UiPath (NYSE:PATH – Free Report) had its price objective boosted by Mizuho from $12.00 to $14.00 in a research note published on Friday,Benzinga reports. They currently have a neutral rating on the stock.
Other research analysts also recently issued reports about the company. TD Cowen increased their price objective on UiPath from $13.00 to $16.00 and gave the stock a “hold” rating in a report on Friday. UBS Group set a $16.00 target price on UiPath in a research note on Friday. Needham & Company LLC boosted their target price on UiPath from $15.00 to $22.00 and gave the company a “buy” rating in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of UiPath in a research report on Friday, July 10th. Finally, Wall Street Zen cut shares of UiPath from a “buy” rating to a “hold” rating in a research note on Saturday, May 30th. Two equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, UiPath currently has a consensus rating of “Hold” and an average target price of $16.33.
Check Out Our Latest Analysis on PATH
UiPath Trading Up 0.5%
UiPath (NYSE:PATH – Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.15. The firm had revenue of $410.26 million for the quarter, compared to the consensus estimate of $397.77 million. UiPath had a return on equity of 9.70% and a net margin of 21.03%.The company’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same quarter last year, the business posted $0.15 EPS. Equities research analysts forecast that UiPath will post 0.4 EPS for the current year.
Insider Activity at UiPath
In other news, CEO Daniel Dines sold 1,402,347 shares of the firm’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 transaction, the chief executive officer owned 26,491,238 shares in the company, valued at $425,714,194.66. This trade represents a 5.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 22.44% of the stock is currently owned by corporate insiders.
Institutional Trading of UiPath
Several institutional investors and hedge funds have recently bought and sold shares of the stock. Norges Bank acquired a new position in UiPath during the fourth quarter valued at approximately $120,176,000. State Street Corp increased its position in shares of UiPath by 66.4% during the 4th quarter. State Street Corp now owns 13,004,786 shares of the company’s stock worth $213,148,000 after purchasing an additional 5,189,438 shares during the last quarter. AQR Capital Management LLC increased its position in shares of UiPath by 76.0% during the 2nd quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock worth $145,732,000 after purchasing an additional 4,926,341 shares during the last quarter. California State Teachers Retirement System raised its stake in shares of UiPath by 957.1% during the 2nd quarter. California State Teachers Retirement System now owns 5,248,536 shares of the company’s stock worth $57,052,000 after purchasing an additional 4,752,040 shares in the last quarter. Finally, Morgan Stanley boosted its holdings in shares of UiPath by 54.0% in the 4th quarter. Morgan Stanley now owns 9,310,304 shares of the company’s stock valued at $152,596,000 after buying an additional 3,262,930 shares during the last quarter. 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: 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
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.
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