” rating on shares of UiPath in a research report on Friday. Truist Financial increased their price objective on shares of UiPath from $12.00 to $17.00 and gave the stock a “hold” rating in a research report on Friday. Morgan Stanley lowered their target price on shares of UiPath from $17.00 to $15.00 and set an “equal weight” rating for the company in a research note on Friday, May 29th. HC Wainwright reaffirmed a “buy” rating on shares of UiPath in a research report on Friday. Finally, Bank of America increased their price target on UiPath from $13.00 to $15.00 and gave the stock an “underperform” rating in a report on Friday. Two investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $16.33.

Insider Buying and Selling

In related news, CEO Daniel Dines sold 1,402,347 shares of the business’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $16.07, for a total value of $22,535,716.29. Following the completion of the sale, the chief executive officer directly owned 26,491,238 shares of the company’s stock, valued at $425,714,194.66. The trade was a 5.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 22.44% of the stock is owned by insiders.

UiPath News Summary

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath reported fiscal Q2 revenue of approximately $410.3 million, up about 13% year over year and above the $397.8 million analyst estimate. Adjusted EPS of $0.15 matched expectations, while the company posted its fourth consecutive quarter of GAAP profitability. UiPath Reports Second Quarter Fiscal 2027 Financial Results
• Positive Sentiment: Annual recurring revenue rose 12% to $1.938 billion. Management said AI-led orchestration is helping generate larger strategic deals, broaden platform adoption and improve retention, supporting its view that AI can expand demand for automation. PATH Q2 Earnings Call Centers on AI-Led Platform Expansion
• Positive Sentiment: Several firms raised their price targets after the report, including BMO Capital Markets to $18 and Truist Financial to $17, reflecting improved valuation support despite generally cautious ratings.
• Neutral Sentiment: UiPath lifted its fiscal 2027 revenue outlook to approximately $1.789 billion-$1.794 billion and guided fiscal Q3 revenue to $440 million-$445 million, broadly in line with expectations. The outlook represents an improvement but does not signal a sharp reacceleration. UiPath Fiscal 2027 Guidance
• Neutral Sentiment: The company announced executive leadership changes and appointed a new board member, adding a transition element for investors to monitor. UiPath Announces Executive Leadership Changes
• Negative Sentiment: Investors viewed the guidance as evidence that growth may remain near 12%-13%, with limited proof of sustained acceleration. That concern overshadowed the quarterly revenue beat, particularly after the stock’s recent rally. UiPath Tumbles as Guided Slowdown Overshadows Revenue Beat
• Negative Sentiment: Competition and disruption concerns persist as investors question whether generative AI and rival platforms could pressure UiPath’s automation business. Analyst reactions remained restrained: Mizuho, Wells Fargo and Bank of America retained neutral-to-negative stances despite raising targets. UiPath Slips as Competition Concerns Persist

UiPath Stock Performance

UiPath stock opened at $15.27 on Friday. The stock’s 50 day moving average price is $13.92 and its two-hundred day moving average price is $11.94. The stock has a market capitalization of $7.91 billion, a price-to-earnings ratio of 22.79, a PEG ratio of 2.18 and a beta of 1.02. UiPath, Inc. has a 52-week low of $9.20 and a 52-week high of $19.84.

UiPath (NYSE:PATH) last posted its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 earnings per share for the quarter, meeting the consensus estimate of $0.15. UiPath had a net margin of 21.03% and a return on equity of 9.68%. The firm had revenue of $410.26 million during the quarter, compared to the consensus estimate of $397.77 million. During the same period in the previous year, the firm posted $0.15 earnings per share. The business’s revenue was up 13.3% compared to the same quarter last year. On average, equities research analysts forecast that UiPath, Inc. will post 0.4 EPS for the current year.

UiPath 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.