Track market-moving stories before they get noisy

NEW YORK--(BUSINESS WIRE)--UiPath released a new global report on the state of agentic AI deployments, coding agents, and business orchestration.

UiPath, Inc. (PATH) Presents at Citi's 2026 Global TMT Conference Transcript

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.

Shares of this enterprise automation software developer have returned +0.9% over the past month versus the Zacks S&P 500 composite's -0.1% change. The Zacks Internet - Software industry, to which UiPath belongs, has gained 4.2% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Revisions to Earnings EstimatesHere 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 $0.19 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 $0.8 for the current fiscal year indicates a year-over-year change of +11.1%. This estimate has remained unchanged over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $0.9 indicates a change of +12.9% from what UiPath is expected to report a year ago. Over the past month, the estimate has changed +0.2%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for UiPath.

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.

In the case of UiPath, the consensus sales estimate of $444.34 million for the current quarter points to a year-over-year change of +8.1%. The $1.78 billion and $1.92 billion estimates for the current and next fiscal years indicate changes of +10.4% and +8.2%, 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.

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 D on this front, indicating that it is trading at a premium to 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.

AXQ Capital LP acquired a new stake in UiPath, Inc. (NYSE:PATH – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 159,705 shares of the company’s stock, valued at approximately $1,736,000.

Several other large investors have also recently added to or reduced their stakes in PATH. HighMark Wealth Management LLC acquired a new stake in UiPath in the fourth quarter valued at about $25,000. Trifecta Capital Advisors LLC acquired a new stake in shares of UiPath in the second quarter valued at about $27,000. Atlas Capital Advisors Inc. purchased a new position in UiPath in the 4th quarter valued at approximately $37,000. AdvisorNet Financial Inc increased its position in shares of UiPath by 750.0% in the first quarter. AdvisorNet Financial Inc now owns 3,400 shares of the company’s stock valued at $38,000 after buying an additional 3,000 shares in the last quarter. Finally, REAP Financial Group LLC acquired a new position in UiPath during the fourth quarter worth about $44,000. 62.50% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about UiPath Here are the key news stories impacting UiPath this week:

Positive Sentiment: UiPath reported fiscal Q2 revenue of approximately $410.3 million, up about 13% year over year and above the $397.8 million analyst estimate. Adjusted EPS of $0.15 matched expectations, while the company posted its fourth consecutive quarter of GAAP profitability. UiPath Reports Second Quarter Fiscal 2027 Financial Results Positive Sentiment: Annual recurring revenue rose 12% to $1.938 billion. Management said AI-led orchestration is helping generate larger strategic deals, broaden platform adoption and improve retention, supporting its view that AI can expand demand for automation. PATH Q2 Earnings Call Centers on AI-Led Platform Expansion Positive Sentiment: Several firms raised their price targets after the report, including BMO Capital Markets to $18 and Truist Financial to $17, reflecting improved valuation support despite generally cautious ratings. Neutral Sentiment: UiPath lifted its fiscal 2027 revenue outlook to approximately $1.789 billion-$1.794 billion and guided fiscal Q3 revenue to $440 million-$445 million, broadly in line with expectations. The outlook represents an improvement but does not signal a sharp reacceleration. UiPath Fiscal 2027 Guidance Neutral Sentiment: The company announced executive leadership changes and appointed a new board member, adding a transition element for investors to monitor. UiPath Announces Executive Leadership Changes Negative Sentiment: Investors viewed the guidance as evidence that growth may remain near 12%-13%, with limited proof of sustained acceleration. That concern overshadowed the quarterly revenue beat, particularly after the stock’s recent rally. UiPath Tumbles as Guided Slowdown Overshadows Revenue Beat Negative Sentiment: Competition and disruption concerns persist as investors question whether generative AI and rival platforms could pressure UiPath’s automation business. Analyst reactions remained restrained: Mizuho, Wells Fargo and Bank of America retained neutral-to-negative stances despite raising targets. UiPath Slips as Competition Concerns Persist UiPath Stock Performance PATH stock opened at $15.27 on Friday. UiPath, Inc. has a 1 year low of $9.20 and a 1 year high of $19.84. The stock has a market capitalization of $7.91 billion, a price-to-earnings ratio of 22.79, a PEG ratio of 2.18 and a beta of 1.02. The stock’s fifty day moving average is $13.92 and its two-hundred day moving average is $11.94. UiPath (NYSE:PATH – Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 EPS for the quarter, hitting the consensus estimate of $0.15. UiPath had a net margin of 21.03% and a return on equity of 9.68%. The business had revenue of $410.26 million during the quarter, compared to analyst estimates of $397.77 million. During the same quarter in the prior year, the firm earned $0.15 earnings per share. The company’s quarterly revenue was up 13.3% on a year-over-year basis. As a group, analysts predict that UiPath, Inc. will post 0.4 EPS for the current fiscal year.

Analyst Ratings Changes A number of research firms recently commented on PATH. Wells Fargo & Company increased their price objective on UiPath from $13.00 to $15.00 and gave the company an “equal weight” rating in a research note on Friday. Oppenheimer reaffirmed a “market perform” rating on shares of UiPath in a research note on Friday. TD Cowen raised their price objective on UiPath from $13.00 to $16.00 and gave the company a “hold” rating in a research report on Friday. Mizuho lifted their price target on shares of UiPath from $12.00 to $14.00 and gave the stock a “neutral” rating in a research note on Friday. Finally, Royal Bank Of Canada raised their price objective on UiPath from $15.00 to $17.00 and gave the company a “sector perform” rating in a research note on Friday. Two investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $16.33.

View Our Latest Stock Analysis on UiPath

Insider Buying and Selling In other UiPath news, CEO Daniel Dines sold 1,402,347 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $16.07, for a total value of $22,535,716.29. Following the sale, the chief executive officer owned 26,491,238 shares in the company, valued at approximately $425,714,194.66. This trade represents a 5.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 22.44% of the company’s stock.

UiPath Profile (Free Report)

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.

Featured Stories Five stocks we like better than UiPath Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding PATH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UiPath, Inc. (NYSE:PATH – Free Report).

Receive News & Ratings for UiPath Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UiPath and related companies with MarketBeat.com's FREE daily email newsletter.

Shares of enterprise automation software company UiPath (PATH -16.63%) rallied 46.3% in August, according to data from S&P Global Market Intelligence.

UiPath didn't provide any specific financial news last month, as it just reported fiscal second-quarter earnings on Thursday.

However, there were a few bullish data points for the enterprise software space during August, as Wall Street analysts grew more optimistic on the sector following the first half's "SaaS-pocalypse." Earnings results from UiPath's peers also indicated resilience amid the disruption concerns that dominated the first half. With a very cheap valuation heading into August, UiPath had a strong month.

Premium Feature

Moneyball Superscore

72/100

Today's Change

(

-16.63

%) $

-3.03

Current Price

$

15.19

The software sector bounces back big in August In August, the software sector received some encouragement from the analyst community after a terrible first half. In the first half of 2026, the enterprise software space was hit by fears of disruption, as Anthropic's Claude code and other agentic software offerings raised concerns that companies might be able to "vibe code" their own software rather than purchasing from others.

However, as the second-quarter earnings season commenced, software companies began reporting resilient growth numbers. In the middle of the month, sell-side analysts at RBC Capital raised their price targets on several software stocks, including UiPath. The analysts wrote that their "recent checks and on-quarter results from our AI, cyber, infra, and data coverage leave us more optimistic as we head into the 2H with upside to consensus estimates now appearing more likely."

Off of much lower valuations, notes like these led to sectorwide rallies. Then, later in the month, a large-cap blue chip enterprise software giant, Salesforce (CRM -1.97%), reported stronger-than-expected earnings on Aug. 26. That spurred a big rally across the whole sector toward the end of the month as well.

Image source: Getty Images.

A pullback on earnings UiPath's stock had therefore run up significantly heading into its Sept. 3 earnings report, after which it pulled back by about 16.6% on Friday. Of note, the earnings report was solid, with revenue up 13.3% to $410.2 million, ahead of expectations, and current-quarter revenue guidance also exceeded expectations.

That being said, UiPath's adjusted (non-GAAP) earnings per share were flat from the prior year at $0.15 and only in line with analyst expectations. So, perhaps that imperfection in the report contributed to the pullback.

