PATH

UiPath, Inc.

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001734722
$11.24 -3.68% $5.8B
High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$5.8B
Cap SizeMid Cap
Analyst ConsensusHold (32%)
Inst. Holders8 funds
Inst. Value$1.4B
Inst. Activity4 buys / 1 sells
Reddit Sentiment41° Cool
SEC Reports3
Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001734722·Prev Close $11.67

Recent Activity

Jun 5, 2026 SEC
UiPath reported Q1 FY2027 revenue of $418M (+17% YoY), beating consensus of $397.8M, and GAAP EPS of $0.04 (vs consensus
8-K — Impact 6/10
May 28, 2026 earnings_calendar
PATH Q1 2027 Earnings After Market Close — 2026-05-28
May 22, 2026 SEC
UiPath announced the passing of director Sivaramakichenane Somasegar, who was a nominee for the 2026 annual meeting. The
DEFA14A — Impact 2/10
Apr 1, 2026 Insider
Gupta Ashim sold 49,063 shares
COO & CFO @ $11.10 ($544.6K)
Apr 1, 2026 Insider
Gupta Ashim sold 306,748 shares
COO & CFO @ $0.00 ($0.00)
Apr 1, 2026 Insider
Ramani Hitesh sold 5,289 shares
Chief Accounting Officer @ $11.10 ($58.7K)
Mar 11, 2026 SEC
UiPath reported strong fiscal 2026 results with $1.611B revenue (13% YoY growth) and first-time full-year GAAP profitabi
8-K — Impact 8/10
Inst.
MORGAN STANLEY — ADD
9,310,304 shares ($152.6M)

Price Targets

$13.31 +18.4% upside Buy
Current $11.24 Low $10.98 Median $13.00 High $17.00 16 analysts
$10.98 $17.00

Analyst Ratings

Sell32% buy · 28 analysts
2Strong Buy
7Buy
18Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 BMO Capital MAINTAIN Market Perform → Market Perform
May 29, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 29, 2026 B of A Securities MAINTAIN Underperform → Underperform
May 29, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
May 29, 2026 Needham REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.15 ▼ -1.9% $0.11 — $0.17 -2% YoY 19
Next Q $0.19 ▼ -0.6% $0.16 — $0.21 17% YoY 19
Current FY $0.79 ▼ -1.8% $0.66 — $0.86 9% YoY 21
Next FY $0.91 ▲ +1.2% $0.75 — $1.04 16% YoY 21

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$805.0M
MORGAN STANLEY$152.6MADD
BANK OF AMERICA CORP$145.5MTRIM
NORGES BANK$120.2MNEW
TWO SIGMA INVESTMENTS, LP$68.8MADD

Recent Insider Trades

DateInsiderTypeValue
Apr 1, 2026Gupta AshimF$544.6K
Apr 1, 2026Gupta AshimA$0.00
Apr 1, 2026Ramani HiteshF$58.7K
Apr 1, 2026Ramani HiteshA$0.00
Apr 1, 2026Brubaker BradF$275.7K

