UiPath (PATH) News Today

Shares of UiPath (NYSE:PATH) are up today, buoyed by a strong first-quarter beat and a flurry of upward revisions from major brokerages. Investors are responding to better-than-expected revenue and EPS results, robust ARR growth and renewed guidance, alongside signs of growing momentum in agentic automation.

Key drivers include:

• Multiple price-target raises from BMO Capital Markets ($11.50→$15.50), Evercore ISI ($11.00→$15.00), RBC ($13.00→$15.00), Barclays ($12.00→$14.00) and others
• Q1 beat: revenue of $356.6 M vs. $332.2 M expected, EPS of $0.11 vs. $0.10 consensus, and ARR up 12% year-over-year
• Raised FY26 revenue guidance to $1.549 B–$1.554 B and Q2 outlook above street targets
• Unusual options activity with a 32% jump in call-option volume, signaling bullish positioning
• Several firms (Truist, Scotiabank, Wells Fargo) maintain “hold” or “sector perform” ratings despite target hikes
• Needham & Company reiterates a “hold” rating, reflecting some caution on valuation
• Some reports note modest AI product adoption so far and questions over UiPath’s ability to fully capture the generative AI wave
• Despite growth, the company still runs a negative net margin (~ 6.5%) and negative ROE (~ 4.1%)