After the post-earnings dip, UiPath trades at just around four times the current annualized recurring revenue (ARR). However, UiPath also has about $1.3 billion in cash on its balance sheet and no debt. That puts UiPath's enterprise value-to-ARR ratio at just around 3.4.

That's still not expensive for a software stock growing in the double digits. In fact, it appears downright cheap. Therefore, it appears that fears over AI disruption still linger for UiPath, even after its impressive August run. It's a software name for value investors to look into, as long as UiPath continues to adapt to the AI age.

UiPath Inc (NYSE:PATH) reported mixed results for the second quarter and raised its FY27 sales guidance on Thursday.

UiPath reported quarterly earnings of 15 cents per share, in line with the consensus estimate, per Benzinga Pro data. Quarterly revenue came in at $410.26 million, which beat the Street estimate of $397.95 million.

"I am pleased with our second quarter results, demonstrating disciplined execution and the growing momentum across our platform," said Daniel Dines, UiPath founder and CEO.

UiPath raised its fiscal 2027 revenue outlook to between $1.789 billion and $1.794 billion, versus the $1.778 billion analyst estimate.

UiPath shares fell 12.4% to trade at $15.98 on Friday.

These analysts made changes to their price targets on UiPath following earnings announcement.

Canaccord Genuity analyst Kingsley Crane downgraded the stock from Buy to Hold and raised the price target from $15 to $17. DA Davidson analyst Lucky Schreiner maintained the stock with a Neutral and raised the price target from $12 to $16. Trending

Considering buying PATH stock? Here’s what analysts think:

Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

Key Takeaways UiPath says 18 of its top 20 Q2 deals included AI, with AI-attached transactions larger and more strategic.Net retention rose to 109% from 106% as broader products, execution and consumption supported expansion.UiPath guided full-year revenues to $1.789-$1.794 billion and ARR to $2.065-$2.070 billion. UiPath, Inc. (PATH - Free Report) used its fiscal second-quarter 2027 call to argue that its next growth phase will come from combining AI agents with deterministic automation, orchestration and governance across complex enterprise workflows.

Management paired that positioning with stronger net-new ARR, rising retention and broader platform adoption, while keeping its outlook prudent as it works to convert AI interest into larger, durable customer expansions.

PATH Puts AI at the Center of Larger DealsFounder, CEO and Executive Chairman Daniel Dines said 18 of UiPath’s top 20 deals in the quarter included AI, with AI-attached transactions tending to be larger and more strategic.

CEO Daniel Dines emphasized that customers are not choosing between AI and automation. He said the platform is designed to use AI for reasoning and deterministic automation where exactness, reliability and cost matter most.

CEO Daniel Dines also highlighted customer consolidation onto UiPath, including financial-services deployments spanning orchestration, testing, compliance and human-in-the-loop controls.

UiPath Positions Orchestration as the Control LayerCEO Daniel Dines said UiPath remains model-agnostic, allowing customers to combine external AI models with governed workflows rather than tie process control to one ecosystem.

A Barclays analyst asked how better frontier models could affect UiPath’s role. CEO Daniel Dines responded that enterprises still need their own operating framework, process knowledge and automation rails around AI.

A BMO Capital Markets analyst pressed on whether demand begins with governance or orchestration. CEO Daniel Dines said customers are focused first on outcomes, including faster processes, fewer errors and protection of enterprise intellectual property.

PATH Expands Through Vertical and Testing Use CasesCEO Daniel Dines said use-case selling is becoming a larger go-to-market focus across revenue-cycle management, financial crimes, the office of the CFO and loan origination.

CEO Daniel Dines cited an accounts-payable deployment covering roughly 700,000 invoices annually, where a proof of concept achieved 96% document-processing accuracy.

CEO Daniel Dines also pointed to testing as an expansion area, including a broader Cognizant partnership, while early coding-agent work reduced implementation effort by nearly 60% in initial results.

UiPath Keeps a Prudent Fiscal 2027 OutlookCFO Hitesh Ramani guided for third-quarter revenues of $440 million to $445 million, ARR of $1.992 billion to $1.997 billion and non-GAAP operating income of about $100 million.

CFO Hitesh Ramani set full-year revenues at $1.789 billion to $1.794 billion, ARR at $2.065 billion to $2.070 billion and non-GAAP operating income at about $445 million. Full-year adjusted free cash flow remains about $425 million.

For context, PATH posted non-GAAP EPS of $0.15, in line with the Zacks Consensus Estimate, while revenues of $410.3 million exceeded the $397.6 million Zacks Consensus Estimate. ARR rose 12% to $1.938 billion, and non-GAAP operating margin reached 22%.

PATH Q&A Focuses on Retention, Pricing and ExecutionA Needham analyst asked whether net retention could move above 110%. COO Ashim Gupta said the rate had improved to 109% from 106% at fiscal year-end, supported by broader products, better execution and consumption focus.

An RBC Capital Markets analyst asked about agentic pricing. CEO Daniel Dines said UiPath is testing different models, has introduced transaction-based pricing and is considering outcome-based pricing that would include token costs.

COO Ashim Gupta said sales execution is improving through stronger field leadership, reduced bureaucracy, tighter product-sales-marketing coordination and selective incentives for new products.

CEO Daniel Dines said the leadership changes are intended to sharpen focus: Ashim Gupta is concentrating exclusively on COO responsibilities, while Hitesh Ramani succeeds him as CFO.

UiPath Keeps Execution at the CenterCEO Daniel Dines framed the next phase around scaling platform adoption, extending UiPath further into business functions and translating product innovation into durable growth.

COO Ashim Gupta said his operating priorities include account segmentation, adoption and utilization, partner coordination and faster delivery as customer implementations become larger and more complex.

PATH Zacks Rank and Style ScoresPATH carries a Zacks Rank #3 (Hold). Its Growth Score of B is favorable within the Style Score framework, while Value, Momentum and VGM Score of D point to weaker readings in those styles. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Style Scores are designed to complement the Zacks Rank, with A and B grades preferred over lower scores. The Zacks Rank can change as earnings estimates are revised after the just-reported results, so the current rating should be viewed as a point-in-time signal.

38.11K Followers

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.

UiPath NYSE: PATH reported second-quarter fiscal 2027 results that exceeded its guidance, with annualized recurring revenue, revenue and profitability all rising as the company emphasized demand for its automation, orchestration and artificial intelligence capabilities.

NEW YORK--(BUSINESS WIRE)--UiPath, Inc. (NYSE: PATH), a leader in business orchestration and automation, today announced financial results for its second quarter fiscal 2027 ended July 31, 2026.

"I am pleased with our second quarter results, demonstrating disciplined execution and the growing momentum across our platform,” said Daniel Dines, UiPath Founder and Chief Executive Officer. "AI is expanding what enterprises can automate, while increasing the need for the orchestration, governance, and exactness that deterministic automation provides. Our ability to bring AI agents, robots, systems, and people together to execute end-to-end business processes positions UiPath at the center of this opportunity. We have spent the past two years transforming our platform and strengthening our execution, and I am excited about the opportunity ahead.”

Second Quarter Fiscal 2027 Financial Highlights

Revenue of $410 million increased 13 percent year-over-year. ARR of $1.938 billion as of July 31, 2026 increased 12 percent year-over-year. Net new ARR of $37 million. Dollar based net retention rate of 109 percent. GAAP gross margin was 80 percent. Non-GAAP gross margin was 82 percent. GAAP operating income was $32 million. Non-GAAP operating income was $89 million. Net cash flow from operations was $31 million. Non-GAAP adjusted free cash flow was $31 million. Cash, cash equivalents, and marketable securities were $1.405 billion as of July 31, 2026. “We delivered another strong quarter, exceeding guidance across all key financial metrics,” said Ashim Gupta, UiPath Chief Operating Officer. “Our results reflect the operating discipline we’ve instilled across the business, and the momentum we’re seeing from customers and partners around our platform gives us confidence as we head into the second half of the year.”

Leadership and Board of Directors Changes

As UiPath enters its next phase of growth, the Company is sharpening leadership focus and accountability across its executive team. Ashim Gupta will focus exclusively on his role as Chief Operating Officer, concentrating his leadership on driving execution across sales, demand generation, and delivery. Hitesh Ramani has been promoted to Chief Financial Officer, building on his role as Deputy CFO and Chief Accounting Officer since 2021. Brad Brubaker has been named Chief Legal & Administrative Officer, expanding his oversight to include the People organization. Together, these changes sharpen accountability across finance, operations, and legal, positioning UiPath's leadership team for this next chapter of growth.

