Wells Fargo & Company Issues Pessimistic Forecast for UiPath (NYSE:PATH) Stock Price

UiPath (NYSE:PATH) had its target price lowered by research analysts at Wells Fargo & Company from $14.00 to $13.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target points to a potential upside of 5.26% from the stock’s current price.

PATH has been the subject of several other research reports. Barclays boosted their price objective on UiPath from $16.00 to $18.00 and gave the stock an “equal weight” rating in a report on Monday, January 12th. Zacks Research downgraded shares of UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Truist Financial set a $17.00 target price on shares of UiPath in a research report on Thursday, December 4th. Mizuho cut their price target on shares of UiPath from $15.00 to $12.00 and set a “neutral” rating for the company in a research note on Thursday. Finally, Wall Street Zen lowered shares of UiPath from a “strong-buy” rating to a “buy” rating in a report on Sunday, February 8th. Two analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $15.00.

UiPath Stock Performance

Shares of PATH stock opened at $12.35 on Thursday. The company has a market capitalization of $6.60 billion, a PE ratio of 29.40, a price-to-earnings-growth ratio of 1.58 and a beta of 1.09. UiPath has a 52-week low of $9.38 and a 52-week high of $19.84. The business’s fifty day moving average is $13.15 and its 200 day moving average is $13.99.

UiPath (NYSE:PATH) last posted its earnings results on Wednesday, March 11th. The company reported $0.30 EPS for the quarter, topping the consensus estimate of $0.25 by $0.05. UiPath had a return on equity of 3.73% and a net margin of 14.79%.The business had revenue of $481.11 million during the quarter, compared to analysts’ expectations of $464.81 million. During the same period in the previous year, the business earned $0.26 earnings per share. The firm’s revenue was up 13.4% on a year-over-year basis. On average, sell-side analysts forecast that UiPath will post -0.17 EPS for the current fiscal year.

Insider Transactions at UiPath

In other UiPath news, CFO Ashim Gupta sold 67,468 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $16.10, for a total transaction of $1,086,234.80. Following the transaction, the chief financial officer directly owned 557,028 shares in the company, valued at $8,968,150.80. This trade represents a 10.80% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Daniel Dines sold 45,000 shares of UiPath stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $15.73, for a total transaction of $707,850.00. Following the transaction, the chief executive officer directly owned 28,343,585 shares in the company, valued at $445,844,592.05. This trade represents a 0.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 832,468 shares of company stock worth $13,668,235. 23.19% of the stock is currently owned by insiders.

Hedge Funds Weigh In On UiPath

Several institutional investors and hedge funds have recently made changes to their positions in the business. Hudson Bay Capital Management LP bought a new stake in UiPath in the second quarter worth $102,559,000. Norges Bank bought a new position in shares of UiPath during the fourth quarter valued at about $120,176,000. State Street Corp increased its holdings in shares of UiPath by 66.4% in the fourth quarter. State Street Corp now owns 13,004,786 shares of the company’s stock worth $213,148,000 after buying an additional 5,189,438 shares during the period. AQR Capital Management LLC lifted its stake in shares of UiPath by 76.0% in the 2nd quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock valued at $145,732,000 after acquiring an additional 4,926,341 shares during the last quarter. Finally, TFG Asset Management GP Ltd lifted its stake in shares of UiPath by 53.3% in the 2nd quarter. TFG Asset Management GP Ltd now owns 13,722,244 shares of the company’s stock valued at $175,645,000 after acquiring an additional 4,772,244 shares during the last quarter. Institutional investors own 62.50% of the company’s stock.

UiPath News Roundup

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Q4 beat — UiPath reported revenue of $481.1M and non‑GAAP EPS $0.30, both topping Street expectations; ARR grew to $1.853B, supporting the company’s narrative of enterprise AI adoption moving to scaled deployment. Read More.
• Positive Sentiment: Capital return and long‑term targets — management set a $2B ARR target for FY27 and unveiled a $500M buyback, which reduces float and can support EPS and investor sentiment over time. Read More.
• Neutral Sentiment: Near‑term revenue guide mostly in line — UiPath gave Q1 revenue guidance slightly above Street at the midpoint (~$397.5M), which is a modest beat but not strong enough to offset concerns about FY growth deceleration. Read More.
• Neutral Sentiment: Unusual options activity — elevated call buying (≈94,510 contracts) signals active trader interest but could reflect short‑term speculation rather than conviction.
• Negative Sentiment: Guidance and growth deceleration spooked investors — despite the beat, management’s outlook implies slower full‑year revenue growth, prompting a post‑earnings selloff and after‑hours slide. Read More.
• Negative Sentiment: Analyst pushback — Morgan Stanley cut its price target from $19 to $17 and moved to an “equal weight” stance, a sign some sell‑side desks are trimming expectations despite upside potential cited. Read More.
• Negative Sentiment: Market skepticism remains — commentary highlights decelerating revenue growth and questions about how much AI adoption will translate into sustained upside, keeping the bull case tempered. Read More.

UiPath Company Profile

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