Wall Street Zen Upgrades UiPath (NYSE:PATH) to Strong-Buy

UiPath (NYSE:PATH) was upgraded by research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a note issued to investors on Saturday.

Other analysts also recently issued research reports about the stock. William Blair reissued a “hold” rating on shares of UiPath in a research report on Thursday. Canaccord Genuity Group cut their price target on shares of UiPath from $19.00 to $15.00 and set a “buy” rating on the stock in a report on Thursday. Zacks Research downgraded shares of UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Wells Fargo & Company decreased their price objective on shares of UiPath from $14.00 to $13.00 and set an “equal weight” rating for the company in a report on Thursday. Finally, UBS Group dropped their target price on shares of UiPath from $17.00 to $13.00 and set a “neutral” rating for the company in a research report on Thursday. Three equities research 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. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $14.27.

UiPath Stock Performance

Shares of PATH opened at $11.58 on Friday. UiPath has a one year low of $9.38 and a one year high of $19.84. The stock has a 50-day moving average price of $12.97 and a 200 day moving average price of $14.02. The company has a market capitalization of $6.19 billion, a P/E ratio of 22.27, a P/E/G ratio of 2.18 and a beta of 1.09.

UiPath (NYSE:PATH) last posted its quarterly earnings data 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. UiPath had a return on equity of 5.69% and a net margin of 17.53%.The company had revenue of $481.11 million for the quarter, compared to the consensus estimate of $464.81 million. During the same period in the previous year, the business earned $0.26 EPS. UiPath’s revenue for the quarter was up 13.4% compared to the same quarter last year. As a group, equities research analysts forecast that UiPath will post -0.17 earnings per share for the current fiscal year.

Insider Buying and Selling at UiPath

In related news, 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 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 document filed with the SEC, which is available through this hyperlink. Also, CEO Daniel Dines sold 45,000 shares of UiPath stock in a transaction on Wednesday, January 7th. The stock was sold at an average price of $17.32, for a total transaction of $779,400.00. Following the completion of the transaction, the chief executive officer directly owned 28,253,585 shares of the company’s stock, valued at approximately $489,352,092.20. This represents a 0.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 742,468 shares of company stock worth $12,083,785 over the last 90 days. 23.19% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of PATH. Noble Wealth Management PBC acquired a new stake in UiPath during the fourth quarter worth about $25,000. HighMark Wealth Management LLC acquired a new position in UiPath in the fourth quarter valued at approximately $25,000. Raleigh Capital Management Inc. acquired a new position in UiPath in the fourth quarter valued at approximately $26,000. TD Waterhouse Canada Inc. grew its holdings in shares of 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 purchasing an additional 1,652 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new position in shares of UiPath during the second quarter valued at approximately $28,000. 62.50% of the stock is owned by institutional investors and hedge funds.

More UiPath News

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

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.