UiPath (NYSE:PATH) Price Target Raised to $15.00 at Bank of America

UiPath (NYSE:PATH) had its target price increased by investment analysts at Bank of America from $13.00 to $15.00 in a research report issued to clients and investors on Friday, Benzinga reports. The brokerage currently has an “underperform” rating on the stock. Bank of America‘s price objective points to a potential downside of 1.76% from the company’s previous close.

PATH has been the topic of a number of other research reports. Oppenheimer reiterated a “market perform” rating on shares of UiPath in a report on Friday. Wells Fargo & Company upped their price objective on UiPath from $13.00 to $15.00 and gave the company an “equal weight” rating in a research report on Friday. Canaccord Genuity Group reaffirmed a “hold” rating and set a $17.00 price objective (up from $15.00) on shares of UiPath in a research note on Friday. Barclays set a $17.00 target price on shares of UiPath in a research note on Friday. Finally, Needham & Company LLC upped their target price on shares of UiPath from $15.00 to $22.00 and gave the company a “buy” rating in a report on Thursday. Two equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $15.87.

UiPath Stock Performance

NYSE:PATH traded down $2.95 during mid-day trading on Friday, hitting $15.27. 44,299,914 shares of the company’s stock traded hands, compared to its average volume of 46,097,383. The company has a market cap of $7.91 billion, a PE ratio of 25.29, a price-to-earnings-growth ratio of 2.16 and a beta of 1.02. The firm’s 50 day simple moving average is $13.82 and its 200 day simple moving average is $11.92. UiPath has a 1 year low of $9.20 and a 1 year high of $19.84.

UiPath (NYSE:PATH) last announced its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.15. UiPath had a net margin of 19.58% and a return on equity of 7.92%. The company had revenue of $410.26 million for the quarter, compared to the consensus estimate of $397.77 million. During the same quarter in the prior year, the firm earned $0.15 earnings per share. The company’s revenue for the quarter was up 13.3% compared to the same quarter last year. On average, research analysts expect that UiPath will post 0.4 earnings per share for the current fiscal year.

Insider Activity

In related 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 directly owned 26,491,238 shares of the company’s stock, valued at approximately $425,714,194.66. This trade represents a 5.03% 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. Corporate insiders own 22.44% of the company’s stock.

Hedge Funds Weigh In On UiPath

A number of hedge funds have recently made changes to their positions in PATH. DNB Asset Management AS boosted its position in UiPath by 266.4% during the 4th quarter. DNB Asset Management AS now owns 565,799 shares of the company’s stock worth $9,273,000 after purchasing an additional 411,395 shares during the period. BlackRock Inc. grew its stake in shares of UiPath by 7.2% in the second quarter. BlackRock Inc. now owns 46,153,124 shares of the company’s stock valued at $501,684,000 after buying an additional 3,097,822 shares in the last quarter. Redwood Investment Management LLC purchased a new stake in shares of UiPath during the 2nd quarter valued at about $1,183,000. First Trust Advisors LP raised its holdings in shares of UiPath by 48.7% during the first quarter. First Trust Advisors LP now owns 1,624,148 shares of the company’s stock worth $18,028,000 after purchasing an additional 532,157 shares during the period. Finally, State of Michigan Retirement System bought a new position in UiPath in the first quarter worth about $1,143,000. Institutional investors and hedge funds own 62.50% of the company’s stock.

UiPath News Summary

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath reported fiscal Q2 2027 revenue of $410.3 million, up approximately 13% year over year and above the $397.8 million analyst estimate. Adjusted earnings of $0.15 per share matched expectations. UiPath Reports Second Quarter Fiscal 2027 Financial Results
• Positive Sentiment: Annual recurring revenue rose 12% to $1.938 billion, while UiPath recorded its fourth consecutive quarter of GAAP profitability. Management said AI-led orchestration is helping expand platform usage, improve retention and support larger enterprise deals. PATH Q2 Earnings Call Centers on AI-Led Platform Expansion
• Positive Sentiment: Fiscal 2027 revenue guidance of approximately $1.789 billion to $1.794 billion was maintained or raised modestly, and third-quarter revenue guidance of $440 million to $445 million is broadly in line with consensus. UiPath FY2027 Guidance
• Neutral Sentiment: Analysts raised their price targets, including BMO to $18, DA Davidson to $16 and Wells Fargo to $15, but each retained a neutral or market-perform stance, indicating limited conviction that the recent rally can continue. UiPath Analyst and Earnings Coverage
• Negative Sentiment: The outlook implies a sharp growth deceleration, with management keeping fiscal 2027 guidance prudent despite the quarterly beat. Investors appear concerned that AI has not yet produced the acceleration seen at some other software companies and could ultimately disrupt traditional automation demand. UiPath Tumbles as Guided Slowdown Overshadows Revenue Beat
• Negative Sentiment: After a strong August rally, elevated valuation and profit-taking amplified the reaction to the merely in-line EPS result. A finance leadership transition and broader executive changes add an additional near-term uncertainty. UiPath Rating Downgrade

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.