Reddit Sentiment

41°
Cool
Bearish Neutral Bullish
31 mentions 6 bullish 12 bearish
8 institutional holders with $1.4B total value (83,433,005 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC49,114,941$805.0M58.9%
2MORGAN STANLEY9,310,304$152.6M11.2%ADD +54.0%
3BANK OF AMERICA CORP /DE/8,876,414$145.5M10.6%TRIM -61.2%
4NORGES BANK7,332,288$120.2M8.8%NEW
5TWO SIGMA INVESTMENTS, LP4,194,675$68.8M5.0%ADD +77.2%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,966,748$65.0M4.8%ADD +36.4%
7WELLS FARGO & COMPANY/MN558,791$9.2M0.7%ADD +92.9%
8FMR LLC78,844$1.3M0.1%TRIM -56.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD6,047,3749,310,304+54.0%$152.6M2025-Q4
NORGES BANKNEW7,332,288$120.2M2025-Q4
TWO SIGMA INVESTMENTS, LPADD2,367,7514,194,675+77.2%$68.8M2025-Q4
WELLS FARGO & COMPANY/MNADD289,694558,791+92.9%$9.2M2025-Q4
FMR LLCTRIM182,58178,844-56.8%$1.3M2025-Q4
UBS Group AGNEAR_EXIT37,532,8264,252,035-88.7%$56.9M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD2,933,5534,001,066+36.4%$53.5M2025-Q3
TWO SIGMA INVESTMENTS, LPADD1,209,7642,367,751+95.7%$31.7M2025-Q3
WELLS FARGO & COMPANY/MNTRIM916,188289,694-68.4%$3.9M2025-Q3
NORGES BANKEXIT5,347,7230-100.0%$0.002025-Q3
UBS Group AGDOUBLED7,584,18437,532,826+394.9%$480.4M2025-Q2
BANK OF AMERICA CORP /DE/TRIM26,721,05510,357,633-61.2%$132.6M2025-Q2
NORGES BANKNEW5,347,723$68.5M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM3,108,5301,209,764-61.1%$15.5M2025-Q2
WELLS FARGO & COMPANY/MNADD572,815916,188+59.9%$11.7M2025-Q2
FMR LLCTRIM384,977153,181-60.2%$2.0M2025-Q2
UBS Group AGADD5,480,8317,584,184+38.4%$78.1M2025-Q1
CITADEL ADVISORS LLCTRIM5,055,1593,160,664-37.5%$32.6M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM5,276,2483,108,530-41.1%$32.0M2025-Q1
FMR LLCADD238,165384,977+61.6%$4.0M2025-Q1
NORGES BANKEXIT5,601,1900-100.0%$0.002025-Q1
NORGES BANKDOUBLED2,016,5485,601,190+177.8%$71.2M2024-Q4
UBS Group AGDOUBLED813,1925,480,831+574.0%$69.7M2024-Q4
CITADEL ADVISORS LLCADD3,714,0465,055,159+36.1%$64.3M2024-Q4
MORGAN STANLEYTRIM7,006,4514,748,375-32.2%$60.4M2024-Q4
5 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 1, 2026Gupta AshimCOO & CFOF49,063$11.10$544.6K
Apr 1, 2026Gupta AshimCOO & CFOA306,748$0.00$0.00
Apr 1, 2026Ramani HiteshChief Accounting OfficerF5,289$11.10$58.7K
Apr 1, 2026Ramani HiteshChief Accounting OfficerA123,466$0.00$0.00
Apr 1, 2026Brubaker BradGC & Chief Legal OfficerF24,842$11.10$275.7K
Apr 1, 2026Brubaker BradGC & Chief Legal OfficerA157,208$0.00$0.00
Apr 1, 2026Malpani RaghavendraCPO & CTOF8,378$11.10$93.0K
Apr 1, 2026Malpani RaghavendraCPO & CTOA159,125$0.00$0.00
Mar 16, 2026Dines DanielCEO and ChairmanJ9,615,297$0.00$0.00
Feb 25, 2026Ramani HiteshChief Accounting OfficerA31,021$0.00$0.00
Feb 25, 2026Brubaker BradGC & Chief Legal OfficerA145,985$0.00$0.00
Feb 25, 2026Gupta AshimCOO & CFOA288,321$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (32% buy). Based on 28 analysts: 2 strong buy, 7 buy, 18 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$13.31 mean target +18.4% upside Buy (2.80)
$10.98 Low $17.00 High
MetricValue
Current Price$11.24
Target Low$10.98
Target Mean$13.31
Target Median$13.00
Target High$17.00
# Analysts16
RecommendationBuy (2.80)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.15 $0.11 $0.17 -1.8% -1.9% 10↑ 5↓ $0.4B 10.0% 19
Next Q
2026-10-31
$0.19 $0.16 $0.21 16.8% -0.6% 7↑ 5↓ $0.4B 7.3% 19
Current FY
2027-01-31
$0.79 $0.66 $0.86 9.1% -1.8% 12↑ 6↓ $1.8B 10.4% 21
Next FY
2028-01-31
$0.91 $0.75 $1.04 15.5% +1.2% 14↑ 3↓ $1.9B 8.4% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.147
7d ago$0.150-0.003
30d ago$0.150-0.003
60d ago$0.150-0.003
90d ago$0.140+0.007
13 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 BMO Capital MAINTAIN Market Perform Market Perform
May 29, 2026 DA Davidson MAINTAIN Neutral Neutral
May 29, 2026 B of A Securities MAINTAIN Underperform Underperform
May 29, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
May 29, 2026 Needham REITERATE Buy Buy
Mar 16, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Mar 12, 2026 UBS MAINTAIN Neutral Neutral
Mar 12, 2026 Canaccord Genuity MAINTAIN Buy Buy
Mar 12, 2026 Truist Securities MAINTAIN Hold Hold
Mar 12, 2026 TD Cowen MAINTAIN Hold Hold
Mar 12, 2026 B of A Securities MAINTAIN Underperform Underperform
Mar 12, 2026 DA Davidson MAINTAIN Neutral Neutral
Mar 12, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 12, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 12, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 12, 2026 Needham UPGRADE Hold Buy
Jan 12, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Dec 10, 2025 RBC Capital MAINTAIN Sector Perform Sector Perform
Dec 9, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202627181032%
May 1, 202628171036%
Apr 1, 202628171036%
Mar 1, 202627181032%
Feb 1, 202626191029%
Jan 1, 202626191029%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