In addition, UiPath appointed Yazdi Bagli, Executive Vice President, IT and Enterprise Business Services at Kaiser Permanente (currently on a leave of absence while pursuing a fellowship at Harvard University), to its Board of Directors, bringing deep technology, enterprise transformation, and operational leadership experience to the Board.

“UiPath has the opportunity to help define business orchestration and automation by fundamentally transforming how work gets done,” said Hitesh Ramani, UiPath Chief Financial Officer. “Having partnered with Ashim, our leadership team, and our employees since 2021, I am excited to turn that opportunity into sustainable growth and long term value creation, through disciplined execution.”

Financial Outlook

For the third quarter fiscal 2027, UiPath expects:

Revenue in the range of $440 million to $445 million ARR in the range of $1.992 billion to $1.997 billion as of October 31, 2026 Non-GAAP operating income of approximately $100 million For the full year fiscal 2027, UiPath expects:

Revenue in the range of $1.789 billion to $1.794 billion ARR in the range of $2.065 billion to $2.070 billion as of January 31, 2027 Non-GAAP operating income of approximately $445 million. Reconciliation of non-GAAP operating income guidance to the most directly comparable GAAP measure is not available without unreasonable efforts on a forward-looking basis due to the high variability, complexity, and low visibility with respect to the charges excluded from this non-GAAP measure; in particular, the effects of stock-based compensation expense specific to equity compensation awards that are directly impacted by unpredictable fluctuations in our stock price. We expect the variability of the above charges to have a significant, and potentially unpredictable, impact on our future GAAP financial results.

Recent Business Highlights

Introduced Maestro Case to Orchestrate Dynamic, Exception-Heavy Business Processes: UiPath launched Maestro Case, an AI-native case management capability governing dynamic, exception-laden processes like investigations and approvals across systems and people. For enterprises operating hybrid workflows, Maestro Case replaces workflows dominated by disconnected information and data with governed, visible orchestration. Launched UiPath Maestro Flow: UiPath announced UiPath Maestro™ Flow, a developer-first orchestration canvas combining the speed of modern, AI-native development with enterprise-grade durability and governance. Using Maestro Flow, builders can use any coding agent to design, run, observe, and govern an end-to-end process as a single artifact, from prototype to production — no rewrite required to ship. Conference Call and Webcast

UiPath will host a webcast today, Thursday, September 3, 2026, at 5:00 p.m. Eastern Time, to discuss the Company's second quarter fiscal 2027 financial results and its guidance for the third quarter and full year fiscal 2027. The live webcast and replay details of the event will be available on the "Investor Relations" page of UiPath's website at https://ir.uipath.com.

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.

Forward-Looking Statements

Statements we make in this press release may include statements which are not historical facts and are considered forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995, which are usually identified by the use of words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “outlook,” “plan,” “possible,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” and variations of such words or similar expressions, including the negatives of these words or similar expressions.

We intend these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and are making this statement for purposes of complying with those safe harbor provisions.

These forward-looking statements include, but are not limited to, statements regarding: our financial guidance for the third fiscal quarter 2027 and the full fiscal year 2027; our ability to drive and accelerate future growth and operational efficiency and grow our platform, product offerings, and market opportunity; our business strategy; plans and objectives of management for future operations; the estimated addressable market opportunity for our platform and the growth of the enterprise automation market; the success of our platform and new releases including the incorporation of AI; the success of our collaborations with third parties; our customers’ behaviors and potential automation spend; and details of UiPath’s stock repurchase program. Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to be materially different from any future results, performance, or achievements expressed or implied by the forward-looking statements. These risks include, but are not limited to, risks and uncertainties related to: our expectations regarding our revenue, annualized renewal run-rate (ARR), expenses, and other operating results; our ability to effectively manage our growth and sustain profitability; our ability to acquire new customers and successfully retain existing customers; the ability of the UiPath Platform™ to satisfy and adapt to customer demands and our ability to increase its adoption; our ability to grow our platform and release new functionality in a timely manner, including integration of artificial intelligence and machine learning technologies and capabilities; our ability to responsibly develop and use AI technologies in compliance with evolving legal and regulatory requirements; future investments in our business, our anticipated capital expenditures, and our estimates regarding our capital requirements; the costs and success of our marketing efforts and our ability to evolve and enhance our brand; our growth strategies; the estimated addressable market opportunity for our platform and for orchestration and automation in general; our reliance on key personnel and our ability to attract, integrate, and retain highly-qualified personnel and execute management transitions; our ability to obtain, maintain, and enforce our intellectual property rights and any costs associated therewith; the effect of significant events with macroeconomic impacts, including but not limited to military conflicts, changes in international trade policies, and other changes in geopolitical relationships and inflationary cost trends, on our business, industry, and the global economy; our reliance on third-party providers of cloud-based infrastructure and large language models; our ability to compete effectively with existing competitors and new market entrants, including new, potentially disruptive technologies; the size and growth rates of the markets in which we compete; and the price volatility of our Class A common stock.

Further information on risks that could cause actual results to differ materially from our guidance and other forward-looking statements can be found in our Annual Report on Form 10-K for the fiscal year ended January 31, 2026, filed with the United States Securities and Exchange Commission (SEC) on March 25, 2026, and other filings and reports that we may file from time to time with the SEC. Any forward-looking statements contained in this press release are based on assumptions that we believe to be reasonable as of this date. Except as required by law, we assume no obligation to update these forward-looking statements.

Key Performance Metric

Annualized Renewal Run-rate (ARR) is the key performance metric we use in managing our business because it illustrates our ability to acquire new subscription customers and to maintain and expand our relationships with existing subscription customers. We define ARR as annualized invoiced amounts per solution SKU from subscription licenses and maintenance and support obligations assuming no increases or reductions in customers’ subscriptions. ARR does not include the costs we may incur to obtain such subscription licenses or provide such maintenance and support. ARR also does not reflect nonrecurring rebates payable to partners (upon establishing sufficient history of their nonrecurring nature), the impact of nonrecurring incentives (such as one-time discounts provided under sales promotional programs), and any actual or anticipated reductions in invoiced value due to contract non-renewals or service cancellations other than for certain reserves (for example those for credit losses or disputed amounts). ARR does not include invoiced amounts associated with perpetual licenses or professional services. ARR is not a forecast of future revenue, which is impacted by contract start and end dates and duration. ARR should be viewed independently of revenue and deferred revenue as ARR is an operating metric and is not intended to replace these items.

Dollar-based net retention rate represents the rate of net expansion of our ARR from existing customers over the preceding 12 months. We calculate dollar-based net retention rate as of a period end by starting with ARR from the cohort of all customers as of 12 months prior to such period end (Prior Period ARR). We then calculate the ARR from these same customers as of the current period end (Current Period ARR). Current Period ARR includes any expansion and is net of any contraction or attrition over the preceding 12 months but does not include ARR from new customers in the current period. We then divide total Current Period ARR by total Prior Period ARR to arrive at dollar-based net retention rate. Dollar-based net retention rate may fluctuate based on the customers that qualify to be included in the cohort used for calculation and may not reflect our actual performance.

Investors should not place undue reliance on ARR or dollar-based net retention rate as an indicator of future or expected results. Our presentation of these metrics may differ from similarly titled metrics presented by other companies and therefore comparability may be limited.

Non-GAAP Financial Measures

Non-GAAP financial measures are financial measures that are derived from the condensed consolidated financial statements, but that are not presented in accordance with generally accepted accounting principles in the United States (GAAP). This earnings press release includes financial measures defined as non-GAAP financial measures by the SEC, including non-GAAP cost of licenses, non-GAAP cost of subscription services, non-GAAP cost of professional services and other, non-GAAP gross profit and margin, non-GAAP sales and marketing expenses, non-GAAP research and development expenses, non-GAAP general and administrative expenses, non-GAAP operating income and margin, and non-GAAP net income and non-GAAP net income per share. These non-GAAP financial measures exclude:

stock-based compensation expense; amortization of acquired intangibles; employer payroll tax expense related to employee equity transactions; restructuring costs; charitable donation of Class A common stock; change in fair value of contingent consideration; and in the case of non-GAAP net income, estimated tax adjustments associated with the add-back items, as applicable. Additionally, this earnings release presents non-GAAP adjusted free cash flow, which is calculated by adjusting GAAP operating cash flows for the impact of purchases of property and equipment, cash paid for employer payroll taxes related to employee equity transactions, net payments/receipts of employee tax withholdings on stock option exercises, and cash paid for restructuring costs.

