UiPath (NYSE:PATH) Trading Up 6.1% – Here’s What Happened

UiPath, Inc. (NYSE:PATH) shares shot up 6.1% on Friday . The stock traded as high as $12.14 and last traded at $12.0660. 10,514,886 shares were traded during trading, a decline of 70% from the average session volume of 34,520,895 shares. The stock had previously closed at $11.37.

UiPath News Roundup

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Q4 beats, profitability and cash generation — UiPath reported $0.30 EPS (vs. $0.25 est.) and $481.1M revenue, posted its first full‑year GAAP profit, strong free cash flow and announced a new $500M buyback; these fundamentals support valuation and capital return. UiPath Reports Fourth Quarter and Full Year Fiscal 2026 Financial Results
• Positive Sentiment: Strategic partner traction — UiPath expanded its alliance with Deloitte to launch an Agentic ERP offering, reinforcing go‑to‑market channels for its agentic AI stack and enterprise adoption potential. UiPath Expands Strategic Alliance with Deloitte to Launch Agentic ERP
• Positive Sentiment: Longer‑term AI thesis intact — analysts and commentators note UiPath’s shift to “agentic” AI (platform tools, open standards, acquisitions like WorkFusion) can deepen enterprise use, drive operating leverage and margin expansion if adoption accelerates. UiPath Fell on Good News—That Could Be the Opportunity
• Neutral Sentiment: Platform/agentic AI commentary — research pieces highlight efficiency and platform benefits from agentic AI but note payoff depends on adoption speed and future pricing models; useful for thesis, unclear on timing. UiPath’s AI Automation Model is Driving Platform-Level Efficiency
• Neutral Sentiment: Platform shift analysis — coverage outlines how agentic AI and open standards could pay off over time but cautions that near‑term results hinge on adoption and monetization cadence. PATH and Agentic AI: How UiPath’s Platform Shift Could Pay Off
• Negative Sentiment: Guidance tempered — management’s FY‑27 growth outlook implies a material deceleration (market commentary cites ~10% top‑line growth), which prompted a sharp selloff despite the beat. That slowdown is the primary driver of near‑term downside risk. UiPath Guides for Slower Full-Year Revenue Growth
• Negative Sentiment: Analyst downgrades/price‑target cuts — several firms trimmed targets or ratings after the print (Canaccord, Truist, TD Cowen, Mizuho, Wells Fargo, DA Davidson, etc.), amplifying selling pressure. Example: Analyst Price Target Changes
• Negative Sentiment: Market reaction — commentary and headlines highlighted the tension between strong AI momentum/profitability and a slower growth outlook, which led to significant intraday declines after the report. Stock Market Today, March 12: UiPath Shares Drop After Slower Growth Outlook

Analysts Set New Price Targets

A number of brokerages have commented on PATH. DA Davidson cut their price target on shares of UiPath from $15.00 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday. Bank of America cut their target price on UiPath from $14.00 to $12.00 and set an “underperform” rating on the stock in a research report on Thursday. Zacks Research cut UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Barclays boosted their price target on UiPath from $16.00 to $18.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Finally, UBS Group cut their price target on UiPath from $17.00 to $13.00 and set a “neutral” rating on the stock in a report on Thursday. Two investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $14.27.

UiPath Stock Performance

The company has a market capitalization of $6.13 billion, a price-to-earnings ratio of 21.99, a P/E/G ratio of 1.69 and a beta of 1.09. The company has a 50 day moving average price of $13.05 and a 200 day moving average price of $13.98.

UiPath (NYSE:PATH) last posted its quarterly earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share for the quarter, topping analysts’ consensus estimates of $0.25 by $0.05. UiPath had a return on equity of 5.95% and a net margin of 17.53%.The business had revenue of $481.11 million for the quarter, compared to the consensus estimate of $464.81 million. During the same period in the prior year, the business earned $0.26 EPS. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. Research analysts forecast that UiPath, Inc. will post -0.17 EPS for the current year.

Insider Activity

In other UiPath news, CEO Daniel Dines sold 45,000 shares of the business’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 transaction, the chief executive officer owned 27,893,585 shares of the company’s stock, valued at approximately $418,682,710.85. The trade was a 0.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Ashim Gupta sold 67,468 shares of the company’s stock in a transaction on Monday, January 5th. The shares were 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 owned 557,028 shares of the company’s stock, valued at $8,968,150.80. This trade represents a 10.80% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 787,468 shares of company stock valued at $12,862,285. 23.19% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On UiPath

Hedge funds have recently made changes to their positions in the business. Noble Wealth Management PBC bought a new position in UiPath during the fourth quarter valued at about $25,000. HighMark Wealth Management LLC purchased a new position in UiPath in the fourth quarter valued at about $25,000. Raleigh Capital Management Inc. purchased a new position in UiPath in the fourth quarter valued at about $26,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of UiPath during the 2nd quarter valued at approximately $28,000. Finally, TD Waterhouse Canada Inc. grew its position 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 valued at $29,000 after acquiring an additional 1,652 shares during the period. 62.50% of the stock is currently owned by institutional investors.

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.