UiPath Inc. (PATH) — Q3 2026 Results
UiPath reported quarterly revenue and earnings that beat expectations, with revenue growing year-over-year and diluted earnings per share well above consensus. The company delivered positive operating profit and a strong net income figure this quarter, though several profitability metrics show large year-over-year swings.
In summary, UiPath (PATH) showed solid top-line growth and an earnings beat for Q3 2026, while operating and certain profitability measures reflected notable year-over-year volatility. Cash generation remains positive but relatively modest, and the balance sheet shows a small decline in cash alongside a slight increase in total liabilities.
UiPath Inc. Insider Trading Activity
UiPath Inc. insiders have traded $PATH stock on the open market 91 times in the past 6 months. Of those trades, 0 have been purchases and 91 have been sales.
Here’s a breakdown of recent trading of $PATH stock by insiders over the last 6 months:
- DANIEL DINES (CEO and Chairman) has made 0 purchases and 76 sales selling 5,095,121 shares for an estimated $70,155,386.
- ASHIM GUPTA (COO & CFO) has made 0 purchases and 4 sales selling 297,196 shares for an estimated $4,878,547.
- BRAD BRUBAKER (GC & Chief Legal Officer) has made 0 purchases and 3 sales selling 110,328 shares for an estimated $1,701,171.
- HITESH RAMANI (Chief Accounting Officer) has made 0 purchases and 8 sales selling 65,000 shares for an estimated $1,057,210.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UiPath Inc. Hedge Fund Activity
We have seen 242 institutional investors add shares of UiPath Inc. stock to their portfolio, and 301 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NOMURA HOLDINGS INC removed 39,502,731 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $528,546,540
- UBS GROUP AG removed 32,682,689 shares (-88.9%) from their portfolio in Q3 2025, for an estimated $437,294,378
- ARK INVESTMENT MANAGEMENT LLC removed 8,319,250 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $106,486,400
- HUDSON BAY CAPITAL MANAGEMENT LP removed 8,012,400 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $107,205,912
- NIKKO ASSET MANAGEMENT AMERICAS, INC. removed 6,604,816 shares (-85.6%) from their portfolio in Q2 2025, for an estimated $84,541,644
- AQR CAPITAL MANAGEMENT LLC removed 6,227,481 shares (-54.6%) from their portfolio in Q3 2025, for an estimated $83,323,695
- MACQUARIE GROUP LTD removed 4,604,227 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $61,604,557
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UiPath Inc. Analyst Ratings
Wall Street analysts have issued reports on $PATH in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 09/08/2025
To track analyst ratings and price targets for UiPath Inc., check out Quiver Quantitative's $PATH forecast page.
UiPath Inc. Price Targets
Multiple analysts have issued price targets for $PATH recently. We have seen 5 analysts offer price targets for $PATH in the last 6 months, with a median target of $13.0.
Here are some recent targets:
- Jeff Hickey from UBS set a target price of $17.0 on 10/23/2025
- Keith Bachman from BMO Capital set a target price of $13.0 on 10/02/2025
- Kingsley Crane from Canaccord Genuity set a target price of $15.0 on 09/08/2025
- Terry Tillman from Truist Securities set a target price of $12.0 on 09/05/2025
- Lucky Schreiner from DA Davidson set a target price of $12.0 on 09/05/2025
