M.E. Allison & CO. Inc. Makes New Investment in UiPath, Inc. $PATH

M.E. Allison & CO. Inc. purchased a new stake in UiPath, Inc. (NYSE:PATH) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 67,900 shares of the company’s stock, valued at approximately $1,113,000.

A number of other institutional investors have also modified their holdings of PATH. Noble Wealth Management PBC bought a new position in UiPath in the fourth quarter worth about $25,000. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of UiPath during the 2nd quarter worth approximately $28,000. GAMMA Investing LLC lifted its holdings in shares of UiPath by 93.3% in the 4th quarter. GAMMA Investing LLC now owns 5,251 shares of the company’s stock worth $86,000 after purchasing an additional 2,534 shares during the last quarter. Covestor Ltd boosted its position in UiPath by 17.7% during the 3rd quarter. Covestor Ltd now owns 6,522 shares of the company’s stock valued at $87,000 after purchasing an additional 981 shares during the period. Finally, CX Institutional grew its stake in UiPath by 37.4% during the 3rd quarter. CX Institutional now owns 6,888 shares of the company’s stock worth $92,000 after buying an additional 1,874 shares during the last quarter. Institutional investors own 62.50% of the company’s stock.

Key Stories Impacting UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Management has adopted a “wartime” mindset to accelerate agentic AI adoption, leaning on partnerships with Anthropic, OpenAI and Google and its Fortune 500 footprint — a concrete execution story that supports revenue and enterprise expansion. UiPath Adopts Wartime Mindset To Push Agentic AI In Enterprises
• Positive Sentiment: Analysts and momentum screens highlight PATH as a long-term momentum play — investors cite SaaS economics, improving margins and recent earnings beats as reasons for optimism. Why UiPath (PATH) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Retail and value-focused investors have posted bullish theses (citing attractive forward P/E, recurring revenue and AI tailwinds), which can support demand among retail/value buyers. Is UiPath, Inc. (PATH) A Good Stock To Buy Now?
• Neutral Sentiment: UiPath is promoting agentic AI for government use cases — expands addressable market but government sales can be slower and contractual. UiPath’s Pradeep Paruchuri on Agentic AI’s Role in Government Operations
• Neutral Sentiment: Comparative pieces (Dave vs UiPath) highlight peers with faster near-term growth and cheaper valuations — useful for relative-value investors but not an immediate company-specific event. Dave vs. UiPath: Which Disruptive Tech Stock Has an Upside?
• Negative Sentiment: Sector short interest has been elevated; CNBC reports short bets in software have plateaued but tension remains for names like UiPath — heightened short activity can pressure the shares and increase volatility. Short bets in software peak but tension still builds in stocks such as UiPath
• Negative Sentiment: Technical and valuation caution: PATH sits below its 50- and 200-day moving averages and faces mixed forward P/E comparisons — factors that can weigh on risk-off flows and analyst sentiment. Is UiPath, Inc. (PATH) a good stock to buy now?

UiPath Stock Down 9.1%

PATH opened at $11.03 on Wednesday. The firm has a market capitalization of $5.90 billion, a P/E ratio of 21.20, a PEG ratio of 1.99 and a beta of 1.09. The stock has a fifty day moving average of $12.29 and a 200-day moving average of $14.06. UiPath, Inc. has a 12-month low of $9.38 and a 12-month high of $19.84.

UiPath (NYSE:PATH) last posted its quarterly earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share for the quarter, beating 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 firm had revenue of $481.11 million for the quarter, compared to analyst estimates of $464.81 million. During the same period in the previous year, the firm earned $0.26 earnings per share. UiPath’s quarterly revenue was up 13.4% on a year-over-year basis. On average, analysts expect that UiPath, Inc. will post -0.17 earnings per share for the current fiscal year.

Insider Transactions at UiPath

In related news, CEO Daniel Dines sold 45,000 shares of the business’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $15.02, for a total transaction of $675,900.00. Following the transaction, the chief executive officer directly owned 27,983,585 shares of the company’s stock, valued at approximately $420,313,446.70. The trade was a 0.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Ashim Gupta sold 67,468 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The shares were 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. The trade was a 10.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 562,468 shares of company stock worth $9,132,685 in the last quarter. 23.19% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on PATH shares. TD Cowen reduced their price target on shares of UiPath from $16.00 to $13.00 and set a “hold” rating for the company in a report on Thursday, March 12th. Canaccord Genuity Group reduced their target price on shares of UiPath from $19.00 to $15.00 and set a “buy” rating for the company in a research note on Thursday, March 12th. Royal Bank Of Canada set a $14.00 target price on shares of UiPath in a research report on Wednesday, February 11th. BMO Capital Markets dropped their price target on shares of UiPath from $17.00 to $14.00 and set a “market perform” rating on the stock in a research note on Friday, March 13th. Finally, UBS Group reduced their price objective on UiPath from $17.00 to $13.00 and set a “neutral” rating for the company in a research report on Thursday, March 12th. Three equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $14.07.

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.