UiPath (PATH - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this enterprise automation software developer have returned +10.6% over the past month versus the Zacks S&P 500 composite's -1.2% change. The Zacks Internet - Software industry, to which UiPath belongs, has lost 5.8% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
UiPath is expected to post earnings of $0.19 per share for the current quarter, representing a year-over-year change of +18.8%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of $0.79 for the current fiscal year indicates a year-over-year change of +9.7%. This estimate has remained unchanged over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.91 indicates a change of +14.1% from what UiPath is expected to report a year ago. Over the past month, the estimate has changed -0.6%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, UiPath is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For UiPath, the consensus sales estimate for the current quarter of $442.67 million indicates a year-over-year change of +7.7%. For the current and next fiscal years, $1.79 billion and $1.95 billion estimates indicate +11.3% and +8.6% changes, respectively.
Last Reported Results and Surprise HistoryUiPath reported revenues of $410.26 million in the last reported quarter, representing a year-over-year change of +13.4%. EPS of $0.15 for the same period compares with $0.15 a year ago.
Compared to the Zacks Consensus Estimate of $397.59 million, the reported revenues represent a surprise of +3.19%. The EPS surprise was 0%.
Over the last four quarters, UiPath surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
UiPath is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about UiPath. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
UiPath (PATH - Free Report) closed at $13.43 in the latest trading session, marking a +2.36% move from the prior day. This change outpaced the S&P 500's 0.28% gain on the day. Meanwhile, the Dow experienced a rise of 1.02%, and the technology-dominated Nasdaq saw a decrease of 0.02%.
The stock of enterprise automation software developer has fallen by 3.46% in the past month, lagging the Computer and Technology sector's loss of 2.28% and the S&P 500's gain of 0.67%.
The investment community will be paying close attention to the earnings performance of UiPath in its upcoming release. The company's earnings per share (EPS) are projected to be $0.19, reflecting a 18.75% increase from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $442.67 million, indicating a 7.68% growth compared to the corresponding quarter of the prior year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $0.79 per share and revenue of $1.79 billion. These totals would mark changes of +9.72% and +11.25%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for UiPath. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, there's been a 4.22% rise in the Zacks Consensus EPS estimate. Right now, UiPath possesses a Zacks Rank of #2 (Buy).
From a valuation perspective, UiPath is currently exchanging hands at a Forward P/E ratio of 16.54. This signifies a discount in comparison to the average Forward P/E of 20.54 for its industry.
It is also worth noting that PATH currently has a PEG ratio of 0.77. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As of the close of trade yesterday, the Internet - Software industry held an average PEG ratio of 1.23.
The Internet - Software industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 70, positioning it in the top 29% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
As artificial intelligence reshapes software, investors face a choice between automation and data storage. Deciding whether UiPath (PATH +1.91%) or Snowflake (SNOW +3.52%) is the better buy depends on your growth appetite.
UiPath focuses on business orchestration through automated tasks, while Snowflake provides a cloud-based home for massive datasets. Both companies are central to the modern enterprise stack, but they offer vastly different paths to profitability and valuation for those interested in information technology. Analyzing their financials helps determine which fits your portfolio best.
The case for UiPathUiPath sells automation software that uses artificial intelligence to handle repetitive enterprise tasks within the tech stock landscape. It relies heavily on enterprise customers, with 357 customers accounting for more than half its annual revenue in fiscal 2026. A significant reduction in spending among these customers could hurt its financial performance.
In FY 2026, revenue reached nearly $1.6 billion, growing approximately 12.7% compared to the prior year. The company achieved net income of roughly $282.3 million, yielding a net margin of close to 17.5%. This marks a significant swing to profitability compared to the net loss reported in FY 2025.
As of its January 2026 balance sheet, the current ratio is roughly 2.5x, and the debt-to-equity ratio is approximately 0.0x. Free cash flow, which is cash from operations minus capital spending, reached nearly $352.2 million. Note that stock-based compensation accounted for roughly 78.3% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
The case for SnowflakeSnowflake provides a platform for data engineering and analytics using a consumption-based model. It serves over 13,000 customers, including a significant portion of the Global 2000. This model allows usage to increase as clients process and share more data.
In FY 2026, revenue reached nearly $4.7 billion, representing growth of approximately 29.2% over the previous year. Despite this growth, the company reported a net loss of close to $1.3 billion and a negative net margin of roughly 28.4%. This loss was consistent with the prior fiscal year, even as revenue climbed.
As of its January 2026 balance sheet, the current ratio is roughly 1.3x, and the debt-to-equity ratio is approximately 1.4x, indicating that total debt exceeds shareholders' equity. Free cash flow reached nearly $1.1 billion. Note that stock-based compensation represented roughly 130.9% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.
Risk profile comparisonUiPath faces intense competitive pressure in the emerging agentic automation market. Its revenue remains concentrated among a limited number of large enterprise customers. Additionally, evolving regulations around data privacy and AI usage could impose new operational restrictions.
Snowflake competes directly with major cloud providers like Amazon (AMZN +5.17%), Microsoft (MSFT +1.02%), and Alphabet (GOOGL +1.45%). Its consumption-based model makes revenue difficult to forecast, as customers can change usage volumes at any time. The company also faces ongoing cybersecurity threats that could lead to future regulatory inquiries or litigation.
Valuation comparisonUiPath appears cheaper based on forward P/E estimates, while Snowflake carries a higher P/S ratio relative to sales over the past 12 months.
MetricUiPathSnowflakeForward P/E17.1x147.2xP/S ratio4.1x21.2xValuation metrics include sourcing from Financial Modeling Prep (FMP) and may differ from other data providers.
Artificial Intelligence has become one of the hottest topics for investors, and any company involved with its growth merits attention. But choosing to allocate your capital to one versus the other depends on your big-picture investment strategy.
UiPath has evolved from a robotic process automation (RPA) provider to one that incorporates agentic AI. After years of heavy spending, company management has achieved GAAP profitability with virtually no long-term debt. It trades at a reasonable valuation compared to its peers, and cash flow has been consistent. While a relatively small number of large enterprise customers account for much of its revenue, its base of more than 2,500 customers spending over $100,000 annually helps mitigate the risk.
Snowflake serves a different niche in the AI space, helping organizations store and manage mountains of data in one centralized place. Instead of using its own servers, it relies on major cloud providers on a pay-as-you-go model rather than the subscription model offered by similar companies. This makes it an essential part of training and running AI models and LLMs, and it has been growing quickly. However, it is not currently profitable on a GAAP basis, and its expansion and long-term upside are reflected in the stock's valuation, leaving little room for error if growth slows.
Aggressive investors may find Snowflake's future expansion and profitability enticing. As a conservative investor, I would choose UiPath, but would also consider a small position in Snowflake as part of a larger, well-diversified portfolio.
In the latest close session, UiPath (PATH - Free Report) was down 1.43% at $13.06. This change lagged the S&P 500's 1.11% loss on the day. Elsewhere, the Dow lost 0.09%, while the tech-heavy Nasdaq lost 1.88%.
The enterprise automation software developer's stock has dropped by 6.89% in the past month, falling short of the Computer and Technology sector's gain of 3.49% and the S&P 500's gain of 2.06%.
The upcoming earnings release of UiPath will be of great interest to investors. The company's earnings per share (EPS) are projected to be $0.19, reflecting a 18.75% increase from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $442.67 million, indicating a 7.68% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $0.79 per share and revenue of $1.79 billion. These totals would mark changes of +9.72% and +11.25%, respectively, from last year.
Investors should also note any recent changes to analyst estimates for UiPath. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 4.22% higher within the past month. At present, UiPath boasts a Zacks Rank of #2 (Buy).
In the context of valuation, UiPath is at present trading with a Forward P/E ratio of 16.7. This expresses a discount compared to the average Forward P/E of 20.8 of its industry.
Also, we should mention that PATH has a PEG ratio of 0.77. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.19.
The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 79, this industry ranks in the top 33% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
As digital design and process automation become essential for global enterprises, choosing between high-growth disruptors is key. Figma (FIG -1.81%) and UiPath (PATH -1.96%) offer contrasting paths for investors seeking software exposure in 2026.
Figma focuses on a collaborative design canvas for product teams, while UiPath provides orchestration software to automate repetitive enterprise workflows. Both companies are scaling within the large organization segment, but they offer very different financial profiles. This comparison evaluates their growth rates, profitability, and current valuations to help you decide which stock fits your portfolio.
The case for FigmaFigma sells a collaborative design platform used by teams to build digital products. As software continues to grow, Figma has carved out a unique niche among tech stocks by focusing on real-time collaboration. The company serves roughly 690,000 paid customers but faces significant revenue concentration as it targets large enterprise organizations.
In the fiscal year ended Dec. 31, 2025, revenue reached nearly $1.1 billion, a 41% increase year over year. The P/S ratio is 8.5x, measuring its market value against sales over the past twelve months. Figma reported a net loss of approximately $1.25 billion, resulting in a negative net margin of roughly 118.4% according to its latest annual report.
As of its December 2025 balance sheet, the debt-to-equity ratio was 0.1x, which compares total debt to shareholder equity to measure financial leverage. The current ratio, measuring the ability to cover short-term debts with short-term assets, was nearly 2.6x. Free cash flow, which is cash from operations minus capital expenditures, was roughly $246.2 million, but note that stock-based compensation represented roughly 544.2% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.
The case for UiPathUiPath provides orchestration and automation software for enterprises worldwide. Its strategy relies on a channel-partner model to serve over 10,000 customers across financial services and healthcare. The company recently expanded partnerships with Snowflake (SNOW -5.73%) to develop AI-driven solutions and BDO USA for audit automation.
In the fiscal year ended Jan. 31, 2026, revenue reached close to $1.6 billion, a growth rate of 12.7% year over year. The Forward P/E is 17.0x, which compares its share price to future earnings estimates. UiPath achieved net income of roughly $282.3 million, producing a net margin of approximately 17.5% in its latest annual report.
As of its January 2026 balance sheet, the debt-to-equity ratio was 0.0x, meaning the company has no total debt relative to its equity. The current ratio was roughly 2.5x, suggesting a strong ability to meet immediate financial obligations. Free cash flow, which is cash from operations minus capital expenditures, was nearly $352.2 million, but note that stock-based compensation represented roughly 78.3% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonFigma faces intense competition from established software companies like Adobe (ADBE +1.03%) and Salesforce (CRM -0.90%). Rapidly evolving AI technologies could render existing features obsolete or introduce new security and regulatory hurdles. The company also faces risks from its reliance on Amazon Web Services and its transition toward usage-based billing models.
UiPath carries risks related to significant customer concentration, with a large portion of revenue coming from its top 10% of clients. The company faces stiff competition in the agentic automation market from large platform vendors and AI research organizations. Acquisitions like Peak and WorkFusion also introduce potential integration challenges, while its dual-class ownership structure may cause stock price volatility.
Valuation comparisonUiPath currently presents a more conservative valuation profile with lower price multiples and positive net income compared to Figma's high-growth but unprofitable model.
MetricFigmaUiPathForward P/E77.9x17.0xP/S ratio8.5x4.1xValuation metrics include sourcing from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd go with UiPath. After years of losses and missed expectations, the company has posted four consecutive GAAP profitable quarters and raised its full-year outlook. The automation platform is finding new customers among enterprises deploying AI across their operations, and the stock is trading at historically low valuations even as execution keeps improving. That combination of improving fundamentals and a depressed entry point is exactly what patient investors should be looking for.
Figma is doing more right than its post-IPO stock performance gives it credit for. Revenue grew faster than analysts expected in its most recent quarter and the full-year outlook was raised. But the stock fell roughly 16% in after-hours trading following the report, as the cost of building AI tools into the platform weighed heavily on margins. Operating losses widened significantly compared to the same period last year.
Figma is defending its turf, but investors are being asked to fund that defense at a cost that is still unclear. For a moderate, long-term investor who wants software exposure without taking on maximum risk, UiPath is the more comfortable starting point right now.