41°
Cool
Bearish Neutral Bullish
31 mentions 6 bullish 12 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 1, 2026160° Warm101
Jun 1, 2026144° Neutral001
Jun 1, 2026144° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
May 29, 2026150° Neutral001
May 29, 2026150° Neutral001
May 29, 2026140° Cool011
May 29, 2026150° Neutral001
May 29, 2026150° Neutral001
May 28, 2026150° Neutral001
May 28, 2026150° Neutral001
May 28, 2026160° Warm101
May 28, 2026160° Warm101
May 28, 2026140° Cool011
May 28, 2026150° Neutral001
May 28, 2026233° Cool022
May 27, 2026140° Cool011
May 27, 2026150° Neutral001
May 27, 2026150° Neutral001
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 10, 2026140° Cool011
May 10, 2026140° Cool011
May 9, 2026140° Cool011
May 9, 2026140° Cool011
Apr 3, 2026160° Warm101
Mar 29, 2026140° Cool011
Mar 29, 2026140° Cool011
Mar 24, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Bearish 28d 9h ago
Degenerate bet on $PATH
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 8d 7h ago
Tech Rotation into Software and Finance
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2mo ago
Added to PATH after the drop… but keeping expectations low
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 10d ago
$PATH Gamma Watch + Earnings Tomorrow 5/28/26. My body is ready.
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 27d 8h ago
Degenerate bet on $PATH
▲ 1 💬 3 ⚡ 0.5
r/wallstreetbets Bearish 9d 23h ago
$PATH Gamma Watch + Earnings Tomorrow 5/28/26. My body is ready.
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 9d 21h ago
$PATH Gamma Watch + Earnings Tomorrow 5/28/26. My body is ready.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 5d 12h ago
Most over looked and cheapest software company. $PATH
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 8d 5h ago
PATH 0DTE
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 10d 10h ago
$PATH micro options trade earnings tomorrow Let’s see how it plays out
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 9d 6h ago
The PATH to generational wealth
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 9d 21h ago
$PATH Gamma Watch + Earnings Tomorrow 5/28/26. My body is ready.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 23d 9h ago
Why I think PATH is crazy undervalued right now
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 8d 10h ago
$PATH over looked, over sold, big short float.
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 5d 2h ago
NOW, PATH OR LENOVO
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 5d 9h ago
$PATH - 40% SHORT - The #1 Most Underrated AI Play Just Getting Started
▲ 1 💬 0 ⚡ 0.2
May 28, 2026
earnings_calendar
PATH Q1 2027 Earnings After Market Close — 2026-05-28
May 28, 2026
short_volume
Short Volume: PATH — 62.7% short (24.0M / 38.2M)
Short: 23,953,237 | Exempt: 40,000 | TRF Vol: 38,215,218 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: PATH — 56.5% short (13.7M / 24.2M)
Short: 13,684,160 | Exempt: 70,854 | TRF Vol: 24,237,003 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: PATH — 56.3% short (15.3M / 27.1M)
Short: 15,264,283 | Exempt: 65,924 | TRF Vol: 27,125,736 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: PATH — 56.1% short (12.3M / 21.9M)
Short: 12,285,636 | Exempt: 66,388 | TRF Vol: 21,885,707 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: PATH — 225,543 shares ($2.4M) failed to deliver
Settlement: 20260512, Price: $10.66, FTD Value: $2,404,288.38, UIPATH INC CL A
May 11, 2026
short_interest
FTD: PATH — 158,117 shares ($1.7M) failed to deliver
Settlement: 20260511, Price: $10.79, FTD Value: $1,706,082.43, UIPATH INC CL A
May 11, 2026
dark_pool
Dark Pool: PATH — 25.5M shares, 142,968 trades
Week starting 2026-05-11. Total ATS volume: 25,508,685 shares across 142,968 trades.
May 5, 2026
short_interest
FTD: PATH — 63,568 shares ($0.7M) failed to deliver
Settlement: 20260505, Price: $10.83, FTD Value: $688,441.44, UIPATH INC CL A
May 4, 2026
dark_pool
Dark Pool: PATH — 17.7M shares, 119,454 trades
Week starting 2026-05-04. Total ATS volume: 17,713,406 shares across 119,454 trades.
May 4, 2026
short_interest
FTD: PATH — 50,518 shares ($0.5M) failed to deliver
Settlement: 20260504, Price: $10.67, FTD Value: $539,027.06, UIPATH INC CL A
Apr 28, 2026
short_interest
FTD: PATH — 129,778 shares ($1.4M) failed to deliver
Settlement: 20260428, Price: $10.46, FTD Value: $1,357,477.88, UIPATH INC CL A
Apr 27, 2026
dark_pool
Dark Pool: PATH — 15.2M shares, 118,121 trades
Week starting 2026-04-27. Total ATS volume: 15,246,146 shares across 118,121 trades.
Apr 22, 2026
short_interest
FTD: PATH — 118,851 shares ($1.3M) failed to deliver
Settlement: 20260422, Price: $10.78, FTD Value: $1,281,213.78, UIPATH INC CL A
Apr 20, 2026
dark_pool
Dark Pool: PATH — 15.3M shares, 108,008 trades
Week starting 2026-04-20. Total ATS volume: 15,256,274 shares across 108,008 trades.