UiPath (NYSE:PATH) Earns Hold Rating from TD Cowen

Key Points

• TD Cowen reaffirmed its Hold rating on UiPath with a $16 price target, implying 26.6% upside from the stock’s previous close. MarketBeat’s broader consensus remains Hold, with a $16.13 average target.
• UiPath reported quarterly EPS of $0.15 in line with estimates, while revenue of $410.3 million exceeded expectations and rose 13.3% year over year. Shares traded at $12.64, below their 50-day average of $14.51.
• Analysts remain cautious about near-term execution despite new AI and automation products, while insiders sold roughly 1.56 million shares worth $24.7 million over the past 90 days.

UiPath (NYSE:PATH - Get Free Report)'s stock had its "hold" rating reaffirmed by research analysts at TD Cowen in a research report issued on Wednesday, Benzinga reports. They presently have a $16.00 price objective on the stock. TD Cowen's price target would indicate a potential upside of 26.61% from the stock's previous close.

A number of other equities analysts have also recently issued reports on the stock. DA Davidson upped 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. Royal Bank Of Canada restated an "outperform" rating on shares of UiPath in a research note on Wednesday. Wall Street Zen cut shares of UiPath from a "buy" rating to a "hold" rating in a research note on Saturday, May 30th. UBS Group lowered their target price on shares of UiPath from $19.00 to $15.00 and set a "neutral" rating on the stock in a research note on Wednesday. Finally, Canaccord Genuity Group restated a "hold" rating and set a $17.00 target price (up from $15.00) on shares of UiPath in a research note on Friday, September 4th. Five investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UiPath currently has a consensus rating of "Hold" and a consensus target price of $16.13.

UiPath Price Performance

UiPath stock traded down $0.40 during mid-day trading on Wednesday, reaching $12.64. The stock had a trading volume of 31,210,509 shares, compared to its average volume of 46,898,191. The company has a market capitalization of $6.59 billion, a price-to-earnings ratio of 18.89, a PEG ratio of 1.30 and a beta of 1.02. The company has a 50-day moving average price of $14.51 and a two-hundred day moving average price of $12.23. UiPath has a one year low of $9.20 and a one year high of $19.84.

UiPath (NYSE:PATH - Get Free Report) last announced its quarterly 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 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 was up 13.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.15 EPS. On average, equities research analysts anticipate that UiPath will post 0.47 earnings per share for the current fiscal year.

Insider Buying and Selling at UiPath

In other UiPath news, COO Ashim Gupta sold 117,339 shares of the company's stock in a transaction dated 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 transaction, the chief operating officer owned 2,037,377 shares in the company, valued at approximately $28,217,671.45. This represents a 5.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Raghavendra Malpani sold 40,464 shares of the company's stock in a transaction dated Thursday, September 17th. The shares were sold at an average price of $14.00, for a total transaction of $566,496.00. Following the sale, the insider directly owned 1,582,213 shares of the company's stock, valued at $22,150,982. The trade was a 2.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,560,150 shares of company stock worth $24,727,357. Company insiders own 22.44% of the company's stock.

Institutional Investors Weigh In On UiPath

Hedge funds and other institutional investors have recently made changes to their positions in the business. BlackRock Inc. increased its position in shares of UiPath by 7.2% during the 2nd quarter. BlackRock Inc. now owns 46,153,124 shares of the company's stock valued at $501,684,000 after purchasing an additional 3,097,822 shares during the last quarter. Redwood Investment Management LLC purchased a new stake in shares of UiPath during the 2nd quarter valued at about $1,183,000. First Trust Advisors LP increased its holdings in UiPath by 48.7% in the 1st quarter. First Trust Advisors LP now owns 1,624,148 shares of the company's stock worth $18,028,000 after acquiring an additional 532,157 shares in the last quarter. Hsbc Holdings PLC increased its holdings in UiPath by 269.1% in the 2nd quarter. Hsbc Holdings PLC now owns 739,993 shares of the company's stock worth $7,967,000 after acquiring an additional 539,528 shares in the last quarter. Finally, State of Michigan Retirement System purchased a new stake in UiPath in the 1st quarter worth approximately $1,143,000. Hedge funds and other 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: UiPath introduced Cartographer, a platform designed to create a governed, continuously updated view of enterprise processes. The company is positioning the product as an orchestration layer connecting business workflows with agentic AI. UiPath Launches UiPath Cartographer
• Positive Sentiment: The company expanded its Test Cloud platform with autonomous testing capabilities and announced additional platform enhancements, potentially improving its position in enterprise software testing and AI-powered automation. UiPath Expands Test Cloud
• Neutral Sentiment: UiPath recognized enterprises and partners at its Fusion 2026 conference, including winners of the inaugural GeekWire AI Breakthrough Awards. The announcements support the company’s enterprise-AI narrative but do not immediately change financial guidance. 2026 GeekWire AI Breakthrough Awards
• Negative Sentiment: Canaccord Genuity cut its price target from $17 to $14 and assigned a Hold rating, while BMO reduced its target from $18 to $15 with a Market Perform rating. The revisions reinforce caution around UiPath’s near-term execution.
• Negative Sentiment: RBC, UBS and Truist also lowered their targets after Fusion and investor-day presentations. Analysts generally want evidence of growth reacceleration and stronger financial results before becoming more bullish, leaving UiPath a “show-me story.” Analyst view on UiPath’s transition
• Negative Sentiment: The combination of a persistent monthly downtrend, investor skepticism about AI disruption, and limited new financial targets is outweighing the potential benefits of UiPath’s product launches and recent profitability.

About UiPath

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.