Figma: Steady and Consistent Revenue GrowthFigma (FIG -1.81%) generates its core revenue by selling software subscriptions to a suite of collaborative, browser-based tools that empower distributed professional teams to seamlessly design, prototype, and build digital experiences and applications across multiple platforms.
It recently announced the general availability of an automated design agent and expanded its software capabilities through custom animation updates, while also facing a proposed class action lawsuit in federal court regarding internal data usage.
UiPath: Uneven Revenue With Seasonal PeaksUiPath (PATH -1.96%) primarily earns its revenue by offering a robotic process automation (RPA) ecosystem that empowers large-scale enterprise organizations to design, deploy, and securely oversee software bots for executing complex, routine administrative workflows.
It recently promoted Hitesh Ramani to the role of chief financial officer and launched a new orchestration canvas to map enterprise processes, while also expanding a two-way data integration agreement with Snowflake.
Why Revenue Matters for InvestorsRevenue serves as the most fundamental baseline for evaluating whether a business is successfully attracting new customers, retaining its existing enterprise accounts, and expanding its overall commercial operations over time.
Figma vs. UiPath Revenue over the last 8 quarters.
Quarterly Revenue for Figma and UiPathCalendar quarterFigma RevenueUiPath RevenueQ3 2024$198.6 million (quarter ended Sept. 30, 2024)$354.7 million (quarter ended Oct. 31, 2024)Q4 2024$216.9 million (quarter ended Dec. 31, 2024)$423.6 million (quarter ended Jan. 31, 2025)Q1 2025$228.2 million (quarter ended March 31, 2025)$356.6 million (quarter ended April 30, 2025)Q2 2025$249.6 million (quarter ended June 30, 2025)$361.7 million (quarter ended July 31, 2025)Q3 2025$274.2 million (quarter ended Sept. 30, 2025)$411.1 million (quarter ended Oct. 31, 2025)Q4 2025$303.8 million (quarter ended Dec. 31, 2025)$481.1 million (quarter ended Jan. 31, 2026)Q1 2026$333.4 million (quarter ended March 31, 2026)$418.4 million (quarter ended April 30, 2026)Q2 2026$370.1 million (quarter ended June 30, 2026)$410.3 million (quarter ended July 31, 2026)Data source: Financial Modeling Prep. Data as of Oct. 13, 2026.
Foolish TakeFigma and UiPath are both experiencing revenue trends impacted by the artificial intelligence boom. UiPath relies on AI-powered workflow automation as its core software offering, and its sales trends reflect this fact. Its revenue tends to spike in the fourth quarter, when businesses are looking to spend their IT budgets before the end of the calendar year.
While AI isn't the center of Figma's software design business, the company is increasingly integrating the tech across its offerings. This positions Figma for sales growth because it charges credits to use AI functionality. As customers find AI a key productivity booster, their adoption grows, leading to rising revenue as credits are consumed.
This can be seen in Figma's results for the second quarter, which was the first full quarter of AI credit monetization. Its Q2 sales of $370.1 million was a record and represented outstanding 48% year-over-year growth. Now, Figma is on the verge of catching up to UiPath's sales volume.
Robert Izquierdo has positions in Figma, Snowflake, and UiPath. The Motley Fool has positions in and recommends Figma, Snowflake, and UiPath. The Motley Fool has a disclosure policy.
UiPath (PATH - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this enterprise automation software developer have returned -2%, compared to the Zacks S&P 500 composite's +2.4% change. During this period, the Zacks Internet - Software industry, which UiPath falls in, has gained 9.2%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
UiPath is expected to post earnings of $0.19 per share for the current quarter, representing a year-over-year change of +18.8%. Over the last 30 days, the Zacks Consensus Estimate has changed +5.3%.
The consensus earnings estimate of $0.79 for the current fiscal year indicates a year-over-year change of +9.7%. This estimate has changed +4.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.91 indicates a change of +14.1% from what UiPath is expected to report a year ago. Over the past month, the estimate has remained unchanged.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, UiPath is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For UiPath, the consensus sales estimate for the current quarter of $442.67 million indicates a year-over-year change of +7.7%. For the current and next fiscal years, $1.79 billion and $1.95 billion estimates indicate +11.3% and +8.6% changes, respectively.
Last Reported Results and Surprise HistoryUiPath reported revenues of $410.26 million in the last reported quarter, representing a year-over-year change of +13.4%. EPS of $0.15 for the same period compares with $0.15 a year ago.
Compared to the Zacks Consensus Estimate of $397.59 million, the reported revenues represent a surprise of +3.19%. The EPS surprise was 0%.
Over the last four quarters, UiPath surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
UiPath is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about UiPath. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
As digital threats evolve and automation becomes essential, investors must weigh the merits of different software leaders. This comparison evaluates CrowdStrike (CRWD +4.57%) and UiPath (PATH +1.74%) to determine which is the better buy.
CrowdStrike provides cloud-based security through its Falcon platform, while UiPath focuses on robotic process automation and AI agents. Both companies offer critical software infrastructure, but they occupy different stages of financial growth. This analysis examines their revenue trends, balance sheet strength, and current valuations to help you decide for 2026.
The case for CrowdStrikeCrowdStrike is a prominent name among tech stocks, selling cybersecurity software through its Falcon platform. This platform secures endpoints, cloud workloads, and identity data for more than 88,000 organizations globally. The company serves a diverse base of enterprise and government clients, including many managed security service providers. It recently highlighted the growth of its Falcon Flex subscription model, which now supports over 1,000 customers. The company maintains a close technical relationship with Amazon (AMZN +3.29%), its primary infrastructure provider.
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In FY 2026, revenue reached nearly $4.8 billion, representing approximately 21.7% growth over the prior year. Despite the rising sales, the company reported a net loss of roughly $162.5 million for the fiscal year. This resulted in a net margin of -3.4%, indicating the percentage of revenue lost after deducting all expenses. In comparison, the company had a net margin of -0.5% during FY 2025. This year-over-year trend indicates that while revenue is expanding, profitability remains a challenge.
As of its January 2026 balance sheet, the debt-to-equity ratio is approximately 0.2x. This ratio measures total debt relative to shareholder equity, indicating that the company uses relatively little borrowed money. The current ratio is nearly 1.8x, indicating the company's ability to pay its short-term debts with its current assets. Free cash flow, defined as cash from operations minus capital expenditures, was roughly $1.3 billion for the year. Note that stock-based compensation accounted for roughly 68% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back to cash flow.
The case for UiPathUiPath provides an automation platform designed to manage AI agents and software robots for complex enterprise tasks. The company has a legal presence in 30 countries and serves approximately 10,747 customers across sectors like retail, manufacturing, and financial services. Roughly 54% of its revenue in fiscal 2026 came from customers located outside of the United States. To strengthen its offerings, the company expanded strategic alliances with Snowflake (SNOW +7.42%) to integrate governed data. It also works with partners like BDO USA to develop specialized agentic AI solutions for risk management.
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In FY 2026, revenue reached nearly $1.6 billion, representing revenue growth of approximately 12.7% over the previous year. The company reported a net income of roughly $282.3 million, a significant swing from the net loss seen in FY 2025. This produced a net margin of approximately 17.5%, indicating the portion of each sales dollar that remains as profit. This improvement demonstrates the company's ability to scale its operations more efficiently as it matures. The transition to consistent profitability is a key milestone for the business.
As of its January 2026 balance sheet, the debt-to-equity ratio is approximately 0.0x. This suggests the company has negligible total debt relative to its shareholder equity. The current ratio is roughly 2.5x, a figure that measures how easily a company can cover its upcoming financial obligations with its current assets. Free cash flow for the period was nearly $352.2 million. Note that stock-based compensation accounted for roughly 78.3% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back to cash flow.
Risk profile comparisonCrowdStrike faces risks following its July 19, 2024, content configuration update incident, which caused significant reputational and financial damage. The company also deals with intense competition from other cybersecurity vendors and rapid changes in AI technology. It depends heavily on Amazon for infrastructure, creating a risk of service disruptions that could harm subscriptions. Furthermore, evolving global data privacy laws, such as the GDPR, impose heavy compliance burdens and potential penalties on businesses.
UiPath is highly dependent on its single automation platform, which poses a risk if it fails to evolve with AI trends. The company faces stiff competition from enterprise platform vendors like Salesforce (CRM +0.58%) that are integrating their own AI agents. Complex deployments often require high-quality support, and implementation failures can lead to lower renewal rates. Additionally, international operations in countries like Romania and India involve complex tax and regulatory environments. These factors could lead to future audits or unexpected penalties.
Valuation comparisonUiPath offers a much more conservative entry point based on the Forward P/E and P/S ratio when compared to CrowdStrike. The Forward P/E measures the current share price against future earnings estimates, while the P/S ratio measures a company's market value relative to its sales over the past twelve months.
MetricCrowdStrikeUiPathForward P/E215.5x16.7xP/S ratio51.0x4.1xValuation metrics include those sourced from Financial Modeling Prep (FMP) and may differ from those of other data providers.
When comparing CrowdStrike and UiPath, investors should consider a few key factors. Let's have a look at them and see what that tells us about each stock.
To start, there's growth. Both companies are growing at a steady pace. However, CrowdStrike has the overall edge. Over the last five years, CrowdStrike's year-over-year revenue growth has averaged 37%, while UiPath's has been 19%. In recent quarters, both companies' growth has moderated, but CrowdStrike still maintains a solid lead over UiPath (26% vs. 13%).
Another factor to consider is each company's profitability. Here, UiPath has an advantage. While UiPath struggled to achieve profitability for many years, it has pivoted to consistent profitability in recent quarters. It now boasts an operating margin of about 9%. CrowdStrike, meanwhile, has long hovered near profitability but has struggled to deliver consistent profits. Its current operating margin stands at -1%, very close to its five-year average of -4%.
Last, there's valuation. Given CrowdStrike's inconsistent profits, let's examine each company's price-to-sales (P/S) ratios to establish a clear apples-to-apples comparison. By doing so, it's obvious that UiPath, with its 4x P/S ratio, is much more affordable than CrowdStrike, with its 51x P/S ratio.
In summary, both stocks are intriguing options for growth-focused investors. CrowdStrike has the overall advantage in terms of growth, while UiPath is the winner on both profitability and valuation. Ultimately, the fundamentals only tell part of the story. UiPath stock has underperformed largely due to concerns that its business model may be threatened by large language models (LLMs). CrowdStrike, meanwhile, appears poised to benefit from the rise of AI, as organizations ramp up cybersecurity spending amid new AI-driven cyber threats. Therefore, I still lean towards CrowdStrike stock.
NEW YORK--(BUSINESS WIRE)--UiPath announced it has been named a Leader and a Star Performer in the Everest Group Process Orchestration PEAK Matrix® Assessment 2026.
In the latest trading session, UiPath (PATH - Free Report) closed at $13.25, marking a +1.38% move from the previous day. This move outpaced the S&P 500's daily loss of 0.47%. Elsewhere, the Dow gained 0.1%, while the tech-heavy Nasdaq lost 1.25%.
The enterprise automation software developer's stock has dropped by 3.68% in the past month, falling short of the Computer and Technology sector's gain of 6.08% and the S&P 500's gain of 1.15%.
The investment community will be paying close attention to the earnings performance of UiPath in its upcoming release. In that report, analysts expect UiPath to post earnings of $0.19 per share. This would mark year-over-year growth of 18.75%. In the meantime, our current consensus estimate forecasts the revenue to be $442.67 million, indicating a 7.68% growth compared to the corresponding quarter of the prior year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $0.79 per share and revenue of $1.79 billion, indicating changes of +9.72% and +11.25%, respectively, compared to the previous year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for UiPath. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, there's been a 7.39% rise in the Zacks Consensus EPS estimate. UiPath is holding a Zacks Rank of #2 (Buy) right now.
Looking at valuation, UiPath is presently trading at a Forward P/E ratio of 16.48. Its industry sports an average Forward P/E of 20.39, so one might conclude that UiPath is trading at a discount comparatively.