UiPath uses these non-GAAP financial measures internally in analyzing its financial results and believes they are useful to investors by excluding the effects of items that do not reflect the ordinary earnings of our operations, and as a supplement to GAAP measures. UiPath believes that the use of these non-GAAP financial measures provides an additional tool for investors to use in evaluating ongoing operating results and trends and in comparing its financial results with other companies in UiPath’s industry, many of which present similar non-GAAP financial measures to investors. Investors should consider these non-GAAP financial measures in addition to, and not as a substitute for, our financial performance measures prepared in accordance with GAAP. Further, our non-GAAP information may be different from the non-GAAP information provided by other companies. The information below provides a reconciliation of non-GAAP financial measures used in this earnings press release to the most directly comparable GAAP financial measures. We encourage investors to consider our GAAP results alongside our supplemental non-GAAP measures, and to review the reconciliation between GAAP results and non-GAAP measures that is included at the end of this earnings press release. This earnings press release and any future releases containing such non-GAAP reconciliations can also be found on the Investor Relations page of UiPath’s website at https://ir.uipath.com.

UiPath, Inc.

Condensed Consolidated Statements of Operations

in thousands, except per share data

(unaudited)

Three Months Ended July 31,

Six Months Ended July 31,

2026

2025

2026

2025

Revenue:

Licenses

$

123,843

$

112,161

$

273,152

$

240,447

Subscription services

266,067

238,363

518,970

455,666

Professional services and other

20,346

11,204

36,516

22,239

Total revenue

410,256

361,728

828,638

718,352

Cost of revenue:

Licenses

1,462

1,200

3,126

2,468

Subscription services

39,679

38,229

83,667

76,697

Professional services and other

39,446

24,951

70,722

49,072

Total cost of revenue

80,587

64,380

157,515

128,237

Gross profit

329,669

297,348

671,123

590,115

Operating expenses:

Sales and marketing

164,606

166,303

332,465

325,964

Research and development

83,393

98,341

176,295

193,180

General and administrative

50,066

52,889

102,772

107,568

Total operating expenses

298,065

317,533

611,532

626,712

Operating income (loss)

31,604

(20,185

)

59,591

(36,597

)

Interest income

10,769

12,004

21,170

24,652

Other income (expense), net

10,482

11,508

13,062

(4,456

)

Income (loss) before income taxes

52,855

3,327

93,823

(16,401

)

Provision for income taxes

16,766

1,743

35,209

4,570

Net income (loss)

$

36,089

$

1,584

$

58,614

$

(20,971

)

Net income (loss) per share, basic

$

0.07

$

0.00

$

0.11

$

(0.04

)

Net income (loss) per share, diluted

$

0.07

$

0.00

$

0.11

$

(0.04

)

Weighted-average shares used in computing net income (loss) per share, basic

519,654

536,169

521,586

542,208

Weighted-average shares used in computing net income (loss) per share, diluted

523,013

542,865

525,375

542,208

UiPath, Inc.

Condensed Consolidated Balance Sheets

in thousands

(unaudited)

As of

July 31,

January 31,

2026

2026

Assets

Current assets

Cash and cash equivalents

$

607,414

$

871,157

Restricted cash

1,475

438

Marketable securities

676,576

601,329

Accounts receivable, net of allowance for credit losses of $6,400 and $5,222, respectively

307,112

488,265

Contract assets

135,222

92,440

Deferred contract acquisition costs

86,526

84,739

Prepaid expenses and other current assets

112,305

105,577

Total current assets

1,926,630

2,243,945

Marketable securities, non-current

121,035

216,990

Contract assets, non-current

4,832

1,946

Deferred contract acquisition costs, non-current

165,022

153,708

Property and equipment, net

46,436

46,014

Operating lease right-of-use assets

63,470

64,472

Intangible assets, net

101,479

19,989

Goodwill

179,481

125,310

Deferred tax assets

230,087

233,401

Other assets, non-current

68,895

73,425

Total assets

$

2,907,367

$

3,179,200

Liabilities and stockholders' equity

Current liabilities

Accounts payable

$

16,848

$

10,161

Accrued expenses and other current liabilities

156,930

170,496

Accrued compensation and employee benefits

89,853

121,029

Deferred revenue

543,627

603,737

Total current liabilities

807,258

905,423

Deferred revenue, non-current

71,722

103,568

Operating lease liabilities, non-current

69,438

70,940

Other liabilities, non-current

10,398

16,682

Total liabilities

958,816

1,096,613

Commitments and contingencies

Stockholders' equity

Class A common stock

5

5

Class B common stock

1

1

Treasury stock

(1,092,834

)

(833,905

)

Additional paid-in capital

4,673,653

4,585,430

Accumulated other comprehensive income

14,657

36,601

Accumulated deficit

(1,646,931

)

(1,705,545

)

Total stockholders’ equity

1,948,551

2,082,587

Total liabilities and stockholders’ equity

$

2,907,367

$

3,179,200

UiPath, Inc.

Condensed Consolidated Statements of Cash Flows

in thousands

(unaudited)

Six Months Ended July 31,

2026

2025

Cash flows from operating activities

Net income (loss)

$

58,614

$

(20,971

)

Adjustments to reconcile net income (loss) to net cash provided by operating activities:

Depreciation and amortization

16,514

7,483

Amortization of deferred contract acquisition costs

52,193

44,165

Net accretion on marketable securities

(933

)

(6,962

)

Stock-based compensation expense

98,272

154,367

Charitable donation of Class A common stock

3,015

4,187

Non-cash operating lease expense

8,661

8,691

Provision for (benefit from) deferred income taxes

27,929

(360

)

Change in fair value of contingent consideration

3,271

—

Other non-cash (credits) charges, net

(6,379

)

3,940

Changes in operating assets and liabilities:

Accounts receivable

181,209

192,404

Contract assets

(40,280

)

(23,514

)

Deferred contract acquisition costs

(67,984

)

(36,302

)

Prepaid expenses and other assets

(12,165

)

(21,151

)

Accounts payable

6,857

(11,706

)

Accrued expenses and other liabilities

(34,917

)

37,841

Accrued compensation and employee benefits

(31,989

)

(51,354

)

Operating lease liabilities, net

(9,100

)

(6,412

)

Deferred revenue

(90,161

)

(113,757

)

Net cash provided by operating activities

162,627

160,589

Cash flows from investing activities

Purchases of marketable securities

(309,441

)

(300,059

)

Maturities of marketable securities

329,233

257,134

Purchases of property and equipment

(4,073

)

(12,832

)

Payments related to business acquisitions, net of cash acquired

(149,403

)

(24,821

)

Other investing, net

5,119

—

Net cash used in investing activities

(128,565

)

(80,578

)

Cash flows from financing activities

Repurchases of Class A common stock

(268,548

)

(329,101

)

Proceeds from exercise of stock options

691

523

Payments of tax withholdings on settlement of equity awards

(23,153

)

(26,297

)

Proceeds from employee stock purchase plan contributions

7,359

8,069

Payments of deferred or contingent consideration related to business acquisitions

(3,473

)

—

Net cash used in financing activities

(287,124

)

(346,806

)

Effect of exchange rate changes

(9,644

)

16,216

Net decrease in cash, cash equivalents, and restricted cash

(262,706

)

(250,579

)

Cash, cash equivalents, and restricted cash - beginning of period

871,595

879,634

Cash, cash equivalents, and restricted cash - end of period

$

608,889

$

629,055

UiPath, Inc.

