Canaccord Genuity Group Has Lowered Expectations for UiPath (NYSE:PATH) Stock Price

Key Points

• Canaccord Genuity cut UiPath’s price target from $17 to $14 and maintained a “hold” rating, implying roughly 11% upside from the $12.61 share price. The broader analyst consensus is also “hold,” with a $16 target.
• UiPath reported quarterly EPS of $0.15, matching estimates, while revenue of $410.26 million exceeded expectations and rose 13.3% year over year.
• Investor sentiment remains mixed: executives sold shares recently, while institutional ownership increased. Analysts are awaiting clearer evidence that UiPath’s AI and workflow-orchestration initiatives will accelerate growth.

UiPath (NYSE:PATH - Get Free Report) had its price objective cut by research analysts at Canaccord Genuity Group from $17.00 to $14.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage currently has a "hold" rating on the stock. Canaccord Genuity Group's target price suggests a potential upside of 11.05% from the stock's current price.

A number of other equities research analysts have also recently commented on the company. Weiss Ratings raised UiPath from a "hold (c-)" rating to a "hold (c)" rating in a research note on Wednesday, September 9th. Morgan Stanley reduced their target price on UiPath from $17.00 to $15.00 and set an "equal weight" rating on the stock in a report on Friday, May 29th. Needham & Company LLC restated a "buy" rating and set a $22.00 target price on shares of UiPath in a research report on Wednesday. Wall Street Zen cut UiPath from a "buy" rating to a "hold" rating in a research note on Saturday, May 30th. Finally, Barclays increased their price target on shares of UiPath from $14.00 to $17.00 and gave the company an "equal weight" rating in a research report on Friday, September 4th. Five research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $16.00.

UiPath Stock Down 3.3%

Shares of NYSE PATH opened at $12.61 on Thursday. UiPath has a 12-month low of $9.20 and a 12-month high of $19.84. The firm's 50-day simple moving average is $14.51 and its 200 day simple moving average is $12.23. The company has a market cap of $6.57 billion, a price-to-earnings ratio of 18.84, a price-to-earnings-growth ratio of 1.30 and a beta of 1.02.

UiPath (NYSE:PATH - Get Free Report) last announced its earnings results on Thursday, September 3rd. The company reported $0.15 earnings per share (EPS) for the quarter, hitting analysts' consensus estimates of $0.15. The company had revenue of $410.26 million for the quarter, compared to analyst estimates of $397.77 million. UiPath had a net margin of 21.03% and a return on equity of 9.70%. UiPath's quarterly revenue was up 13.3% on a year-over-year basis. During the same period in the prior year, the business earned $0.15 earnings per share. On average, equities analysts expect that UiPath will post 0.47 earnings per share for the current year.

Insider Activity at UiPath

In other news, CEO Daniel Dines sold 1,402,347 shares of the company's stock in a transaction that occurred on 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 sale, the chief executive officer owned 26,491,238 shares in the company, valued at $425,714,194.66. This represents a 5.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, COO Ashim Gupta sold 117,339 shares of the firm's stock in a transaction 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 directly owned 2,037,377 shares of the company's stock, valued at $28,217,671.45. This represents a 5.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 1,560,150 shares of company stock valued at $24,727,357. 22.44% of the stock is owned by insiders.

Institutional Investors Weigh In On UiPath

A number of institutional investors and hedge funds have recently modified their holdings of PATH. Norges Bank acquired a new position in UiPath during the fourth quarter worth approximately $120,176,000. Capital Impact Advisors LLC bought a new position in shares of UiPath in the fourth quarter valued at about $52,261,000. BlackRock Inc. raised its holdings in UiPath by 7.2% in the 2nd quarter. BlackRock Inc. now owns 46,153,124 shares of the company's stock valued at $501,684,000 after acquiring an additional 3,097,822 shares during the period. Geode Capital Management LLC grew its position in shares of UiPath by 25.6% in the fourth quarter. Geode Capital Management LLC now owns 7,499,989 shares of the company's stock valued at $122,951,000 after purchasing an additional 1,528,454 shares during the last quarter. Finally, Squarepoint Ops LLC lifted its holdings in UiPath by 8,065.7% during the 2nd quarter. Squarepoint Ops LLC now owns 1,497,555 shares of the company's stock worth $16,278,000 after purchasing an additional 1,516,355 shares during the last quarter. 62.50% of the stock is owned by institutional investors.

Trending Headlines about UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath launched Cartographer, a product designed to create a continuously updated, governed map of enterprise processes. The tool could help customers identify automation opportunities and connect traditional workflows with agentic AI. UiPath Launches UiPath Cartographer
• Positive Sentiment: The company introduced autonomous testing capabilities for Test Cloud and additional platform enhancements, supporting its effort to expand beyond robotic process automation into broader AI-powered workflow orchestration. UiPath expands testing and orchestration capabilities
• Positive Sentiment: UiPath announced the 2026 GeekWire AI Breakthrough Award winners, highlighting enterprises deploying its agentic AI technology at production scale. This provides customer-validation evidence for the company’s AI strategy, although it does not immediately change financial guidance. 2026 GeekWire AI Breakthrough Awards
• Positive Sentiment: Needham reaffirmed its buy rating and set a $22 price target, indicating some analysts see substantial upside if UiPath’s product transition leads to renewed growth. Needham rating
• Neutral Sentiment: TD Cowen maintained a hold rating with a $16 target. Commentary around Fusion 2026 characterized UiPath as a “show-me story,” meaning investors are waiting for measurable evidence that its AI and orchestration initiatives will accelerate revenue and cash flow. UiPath Analyst and Investor Day Transcript
• Negative Sentiment: BMO Capital Markets cut its price target from $18 to $15 and retained a market perform rating. RBC reduced its target from $17 to $15, while UBS lowered its target from $19 to $15 and kept a neutral rating. The coordinated reductions signal limited near-term conviction despite the targets remaining above the current share price. Analyst pressure on UiPath
• Negative Sentiment: Truist also trimmed its target after UiPath’s investor event did not provide new growth goals, reinforcing concerns that the company’s strategic announcements have not yet translated into stronger guidance or a clear growth reacceleration. Truist trims UiPath target

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.

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