One should further note that PATH currently holds a PEG ratio of 0.76. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Internet - Software industry had an average PEG ratio of 1.19 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 102, which puts it in the top 42% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
UiPath, Inc. (NYSE: PATH), a leader in business orchestration and automation, today announced it has been named a Leader and a Star Performer in the [url="]Ever
As enterprises race to integrate artificial intelligence, the choice between ServiceNow (NOW +1.28%) and UiPath (PATH +0.15%) is a classic debate. Which software leader is the better buy for your portfolio right now?
ServiceNow offers a comprehensive platform for automating enterprisewide workflows across various departments. UiPath focuses on specialized business orchestration, using AI agents and robots to handle repetitive tasks. Both companies are pivotal in the evolving landscape of tech stocks that prioritize efficiency through automation.
The case for ServiceNowServiceNow operates an AI platform that automates complex enterprise work for approximately 8,700 customers. It targets IT, customer service, and security departments through high-level technology integrations with partners such as Nvidia (NVDA -0.85%) and Microsoft (MSFT -0.27%). This platform aims to connect disparate data sources and workflows to improve efficiency across the entire organization.
In its latest annual report, for the fiscal year ended Dec. 31, 2025, revenue reached nearly $13.3 billion, up about 20.9% from the prior year. The company reported net income of about $1.75 billion, resulting in a net margin of roughly 13.2%.
These figures illustrate the significant scale and consistent profitability the business has achieved in recent years.
As of its fiscal year-end balance sheet on Dec. 31, 2025, the debt-to-equity ratio was approximately 0.1x, based on roughly $1.5 billion in long-term debt and excluding operating lease liabilities. This ratio measures total debt relative to shareholder equity, while the current ratio of 1.0x measures a firm's ability to cover its short-term debts with short-term assets.
The company generated nearly $4.6 billion in free cash flow, calculated as operating cash flow minus capital expenditures, which is the cash left over after a business pays for its operations and equipment.
Note that stock-based compensation accounted for roughly 35.9% of operating cash flow, inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.
The case for UiPathUiPath provides a business orchestration and automation platform that coordinates AI agents and people to manage end-to-end enterprise workflows. It serves about 10,747 customers and works with partners like Snowflake (SNOW +0.55%), which connects its data platform to UiPath's automation tools, and BDO USA, which develops AI solutions with UiPath for risk management and compliance. The company targets automation use cases in industries ranging from financial services to manufacturing.
In its latest annual report, for the fiscal year ended Jan. 31, 2026, the company reported revenue of about $1.6 billion, up nearly 12.7% from the previous year.
It reported net income of about $282.3 million, for a net margin of roughly 17.5%, its first full year of GAAP profitability. That result followed a net loss of about $73.7 million in fiscal 2025, and operating income turned positive to about $56.8 million, up from an operating loss of roughly $162.6 million a year earlier. Roughly $204.9 million of the fiscal 2026 net income came from a one-time release of a valuation allowance on deferred tax assets, and pre-tax income was about $100.6 million.
As of its fiscal year-end balance sheet on Jan. 31, 2026, the company carried no debt, for a debt-to-equity ratio of 0.0x, and had a current ratio of roughly 2.5x. Free cash flow, calculated as operating cash flow minus capital expenditures, reached about $352.2 million for the period.
Stock-based compensation accounted for roughly 78.3% of operating cash flow, inflating reported cash generation because SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonServiceNow faces intense competition from established vendors such as Oracle (ORCL -0.77%), SAP (SAP +0.24%), and Salesforce (CRM +0.01%). The company also manages risks related to cybersecurity vulnerabilities and its reliance on third-party cloud providers.
Furthermore, its $7.75 billion acquisition of Armis, completed in April 2026 and funded with cash on hand and debt, creates potential integration and financial challenges. The company also bought identity security provider Veza for about $1.2 billion in March 2026 and issued $4 billion in senior notes in May to repay the term loan it drew for Armis.
Total debt rose to about $7.5 billion as of June 30, 2026, up from about $1.5 billion at the end of 2025.
UiPath derives substantially all of its revenue from its flagship platform, making it vulnerable if market adoption of its automation solutions slows. It competes with enterprise software platforms and AI model providers that are quickly adding automation and AI agent capabilities. Managing growth and integrating acquisitions like Peak and WorkFusion also creates operational hurdles.
Valuation comparisonA Forward P/E uses future earnings estimates, while the P/S ratio uses sales over the past twelve months to compare relative value.
MetricServiceNowUiPathForward P/E33.9x17.1xP/S ratio9.7x4.1xValuation metrics include sourcing from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd lean toward ServiceNow for a long-term portfolio, with one upfront caveat. Its Armis purchase was large and partly debt-funded, so the next couple of years will test how well management absorbs it.
Even so, ServiceNow grows faster than UiPath, and its profits come from the core business without help from a tax benefit. The company also said its AI products passed $1 billion in annual contract value in the second quarter.
UiPath's lower valuation and debt-free balance sheet are appealing, though I keep coming back to its growth. Its customer count was essentially flat last fiscal year, and it faces large software platforms that are adding AI agents and automation features of their own. Until UiPath shows it can speed up, its discount looks to me like a fair price for a slower business.
ServiceNow shares have lost about a quarter of their value over the past year. For a patient investor, a pullback like that in a high-quality business can be an opportunity. The stock still trades at a premium multiple, and management expects heavier AI usage to weigh on gross margin this year, so the added debt and margins both deserve quarterly monitoring.
I think ServiceNow is the stronger business to own today for someone who plans to hold for five years or longer and add shares over time. I'd keep UiPath on a watch list until its growth picks up.
UiPath (NYSE: PATH), a leader in business orchestration and automation, today announced that PLDT, the leading digital services provider in the Philippines, is using a fleet of in-house AI agents built with UiPath Agent Builder™, Integration Service, and Robots to reclaim tens of thousands of hours of manual work annually. Powered by the UiPath Platform™, these agents are deployed across enterprise sales, risk management, and lead generation to eliminate bottlenecks and empower PLDT's workforce.
PLDT received a Silver Award at the 2026 UiPath AI Breakthrough Awards for this implementation. The UiPath AI Breakthrough Awards recognize organizations that are moving beyond automation to deploy agentic AI, business orchestration, and intelligent workflows at enterprise scale, delivering measurable impact and reshaping how their organizations operate.
Empowering Sales with Agentic AI
PLDT has transformed its enterprise sales operations with its breakthrough AI-powered assistant, Ellie (Enablement & Intelligence Engine). Ellie functions as a comprehensive, agentic AI layer orchestrated on the UiPath Platform. It aggregates scattered enterprise knowledge and integrates live CRM data to deliver actionable intelligence directly to sales teams. Ellie reduces time-intensive manual work for the sales support team by automatically generating tailored, customer-ready proposals and presentations.
By streamlining information retrieval and proposal creation using Ellie, PLDT has reclaimed an estimated 18,000 to 25,000 hours per year, redirecting this time toward higher-value engagements with customers.
Sales teams have also reported a 40% to 60% reduction in time spent on developing standard proposal and presentation materials, while proposal error rates have been reduced by 40% to 50%. Empowered with faster insights and more time to focus on higher-value engagements, PLDT has also observed a 20% to 50% increase in upsell rates.
Ellie also acts as a strategic co-pilot by continuously monitoring customer health indicators. It uses AI-driven predictive analytics to detect churn risks based on declining product utilization or delayed payments, prompting relationship managers with proactive alerts, retention recommendations, and upsell opportunities.
Building an Agentic Enterprise
By integrating AI at its core, PLDT is eliminating manual bottlenecks to future-proof its operations and empower Philippine enterprises to scale at the speed of the modern digital economy. In addition to Ellie, two other initiatives are driving this transformation:
KAI (Knowledge, Automation, Intelligence) for Instant Knowledge Retrieval: Transforms knowledge retrieval from a manual, up-to-five-day research process into contextual responses delivered in one to three seconds. Powered by an agentic AI assistant and grounded exclusively in approved sources, KAI eliminates repetitive research for proposal creation and customer support, creating approximately 12 FTE-equivalent annual productivity capacity and reducing an estimated 25,000 to 30,000 hours of manual effort annually. This enables a 99% faster response rate, increases organizational capacity without additional headcount, and allows teams to shift from repetitive information gathering toward higher-value, consultative work.ERICA (Enterprise Risk Intelligence Companion Agent): An AI agent that automates structured risk statements and scoring against compliance standards. ERICA has reduced manual effort by 97% to 99%, compressing risk assessments from taking two to 10 days down to just five minutes to 1 day."We are thrilled to receive the Silver Award at the 2026 UiPath AI Breakthrough Awards," said Gilbert Gaw, PLDT and Smart First Vice President and Head of IT and Transformation Office. "Technology is at the heart of how PLDT serves our customers and supports the country's growing digital needs. This recognition is a proud moment for PLDT and a testament to the passion our teams have channeled into building Ellie, KAI, and ERICA. It fuels our drive to keep pushing the boundaries of what agentic AI can achieve for our business and our customers."
“PLDT is setting a new global standard for what it means to be an AI-driven telecommunications provider,” said Karl Crowther, Area Vice President, Middle East & Africa and South Asia, UiPath. “By combining the power of AI agents with UiPath’s agentic business orchestration capabilities, PLDT is fundamentally changing how work gets done, freeing their people to focus on higher-value opportunities and setting a new benchmark for intelligent, connected operations.”
About UiPath
UiPath (NYSE: PATH) is a leader in business orchestration and automation, trusted by organizations worldwide to transform enterprise complexity into intelligent, secure operations where AI agents reason, robots act, and people lead. Built for the modern enterprise and the world's most regulated industries, UiPath integrates automation, orchestration, AI, and testing into governed, scalable workflows—unlocking innovation at the speed of business while delivering the controls and compliance enterprise leaders demand. Visit www.uipath.com for more information.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261005039253/en/
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NOW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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NEW YORK--(BUSINESS WIRE)--UiPath announces its participation in the National Committee for Quality Assurance's (NCQA) AI Learning Collaborative for Prior Authorization.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of PATH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
The price trend for UiPath (PATH - Free Report) has been bearish lately and the stock has lost 7% over the past week. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support.
While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about the future earnings of this enterprise automation software developer is a solid fundamental factor that enhances the prospects of a trend reversal for the stock.
What is a Hammer Chart and How to Trade It?This is one of the popular price patterns in candlestick charting. A minor difference between the opening and closing prices forms a small candle body, and a higher difference between the low of the day and the open or close forms a long lower wick (or vertical line). The length of the lower wick being at least twice the length of the real body, the candle resembles a 'hammer.'
In simple terms, during a downtrend, with bears having absolute control, a stock usually opens lower compared to the previous day's close, and again closes lower. On the day the hammer pattern is formed, maintaining the downtrend, the stock makes a new low. However, after eventually finding support at the low of the day, some amount of buying interest emerges, pushing the stock up to close the session near or slightly above its opening price.
When it occurs at the bottom of a downtrend, this pattern signals that the bears might have lost control over the price. And, the success of bulls in stopping the price from falling further indicates a potential trend reversal.
Hammer candles can occur on any timeframe -- such as one-minute, daily, weekly -- and are utilized by both short-term as well as long-term investors.
Like every technical indicator, the hammer chart pattern has its limitations. Particularly, as the strength of a hammer depends on its placement on the chart, it should always be used in conjunction with other bullish indicators.
Here's What Makes the Trend Reversal More Likely for PATHAn upward trend in earnings estimate revisions that PATH has been witnessing lately can certainly be considered a bullish indicator on the fundamental side. That's because empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
The consensus EPS estimate for the current year has increased 24.1% over the last 30 days. This means that the Wall Street analysts covering PATH are majorly in agreement about the company's potential to report better earnings than what they predicted earlier.
