Recent discussions on X about UiPath Inc. (PATH) have been lively, particularly following the company's Q2 earnings report, which showcased a 14% year-over-year revenue increase to $362 million and a strong annual recurring revenue of $1.723 billion. Many users are intrigued by the firm's advancements in AI-driven automation, with some pointing to its potential to redefine enterprise productivity. The buzz reflects a renewed interest in how UiPath is positioning itself in the competitive tech landscape.
However, not all sentiments are uniformly positive, as posts on X also highlight concerns over rising competition from major players like Microsoft and potential risks in a weaker economic environment. Some discussions speculate on whether UiPath’s innovations, such as agentic AI and orchestration tools, could solidify its market position if adoption accelerates. The conversation remains dynamic, with a mix of optimism and caution driving the narrative around this automation leader.
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 56 times in the past 6 months. Of those trades, 0 have been purchases and 56 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 52 sales selling 2,254,867 shares for an estimated $28,445,337.
- ASHIM GUPTA (COO & CFO) has made 0 purchases and 3 sales selling 155,622 shares for an estimated $1,908,602.
- HITESH RAMANI (Chief Accounting Officer) sold 12,500 shares for an estimated $127,322
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UiPath Inc. Hedge Fund Activity
We have seen 241 institutional investors add shares of UiPath Inc. stock to their portfolio, and 285 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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 06/02/2025
- UBS issued a "Sell" rating on 03/13/2025
- B of A Securities issued a "Underperform" rating on 03/13/2025
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 14 analysts offer price targets for $PATH in the last 6 months, with a median target of $12.75.
Here are some recent targets:
- Lucky Schreiner from DA Davidson set a target price of $12.0 on 09/05/2025
- Keith Bachman from BMO Capital set a target price of $12.5 on 09/05/2025
- Terry Tillman from Truist Securities 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
- Kingsley Crane from Canaccord Genuity set a target price of $16.0 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.
