UiPath (NYSE:PATH) Price Target Raised to $18.00

UiPath (NYSE:PATH) had its price target boosted by BMO Capital Markets from $13.00 to $18.00 in a research report released on Friday, Marketbeat reports. BMO Capital Markets currently has a market perform rating on the stock.

Other equities analysts have also recently issued reports about the stock. Weiss Ratings reissued a “hold (c-)” rating on shares of UiPath in a research note on Friday, July 10th. Wall Street Zen cut shares of UiPath from a “buy” rating to a “hold” rating in a research note on Saturday, May 30th. Morgan Stanley lowered their target price on shares of UiPath from $17.00 to $15.00 and set an “equal weight” rating on the stock in a report on Friday, May 29th. DA Davidson dropped their price target on shares of UiPath from $13.00 to $12.00 and set a “neutral” rating on the stock in a research note on Friday, May 29th. Finally, UBS Group boosted their price target on shares of UiPath from $12.00 to $19.00 and gave the stock a “neutral” rating in a research note on Monday, August 31st. Two equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $16.33.

UiPath Trading Up 0.5%

Shares of PATH stock opened at $15.27 on Friday. The business’s 50 day moving average is $13.92 and its two-hundred day moving average is $11.95. UiPath has a twelve month low of $9.20 and a twelve month high of $19.84. The company has a market capitalization of $7.91 billion, a P/E ratio of 22.79, a price-to-earnings-growth ratio of 1.82 and a beta of 1.02.

UiPath (NYSE:PATH) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 EPS for the quarter, hitting the consensus estimate of $0.15. UiPath had a return on equity of 9.70% and a net margin of 21.03%.The business had revenue of $410.26 million during the quarter, compared to analysts’ expectations of $397.77 million. During the same quarter in the prior year, the business earned $0.15 earnings per share. The company’s quarterly revenue was up 13.3% compared to the same quarter last year. As a group, equities analysts predict 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 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 completion of the sale, the chief executive officer owned 26,491,238 shares in the company, valued at $425,714,194.66. This trade represents a 5.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 22.44% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On UiPath

A number of hedge funds and other institutional investors have recently modified their holdings of PATH. Norges Bank acquired a new stake in shares of UiPath in the 4th quarter worth approximately $120,176,000. State Street Corp boosted its position in UiPath by 66.4% during the fourth quarter. State Street Corp now owns 13,004,786 shares of the company’s stock worth $213,148,000 after purchasing an additional 5,189,438 shares in the last quarter. AQR Capital Management LLC grew its holdings in UiPath by 76.0% in the second quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock valued at $145,732,000 after purchasing an additional 4,926,341 shares during the last quarter. California State Teachers Retirement System grew its holdings in UiPath by 957.1% in the second quarter. California State Teachers Retirement System now owns 5,248,536 shares of the company’s stock valued at $57,052,000 after purchasing an additional 4,752,040 shares during the last quarter. Finally, Morgan Stanley increased its position in shares of UiPath by 54.0% in the fourth quarter. Morgan Stanley now owns 9,310,304 shares of the company’s stock valued at $152,596,000 after buying an additional 3,262,930 shares in the last quarter. 62.50% of the stock is currently owned by institutional investors and hedge funds.

UiPath News Summary

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.