If this is not enough, you should note that PATH currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on trends in earnings estimate revisions and EPS surprises. And stocks carrying a Zacks Rank #1 or 2 usually outperform the market. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Moreover, the Zacks Rank has proven to be an excellent timing indicator, helping investors identify precisely when a company's prospects are beginning to improve. So, for the shares of UiPath, a Zacks Rank of 2 is a more conclusive fundamental indication of a potential turnaround.
UiPath (NYSE:PATH | PATH Price Prediction) stock jumped 5% to $12.90 on Wednesday after the company announced expanded work with BDO USA and a deeper integration with Snowflake. Snowflake (NYSE:SNOW) shares also advanced 5% to $347.
NEW YORK--(BUSINESS WIRE)--UiPath expanded its partnership with Snowflake, giving joint customers the full power of both platforms, without having to move data or switch tools.
PRINCETON, N.J.--(BUSINESS WIRE)-- #AI--QualityKiosk Technologies today announced it has been named a UiPath 2026 Partner of the Year at the annual UiPath FUSION conference in Las Vegas.
NEW YORK--(BUSINESS WIRE)--UiPath and BDO USA announced an expanded collaboration focused on building AI and business orchestration solutions for priority enterprise functions.
CrowdStrike: Exhibiting Steady Upward Revenue GrowthCrowdStrike (CRWD +1.35%) primarily generates revenue by selling recurring subscriptions for its cloud-based cybersecurity software to global enterprise customers.
It established a laboratory focusing on artificial intelligence safety research in early September 2026, while also expanding an agreement with Schwarz Digits to offer localized sovereign cloud software for European organizations.
UiPath: Uneven Revenue Across Recent QuartersUiPath (PATH +1.07%) primarily earns revenue by providing specialized automation software that empowers corporate organizations to execute and streamline complex digital workflows.
It named a new chief financial officer to oversee its corporate operations in early September 2026, and concurrently managed a temporary software outage that partially disrupted routine task creation capabilities for users across multiple international regions.
Why Revenue Matters for InvestorsRevenue is a basic starting point for investors evaluating a company's sales performance over time. It serves as a fundamental baseline measure of overall consumer demand and business growth.
Quarterly Revenue Trends for CrowdStrike and UiPathCalendar quarterCrowdStrike RevenueUiPath RevenueQ3 2024$1.0 billion (quarter ended Oct. 31, 2024)$354.7 million (quarter ended Oct. 31, 2024)Q4 2024$1.1 billion (quarter ended Jan. 31, 2025)$423.6 million (quarter ended Jan. 31, 2025)Q1 2025$1.1 billion (quarter ended April 30, 2025)$356.6 million (quarter ended April 30, 2025)Q2 2025$1.2 billion (quarter ended July 31, 2025)$361.7 million (quarter ended July 31, 2025)Q3 2025$1.2 billion (quarter ended Oct. 31, 2025)$411.1 million (quarter ended Oct. 31, 2025)Q4 2025$1.3 billion (quarter ended Jan. 31, 2026)$481.1 million (quarter ended Jan. 31, 2026)Q1 2026$1.4 billion (quarter ended April 30, 2026)$418.4 million (quarter ended April 30, 2026)Q2 2026$1.5 billion (quarter ended July 31, 2026)$410.3 million (quarter ended July 31, 2026)Data source: Financial Modeling Prep. Data as of Sept. 25, 2026.
Foolish TakeExamining the revenue trends for CrowdStrike and UiPath reveal key insights for investors weighing whether to buy shares. Both companies are benefiting from the artificial intelligence boom, but in different ways.
CrowdStrike is seeing a consistent quarter-over-quarter sales increase over the past year. That's an indicator of the strong customer demand it's experiencing, since year-over-year growth is more typical for businesses.
The increase makes sense, given AI has proven capable of hacking into an organization with unprecedented speed and ability. Cybersecurity resilient to these AI attacks are highly sought after, providing a tailwind to CrowdStrike's business.
UiPath's revenue trend is the more typical year-over-year growth pattern. Even so, recent quarters reveal business may be slowing down. Its sales of $410.3 million in its fiscal second quarter, ended July 31, represented an excellent double-digit increase of 13% year over year.
However, UiPath forecasted Q3 revenue to come in between $440 million to $445 million, which is around 8% year-over-year growth, a significant drop from Q2. For a software company operating in the hot AI sector, that kind of decline is worrisome for investors.
UiPath (PATH - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this enterprise automation software developer have returned -34.7%, compared to the Zacks S&P 500 composite's +1% change. During this period, the Zacks Internet - Software industry, which UiPath falls in, has gained 6.3%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, UiPath is expected to post earnings of $0.19 per share, indicating a change of +18.8% from the year-ago quarter. The Zacks Consensus Estimate has changed +21.2% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $0.79 points to a change of +9.7% from the prior year. Over the last 30 days, this estimate has changed +24.1%.
For the next fiscal year, the consensus earnings estimate of $0.91 indicates a change of +14.8% from what UiPath is expected to report a year ago. Over the past month, the estimate has changed +0.9%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, UiPath is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For UiPath, the consensus sales estimate for the current quarter of $442.6 million indicates a year-over-year change of +7.7%. For the current and next fiscal years, $1.79 billion and $1.94 billion estimates indicate +11.2% and +8.2% changes, respectively.
Last Reported Results and Surprise HistoryUiPath reported revenues of $410.26 million in the last reported quarter, representing a year-over-year change of +13.4%. EPS of $0.15 for the same period compares with $0.15 a year ago.
Compared to the Zacks Consensus Estimate of $397.59 million, the reported revenues represent a surprise of +3.19%. The EPS surprise was 0%.
Over the last four quarters, UiPath surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
UiPath is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about UiPath. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
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Software investing often forces a choice between high-growth disruptors and mature, profitable automation leaders. Investors choosing between Figma (FIG -2.30%) and UiPath (PATH -1.11%) must decide which financial profile fits their portfolio better in 2026.
Figma provides a collaborative canvas for design teams, while UiPath focuses on business orchestration and automation. These companies are being compared because both represent critical infrastructure for digital enterprises, yet they offer vastly different levels of growth and valuation for everyday investors today.
The case for FigmaFigma provides a collaborative canvas for design and product teams, placing it among the most talked-about tech stocks in the software space. The company serves roughly 690,000 paid customers through offerings like Figma Design, FigJam, and Dev Mode. It is increasingly targeting larger enterprise organizations while implementing new pricing and billing models to improve administrator visibility.
In the fiscal year ended Dec. 31, 2025, revenue reached nearly $1.1 billion. This represents approximately 41% growth compared with the prior fiscal year. Figma reported a net loss of approximately $1.3 billion for the period, which reflects a net margin of negative 118.4%.
As of its December 2025 balance sheet, the debt-to-equity ratio is nearly 0.1x, which compares total debt to shareholder equity. Its current ratio is close to 2.6x, measuring the company's ability to cover its short-term liabilities with assets like cash. Free cash flow for the fiscal year ended Dec. 31, 2025, was nearly $246.2 million. Note that stock-based compensation represented roughly 544.2% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.
The case for UiPathUiPath offers business orchestration and automation software that helps enterprises streamline repetitive tasks. It serves approximately 10,747 customers globally using a model that relies on channel partners and strategic alliances. UiPath derives 89% of its revenue from just 10% of its customers, and concentration like this adds a layer of risk to the business.
In the fiscal year ended Jan. 31, 2026, revenue reached close to $1.6 billion. This is an increase of nearly 12.7% year over year. The company reported net income of approximately $282.3 million for the same period, indicating a net margin of nearly 17.5%.
As of its January 2026 balance sheet, the debt-to-equity ratio is 0.0x. The current ratio is roughly 2.5x, reflecting a healthy balance of short-term assets relative to short-term liabilities. Free cash flow for the fiscal year ended Jan. 31, 2026, was approximately $352.2 million. Note that stock-based compensation represented roughly 78.3% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonFigma faces intense competitive threats and rapidly evolving artificial intelligence technologies that could reduce customer demand. The company relies heavily on cloud infrastructure provided by Amazon (AMZN +0.12%). It also faces regulatory risks concerning the use and output of AI, including potential intellectual property issues and the requirements of the EU AI Act.
UiPath deals with high customer concentration, where a small number of large clients determine a substantial portion of revenue. It competes with major enterprise platform vendors such as Adobe (ADBE -1.45%) and various cloud service providers. There are also risks associated with generative AI adoption, including potential liabilities from model inaccuracies or misuse of the automation platform.
Valuation comparisonUiPath appears to be the more conservative valuation choice, as it trades at a lower multiple of both sales and future earnings estimates.
MetricFigmaUiPathForward P/E73.1x15.9xP/S ratio8.0x3.9xValuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd go with UiPath. After years of losses and missed expectations, the company has now been profitable for four straight quarters, raised its full-year outlook, and is finding new customers among businesses looking to automate repetitive tasks alongside their AI tools. The balance sheet has been cleaned up, and the stock is trading at historically low valuations even as execution keeps improving. That is a combination that tends to reward patient investors who can look past a difficult recent history.
Figma just delivered a quarter that pushed back against the narrative that AI tools would erode its design software dominance, with revenue reaccelerating to a strong pace and management raising its outlook. For a high-conviction growth investor, the reset valuation after a sharp pullback from IPO highs makes it an interesting bet.
But Figma faces a more direct and ongoing threat from AI-native design tools, is still working toward consistent profitability, and has limited history as a public company. For a long-term investor who wants software exposure without taking on maximum risk, UiPath's improving fundamentals at a depressed valuation is the more comfortable place to start.
UiPath, Inc. (NYSE: PATH), a leader in business orchestration and automation, today announced the winners of the inaugural 2026 Geekwire AI Breakthrough Awards,
Winners selected for the success in deploying AI agents, agentic orchestration, and intelligent workflows as genuine competitive differentiators
LAS VEGAS--(BUSINESS WIRE)--UiPath, Inc. (NYSE: PATH), a leader in business orchestration and automation, today announced the winners of the inaugural 2026 Geekwire AI Breakthrough Awards, recognizing 20 organizations across the world that have moved agentic AI out of pilot programs and into full production at enterprise scale. The winners, spanning 12 industries across the Americas, EMEA, and Asia-Pacific, were selected for Gold, Silver and Honorable Mention awards based on their success in deploying AI agents, business orchestration, and intelligent workflows as genuine competitive differentiators delivering measurable and impactful bottom-line results.
The AI Breakthrough Awards were created to recognize customers evolving beyond automation as a cost-reduction exercise and toward AI-driven transformation capable of reshaping how their organizations operate. This year's winners represent what UiPath calls the defining shift in enterprise AI adoption, from automating individual tasks to orchestrating end-to-end workflows in which AI agents reason, humans decide, and robots execute.
Submissions were evaluated by UiPath for their achievement in five key categories:
Innovation – Novel application of AI agents, multi-agent architectures, or business orchestration within the customer's domain. Business Impact – Quantifiable, verified outcomes directly attributable to the implementation. Technical Sophistication – Use of UiPath Maestro™, Document Understanding, Action Center, and agentic capabilities beyond conventional RPA. Scale – Enterprise-wide deployment in live production, rather than a pilot or proof-of-concept. Replicability – A model that peers in the same industry can learn from and adapt. All 20 winners are running these programs in live production today, with measured — not projected — results. UiPath Maestro, the company's orchestration layer, appeared across nearly every top 10 submission, and every winner maintains deliberate human-in-the-loop controls at key decision points, an operating model UiPath describes simply as: agents decide, robots execute, humans handle exceptions. Taken together, the 2026 winners illustrate the scale and collective impact of AI transformation in today’s most innovative enterprises, including hundreds of thousands of hours returned to the business; operational transformation to accelerate transactional and compliance cycles; resource savings and workforce capacity enhancements; revenue generation; and industry and geographical innovation.
“This year's winners show what happens when agentic AI stops being a lab exercise and becomes how a business actually runs,” said Daniel Dines, Founder and CEO, UiPath. “These aren't pilots or proofs-of-concept—they're regulated airlines, banks, insurers, and government agencies putting agents, robots, and people to work together, with governance built in from the start. That combination is what earns trust, and trust is what lets AI scale. Congratulations to all of this year's winners—they represent the clearest evidence yet of where enterprise AI is actually headed.”