Reconciliation of GAAP Cost of Revenue, Gross Profit and Margin to Non-GAAP Cost of Revenue, Gross Profit and Margin

in thousands, except percentages

(unaudited)

Three Months Ended July 31,

Six Months Ended July 31,

2026

2025

2026

2025

GAAP cost of licenses

$

1,462

$

1,200

$

3,126

$

2,468

Less: Amortization of acquired intangible assets

250

251

501

491

Non-GAAP cost of licenses

$

1,212

$

949

$

2,625

$

1,977

GAAP cost of subscription services

$

39,679

$

38,229

$

83,667

$

76,697

Less: Stock-based compensation expense

1,663

3,682

3,931

7,556

Less: Amortization of acquired intangible assets

2,716

925

5,030

1,606

Less: Employer payroll tax expense related to employee equity transactions

37

71

89

141

Less: Restructuring costs

73

127

73

585

Non-GAAP cost of subscription services

$

35,190

$

33,424

$

74,544

$

66,809

GAAP cost of professional services and other

$

39,446

$

24,951

$

70,722

$

49,072

Less: Stock-based compensation expense

1,498

2,358

3,281

5,086

Less: Employer payroll tax expense related to employee equity transactions

18

34

37

61

Less: Restructuring costs

69

18

69

18

Non-GAAP cost of professional services and other

$

37,861

$

22,541

$

67,335

$

43,907

GAAP gross profit

$

329,669

$

297,348

$

671,123

$

590,115

GAAP gross margin

80

%

82

%

81

%

82

%

Plus: Stock-based compensation expense

3,161

6,040

7,212

12,642

Plus: Amortization of acquired intangible assets

2,966

1,176

5,531

2,097

Plus: Employer payroll tax expense related to employee equity transactions

55

105

126

202

Plus: Restructuring costs

142

145

142

603

Non-GAAP gross profit

$

335,993

$

304,814

$

684,134

$

605,659

Non-GAAP gross margin

82

%

84

%

83

%

84

%

UiPath, Inc.

Reconciliation of GAAP Operating Expenses, Income (Loss) and Margin to Non-GAAP Operating Expenses, Income and Margin

in thousands, except percentages

(unaudited)

Three Months Ended July 31,

Six Months Ended July 31,

2026

2025

2026

2025

GAAP sales and marketing

$

164,606

$

166,303

$

332,465

$

325,964

Less: Stock-based compensation expense

13,895

23,402

30,677

46,988

Less: Amortization of acquired intangible assets

3,013

1,047

5,024

1,503

Less: Employer payroll tax expense related to employee equity transactions

329

404

797

851

Less: Restructuring costs

3,347

543

3,347

2,524

Non-GAAP sales and marketing

$

144,022

$

140,907

$

292,620

$

274,098

GAAP research and development

$

83,393

$

98,341

$

176,295

$

193,180

Less: Stock-based compensation expense

21,027

36,087

45,768

70,682

Less: Employer payroll tax expense related to employee equity transactions

186

450

632

840

Less: Restructuring costs

95

279

95

(52

)

Non-GAAP research and development

$

62,085

$

61,525

$

129,800

$

121,710

GAAP general and administrative

$

50,066

$

52,889

$

102,772

$

107,568

Less: Stock-based compensation expense

6,879

12,477

14,615

24,055

Less: Amortization of acquired intangible assets

29

31

59

62

Less: Employer payroll tax expense related to employee equity transactions

66

140

208

267

Less: Restructuring costs

1,414

429

1,414

1,332

Less: Charitable donation of Class A common stock

—

—

3,015

4,187

Less: Change in fair value of contingent consideration

825

(277

)

3,271

(277

)

Non-GAAP general and administrative

$

40,853

$

40,089

$

80,190

$

77,942

GAAP operating income (loss)

$

31,604

$

(20,185

)

$

59,591

$

(36,597

)

GAAP operating margin

8

%

(6

)%

7

%

(5

)%

Plus: Stock-based compensation expense

44,962

78,006

98,272

154,367

Plus: Amortization of acquired intangible assets

6,008

2,254

10,614

3,662

Plus: Employer payroll tax expense related to employee equity transactions

636

1,099

1,763

2,160

Plus: Restructuring costs

4,998

1,396

4,998

4,407

Plus: Charitable donation of Class A common stock

—

—

3,015

4,187

Plus: Change in fair value of contingent consideration

825

(277

)

3,271

(277

)

Non-GAAP operating income

$

89,033

$

62,293

$

181,524

$

131,909

Non-GAAP operating margin

22

%

17

%

22

%

18

%

UiPath, Inc.

Reconciliation of GAAP Net Income (Loss) and GAAP Net Income (Loss) Per Share to Non-GAAP Net Income and Non-GAAP Net Income Per Share

in thousands, except per share data

(unaudited)

Three Months Ended July 31,

Six Months Ended July 31,

2026

2025

2026

2025

GAAP net income (loss)

$

36,089

$

1,584

$

58,614

$

(20,971

)

Plus: Stock-based compensation expense

44,962

78,006

98,272

154,367

Plus: Amortization of acquired intangible assets

6,008

2,254

10,614

3,662

Plus: Employer payroll tax expense related to employee equity transactions

636

1,099

1,763

2,160

Plus: Restructuring costs

4,998

1,396

4,998

4,407

Plus: Charitable donation of Class A common stock

—

—

3,015

4,187

Plus: Change in fair value of contingent consideration

825

(277

)

3,271

(277

)

Tax adjustments to add-backs

(12,652

)

(3,731

)

(22,912

)

(7,030

)

Non-GAAP net income

$

80,866

$

80,331

$

157,635

$

140,505

GAAP net income (loss) per share, basic

$

0.07

$

0.00

$

0.11

$

(0.04

)

GAAP net income (loss) per share, diluted

$

0.07

$

0.00

$

0.11

$

(0.04

)

GAAP weighted average common shares outstanding, basic

519,654

536,169

521,586

542,208

Plus: Dilutive potential common shares from outstanding equity awards

3,359

6,696

3,789

—

GAAP weighted average common shares outstanding, diluted

523,013

542,865

525,375

542,208

Non-GAAP weighted average common shares outstanding, basic

519,654

536,169

521,586

542,208

Plus: Dilutive potential common shares from outstanding equity awards

3,359

6,696

3,789

5,407

Non-GAAP weighted average common shares outstanding, diluted

523,013

542,865

525,375

547,615

Non-GAAP net income per share, basic

$

0.16

$

0.15

$

0.30

$

0.26

Non-GAAP net income per share, diluted

$

0.15

$

0.15

$

0.30

$

0.26

UiPath, Inc.

Reconciliation of GAAP Operating Cash Flow to Non-GAAP Adjusted Free Cash Flow

in thousands

(unaudited)

Six Months Ended July 31,

2026

2025

GAAP net cash provided by operating activities

$

162,627

$

160,589

Purchases of property and equipment

(4,073

)

(12,832

)

Cash paid for employer payroll taxes related to employee equity transactions

1,902

2,270

Net (receipts) payments of employee tax withholdings on stock option exercises

(149

)

11

Cash paid for restructuring costs

526

11,532

Non-GAAP adjusted free cash flow

$

160,833

$

161,570

More News From UiPath, Inc.

UiPath Inc. (NYSE:PATH) posted its fiscal 2027 second-quarter results after Thursday’s closing bell, beating estimates on the top and bottom lines and raising its revenue guidance above estimates.

PATH stock is moving. Watch the price action here. UiPath Q2 Details       UiPath reported quarterly earnings of 15 cents per share, in line with the consensus estimate, per Benzinga Pro data. 

Quarterly revenue came in at $410.26 million, which beat the Street estimate of $397.95 million.

UiPath reported the following second-quarter financial highlights:

Non-GAAP adjusted free cash flow was $31 million.Revenue of $410 million increased 13% year-over-year.ARR of $1.94 billion as of July 31, 2026, increased 12% year-over-year.Net new ARR of $37 million.Dollar-based net retention rate of 109%.Non-GAAP gross margin was 82%. Non-GAAP operating income was $89 million.“I am pleased with our second quarter results, demonstrating disciplined execution and the growing momentum across our platform,” said Daniel Dines, UiPath founder and CEO.

“AI is expanding what enterprises can automate, while increasing the need for the orchestration, governance and exactness that deterministic automation provides,” Dines added.

Read Next

Looking AheadUiPath raised its fiscal 2027 revenue outlook to between $1.789 billion and $1.794 billion, versus the $1.778 billion analyst estimate.

Trending

PATH Stock Price: According to data from Benzinga Pro, UiPath stock was up 2.03% to $18.59 in Thursday’s extended trading.  

Photo: Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

UiPath, Inc. (NYSE:PATH) will release its second earnings report after the closing bell on Thursday, Sept. 3.

Analysts expect the New York-based company to report quarterly earnings of 15 cents per share, versus 15 cents per share in the year-ago period. The consensus estimate for UiPath’s quarterly revenue is $397.85 million. It reported $361.73 million last year, according to Benzinga Pro.

