UiPath’s (PATH) Hold Rating Reiterated at TD Cowen

UiPath (NYSE:PATH)‘s stock had its “hold” rating reissued by stock analysts at TD Cowen in a research note issued to investors on Wednesday, Benzinga reports. They presently have a $16.00 price target on the stock. TD Cowen’s price objective would indicate a potential upside of 22.75% from the stock’s previous close.

A number of other analysts have also issued reports on the stock. UBS Group cut their price target on shares of UiPath from $19.00 to $15.00 and set a “neutral” rating on the stock in a research note on Wednesday. Royal Bank Of Canada reissued an “outperform” rating on shares of UiPath in a research note on Wednesday. Oppenheimer reaffirmed a “market perform” rating on shares of UiPath in a research note on Friday, September 4th. New Street Research set a $13.00 target price on shares of UiPath in a report on Monday, June 1st. Finally, Morgan Stanley decreased their price target on shares of UiPath from $17.00 to $15.00 and set an “equal weight” rating for the company in a research report on Friday, May 29th. Four analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $16.56.

UiPath Stock Performance

Shares of NYSE PATH traded down $0.21 during mid-day trading on Wednesday, reaching $13.04. 9,180,710 shares of the company’s stock were exchanged, compared to its average volume of 46,738,922. The company’s 50-day moving average is $14.49 and its 200-day moving average is $12.22. The firm has a market capitalization of $6.79 billion, a price-to-earnings ratio of 19.36, a PEG ratio of 1.33 and a beta of 1.02. UiPath has a 52-week low of $9.20 and a 52-week high of $19.84.

UiPath (NYSE:PATH) last posted its earnings results on Thursday, September 3rd. The company reported $0.15 EPS for the quarter, meeting analysts’ consensus estimates of $0.15. The company had revenue of $410.26 million for the quarter, compared to analysts’ expectations of $397.77 million. UiPath had a net margin of 21.03% and a return on equity of 9.70%. UiPath’s revenue for the quarter was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.15 earnings per share. As a group, equities analysts predict that UiPath will post 0.47 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Raghavendra Malpani sold 40,464 shares of the company’s stock in a transaction on Thursday, September 17th. The shares were sold at an average price of $14.00, for a total transaction of $566,496.00. Following the transaction, the insider directly owned 1,582,213 shares of the company’s stock, valued at $22,150,982. This represents a 2.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Daniel Dines sold 1,402,347 shares of the stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $16.07, for a total transaction of $22,535,716.29. Following the completion of the transaction, the chief executive officer owned 26,491,238 shares of the company’s stock, valued at $425,714,194.66. This represents a 5.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,560,150 shares of company stock valued at $24,727,357 over the last quarter. Company insiders own 22.44% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of PATH. State Street Corp lifted its position in shares of UiPath by 3.6% in the second quarter. State Street Corp now owns 13,832,188 shares of the company’s stock worth $150,356,000 after purchasing an additional 486,007 shares in the last quarter. Sequoia Financial Advisors LLC lifted its position in UiPath by 59.4% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 38,545 shares of the company’s stock worth $419,000 after buying an additional 14,361 shares in the last quarter. Tidal Investments LLC boosted its stake in shares of UiPath by 24.4% during the 2nd quarter. Tidal Investments LLC now owns 794,084 shares of the company’s stock valued at $8,632,000 after buying an additional 155,521 shares during the period. Engineers Gate Manager LP grew its holdings in shares of UiPath by 33.1% during the 2nd quarter. Engineers Gate Manager LP now owns 586,093 shares of the company’s stock valued at $6,371,000 after acquiring an additional 145,749 shares in the last quarter. Finally, Integrated Wealth Concepts LLC acquired a new position in shares of UiPath in the second quarter worth $115,000. 62.50% of the stock is owned by hedge funds and other institutional investors.

UiPath News Summary

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Needham reaffirmed its Buy rating and set a $22 price target, implying substantial upside from recent trading levels. UiPath analyst commentary
• Positive Sentiment: UiPath unveiled new AI capabilities for its Test Cloud platform, designed to support more autonomous, enterprise-scale software testing. The company also launched UiPath Cartographer, which maps business processes and turns operational knowledge into an actionable enterprise view. UiPath launches Cartographer
• Positive Sentiment: Additional platform upgrades and partner recognition reinforce UiPath’s strategy of embedding agentic AI and automation into broader enterprise workflows. UiPath platform enhancements
• Neutral Sentiment: UiPath’s investor-day materials are likely prompting investors to reassess its long-term growth strategy, although the available reports do not identify specific new financial guidance. Revenue in the latest reported quarter grew 13.3% year over year and exceeded estimates.
• Negative Sentiment: RBC Capital lowered its price target to $15 from $17 and assigned a “Sector Perform” rating. UBS also reduced its target to $15 from $19 and maintained a “Neutral” rating, signaling more limited near-term conviction despite both targets remaining above the recent share price.
• Negative Sentiment: CTO Raghavendra Malpani sold 40,464 shares for approximately $566,000, reducing his direct ownership by about 2.5%. The sale may add modest sentiment pressure, though he continues to hold a substantial position.

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.