Winners were grouped into three award categories – Gold, Silver, and Honorable Mention – comprised of:
Gold Pegasus Airlines Omega Healthcare Banco Azteca BJ’s Wholesale Club One New Zealand Coronis Health USI Insurance Services Raben Group Beko United Wholesale Mortgage Silver McCormick & Company Indosat — ICOFR Continental Resources PLDT Smart Medline Honorable Mentions Johnson Controls Endava SunExpress IKEA Retail (Ingka Group) SMU AGS Health For more on the 2026 Geekwire AI Breakthrough Awards, read the UiPath blog here.
About UiPath
UiPath, Inc. (NYSE: PATH) is a leader in business orchestration and automation, trusted by organizations worldwide to transform enterprise complexity into intelligent, secure operations where AI agents reason, robots act, and humans lead. Built for the modern enterprise and the world's most regulated industries, UiPath integrates automation, orchestration, AI, and testing into governed, scalable workflows—unlocking innovation at the speed of business while delivering the controls and compliance enterprise leaders demand. Visit www.uipath.com for more information.
As software giants integrate agentic artificial intelligence, investors must decide between established titans and specialized innovators. Choosing between Salesforce (CRM +1.84%) and UiPath (PATH -1.58%) involves weighing mature profitability against high-growth automation.
Salesforce is the global leader in customer relationship management, providing a massive suite of cloud-based sales and marketing tools. UiPath focuses on robotic process automation, helping companies use software robots to handle repetitive tasks. These firms offer contrasting ways to play the ongoing shift toward digital efficiency and automated workflows.
The case for SalesforceSalesforce builds software that brings sales, service, marketing, and data together on a single platform for enterprises. It remains a leader among tech stocks, serving a global customer base across many industries. It recently expanded its focus on agentic AI, which allows software agents to complete tasks without constant human supervision.
In FY 2026, revenue reached nearly $41.5 billion, representing a growth rate of roughly 9.6% over the previous year. This growth was accompanied by net income of close to $7.5 billion, up from $6.2 billion in the prior fiscal year. The company reported a net margin of nearly 18%, suggesting it successfully converted a significant portion of revenue into profit.
The debt-to-equity ratio, which measures total debt against shareholder equity, is nearly 0.3x. Current ratio is close to 0.8x, which evaluates the ability to cover short-term debts with current assets. Free cash flow, defined as cash from operations minus capital expenditures, was roughly $14.4 billion. Note that stock-based compensation represented roughly 23.4% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for UiPathUiPath provides an orchestration platform that combines AI agents and robots to automate complex business processes. It targets large enterprise clients and relies on a distribution network of channel partners to reach a worldwide market. The company is notable for its high concentration of revenue from customers spending over $100,000 annually.
In FY 2026, revenue reached approximately $1.6 billion, a growth rate of nearly 12.7% compared to the prior year. This marked a major milestone as the company posted a net income of roughly $282.3 million. This performance represents a significant turnaround from the net loss recorded in fiscal year 2025, resulting in a net margin of close to 17.5%.
As of its January 2026 balance sheet, the debt-to-equity ratio was 0.0x because the company holds no debt. The current ratio is roughly 2.5x, indicating a strong ability to meet short-term obligations with liquid assets. Free cash flow reached nearly $352.2 million. Note that stock-based compensation represented roughly 78.3% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonCybersecurity, data privacy laws like GDPR, and intense competition in the AI market are primary concerns for Salesforce. Execution risks related to large acquisitions and periodic disruptions to the sales organization also impact growth. The company must stay ahead as rivals like Microsoft (MSFT +0.52%) integrate generative AI features into their own platforms.
UiPath faces risk from its reliance on a limited number of top-tier customers and channel partners for sales. Rapidly evolving AI technology could disrupt demand for traditional automation if new tools are perceived as more effective. Additionally, difficulties in managing operational scaling and restructuring activities may divert management's focus from its core growth objectives.
Valuation comparisonSalesforce features a lower Forward P/E, which compares the stock price to future earnings estimates, while UiPath has a lower P/S ratio.
MetricSalesforceUiPathForward P/E14.2x17.0xP/S ratio4.7x4.4xValuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd go with Salesforce. Agentforce is opening up new enterprise workflows that go well beyond the company's traditional CRM roots, giving the platform an exciting growth dimension that did not exist two years ago. Its combination of record operating cash flow, thousands of Agentforce paid deals closed since launch, and an AI and data cloud business that more than doubled year over year makes it one of the more compelling software platforms in the market right now.
UiPath has made genuine strides. After years of burning cash and missing expectations, it has strung together four consecutive profitable quarters, raised its outlook, and is winning enterprise customers who are using its automation platform to deploy AI across their operations.
But UiPath is growing at a more modest pace, and the stock has struggled to gain traction even when the company delivers good news, which tells you that many investors are still waiting to be convinced the turnaround is real. Salesforce is the more established, faster-growing, and more profitable platform right now. For patient investors, that combination is the stronger foundation.
UiPath Inc (NYSE:PATH) came under pressure on Wednesday, following the start of the company’s three-day flagship conference, Fusion 2026.
The Analyst Day on Tuesday highlighted the company’s expanding AI opportunity, according to Needham.
• UiPath stock is holding steady today. What’s ahead for PATH stock?
The UiPath Analyst: Analyst Scott Berg maintained a Buy rating and price target of $22.
The UiPath Thesis: The company’s AI-driven product capabilities are growing and there is a clear path toward long-term profit margins, Berg said in the note.
Check out other analyst stock ratings.
The analyst highlighted the following:
Product Innovation and AI Focus: UiPath is expanding its automated services with tools like Cartographer, which is an AI-powered tool documenting business workflows and automatically creates designs for development teams.
The company is also investing heavily in Test Cloud, using AI agents to autonomously build and run software testing plans, he added.
Growth in High-Value Customers: UiPath is seeing strong success upmarket. Customers generating over $5 million in annual recurring revenue (ARR) now account for about 20% of total ARR.
"We believe the largest cohort of customers has grown significantly from under 10% of revenue four years ago," Berg wrote.
The company’s top 100 customers spend an average of $6 million.
Combining AI with Traditional Automation: Clients are combining new AI features (agentic automation) with traditional automation to keep computing and token costs down. About 90% of customers spending over $1 million ARR use an AI agentic offering, the analyst noted.
Long-Term Profit Goals: Management targets a long-term operating margin of over 30%. UiPath plans to achieve this primarily through sales and marketing efficiency as the business scales, he further noted.
PATH Price Action: Shares of UiPath had declined by 1.21% to $13.09 at the time of publication on Wednesday.
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UiPath, Inc. (PATH) Analyst/Investor Day September 22, 2026 2:30 PM EDT
Company Participants
Allise Furlani - Senior Director of Investor Relations
Daniel Dines - Co-Founder, CEO, & Executive Chairman of the Board
Raghu Malpani - Chief Product & Technology Officer
Mounish Kothapally
Martijn Wijffelaars
Anvita Dekhane
Ingo Philipp
Ashim Gupta - Chief Operating Officer
Eric Bouchard
Srini Nanduri
Jairo Quiros
Pramod Dibble
Paru Puttanna
Hitesh Ramani - CFO, Chief Accounting Officer Principal Financial & Accounting Officer
Conference Call Participants
Sanjit Singh - Morgan Stanley, Research Division
Michael Turrin - Wells Fargo Securities, LLC, Research Division
Bryan Bergin - TD Cowen, Research Division
Scott Berg - Needham & Company, LLC, Research Division
Sheldon McMeans - Barclays Bank PLC, Research Division
Brian Schwartz - Oppenheimer & Co. Inc., Research Division
Patrick McIlwee - William Blair & Company L.L.C., Research Division
Yitchuin Wong - Citigroup Inc., Research Division
Radi Sultan - UBS Investment Bank, Research Division
Conversation
Allise Furlani
Senior Director of Investor Relations
Good morning, everyone, and welcome to UiPath Investor Day. We are excited to have so many of you here with us in Las Vegas for what's shaping up to be our best Fusion yet.
Just a quick reminder, this presentation will include forward-looking statements and non-GAAP financial measures. Please refer to our SEC filings for disclosures and reconciliations. We have a great lineup for you today. We'll take you from the vision and the opportunity ahead to the innovation in our product road map, how we're going to market with our customers and driving value and ultimately, the financial model. We'll bring everyone back together at the end for Q&A, followed by an investor reception. We have a lot to share.
So with that, I will turn it over to Daniel for the company vision and the market opportunity ahead.
Daniel Dines
Co-Founder, CEO, & Executive Chairman of the Board
Thank you Allise. Hello, everyone. It's really great to have all of
LAS VEGAS--(BUSINESS WIRE)--UiPath launches UiPath Cartographer, a new product for building the Map of Work, a living, governed view of how an enterprise process actually runs.
Updates to governance, data, integration, and agent deployment keep enterprise automation inside customer-defined boundaries.
LAS VEGAS--(BUSINESS WIRE)--UiPath, Inc. (NYSE: PATH), a leader in agentic business orchestration and automation, today announced updated and enhanced capabilities across the UiPath Platform™.
Enterprise automation programs typically stall for three reasons: building new automations runs through a queue of developer capacity, legacy applications and on-prem databases sit outside what the platform can reach, and as agents make more decisions on their own, security and compliance teams need proof of what those agents did rather than a description of what they were supposed to do.
The new capabilities strengthen the platform's control plane across governance, data, connectivity, and deployment, so agents, processes, and workflows stay aligned to business outcomes and inside enterprise-defined boundaries.
"Our platform gives customers the map they need to chart the right course for agentic transformation, at the pace and context their enterprise requires," said Raghu Malpani, Chief Product and Technology Officer, UiPath. "That context informs the control plane that governs building, data access, integration, and the launch of automations that run the business, with the assurance that it all stays inside the boundaries the business sets."
Build and test faster with UiPath Coding Agents and UiPath Delegate
UiPath Coding Agents, announced in May 2026, are now generally available on the UiPath Platform, enabling teams to discover and build automations, then optimize them across the full lifecycle. Enterprises can use UiPath Coding Agents, Claude Code, Cursor, Codex, Antigravity, or other supported agents, each natively fluent in UiPath folders, jobs, queues, assets, audit logs, and connections through natural-language requests against a live, logged-in session, with no manual API lookups required.
UiPath Delegate is a new productivity agent built for the enterprise that acts on a user's behalf to complete administrative and role-specific tasks, including the operational work around software testing. Delegate helps testers gather context, move information between systems, update records, attach evidence, and prepare summaries. It can save repeatable workflows from tester actions and recorded sessions as reusable routines, then run them on demand, on a schedule, or from defined triggers, while testers retain control of judgment, strategy, quality decisions, and final sign-off.
UiPath is also extending coding agents into UiPath IXP to automate the manual setup work behind document extraction projects. A coding agent creates the project, checks its predictions against source documents, tunes low-scoring fields, and publishes the result, sharpening its instructions and examples with each pass, while a person sets the quality bar and approves the outcome.
Verified enterprise context with UiPath Data Fabric and UiPath Integration Service
Two platform enhancements keep data secure, governed, and in the right context when building and running processes and workflows.
UiPath Integration Service adds four capabilities:
Database Hub – reads and writes to systems like SQL Server, Oracle, and Databricks without custom code Relay – connects cloud automations to on-prem and ground systems Third-Party Credential Store – lets customers use their existing enterprise credential store when creating connections, instead of duplicating credentials MCP Connector – lets workflows call tools from any compatible MCP server as a native activity, instead of a custom-built adapter UiPath Data Fabric now turns distributed enterprise data into a governed, reusable context for agents, automations, apps, and workflows. Agents can query native entities directly as generally available context, grounding decisions in current business records instead of flat API responses. Federated Entities give zero-copy connectivity to external sources like Salesforce and SAP, with improved tooling, a new API, and a full audit trail, without copying the underlying data. Builders can use the same governed entities across the platform, including orchestration and coding agents, so data and automations ship and run together.
