UiPath’s (PATH) Buy Rating Reiterated at Needham & Company LLC

Needham & Company LLC restated their buy rating on shares of UiPath (NYSE:PATH) in a research report sent to investors on Wednesday, MarketBeat.com reports. They currently have a $22.00 price target on the stock.

Several other research analysts also recently weighed in on the stock. New Street Research set a $13.00 target price on shares of UiPath in a research note on Monday, June 1st. DA Davidson raised their price target on shares of UiPath from $12.00 to $16.00 and gave the stock a “neutral” rating in a research note on Friday, September 4th. TD Cowen lifted their price target on shares of UiPath from $13.00 to $16.00 and gave the stock a “hold” rating in a report on Friday, September 4th. Citigroup began coverage on shares of UiPath in a research report on Tuesday, September 8th. They issued a “buy” rating and a $23.00 price objective for the company. Finally, Oppenheimer reissued a “market perform” rating on shares of UiPath in a research note on Friday, September 4th. Four equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $16.06.

UiPath Price Performance

Shares of PATH opened at $12.47 on Wednesday. UiPath has a 1-year low of $9.20 and a 1-year high of $19.84. The stock has a market cap of $6.50 billion, a price-to-earnings ratio of 18.62, a price-to-earnings-growth ratio of 1.18 and a beta of 1.02. The firm has a 50 day simple moving average of $14.53 and a 200-day simple moving average of $12.23.

UiPath (NYSE:PATH) last announced its earnings results on Thursday, September 3rd. The company reported $0.15 EPS for the quarter, meeting analysts’ consensus estimates of $0.15. UiPath had a return on equity of 9.70% and a net margin of 21.03%.The firm had revenue of $410.26 million for the quarter, compared to analysts’ expectations of $397.77 million. During the same quarter in the prior year, the firm earned $0.15 EPS. UiPath’s quarterly revenue was up 13.3% on a year-over-year basis. On average, equities analysts expect that UiPath will post 0.49 earnings per share for the current fiscal year.

Insider Activity

In other news, CEO Daniel Dines sold 1,402,347 shares of the business’s stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $16.07, for a total transaction 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 approximately $425,714,194.66. The trade was a 5.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Ashim Gupta sold 117,339 shares of the firm’s stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $13.85, for a total transaction of $1,625,145.15. Following the completion of the transaction, the chief operating officer owned 2,037,377 shares in the company, valued at $28,217,671.45. The trade was a 5.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,560,150 shares of company stock valued at $24,727,357 in the last three months. Corporate insiders own 22.44% of the company’s stock.

Institutional Trading of UiPath

Several large investors have recently added to or reduced their stakes in PATH. Pasadena Private Wealth LLC grew its stake in UiPath by 9.0% in the first quarter. Pasadena Private Wealth LLC now owns 12,750 shares of the company’s stock worth $142,000 after purchasing an additional 1,050 shares in the last quarter. Allworth Financial LP raised its stake in UiPath by 5.2% during the second quarter. Allworth Financial LP now owns 23,537 shares of the company’s stock valued at $256,000 after buying an additional 1,160 shares in the last quarter. EverSource Wealth Advisors LLC lifted its holdings in UiPath by 36.5% during the 4th quarter. EverSource Wealth Advisors LLC now owns 4,968 shares of the company’s stock worth $81,000 after buying an additional 1,329 shares during the last quarter. Corient Private Wealth LLC lifted its holdings in UiPath by 5.6% during the 4th quarter. Corient Private Wealth LLC now owns 27,283 shares of the company’s stock worth $447,000 after buying an additional 1,455 shares during the last quarter. Finally, Wedbush Securities Inc. lifted its holdings in UiPath by 14.0% during the 2nd quarter. Wedbush Securities Inc. now owns 11,920 shares of the company’s stock worth $130,000 after buying an additional 1,465 shares during the last quarter. 62.50% of the stock is currently owned by institutional investors and hedge funds.

More UiPath News

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath customer adoption is demonstrating real-world demand for agentic automation, with one customer reportedly processing approximately 100,000 medical billing cases per week. This supports the company’s case that its technology can deliver measurable productivity gains at enterprise scale. Accountable intelligence – how a UiPath customer is using agentic automation to process 100,000 medical billing cases a week
• Positive Sentiment: The company introduced Cartographer and additional workflow automation and software-testing capabilities intended to connect business processes, software agents and enterprise AI orchestration. These tools could expand UiPath’s addressable market if they accelerate customer adoption. UiPath’s new tool could unlock a much bigger wave of automated business processes
• Positive Sentiment: UiPath announced the 2026 GeekWire AI Breakthrough Award winners, showcasing enterprises using agentic AI in production. The recognition may improve market visibility and reinforce the company’s positioning in enterprise AI. UiPath Announces Winners of the 2026 Geekwire AI Breakthrough Awards
• Neutral Sentiment: Needham reaffirmed its Buy rating, while Barclays and TD Cowen maintained Hold ratings, indicating mixed Wall Street conviction rather than a clear consensus. Needham reaffirms Buy rating
• Negative Sentiment: BMO Capital Markets cut its price target from $18 to $15 and Canaccord Genuity reduced its target from $17 to $14; both firms now carry middle-ground ratings. UBS also lowered its target, adding to investor concerns about UiPath’s near-term upside. Why UiPath stock is down today
• Negative Sentiment: The stock’s decline was compounded by rising Treasury yields and a broader software-sector selloff. Although annual recurring revenue reached $1.938 billion, investors appeared focused on valuation pressure and the shares’ persistent monthly downtrend. UiPath stock falls as ARR reaches $1.938 billion

UiPath Company Profile

UiPath Inc (NYSE: PATH) develops enterprise automation software designed to help organizations automate repetitive, rules-based and increasingly complex business processes. Its platform combines robotic process automation (RPA), artificial intelligence, workflow orchestration and process intelligence to support automation across areas such as finance, customer service, human resources, information technology and operations.

The UiPath Platform includes tools for discovering and analyzing business processes, building and managing software robots, processing documents, testing applications and coordinating automated workflows.