On May 29, UiPath reported mixed financial results for the first quarter.

UiPath shares fell 0.8% to close at $17.99 on Wednesday.

Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.

Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.

UBS analyst Radi Sultan maintained a Neutral rating and boosted the price target from $12 to $19 on Aug. 31, 2026. This analyst has an accuracy rate of 69%. RBC Capital analyst Matthew Hedberg maintained a Sector Perform rating and increased the price target from $12 to $15 on Aug. 14, 2026. This analyst has an accuracy rate of 74%. BMO Capital analyst Keith Bachman maintained a Market Perform rating and cut the price target from $14 to $13 on June 1, 2026. This analyst has an accuracy rate of 77%. DA Davidson analyst Lucky Schreiner maintained a Neutral rating and lowered the price target from $13 to $12 on May 29, 2026. This analyst has an accuracy rate of 50%. B of A Securities analyst Brad Sills maintained an Underperform rating and boosted the price target from $12 to $13 on May 29, 2026. This analyst has an accuracy rate of 60%. Trending

Considering buying PATH stock? Here’s what analysts think:

Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

NEW YORK--(BUSINESS WIRE)--UiPath (NYSE: PATH), a global leader in business orchestration and automation, today announced that Ashim Gupta, Chief Operating Officer and Chief Financial Officer, will participate in a fireside chat at the Citi 2026 Global TMT Conference, to be held at the Hilton New York Hotel in New York, NY on Tuesday, September 8th at 10:50 am ET. The presentation will be available via live audio webcast and archived replay on the Investor Relations section of the Company's web.

Deutsche Bank AG grew its holdings in shares of UiPath, Inc. (NYSE:PATH – Free Report) by 6.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 580,063 shares of the company’s stock after purchasing an additional 37,558 shares during the period. Deutsche Bank AG owned about 0.11% of UiPath worth $6,305,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in PATH. HighMark Wealth Management LLC bought a new stake in shares of UiPath in the fourth quarter valued at approximately $25,000. TD Waterhouse Canada Inc. increased its stake in UiPath by 1,270.8% during the 4th quarter. TD Waterhouse Canada Inc. now owns 1,782 shares of the company’s stock worth $29,000 after acquiring an additional 1,652 shares during the period. Atlas Capital Advisors Inc. bought a new stake in shares of UiPath during the 4th quarter valued at $37,000. Trifecta Capital Advisors LLC bought a new stake in UiPath during the second quarter worth about $27,000. Finally, REAP Financial Group LLC bought a new position in UiPath in the 4th quarter valued at about $44,000. 62.50% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at UiPath In other UiPath news, CEO Daniel Dines sold 1,402,347 shares of the company’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $16.07, for a total value of $22,535,716.29. Following the sale, the chief executive officer owned 26,491,238 shares in the company, valued at approximately $425,714,194.66. The trade was a 5.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 22.44% of the company’s stock.

Wall Street Analysts Forecast Growth Several equities analysts have recently commented on PATH shares. Bank of America boosted their target price on shares of UiPath from $12.00 to $13.00 and gave the company an “underperform” rating in a research report on Friday, May 29th. Needham & Company LLC restated a “buy” rating and set a $15.00 price objective on shares of UiPath in a research report on Friday, May 29th. UBS Group cut their target price on UiPath from $13.00 to $12.00 and set a “neutral” rating for the company in a research note on Monday, June 29th. Wall Street Zen downgraded UiPath from a “buy” rating to a “hold” rating in a report on Saturday, May 30th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of UiPath in a research note on Friday, July 10th. Two equities research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $13.87. Check Out Our Latest Stock Analysis on PATH

UiPath Stock Performance Shares of NYSE:PATH opened at $16.57 on Tuesday. The firm has a market cap of $8.58 billion, a PE ratio of 27.61, a price-to-earnings-growth ratio of 1.96 and a beta of 0.96. The firm’s fifty day moving average is $12.60 and its 200-day moving average is $11.60. UiPath, Inc. has a 52 week low of $9.20 and a 52 week high of $19.84.

UiPath (NYSE:PATH – Get Free Report) last posted its quarterly earnings data on Thursday, May 28th. The company reported $0.15 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.15. The business had revenue of $418.38 million during the quarter, compared to the consensus estimate of $397.54 million. UiPath had a return on equity of 7.92% and a net margin of 19.58%.UiPath’s quarterly revenue was up 17.3% on a year-over-year basis. During the same period in the prior year, the business posted $0.11 earnings per share. Sell-side analysts forecast that UiPath, Inc. will post 0.4 EPS for the current year.

UiPath Company Profile (Free Report)

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.

Featured Stories Five stocks we like better than UiPath Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here Want to see what other hedge funds are holding PATH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UiPath, Inc. (NYSE:PATH – Free Report).

Receive News & Ratings for UiPath Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UiPath and related companies with MarketBeat.com's FREE daily email newsletter.

Investors seeking exposure to the next phase of digital evolution often choose between infrastructure giants and software innovators. Choosing between Dell Technologies (DELL -3.39%) and UiPath Inc (PATH -0.98%) requires a close look at their current fundamentals.

Dell provides the physical backbone of the modern data center, while UiPath focuses on the software automation that makes enterprises more efficient. This comparison examines their financial health and growth prospects to help you decide.

The case for Dell TechnologiesDell operates as a global leader in digital infrastructure, providing PCs, servers, storage, and networking tools to approximately 97% of the Fortune 500. The company operates in a fast-moving landscape of tech stocks where hardware remains the essential foundation. Its primary AI solution buyers are a small number of large customers and cloud service providers, and customer concentration like this adds a layer of risk to the business.

In FY 2026, revenue reached nearly $113.5 billion, representing a growth of approximately 19% compared to the previous year. This performance was supported by a net income of more than $5.9 billion, yielding a net margin of more than 5%. This net margin, which represents the percentage of revenue remaining as profit after all expenses, improved from the 4.8% recorded in the prior fiscal year.

As of its January 2026 balance sheet, the debt-to-equity ratio is approximately -12.8x, indicating that total liabilities exceed shareholders' equity. The so-called current ratio, which measures a company's ability to cover short-term debts with short-term assets, is roughly 0.9x. Dell generated nearly $8.6 billion in free cash flow, a metric representing the actual cash a company produces after accounting for capital expenditures.

The case for UiPathUiPath specializes in AI-powered automation software designed to streamline complex business processes for government agencies and large corporations. The company derives a significant portion of its revenue from its top 10% of customers, which suggests its growth is heavily tied to its largest enterprise relationships. To stay competitive, it recently acquired technology firms like Peak and WorkFusion to enhance its capabilities in the agentic automation market.

In FY 2026, revenue reached approximately $1.6 billion, indicating a year-over-year growth of roughly 12.7%. The company achieved net income of close to $282.3 million during this period, resulting in a net margin of nearly 17.5%. This is a significant shift compared to the net loss reported in FY 2025, showing a transition toward consistent profitability as the business scales.

As of its January 2026 balance sheet, the debt-to-equity ratio is 0.0x, meaning the company carries no significant debt relative to its equity. Its current ratio is approximately 2.5x, reflecting a strong ability to meet short-term financial obligations. Free cash flow for the year was nearly $352.2 million, but note that stock-based compensation (SBC) 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 comparisonDell faces aggressive competition in hardware and AI-related services from rivals offering lower-cost alternatives. The company relies on limited-source vendors primarily located in Asia, which creates vulnerability to supply chain shortages or delivery delays. Furthermore, Dell is a target for sophisticated cyber-attacks and faces legal risks regarding evolving AI regulations while managing nearly $31.5 billion in total indebtedness.

UiPath deals with high revenue concentration, where the loss of a few large enterprise customers could materially impact its financial results. It competes against established platform vendors like Microsoft Corp (MSFT +1.68%) and Amazon.com Inc (AMZN +3.97%) that may offer more cost-effective automation technologies. Additionally, with roughly 54% of its revenue generated internationally, the company faces risks from foreign currency fluctuations and complex global data privacy laws.

Valuation comparisonWhile Dell offers massive scale and infrastructure dominance, UiPath provides a high-margin software model that has recently reached a key profitability milestone.