Governance at scale
New controls at every layer of the UiPath Platform keep models, actions, data, and permissions inside enterprise-defined boundaries as AI takes on more autonomous work. One policy framework applies across the board, so every actor doing the work, agent, robot, or person alike, answers to the same rules:
Model Hub – gives teams central visibility into which models are in use, where they run, and how they're routed Runtime Checker – validates agent behavior continuously against defined policies while an agent is running, not only when it was built LLM-as-Judge Guardrail – evaluates outputs against custom criteria Compliance Packs – map regulatory and internal standards into trackable controls Identity & Access Policies – govern who or what can reach a given model, tool, or resource Automation Suite for Linux: the full stack, on premises
UiPath Automation Suite is now available on Linux with the full UiPath Platform agentic AI stack. Organizations with strict regulatory, sovereignty, or security requirements get full control and visibility over where data runs and how policies are enforced, keeping ownership of the environment in-house. Agents, robots, and people work together in a governed platform, keeping critical workflows, data, and controls inside infrastructure the enterprise already operates.
About UiPath
UiPath, Inc. (NYSE: PATH) is a leader in business orchestration and automation, trusted by organizations worldwide to transform enterprise complexity into intelligent, secure operations where AI agents reason, robots act, and humans lead. Built for the modern enterprise and the world's most regulated industries, UiPath integrates automation, orchestration, AI, and testing into governed, scalable workflows—unlocking innovation at the speed of business while delivering the controls and compliance enterprise leaders demand. Visit www.uipath.com for more information.
These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth StoriesUiPath NYSE: PATH used its investor day to outline a strategy centered on business orchestration and automation, arguing that enterprises will need governed systems to deploy artificial intelligence across complex business processes.
Founder and CEO Daniel Dines said the company has grown revenue 3.5 times since its initial public offering and expects to cross $2 billion in annual recurring revenue this year. He said UiPath has also increased profitability and cash generation while transforming its go-to-market model.
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UiPath Fell on Good News—That Could Be the OpportunityDines positioned orchestration as a foundational enterprise AI capability, distinguishing UiPath’s approach from what he described as “agentic orchestration.” UiPath’s process orchestration is designed to coordinate humans, software robots, AI agents, APIs, credentials, security controls and governance across long-running business processes, he said.
“You cannot really deliver AI in enterprise without orchestration and governance,” Dines said. He argued that deterministic automation remains important for tasks requiring exactness, such as payments and regulated workflows, even as AI agents take on more reasoning-oriented work.
Map of Work and product roadmap 5 AI Stocks Positioned to Win, No Matter WhatChief Product and Technology Officer Raghu Malpani introduced UiPath’s “Map of Work,” a framework intended to capture process context that AI systems need to operate within enterprise workflows. The Map of Work includes structured process knowledge, business rules and policies, business-object ontology, operating knowledge and a “Decision Ledger” intended to record human decisions and feedback.
Malpani said UiPath plans to make its Cartographer product and Process Atlas generally available. Cartographer is designed to help business analysts, who UiPath calls “Cartographers,” turn documents, interviews, system information and other fragmented sources into governed process maps. Process Atlas will provide more than 100 pre-mapped process templates for use across selected industries and business functions.
UiPath also highlighted Maestro, its orchestration offering, which the company said is built on the open-source Temporal workflow engine. Malpani said hundreds of customers have deployed Maestro in production across thousands of implementations. He said one financial-services customer reduced client onboarding time from 12 days to one day by orchestrating existing tasks.
The company demonstrated Maestro Case, an AI-native case-management capability for variable and exception-heavy processes. In an illustrative insurance claims workflow, UiPath said a top insurer reduced claims processing time from 24 weeks to eight weeks. The demo showed a case-management agent combining deterministic rules with agentic reasoning, while maintaining an execution trail of decisions, model calls and tool calls.
UiPath also showcased coding agents that can generate process workflows and related applications. In one demonstration, Mounish Kothapally, principal product manager at UiPath, said the system generated a case plan containing 14 stages, 38 tasks, more than 400 nodes and more than 200 governing rules in about 46 minutes. He said developing the same plan without UiPath coding agents would have taken at least a month.
Vertical solutions and software testing UiPath said it is increasingly taking a verticalized, use-case-oriented approach to selling. The company demonstrated a source-to-pay solution that uses pre-built maps, automation, agents and business-user interfaces to support procurement and accounts-payable operations. In the illustrative example, the system translated a purchasing-policy document into deterministic rules and helped automate invoice processing and exception management.
Malpani said the company is focusing initial pre-built solutions in healthcare, financial services, utilities and cross-industry functions, based on its existing industry presence, market analysis and customer demand.
The company also introduced its Dark Testing Factory, a capability within UiPath Test Suite designed to automate portions of software testing. Senior Director of Product Management Ingo Philipp said the offering continuously monitors for changes in applications such as SAP S/4HANA, creates testing plans, assigns work across available tools and retains human approval and governance controls.
Philipp said the offering is intended to address “test debt” created as coding agents enable developers to produce more software and changes more quickly. UiPath said the factory uses agentic workflows to assess risk, execute testing activities, capture human feedback and improve over time.
Go-to-market and financial framework Chief Operating Officer Ashim Gupta said UiPath is organizing its sales and delivery efforts around industry expertise and three growth motions: expanding customers from task automation to broader orchestration and automation; selling vertical solutions; and growing application testing.
Gupta said UiPath is targeting larger and more specific customer profiles, noting that the average selling price for new-logo customers has doubled. He said the company is expanding its buyer base beyond automation centers of excellence to include AI architects, line-of-business leaders, procurement executives and risk officers.
Chief Financial Officer Hitesh Ramani said customers with more than $100,000 in ARR represent a major expansion opportunity. UiPath has more than 2,600 customers in that cohort, he said. The company reported that its customers with more than $100,000 in ARR had dollar-based net revenue retention of 114%, while customers using both RPA and UiPath’s broader orchestration and automation platform had retention of 120%.
Ramani said UiPath’s AI ARR exceeded $250 million at the end of its second quarter. He also said the company has improved non-GAAP operating margin by more than 1,500 basis points over the past three years, has achieved GAAP profitability over the last four quarters and expects GAAP profitability for the remainder of the fiscal year.
The company reiterated a long-term target of operating margins above 30% and said it aims to reduce stock-based compensation to 8% to 10% of revenue. Ramani added that UiPath has completed $1.1 billion of share repurchases and had more than $400 million remaining under its board-authorized repurchase program.
About UiPath (NYSE:PATH)UiPath Inc NYSE: PATH develops enterprise automation software designed to help organizations automate repetitive, rules-based and increasingly complex business processes. Its platform combines robotic process automation (RPA), artificial intelligence, workflow orchestration and process intelligence to support automation across areas such as finance, customer service, human resources, information technology and operations.
The UiPath Platform includes tools for discovering and analyzing business processes, building and managing software robots, processing documents, testing applications and coordinating automated workflows.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in UiPath Right Now?Before you consider UiPath, you'll want to hear this.
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Raghavendra Malpani, Chief Product and Technology Officer at UiPath, Inc. (PATH +1.49%), reported a sale of 40,464 shares of Class A Common Stock on September 17, 2026 according to a recent SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$567,000Shares sold (directly held)40,464Post-transaction shares (directly held)1,582,213Post-transaction value$21.77 millionTransaction value based on SEC Form 4 weighted average sale price ($14.00); post-transaction value based on September 17, 2026 market close ($13.76).
Key questionsWhat was the nature of this executive disposition?
The transaction was conducted under a Rule 10b5-1 trading plan adopted by the reporting person, which facilitates pre-scheduled trades to manage personal portfolios while avoiding concerns of trading with material non-public information.How does this transaction affect the executive's remaining position?
Malpani sold shares equal to 2% of the direct stake held prior to the filing and maintains a significant equity position of 1,582,213 shares.What is the current market valuation of the remaining direct equity?
As of the September 21, 2026 market close of $13.59, the remaining direct holdings have a market value of approximately $21.5 million.What has been the recent return profile for the stock?
The stock had realized a 16% one-year return as of the September 17, 2026 transaction date, with the disposal occurring at $14.00 per share.Company OverviewMetricValueShare Price (as of market close 2026-09-21)$13.59Market Capitalization$7.3 billionRevenue (TTM)$1.7 billionNet Income (TTM)$361.9 millionCompany SnapshotUiPath delivers a comprehensive Robotic Process Automation (RPA) ecosystem that enables organizations to design, administer, execute, and oversee enterprise automation initiatives through an integrated software suite.The company generates revenue through its cloud-based and on-premises automation platform, which combines artificial intelligence capabilities with desktop activity recording and process analytics to drive operational efficiency for enterprise customers.UiPath primarily serves large enterprises and mid-market organizations across multiple geographies, with significant operational presence in the United States, Romania, and Japan, targeting customers seeking to optimize business processes through intelligent automation.UiPath is a leading provider of enterprise automation software with a market cap of $7.3 billion. The company has established a dominant position in the RPA market through its comprehensive platform that integrates advanced AI capabilities with process intelligence and execution tools. With a strong financial profile, UiPath continues to expand its automation ecosystem across global markets.
What this transaction means for investorsThe September 17 sale of UiPath stock by Chief Product and Technology Officer Raghavendra Malpani was a non-discretionary transaction, since it was executed as part of a pre-established Rule 10b5-1 plan. His post-sale direct holdings of 1.6 million shares are quite substantial, and ensures his continued alignment with shareholder interests.
UiPath's stock has experienced a tumultuous 2026. Shares plunged earlier this year as part of the Saaspocalypse, a sell-off in software stocks due to Wall Street's fears AI would take customers away. Since then, the company has proven its business remains resilient.
In UiPath's fiscal second quarter, ended July 31, the company achieved solid revenue of $410.3 million, which represented a 13% year-over-year increase. This demonstrates its AI-powered automation solutions continue to attract customers.
Moreover, its financial health is strengthening. It posted Q2 net income of $36.1 million, up from $1.6 million in the previous year.
Robert Izquierdo has positions in UiPath. The Motley Fool has positions in and recommends UiPath. The Motley Fool has a disclosure policy.
The market frequently misprices the gap between what a company is actually building and what investors think it's building. Nowhere is that gap wider right now than in agentic artificial intelligence (AI). This refers to software that doesn't just answer questions but takes actions and makes decisions, all while operating with minimal human input.
The growth of agentic AI has happened fast, arguably faster than the fundamentals of the companies building out the technology. That means some names are being bid up on hype while others with real infrastructure and real revenue get lumped into the same "overextended" story.
Those stocks with strong fundamentals to support their growth are where the opportunity lies. These companies have agentic AI exposure backed by actual product traction, enterprise adoption, or platform advantages that hold up once the noise clears.
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While it’s fair to say that some of these stocks don’t come cheap, they all have durable moats wide enough to survive the current volatility, which won’t be going away anytime soon.
ServiceNow: A Major Endorsement Is the TailwindServiceNow Today
$135.21 -3.26 (-2.36%)
As of 09/18/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$81.24▼
$194.7384.50
$145.71
ServiceNow Inc. NYSE: NOW is a prime example of a stock where the price is catching up to the fundamentals. NOW is down approximately 11% in 2026, but it’s been moving sharply higher since it delivered its Q2 earnings in July.
The stock also got a boost from NVIDIA NASDAQ: NVDA chief executive officer (CEO), Jensen Huang, who called the company’s Now Platform the "platform destined to be the best platform, the operating system of enterprise AI agents.”
That’s the agentic AI argument in a nutshell. The company validated that growth in its Q2 report. ServiceNow reported customer adoption of agentic AI grew 9x over the prior nine months. It also reported that first-time AI buyers were up more than 45% year over year.
ServiceNow also announced an expanded partnership with Anthropic to integrate the latter’s Claude models deeper into its AI platforms.
