UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases 125,770 Shares of UiPath, Inc. $PATH

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in UiPath, Inc. (NYSE:PATH) by 11.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,239,001 shares of the company’s stock after buying an additional 125,770 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in UiPath were worth $13,468,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also added to or reduced their stakes in PATH. Norges Bank bought a new position in UiPath during the 4th quarter worth $120,176,000. State Street Corp boosted its stake in shares of UiPath by 66.4% in the 4th quarter. State Street Corp now owns 13,004,786 shares of the company’s stock valued at $213,148,000 after purchasing an additional 5,189,438 shares during the last quarter. AQR Capital Management LLC increased its position in shares of UiPath by 76.0% during the second quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock worth $145,732,000 after buying an additional 4,926,341 shares during the period. Morgan Stanley boosted its position in UiPath by 54.0% during the fourth quarter. Morgan Stanley now owns 9,310,304 shares of the company’s stock valued at $152,596,000 after acquiring an additional 3,262,930 shares during the last quarter. Finally, Capital Impact Advisors LLC acquired a new stake in UiPath during the 4th quarter worth about $52,261,000. 62.50% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Bank of America upped their target price on UiPath from $13.00 to $15.00 and gave the company an “underperform” rating in a research report on Friday. Wells Fargo & Company increased their price target on UiPath from $13.00 to $15.00 and gave the stock an “equal weight” rating in a report on Friday. BMO Capital Markets raised their price objective on shares of UiPath from $13.00 to $18.00 and gave the stock a “market perform” rating in a research report on Friday. Canaccord Genuity Group reiterated a “hold” rating and set a $17.00 target price (up from $15.00) on shares of UiPath in a research report on Friday. Finally, UBS Group set a $16.00 price target on shares of UiPath in a report on Friday. Two investment 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, UiPath has a consensus rating of “Hold” and an average price target of $16.33.

UiPath Stock Down 16.2%

Shares of NYSE:PATH opened at $15.27 on Friday. UiPath, Inc. has a twelve month low of $9.20 and a twelve month high of $19.84. The stock’s 50 day moving average is $13.92 and its 200-day moving average is $11.94. The firm has a market capitalization of $7.91 billion, a price-to-earnings ratio of 22.79, a PEG ratio of 1.82 and a beta of 1.02.

UiPath (NYSE:PATH) last posted 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 21.03% and a return on equity of 9.68%. The business had revenue of $410.26 million during the quarter, compared to the consensus estimate of $397.77 million. During the same quarter last year, the firm posted $0.15 EPS. UiPath’s revenue was up 13.3% compared to the same quarter last year. Equities research analysts anticipate that UiPath, Inc. will post 0.4 earnings per share for the current fiscal year.

Insider Buying and Selling at UiPath

In related news, CEO Daniel Dines sold 1,402,347 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 22.44% of the stock is owned by corporate insiders.

Key Stories Impacting 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 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.