MetricDell TechnologiesUiPathForward P/E23.6x20.8xP/S ratio2.2x5.4xValuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

UiPath's AI automation solutions are working well for the company. First-quarter fiscal 2027 revenue beat expectations, with Wall Street seeing sales tick more than 10% higher to $1.78 billion for the full year. Net income is expected to tick lower but free cash is seen moving higher this fiscal year.
Its vendor-agnostic platform is seen as supporting efforts to unify multiple platforms within a business, while its consumption-based pricing model bodes well for scaling sales faster in the future. Newly acquired clients include the retailer Tire Rack, the retailer Shop Rite, and a global semiconductor company whose management hasn't been publicly named.

Despite its already massive size, Dell's sales are seen rising by some 50% to about $171 billion in its current fiscal year, 2027, with more than $11 billion in both net income and free cash flow. While Dell still sells the laptops that originated the business (and which are suffering from higher memory prices), the story is all about AI. The business is selling AI-optimized servers hand over fist, with management expecting more than $60 billion in AI server sales in FY 2027, almost triple the prior year. It's riding the AI data center wave.

It's hard to argue that Dell's scale and profitability mean UiPath should be the choice. While Dell's debt is a concern, its top-line growth is too hard to ignore.

NEW YORK--(BUSINESS WIRE)--UiPath CEO Daniel Dines announces The Work That Remains, a new book and a practical guide to orchestrating AI agents, automation and people.

BlackRock Inc. raised its holdings in shares of UiPath, Inc. (NYSE:PATH – Free Report) by 7.2% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 46,153,124 shares of the company’s stock after buying an additional 3,097,822 shares during the quarter. BlackRock Inc. owned about 8.91% of UiPath worth $501,684,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of PATH. HighMark Wealth Management LLC acquired a new position in UiPath during the fourth quarter worth about $25,000. Trifecta Capital Advisors LLC purchased a new position in UiPath in the 2nd quarter worth approximately $27,000. TD Waterhouse Canada Inc. lifted its stake in UiPath by 1,270.8% in the 4th quarter. TD Waterhouse Canada Inc. now owns 1,782 shares of the company’s stock worth $29,000 after purchasing an additional 1,652 shares in the last quarter. Atlas Capital Advisors Inc. purchased a new position in UiPath in the 4th quarter worth approximately $37,000. Finally, AdvisorNet Financial Inc boosted its holdings in shares of UiPath by 750.0% during the 1st quarter. AdvisorNet Financial Inc now owns 3,400 shares of the company’s stock worth $38,000 after purchasing an additional 3,000 shares during the last quarter. 62.50% of the stock is currently owned by institutional investors and hedge funds.

UiPath Price Performance Shares of NYSE PATH opened at $16.57 on Tuesday. The company has a market capitalization of $8.58 billion, a P/E ratio of 27.61, a P/E/G ratio of 1.96 and a beta of 0.96. The company has a 50 day simple moving average of $12.60 and a 200-day simple moving average of $11.60. UiPath, Inc. has a 1 year low of $9.20 and a 1 year high of $19.84.

UiPath (NYSE:PATH – Get Free Report) last issued its quarterly earnings data on Thursday, May 28th. The company reported $0.15 earnings per share for the quarter, hitting the consensus estimate of $0.15. The company had revenue of $418.38 million during the quarter, compared to analyst estimates of $397.54 million. UiPath had a return on equity of 7.92% and a net margin of 19.58%.The firm’s revenue for the quarter was up 17.3% compared to the same quarter last year. During the same period in the prior year, the business posted $0.11 earnings per share. As a group, research analysts expect that UiPath, Inc. will post 0.4 EPS for the current year. Insiders Place Their Bets In other UiPath news, CEO Daniel Dines sold 1,402,347 shares of the stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $16.07, for a total transaction of $22,535,716.29. Following the completion of the transaction, the chief executive officer owned 26,491,238 shares of the company’s stock, valued at $425,714,194.66. This trade represents a 5.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 22.44% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades PATH has been the subject of several recent research reports. UBS Group cut their price target on UiPath from $13.00 to $12.00 and set a “neutral” rating for the company in a report on Monday, June 29th. Royal Bank Of Canada boosted their price objective on UiPath from $12.00 to $15.00 and gave the stock a “sector perform” rating in a research note on Friday, August 14th. Wall Street Zen cut UiPath from a “buy” rating to a “hold” rating in a report on Saturday, May 30th. DA Davidson dropped their target price on UiPath from $13.00 to $12.00 and set a “neutral” rating for the company in a report on Friday, May 29th. Finally, Bank of America raised their target price on UiPath from $12.00 to $13.00 and gave the stock an “underperform” rating in a research note on Friday, May 29th. Two equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, UiPath has a consensus rating of “Hold” and a consensus target price of $13.87.

Read Our Latest Research Report on PATH

UiPath Company Profile (Free Report)

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.

See Also Five stocks we like better than UiPath Visa Just Put Hims & Hers in the Penalty Box—Here’s Why It Matters Treasury Yields Are Surging Again: 3 Stocks That Could Feel the Pain Snowflake Could Be Headed for New Highs Despite Insider Selling MongoDB Is Surging—And the Next Catalyst Is Almost Here Want to see what other hedge funds are holding PATH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UiPath, Inc. (NYSE:PATH – Free Report).

Receive News & Ratings for UiPath Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UiPath and related companies with MarketBeat.com's FREE daily email newsletter.

The management team has done an excellent job in turning the company around.

*Stock prices used were the afternoon prices of Aug. 21, 2026. The video was published on Aug.23, 2026.

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends UiPath. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

UiPath, Inc. (PATH) is well positioned for continued operational momentum, driven by agentic AI opportunities and recent GAAP profitability. PATH's balance sheet is robust, featuring $1.3B in cash, minimal debt, and ongoing share repurchases, supporting shareholder returns and financial flexibility. Valuation has reset: PATH now trades at 18–21x forward earnings, with a modeled 31% upside over 12–16 months and a reiterated 'Buy' rating ahead of Q2 earnings.

Daniel Dines, CEO and Chairman, reported a sale of ~1.4 million shares of UiPath, Inc.(PATH +0.92%) on Aug. 19, 2026. SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$22.5 millionShares sold~1.4 millionPost-transaction shares (directly held)~26.5 millionPost-transaction value$418.03 millionTransaction value based on SEC Form 4 weighted average sale price ($16.07); post-transaction value based on Aug. 19, 2026, market close ($15.78).

Key questionsHow does the execution price compare to recent market levels?
The shares were sold at $16.07 per share, while the stock was priced at $15.58 as of the Aug. 18, 2026, market close.What has been the performance of the stock over the past year?
UiPath shares returned 44% during the 12 months ending on the transaction date of Aug. 19, 2026.What portion of the firm does the insider still control?
Following this sale, Daniel Dines maintains a 5% ownership stake in the company, directly holding ~26.5 million shares.What was the mechanism for this transaction?
The sale was executed under a Rule 10b5-1 plan, which allows insiders to establish a pre-determined schedule for trading shares to avoid potential conflicts involving material non-public information.Company OverviewMetricValueShare Price (as of market close 2026-08-18)$15.58Market Capitalization$8.1 billionRevenue (TTM)$1.7 billionNet Income (TTM)$282.3 millionCompany SnapshotUiPath delivers a comprehensive Robotic Process Automation (RPA) ecosystem that enables organizations to design, deploy, execute, and manage enterprise automation initiatives across their operations.The company generates revenue through its integrated software platform that combines artificial intelligence capabilities with advanced features such as desktop activity recording and process analytics, serving as the foundational technology for digital transformation initiatives.UiPath primarily serves enterprise organizations across the United States, Romania, and Japan that seek to automate repetitive business processes and improve operational efficiency through intelligent automation solutions.UiPath is a leading provider of enterprise automation software with a market capitalization of $8.1 billion and TTM revenue of $1.7 billion, demonstrating strong profitability with TTM net income of $282.3 million. The company's competitive advantage stems from its integrated platform, which seamlessly combines RPA, artificial intelligence, and advanced analytics, enabling organizations to achieve significant operational improvements. With a 43.59% one-year stock price appreciation, UiPath has established itself as a critical infrastructure provider in the enterprise automation market.

What this transaction means for investorsDines's sale of UiPath stock likely means little for investors. He conducted the transaction under the Rule 10b5-1 framework, meaning he pre-planned it. Moreover, it accounted for just 5% of his holdings, which suggests the sale was a portfolio management decision that bears little relation to his views on the stock's future.

