UiPath (NYSE:PATH) Given New $14.00 Price Target at Mizuho

Key Points

• Mizuho raised UiPath’s price target from $12 to $14 but maintained a neutral rating, implying 7.74% downside from the prior close. The analyst consensus remains “Hold,” with an average target of $16.
• UiPath reported quarterly revenue of $410.3 million, up 13.3% year over year and above expectations, while adjusted EPS of $0.15 matched estimates. Annual recurring revenue rose 12% to $1.938 billion, and the company maintained fiscal 2027 revenue guidance of approximately $1.789 billion to $1.794 billion.
• Shares fell 16.7% to $15.17 as investors focused on slower expected growth, elevated valuation and concerns that AI has not yet accelerated demand. CEO Daniel Dines also sold 1.4 million shares for approximately $22.5 million.

UiPath (NYSE:PATH - Get Free Report) had its price target hoisted by equities research analysts at Mizuho from $12.00 to $14.00 in a note issued to investors on Friday, Benzinga reports. The firm presently has a "neutral" rating on the stock. Mizuho's price objective indicates a potential downside of 7.74% from the company's previous close.

Other equities research analysts have also issued research reports about the company. Wells Fargo & Company lifted their price objective on UiPath from $13.00 to $15.00 and gave the company an "equal weight" rating in a report on Friday. DA Davidson upped their price objective on UiPath from $12.00 to $16.00 and gave the stock a "neutral" rating in a report on Friday. Oppenheimer reiterated a "market perform" rating on shares of UiPath in a research report on Friday. Bank of America boosted their target price on shares of UiPath from $13.00 to $15.00 and gave the stock an "underperform" rating in a research report on Friday. Finally, UBS Group set a $16.00 price target on shares of UiPath in a report on Friday. Two analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, UiPath currently has a consensus rating of "Hold" and an average price target of $16.00.

UiPath Stock Down 16.7%

Shares of NYSE PATH traded down $3.05 during mid-day trading on Friday, hitting $15.17. 49,494,760 shares of the company were exchanged, compared to its average volume of 46,122,281. The stock has a 50 day simple moving average of $13.82 and a 200-day simple moving average of $11.92. UiPath has a 1-year low of $9.20 and a 1-year high of $19.84. The firm has a market cap of $7.86 billion, a price-to-earnings ratio of 25.25, a price-to-earnings-growth ratio of 2.16 and a beta of 1.02.

UiPath (NYSE:PATH - Get Free Report) last announced its quarterly earnings data on Thursday, September 3rd. The company reported $0.15 earnings per share (EPS) for the quarter, meeting the consensus estimate 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 19.58% and a return on equity of 7.92%. UiPath's revenue was up 13.3% compared to the same quarter last year. During the same period in the previous year, the company posted $0.15 EPS. Analysts anticipate that UiPath will post 0.4 earnings per share for the current fiscal year.

Insider Activity at UiPath

In related news, CEO Daniel Dines sold 1,402,347 shares of the business's stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $16.07, for a total value of $22,535,716.29. Following the sale, the chief executive officer directly owned 26,491,238 shares in the company, valued at $425,714,194.66. The trade was a 5.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 22.44% of the stock is owned by corporate insiders.

Institutional Trading of UiPath

Institutional investors and hedge funds have recently modified their holdings of the business. HighMark Wealth Management LLC acquired a new position in shares of UiPath during the 4th quarter worth approximately $25,000. Trifecta Capital Advisors LLC purchased a new position in UiPath during the second quarter worth $27,000. Atlas Capital Advisors Inc. purchased a new position in UiPath during the fourth quarter worth $37,000. AdvisorNet Financial Inc raised its holdings in shares of UiPath by 750.0% in the first quarter. AdvisorNet Financial Inc now owns 3,400 shares of the company's stock worth $38,000 after acquiring an additional 3,000 shares during the last quarter. Finally, REAP Financial Group LLC purchased a new stake in shares of UiPath in the fourth quarter valued at $44,000. Hedge funds and other institutional investors own 62.50% of the company's stock.

Key Headlines Impacting UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath reported fiscal Q2 2027 revenue of $410.3 million, up approximately 13% year over year and above the $397.8 million analyst estimate. Adjusted earnings of $0.15 per share matched expectations. UiPath Reports Second Quarter Fiscal 2027 Financial Results
• Positive Sentiment: Annual recurring revenue rose 12% to $1.938 billion, while UiPath recorded its fourth consecutive quarter of GAAP profitability. Management said AI-led orchestration is helping expand platform usage, improve retention and support larger enterprise deals. PATH Q2 Earnings Call Centers on AI-Led Platform Expansion
• Positive Sentiment: Fiscal 2027 revenue guidance of approximately $1.789 billion to $1.794 billion was maintained or raised modestly, and third-quarter revenue guidance of $440 million to $445 million is broadly in line with consensus. UiPath FY2027 Guidance
• Neutral Sentiment: Analysts raised their price targets, including BMO to $18, DA Davidson to $16 and Wells Fargo to $15, but each retained a neutral or market-perform stance, indicating limited conviction that the recent rally can continue. UiPath Analyst and Earnings Coverage
• Negative Sentiment: The outlook implies a sharp growth deceleration, with management keeping fiscal 2027 guidance prudent despite the quarterly beat. Investors appear concerned that AI has not yet produced the acceleration seen at some other software companies and could ultimately disrupt traditional automation demand. UiPath Tumbles as Guided Slowdown Overshadows Revenue Beat
• Negative Sentiment: After a strong August rally, elevated valuation and profit-taking amplified the reaction to the merely in-line EPS result. A finance leadership transition and broader executive changes add an additional near-term uncertainty. UiPath Rating Downgrade

About UiPath

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.

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