UiPath: The Stock Wall Street Is Still DiscoveringUiPath Today
$13.38 -0.38 (-2.73%)
As of 09/18/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
$9.20▼
$19.8419.98
$16.75
UiPath NYSE: PATH has a business model that defines agentic AI. The company develops enterprise automation software that helps organizations automate repetitive, rules-based, and increasingly complex business problems.
But investors have been fading PATH stock, which is down over 15% in 2026. That is, until recently. PATH stock is up more than 31% in the last three months. In the middle of that period was the company’s Q2 earnings report for its 2027 fiscal year (FY2027).
In that report, UiPath delivered revenue of $410.3 million, up 13% year-over-year, along with its fourth straight quarter of GAAP profitability. Maestro, its agentic orchestration layer, is doing exactly what the bears said wouldn't happen. That is, it helped land recognition as a Forrester Wave leader and drove a real acceleration in enterprise deal activity.
Analysts still have a consensus Hold rating on PATH. However, price targets have been increasing since the earnings report. The UiPath analyst forecasts on MarketBeat have a consensus price target of $16.75, implying an upside of over 21%.
Palo Alto Networks: The Definition of an Essential AI StockPalo Alto Networks Today
PANW
Palo Alto Networks
$363.58 -11.48 (-3.06%)
As of 09/18/2026 04:00 PM Eastern
$139.57▼
$398.88712.92
$389.68
The case for Palo Alto Networks NASDAQ: PANW is straightforward. If AI expands faster than we can control it, enterprise customers will need an AI-powered system ready to play defense.
That's a key reason PANW is up approximately 25% in the last three months. Demand for the company’s product platform was evident in its Q4 earnings report for its FY2026.
Support for sustained future growth came from a statement by Palo Alto's chief executive officer (CEO), Nikesh Arora. He forecast that enterprises would need to spend at least $1 trillion to update aging cybersecurity infrastructure to handle attacks moving at machine speed.
To be fair, there are several other cybersecurity names that investors could choose from. CrowdStrike Holdings Inc. (NASDAQ: CRWD) and Okta NASDAQ: OKTA are two names that also reported blockbuster earnings reports. That said, Palo Alto is among the best in class and offers investors a set-it-and-forget-it option in the sector.
Why Owning These Stocks Rewards PatienceNone of these three companies needs a perfect quarter to work. They need the market to keep noticing what's already showing up in the numbers. That's the setup long-term holders want. That is, real execution that is still catching up to investor belief.
That gap is exactly where this strategy pays off. Buying before consensus catches up means tolerating volatility while the story is still being contested on trading desks. But for investors willing to hold through the noise, the reward isn't a single earnings pop—it's owning the re-rating itself, as skepticism slowly gives way to the numbers already on the page.
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UiPath (PATH - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Shares of this enterprise automation software developer have returned -13.6% over the past month versus the Zacks S&P 500 composite's -1.3% change. The Zacks Internet - Software industry, to which UiPath belongs, has gained 7.8% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
UiPath is expected to post earnings of $0.18 per share for the current quarter, representing a year-over-year change of +12.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +15.2%.
For the current fiscal year, the consensus earnings estimate of $0.79 points to a change of +9.7% from the prior year. Over the last 30 days, this estimate has changed +19.1%.
For the next fiscal year, the consensus earnings estimate of $0.91 indicates a change of +14.1% from what UiPath is expected to report a year ago. Over the past month, the estimate has changed +0.4%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, UiPath is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
In the case of UiPath, the consensus sales estimate of $442.63 million for the current quarter points to a year-over-year change of +7.7%. The $1.79 billion and $1.94 billion estimates for the current and next fiscal years indicate changes of +11.1% and +8.1%, respectively.
Last Reported Results and Surprise HistoryUiPath reported revenues of $410.26 million in the last reported quarter, representing a year-over-year change of +13.4%. EPS of $0.15 for the same period compares with $0.15 a year ago.
Compared to the Zacks Consensus Estimate of $397.59 million, the reported revenues represent a surprise of +3.19%. The EPS surprise was 0%.
Over the last four quarters, UiPath surpassed consensus EPS estimates two times. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
UiPath is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about UiPath. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Corient Private Wealth LP boosted its stake in UiPath, Inc. (NYSE:PATH – Free Report) by 398.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 708,146 shares of the company’s stock after acquiring an additional 566,074 shares during the period. Corient Private Wealth LP owned 0.14% of UiPath worth $7,698,000 at the end of the most recent reporting period.
A number of other large investors have also recently added to or reduced their stakes in PATH. Trifecta Capital Advisors LLC bought a new position in shares of UiPath during the second quarter worth about $27,000. REAP Financial Group LLC acquired a new position in UiPath in the fourth quarter worth about $44,000. AdvisorNet Financial Inc grew its position in shares of UiPath by 750.0% in the 1st quarter. AdvisorNet Financial Inc now owns 3,400 shares of the company’s stock worth $38,000 after acquiring an additional 3,000 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in shares of UiPath by 36.5% in the 4th quarter. EverSource Wealth Advisors LLC now owns 4,968 shares of the company’s stock worth $81,000 after acquiring an additional 1,329 shares in the last quarter. Finally, Global Retirement Partners LLC bought a new stake in shares of UiPath in the 2nd quarter valued at approximately $57,000. 62.50% of the stock is currently owned by institutional investors.
Insider Activity at UiPath In other news, CEO Daniel Dines sold 1,402,347 shares of the company’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $16.07, for a total transaction 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. This represents a 5.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, COO Ashim Gupta sold 117,339 shares of the business’s stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $13.85, for a total value of $1,625,145.15. Following the sale, the chief operating officer owned 2,037,377 shares in the company, valued at approximately $28,217,671.45. The trade was a 5.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 22.44% of the stock is owned by corporate insiders.
Analyst Ratings Changes Several equities research analysts recently issued reports on the company. Weiss Ratings raised UiPath from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, September 9th. Truist Financial upped their price objective on UiPath from $12.00 to $17.00 and gave the stock a “hold” rating in a research note on Friday, September 4th. BMO Capital Markets upped their target price on shares of UiPath from $13.00 to $18.00 and gave the stock a “market perform” rating in a research report on Friday, September 4th. TD Cowen raised their price target on shares of UiPath from $13.00 to $16.00 and gave the company a “hold” rating in a research note on Friday, September 4th. Finally, New Street Research set a $13.00 price target on shares of UiPath in a research note on Monday, June 1st. Three investment analysts have rated the stock with a Buy rating, sixteen 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 a consensus rating of “Hold” and an average target price of $16.75. View Our Latest Stock Report on UiPath
UiPath Price Performance PATH opened at $13.77 on Friday. The business has a 50 day moving average price of $14.39 and a two-hundred day moving average price of $12.16. UiPath, Inc. has a 1-year low of $9.20 and a 1-year high of $19.84. The company has a market capitalization of $7.14 billion, a price-to-earnings ratio of 20.56, a price-to-earnings-growth ratio of 1.33 and a beta of 1.02.
UiPath (NYSE:PATH – Get Free Report) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.15. The company had revenue of $410.26 million during the quarter, compared to the consensus estimate of $397.77 million. UiPath had a net margin of 21.03% and a return on equity of 9.70%. UiPath’s revenue was up 13.3% on a year-over-year basis. During the same period in the prior year, the company earned $0.15 EPS. Equities analysts expect that UiPath, Inc. will post 0.47 EPS for the current fiscal year.
UiPath Profile (Free Report)
UiPath Inc (NYSE: PATH) develops enterprise automation software designed to help organizations automate repetitive, rules-based and increasingly complex business processes. Its platform combines robotic process automation (RPA), artificial intelligence, workflow orchestration and process intelligence to support automation across areas such as finance, customer service, human resources, information technology and operations.
The UiPath Platform includes tools for discovering and analyzing business processes, building and managing software robots, processing documents, testing applications and coordinating automated workflows.
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Concentrated selling is hammering a thin slice of speculative software names even as the broader market climbs higher, and the divergence raises a pointed question about how much real support sits underneath these stocks when no news is doing the…
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Speculative software names are absorbing most of the day’s selling on Wednesday midday, even as the broader U.S. market drifts higher. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) sits at $105.36, down 0.18%, essentially unchanged on the session, while the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) trades at $760.06, up 0.35%. That split identifies today’s action as concentrated selling in a small handful of names rather than a repricing of software.
SoundHound AI (NASDAQ:SOUN) stock is at $5.93, down 3.58%, extending a decline that has taken the shares 20.19% lower over the past month. The move arrives without a company announcement, filing, guidance change, analyst action, contract or corporate development to point to, which frames Wednesday’s session as continuation rather than reaction.
UiPath (NYSE:PATH | PATH Price Prediction) stock is at $13.8, down 3.06%, joining SoundHound AI on the softer side of the speculative software cohort. Meanwhile, C3.ai (NYSE:AI) stock is at $10.64, down 1.38%, a milder move that cuts against any tidy group narrative about the three trading as one.
Selling Concentrates in a Thin Corner of Software Voice and agentic artificial intelligence vendor SoundHound AI trades as a speculative growth name, and Wednesday’s move fits that profile. No company announcement, filing, analyst action, guidance change, contract or corporate development explains SoundHound AI’s decline today, and available reporting shows nothing dated to the session. What the market appears to be doing instead is trimming exposure to thinly supported small-cap software when no active bid is pushing prices up.
The iShares Expanded Tech-Software Sector ETF barely moving while the SPDR S&P 500 ETF Trust ticks higher is the tell for how narrow this selling really is. If software as a category were being repriced, the sector fund would carry a bigger move, and SoundHound AI’s decline would fit inside a broader group drawdown instead of standing apart from it. That is rotation inside a small slice of the group, not a sector-wide verdict.
A single-session drop in SoundHound AI stock at these prices is more a comment on how much natural support sits under the name than a message about voice technology economics. When flows dry up, thinly followed small-cap software names give ground first, and SoundHound AI has spent the past month on the receiving end of exactly that dynamic. Wednesday’s action for SoundHound AI fits inside that pattern rather than opening a new one.
How UiPath and C3.ai Fit the Picture UiPath is an enterprise automation and agentic artificial intelligence software vendor, and its 3.06% pullback drops UiPath stock into the same speculative-software bucket investors are trimming today. Nothing UiPath announced on Wednesday accounts for the move on its own, and the same-day figure lines up with the wider pattern of concentrated selling rather than any UiPath-specific development. A larger market capitalization and a positive recent operating trend at UiPath don’t shield UiPath stock when the group is being marked lower on flows alone.
The C3.ai picture is different. C3.ai stock is 7.15% higher over the past month even after Wednesday’s 1.38% dip, so lumping SoundHound AI, UiPath and C3.ai into one trajectory misreads recent weeks. What the session shows about C3.ai is that even a name carrying recent upside gives a little back when the speculative corner cools, without necessarily changing anything about the underlying story.
Over the past month, the group story really falls apart for SoundHound AI’s peers. SoundHound AI has dropped 20.19% over that stretch while C3.ai has gone the other way, and UiPath sits between the two. Three names moving lower on the same session doesn’t imply they’ve been telling investors the same thing about business fundamentals in recent weeks.
What to Watch Next SoundHound AI’s session tells investors something specific about the level of support underneath these speculative software names when nothing external is pushing them. Traders can watch for whether SoundHound AI stock holds into the afternoon or gives up more ground on rising volume, since a sentiment-driven slide often reveals its true scale only after the initial move.
Shareholders in UiPath and C3.ai may want to check for whether their exposure to these speculative software names is appropriate while the selling stays confined to a few tickers, because thinly supported software can reverse quickly in either direction. Cautious position sizing suits speculative software right now, and reducing exposure is reasonable for anyone whose SoundHound AI weight has grown past their comfort level. The question raised by Wednesday’s action concerns how much conviction sits behind the price when no story is doing the work.
Contact [email protected] for any questions or corrections.