In fact, the state of the tech stock probably justifies his decision to keep the other 95% of his shares. Although the stock is up over the last year, it trades at levels well below its 2021 bull market peak.

Today's Change

(

0.92

%) $

0.15

Current Price

$

15.93

Today, UiPath is a profitable company with revenue growing at double-digit rates year over year. Moreover, while it might have traded at nosebleed valuations five years ago, today, it trades at just 26 times earnings, slightly below the S&P 500 average P/E ratio of 30.

Amid these conditions, UiPath looks more like a buy than a sell, making any massive insider sales less likely.

Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends UiPath. The Motley Fool has a disclosure policy.

PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.

UiPath (PATH - Free Report) ended the recent trading session at $15.58, demonstrating a -2.56% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily loss of 0.69%. Elsewhere, the Dow saw a downswing of 0.22%, while the tech-heavy Nasdaq depreciated by 1.33%.

The enterprise automation software developer's stock has climbed by 31.5% in the past month, exceeding the Computer and Technology sector's gain of 5.97% and the S&P 500's gain of 3.96%.

Investors will be eagerly watching for the performance of UiPath in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on September 3, 2026. The company's earnings per share (EPS) are projected to be $0.15, reflecting no change from the same quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $397.59 million, showing a 9.91% escalation compared to the year-ago quarter.

For the full year, the Zacks Consensus Estimates project earnings of $0.8 per share and a revenue of $1.78 billion, demonstrating changes of +11.11% and +10.4%, respectively, from the preceding year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for UiPath. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational 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 last 30 days, the Zacks Consensus EPS estimate has remained unchanged. UiPath is holding a Zacks Rank of #3 (Hold) right now.

In terms of valuation, UiPath is currently trading at a Forward P/E ratio of 19.99. Its industry sports an average Forward P/E of 21.19, so one might conclude that UiPath is trading at a discount comparatively.

We can additionally observe that PATH currently boasts a PEG ratio of 0.95. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Internet - Software industry was having an average PEG ratio of 1.01.

The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 95, placing it within the top 39% of over 250 industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in 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.

Posted by Defense World Staff on Aug 12th, 2026

Assenagon Asset Management S.A. boosted its stake in shares of UiPath, Inc. (NYSE:PATH – Free Report) by 272.8% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 552,613 shares of the company’s stock after buying an additional 404,399 shares during the quarter. Assenagon Asset Management S.A. owned approximately 0.11% of UiPath worth $6,007,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. HighMark Wealth Management LLC bought a new stake in UiPath in the fourth quarter worth about $25,000. TD Waterhouse Canada Inc. increased its stake in shares of UiPath by 1,270.8% during the 4th quarter. TD Waterhouse Canada Inc. now owns 1,782 shares of the company’s stock worth $29,000 after purchasing an additional 1,652 shares during the last quarter. Atlas Capital Advisors Inc. purchased a new stake in shares of UiPath during the 4th quarter worth approximately $37,000. AdvisorNet Financial Inc raised its holdings 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 purchasing an additional 3,000 shares during the period. Finally, REAP Financial Group LLC bought a new stake in shares of UiPath in the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 62.50% of the company’s stock.

Wall Street Analyst Weigh In Several equities analysts have weighed in on PATH shares. Morgan Stanley reduced their price objective on UiPath from $17.00 to $15.00 and set an “equal weight” rating for the company in a report on Friday, May 29th. Wall Street Zen lowered UiPath from a “buy” rating to a “hold” rating in a research note on Saturday, May 30th. DA Davidson dropped their price target on UiPath from $13.00 to $12.00 and set a “neutral” rating on the stock in a research report on Friday, May 29th. Needham & Company LLC reiterated a “buy” rating and set a $15.00 price target on shares of UiPath in a research note on Friday, May 29th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of UiPath in a report on Friday, July 10th. Two research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UiPath has a consensus rating of “Hold” and a consensus target price of $13.80.

Read Our Latest Stock Report on UiPath

UiPath Stock Performance Shares of PATH opened at $15.68 on Wednesday. UiPath, Inc. has a 52-week low of $9.20 and a 52-week high of $19.84. The stock’s 50-day simple moving average is $11.70 and its 200 day simple moving average is $11.45. The stock has a market capitalization of $8.13 billion, a price-to-earnings ratio of 26.14, a price-to-earnings-growth ratio of 1.87 and a beta of 0.96.

UiPath (NYSE:PATH – Get Free Report) last posted its earnings results on Thursday, May 28th. The company reported $0.15 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.15. UiPath had a return on equity of 7.92% and a net margin of 19.58%.The business had revenue of $418.38 million during the quarter, compared to analyst estimates of $397.54 million. During the same quarter in the previous year, the firm earned $0.11 EPS. The company’s quarterly revenue was up 17.3% compared to the same quarter last year. On average, research analysts forecast that UiPath, Inc. will post 0.4 earnings per share for the current fiscal year.

UiPath Company Profile (Free Report)

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.

Further Reading Five stocks we like better than UiPath Atlassian Just Pulled Off the Software Comeback Wall Street Wanted AST SpaceMobile Earnings Just Reminded Investors How Risky Space Can Be NVIDIA’s Rally Sets Up a Bigger Test Ahead of Earnings Apple’s Next iPhone Could Test How Much Pricing Power Is Left Want to see what other hedge funds are holding PATH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UiPath, Inc. (NYSE:PATH – Free Report).

Receive News & Ratings for UiPath Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UiPath and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEAssenagon Asset Management S.A. Sells 95,906 Shares of CorVel Corp. $CRVL

NEXT HEADLINE »Assenagon Asset Management S.A. Buys Shares of 266,620 Warner Music Group Corp. $WMG

UiPath (PATH - Free Report) ended the recent trading session at $13.82, demonstrating a -1.99% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.17%. Meanwhile, the Dow gained 0.49%, and the Nasdaq, a tech-heavy index, lost 0.83%.

Shares of the enterprise automation software developer witnessed a gain of 21.03% over the previous month, beating the performance of the Computer and Technology sector with its gain of 3.01%, and the S&P 500's gain of 3.52%.

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 $0.15 per share. This would mark no growth from the year-ago period. Simultaneously, our latest consensus estimate expects the revenue to be $397.59 million, showing a 9.91% escalation compared to the year-ago quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $0.8 per share and a revenue of $1.78 billion, representing changes of +11.11% and +14.48%, respectively, from the prior year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for UiPath. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. UiPath is holding a Zacks Rank of #3 (Hold) right now.

In terms of valuation, UiPath is presently being traded at a Forward P/E ratio of 17.63. Its industry sports an average Forward P/E of 21.72, so one might conclude that UiPath is trading at a discount comparatively.

Meanwhile, PATH's PEG ratio is currently 0.84. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Software industry had an average PEG ratio of 1.2 as trading concluded yesterday.

The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 108, this industry ranks in the top 44% of all industries, numbering over 250.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

In the latest trading session, UiPath (PATH - Free Report) closed at $12.37, marking a -1.75% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 1.66%. On the other hand, the Dow registered a gain of 1.19%, and the technology-centric Nasdaq increased by 2.78%.

Heading into today, shares of the enterprise automation software developer had gained 9% over the past month, outpacing the Computer and Technology sector's loss of 7.65% and the S&P 500's loss of 1.49%.

The investment community will be closely monitoring the performance of UiPath in its forthcoming earnings report. The company's earnings per share (EPS) are projected to be $0.15, reflecting no change from the same quarter last year. In the meantime, our current consensus estimate forecasts the revenue to be $397.59 million, indicating a 9.91% growth compared to the corresponding quarter of the prior year.

For the full year, the Zacks Consensus Estimates project earnings of $0.8 per share and a revenue of $1.78 billion, demonstrating changes of +11.11% and +10.4%, respectively, from the preceding year.

Investors should also take note of any recent adjustments to analyst estimates for UiPath. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. UiPath presently features a Zacks Rank of #2 (Buy).

With respect to valuation, UiPath is currently being traded at a Forward P/E ratio of 15.74. This denotes a discount relative to the industry average Forward P/E of 20.68.

Also, we should mention that PATH has a PEG ratio of 0.75. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. PATH's industry had an average PEG ratio of 1.18 as of yesterday's close.

The Internet - Software industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 147, this industry ranks in the bottom 41% 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.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.