Truist Financial Cuts UiPath (NYSE:PATH) Price Target to $12.00

UiPath (NYSE:PATH) had its price objective reduced by Truist Financial from $17.00 to $12.00 in a report released on Thursday morning,Benzinga reports. They currently have a hold rating on the stock.

Other equities analysts have also issued reports about the company. Wells Fargo & Company reduced their price objective on UiPath from $14.00 to $13.00 and set an “equal weight” rating for the company in a report on Thursday. Mizuho dropped their price target on UiPath from $15.00 to $12.00 and set a “neutral” rating on the stock in a research report on Thursday. Zacks Research downgraded UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Royal Bank Of Canada set a $14.00 price objective on UiPath in a report on Wednesday, February 11th. Finally, Morgan Stanley lowered their price objective on UiPath from $19.00 to $17.00 and set an “equal weight” rating on the stock in a research note on Thursday. Three analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $14.27.

UiPath Stock Up 1.9%

PATH opened at $11.58 on Thursday. The stock has a market cap of $6.19 billion, a price-to-earnings ratio of 22.27, a PEG ratio of 1.58 and a beta of 1.09. UiPath has a twelve month low of $9.38 and a twelve month high of $19.84. The company’s 50-day moving average price is $12.97 and its two-hundred day moving average price is $14.00.

UiPath (NYSE:PATH) last issued its quarterly earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.05. The company had revenue of $481.11 million during the quarter, compared to analyst estimates of $464.81 million. UiPath had a net margin of 17.53% and a return on equity of 5.95%. UiPath’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.26 EPS. As a group, sell-side analysts anticipate that UiPath will post -0.17 earnings per share for the current year.

Insider Buying and Selling at UiPath

In other news, CEO Daniel Dines sold 45,000 shares of the firm’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $15.01, for a total value of $675,450.00. Following the completion of the transaction, the chief executive officer directly owned 27,893,585 shares of the company’s stock, valued at $418,682,710.85. This trade represents a 0.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Ashim Gupta sold 67,468 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $16.10, for a total value of $1,086,234.80. Following the completion of the transaction, the chief financial officer directly owned 557,028 shares of the company’s stock, valued at $8,968,150.80. The trade was a 10.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 787,468 shares of company stock worth $12,862,285. Company insiders own 23.19% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Noble Wealth Management PBC bought a new stake in shares of UiPath during the fourth quarter valued at about $25,000. HighMark Wealth Management LLC purchased a new stake in shares of UiPath in the fourth quarter worth about $25,000. Raleigh Capital Management Inc. bought a new position in shares of UiPath in the fourth quarter valued at approximately $26,000. TD Waterhouse Canada Inc. grew its stake in UiPath by 1,270.8% during the fourth quarter. TD Waterhouse Canada Inc. now owns 1,782 shares of the company’s stock valued at $29,000 after acquiring an additional 1,652 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC purchased a new position in UiPath during the second quarter valued at approximately $28,000. Institutional investors own 62.50% of the company’s stock.

Trending Headlines about UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Strong Q4 and FY26 results: revenue and EPS topped estimates, ARR near $1.85B, 86% gross margins, robust free cash flow and UiPath’s first full‑year GAAP profit — supporting the company’s financial credibility. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Buybacks and capital returns: management completed a ~$1B repurchase and authorized a new $500M program — a direct shareholder-return lever that can support the stock. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Agentic AI and platform momentum: UiPath is pushing a unified, agentic automation platform that management says is driving platform‑level efficiency, deeper enterprise adoption and ARR expansion. This is the core growth narrative investors watch. UiPath’s AI Automation Model is Driving Platform-Level Efficiency
• Positive Sentiment: Strategic partnerships expanding agentic use cases: UiPath and Deloitte expanded their alliance to launch an Agentic ERP service, which can accelerate enterprise deployments in target verticals. UiPath Expands Strategic Alliance with Deloitte to Launch Agentic ERP
• Neutral Sentiment: Q1 revenue midpoint slightly above estimates: near‑term guidance for the next quarter was modestly above consensus at the midpoint, giving a mixed signal versus the weaker full‑year guide. UiPath Valuation Check As Q4 Results And New Agentic AI Milestones Draw Investor Focus
• Neutral Sentiment: Technicals and institutional activity: some analysts and market commentators see the post‑earnings pullback as a buying opportunity with institutional accumulation noted — but that’s contingent on execution. UiPath Fell on Good News—That Could Be the Opportunity
• Negative Sentiment: Guidance tempered full‑year outlook: management guided to slower FY27 revenue growth (implying roughly ~10% top‑line growth), which triggered investor concern and weighed on the stock despite the quarter beat. UiPath Guides for Slower Full-Year Revenue Growth
• Negative Sentiment: Retention and adoption questions: commentary and analyst notes flagged customer retention and the speed at which AI automation translates to faster growth — a risk to upside if adoption stalls. UiPath Inc (PATH) Q4 2026 Earnings Call Highlights
• Negative Sentiment: Analyst price‑target cuts and mixed ratings: several brokers trimmed targets or shifted to neutral/equal‑weight after results (Wells Fargo, Mizuho, DA Davidson, TD Cowen, Truist, etc.), increasing near‑term headwinds for sentiment. Analyst Price Target and Rating Changes

About UiPath

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