UiPath, Inc. (NYSE:PATH – Get Free Report) COO Ashim Gupta sold 117,339 shares of the firm’s stock in a transaction dated Friday, September 11th. The stock was sold at an average price of $13.85, for a total transaction of $1,625,145.15. Following the completion of the transaction, the chief operating officer owned 2,037,377 shares of the company’s stock, valued at approximately $28,217,671.45. The trade was a 5.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.
UiPath Price Performance PATH stock opened at $14.26 on Wednesday. UiPath, Inc. has a 52-week low of $9.20 and a 52-week high of $19.84. The company’s 50 day simple moving average is $14.31 and its 200-day simple moving average is $12.12. The firm has a market capitalization of $7.39 billion, a P/E ratio of 21.28, a P/E/G ratio of 1.43 and a beta of 1.02.
UiPath (NYSE:PATH – Get Free Report) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 EPS for the quarter, meeting the consensus estimate of $0.15. UiPath had a net margin of 21.03% and a return on equity of 9.70%. The business had revenue of $410.26 million during the quarter, compared to the consensus estimate of $397.77 million. During the same quarter in the prior year, the firm earned $0.15 EPS. The firm’s quarterly revenue was up 13.3% on a year-over-year basis. Sell-side analysts predict that UiPath, Inc. will post 0.47 EPS for the current fiscal year.
Hedge Funds Weigh In On UiPath A number of hedge funds have recently added to or reduced their stakes in the company. Trifecta Capital Advisors LLC acquired a new position in UiPath during the second quarter valued at approximately $27,000. REAP Financial Group LLC acquired a new stake in shares of UiPath in the fourth quarter worth $44,000. AdvisorNet Financial Inc lifted its stake in shares of UiPath by 750.0% in the first quarter. AdvisorNet Financial Inc now owns 3,400 shares of the company’s stock worth $38,000 after buying an additional 3,000 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of UiPath by 36.5% during the 4th quarter. EverSource Wealth Advisors LLC now owns 4,968 shares of the company’s stock worth $81,000 after buying an additional 1,329 shares during the period. Finally, Global Retirement Partners LLC bought a new stake in shares of UiPath during the 2nd quarter worth $57,000. Institutional investors and hedge funds own 62.50% of the company’s stock. Key UiPath News Here are the key news stories impacting UiPath this week:
Positive Sentiment: Enterprise adoption is expanding: UiPath reported a 21% increase in customers generating at least $1 million in annualized revenue, suggesting deeper deployments and stronger traction among large organizations. PATH’s 21% Rise in Million-Dollar Customers is the Number to Watch Positive Sentiment: Repeated Gartner recognition: UiPath was named a Leader in Gartner’s 2026 Magic Quadrant for Intelligent Document Processing for the second consecutive year. The endorsement supports its competitive position in AI-powered automation and document processing. UiPath Positioned as a Leader in the Gartner Magic Quadrant Positive Sentiment: Customer use case: Philippine telecommunications provider PLDT is deploying UiPath’s AI and automation technology to speed service delivery, providing evidence of real-world enterprise demand and potential expansion opportunities. PLDT deploys AI and automation from UiPath Neutral Sentiment: Sector sentiment provided support: PATH recently participated in a broader rebound among beaten-down AI and enterprise software stocks. However, the move appeared driven partly by industry-wide rotation rather than a new UiPath earnings catalyst. Software rally lifts beaten-down AI names Negative Sentiment: Insider sale raised caution: COO Ashim Gupta sold 117,339 shares worth approximately $1.63 million, reducing his holdings by 5.45%. Although the sale does not necessarily signal deteriorating fundamentals, it can weigh on sentiment. UiPath insider transaction filing Negative Sentiment: Growth and competition remain concerns: Investors continue to seek evidence that UiPath can reaccelerate growth as competition in AI automation intensifies. Its recent profitability and revenue growth are positives, but slowing expansion leaves the stock’s valuation dependent on stronger future execution. CrowdStrike vs. UiPath comparison Analyst Ratings Changes A number of brokerages have commented on PATH. Wells Fargo & Company raised their price objective on UiPath from $13.00 to $15.00 and gave the stock an “equal weight” rating in a research report on Friday, September 4th. Oppenheimer reaffirmed a “market perform” rating on shares of UiPath in a research report on Friday, September 4th. DA Davidson upped their price objective on shares of UiPath from $12.00 to $16.00 and gave the company a “neutral” rating in a research note on Friday, September 4th. Needham & Company LLC lifted their target price on shares of UiPath from $15.00 to $22.00 and gave the company a “buy” rating in a research note on Thursday, September 3rd. Finally, Citigroup began coverage on shares of UiPath in a report on Tuesday, September 8th. They set a “buy” rating and a $23.00 price target on the stock. Three investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $16.75.
Check Out Our Latest Stock Analysis on UiPath
UiPath Company Profile (Get Free Report)
UiPath Inc (NYSE: PATH) develops enterprise automation software designed to help organizations automate repetitive, rules-based and increasingly complex business processes. Its platform combines robotic process automation (RPA), artificial intelligence, workflow orchestration and process intelligence to support automation across areas such as finance, customer service, human resources, information technology and operations.
The UiPath Platform includes tools for discovering and analyzing business processes, building and managing software robots, processing documents, testing applications and coordinating automated workflows.
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Key Takeaways UiPath's million-dollar customers rose 21% to 387, outpacing growth in its broader large-customer base.PATH's $100,000-plus ARR customers increased about 10% to 2,666, signaling stronger enterprise penetration.UiPath faces competition from Pegasystems and ServiceNow as enterprise AI and workflow demand expands. UiPath’s (PATH - Free Report) customer momentum can be read through one especially revealing measure: the number of customers generating at least $1 million in annualized renewal run-rate. That group rises from 320 in 2Q 2026 to 387 in 2Q 2027, an increase of 67 customers, or about 21%.
That expansion matters because it shows UiPath is not merely adding accounts at the lower end of its large-customer base. It is moving more relationships into a substantially higher-value tier. The broader cohort of customers with at least $100,000 in ARR increases from 2,432 to 2,666 over the same period, adding 234 customers, or roughly 10%.
The contrast between the two growth rates is the key signal. Million-dollar customers expanded about twice as fast as the wider large-customer group. Their share of customers above $100,000 consequently rose from approximately 13.2% to 14.5%. That suggests stronger penetration among important accounts and supports UiPath’s framing that automation is moving higher on the senior executive agenda.
The clearest takeaway is therefore straightforward: the 21% rise in million-dollar customers is the standout indicator, because it points to deeper enterprise adoption rather than customer growth alone over time across the customer base during the period shown here.
Peer LensPegasystems (PEGA - Free Report) remains an important competitor in enterprise workflow automation and AI-powered business process management. Like UiPath, Pegasystems is expanding its AI capabilities, although its platform places greater emphasis on customer engagement, CRM and decision intelligence. PEGA’s established position among large enterprises makes it a relevant benchmark for evaluating PATH’s progress in process automation.
ServiceNow (NOW - Free Report) is also benefiting from rising enterprise demand for workflow automation and AI integration. Although ServiceNow’s core strength lies in enterprise service management, the company continues to expand into intelligent workflow orchestration and AI-enabled automation. NOW’s scale, broad product portfolio and extensive enterprise relationships make it one of UiPath’s most formidable competitors.
UiPath’s steady ARR expansion reinforces the durability of its recurring-revenue model and suggests that enterprise demand for automation remains intact. The discounted valuation strengthens the long-term opportunity, but sustained execution will be essential as PATH competes with Pegasystems and ServiceNow for a larger share of enterprise AI and workflow spending.
PATH’s Price Performance, EstimatesThe stock has declined 11% year to date against the industry’s 3% rise.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for PATH’s fiscal 2027 earnings has declined over the past 30 days.
Image Source: Zacks Investment Research
PATH currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of C3.ai (NYSE:AI | AI Price Prediction) are climbing Monday afternoon as a sharp rebound in beaten-down enterprise artificial intelligence (AI) software names sweeps across the group. C3.ai stock is up 7% to $11.
As cybersecurity and automation converge, choosing between high-growth leaders can be difficult. Is the premium price of CrowdStrike (CRWD -1.01%) worth it, or does UiPath (PATH -0.86%) offer better value for your money?
CrowdStrike provides cloud-delivered cybersecurity software that protects organizations from sophisticated threats. UiPath focuses on enterprise automation, enabling AI agents and robots to perform complex tasks. While both operate in the software infrastructure space, they offer different profiles regarding growth, profitability, and valuation.
The case for CrowdStrikeCrowdStrike primarily sells its Falcon cybersecurity platform via software-as-a-service subscriptions to enterprises and government organizations. The company competes for market share among tech stocks and has established a new distribution deal with OpenAI to integrate advanced models into its platform. It also maintains a strong partnership with Amazon (AMZN +1.94%) to secure cloud workloads.
In its latest annual report for FY 2026, revenue reached nearly $4.8 billion, which is an increase of approximately 21.7% year over year. The company reported a net loss of roughly $162.5 million, resulting in a net margin of negative 3.4%. Net margin represents the percentage of revenue remaining after all business expenses are paid.
As of its January 2026 balance sheet, the debt-to-equity ratio is roughly 0.2x, which measures how much a company relies on borrowed money. A current ratio of nearly 1.8x suggests the company can comfortably cover its short-term obligations with its current assets. Note that stock-based compensation represented roughly 68% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
The case for UiPathUiPath provides an enterprise automation platform that allows people and AI models to work together efficiently. The company currently serves approximately 10,747 customers across various sectors, including financial services and healthcare. Recent strategic acquisitions of companies like WorkFusion and Peak have expanded its capabilities in AI-driven pricing and financial crimes compliance.
For the fiscal year ended Jan. 31, 2026, revenue reached close to $1.6 billion, representing growth of approximately 12.7%. The company achieved a net income of nearly $282.3 million, yielding a net margin of roughly 17.5%. This profitability is a significant change from the net losses recorded in previous years.
As of its January 2026 balance sheet, the company reported a debt-to-equity ratio of approximately 0.0x, meaning it has very little debt compared to its equity. Its current ratio of roughly 2.5x indicates a strong ability to pay off short-term debts. Note that stock-based compensation represented roughly 78.3% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparisonCrowdStrike faces ongoing legal and reputational impacts from the system crash incident that occurred on July 19, 2024. These risks include pending securities litigation and the potential for customer churn as organizations evaluate their security providers. The company also operates in an intense competitive landscape where it must defend its market share against rivals offering AI-driven security solutions.
UiPath deals with substantial customer concentration, as a significant portion of its revenue is derived from a limited subset of top enterprise clients. The company faces intense competition in the agentic automation market from both established software vendors and emerging start-ups. Additionally, integrating acquired businesses like WorkFusion and Peak remains a challenge as the company seeks to maintain its new level of profitability.
Valuation comparisonUiPath currently offers a much lower valuation relative to its future earnings estimates than its peer. The following comparison highlights the Forward P/E, which measures price against projected profit, and the P/S ratio, which measures price against sales.
MetricCrowdStrikeUiPathForward P/E146.6x15.9xP/S ratio39.3x4.2xValuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
I'd go with CrowdStrike. It just reported record annual recurring revenue and free cash flow surging to nearly a third of total revenue, and its platform keeps winning more of each customer's security budget. It's simply one of the most dependable growth stories in enterprise software right now. Every enterprise that adds an AI workload also adds new entry points that need protecting, which means CrowdStrike's addressable market keeps expanding alongside the AI build-out itself.
UiPath, to its credit, is a more interesting business than its stock price suggests. The company just posted its fourth consecutive quarter of GAAP profitability, beat revenue estimates, and raised its full-year outlook. The automation platform is finding traction with enterprise AI deployments, and it's starting to show up in the numbers.
But UiPath is growing at a more modest pace, and the stock keeps falling even when results beat expectations, signaling that investor confidence still has room to rebuild. For a long-term investor, CrowdStrike's growth, profitability, and platform stickiness make it the stronger pick right now.
