Recent discussions on X about UiPath Inc. (PATH) have been buzzing with excitement following the company's announcement of major partnerships with tech giants like NVIDIA, OpenAI, Google, and Snowflake to enhance its AI-driven automation platform. Many users are highlighting the potential for these collaborations to position UiPath as a leader in agentic automation, with some expressing optimism about the stock's significant premarket gains of over 20% in late September 2025. The conversation reflects a renewed interest in the company's growth trajectory after a period of dormancy.
However, not all sentiments are entirely bullish, as some posts on X raise concerns about longer sales cycles and the competitive landscape in the automation sector, especially with rivals like Microsoft in the mix. There’s a cautious undertone among certain discussions, with a few pointing to past volatility in the stock as a reason to temper expectations. Overall, the dialogue remains dynamic, balancing hope for innovation-driven gains with pragmatic concerns about execution.
Note: This discussion summary was generated from an AI condensation of post data.
UiPath Inc. Insider Trading Activity
UiPath Inc. insiders have traded $PATH stock on the open market 70 times in the past 6 months. Of those trades, 0 have been purchases and 70 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 66 sales selling 3,895,396 shares for an estimated $49,062,648.
- ASHIM GUPTA (COO & CFO) has made 0 purchases and 3 sales selling 155,622 shares for an estimated $1,908,602.
- BRAD BRUBAKER (GC & Chief Legal Officer) sold 16,083 shares for an estimated $241,262
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UiPath Inc. Hedge Fund Activity
We have seen 236 institutional investors add shares of UiPath Inc. stock to their portfolio, and 222 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NOMURA HOLDINGS INC added 39,502,731 shares (+inf%) to their portfolio in Q2 2025, for an estimated $505,634,956
- UBS GROUP AG added 29,949,634 shares (+438.7%) to their portfolio in Q2 2025, for an estimated $383,355,315
- BANK OF AMERICA CORP /DE/ removed 16,363,422 shares (-61.2%) from their portfolio in Q2 2025, for an estimated $209,451,801
- 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 added 8,012,400 shares (+inf%) to their portfolio in Q2 2025, for an estimated $102,558,720
- SUMITOMO MITSUI TRUST GROUP, INC. removed 6,928,956 shares (-86.2%) from their portfolio in Q2 2025, for an estimated $88,690,636
- NIKKO ASSET MANAGEMENT AMERICAS, INC. removed 6,604,816 shares (-85.6%) from their portfolio in Q2 2025, for an estimated $84,541,644
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 12 analysts offer price targets for $PATH in the last 6 months, with a median target of $13.5.
Here are some recent targets:
- 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
- Sanjit Singh from Morgan Stanley set a target price of $15.0 on 06/02/2025
- Kirk Materne from Evercore ISI Group set a target price of $15.0 on 05/30/2025
- Raimo Lenschow from Barclays set a target price of $14.0 on 05/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
