UiPath Rises as Investors Weigh Buybacks, Profitability, and AI Execution

UiPath (PATH) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be renewed buying interest in a stock that already had several supportive fundamentals in place, rather than a single fresh headline. UiPath recently posted stronger-than-expected quarterly results, continued aggressive share repurchases, and highlighted expanding AI and enterprise software partnerships, which together may be helping fuel a rebound. With the near-term catalyst unclear, part of today’s move could also be short-covering.

Details:

UiPath’s first-quarter fiscal 2027 revenue rose 17% year over year to $418 million, while annualized recurring revenue reached $1.901 billion, both signs that demand has remained resilient.

The company also reached first-quarter GAAP profitability for the first time in its history and ended April with about $1.42 billion in cash, cash equivalents, and marketable securities.

Its latest quarterly filing showed UiPath used $243.8 million on Class A share repurchases during the quarter and said a new $500 million repurchase authorization was approved in March 2026.

Management has also been emphasizing AI-related product launches and integrations with large enterprise platforms, including Databricks, Salesforce, Google Cloud, Microsoft, and Deloitte, which may be reinforcing optimism around its agentic automation strategy.

Sources:

UiPath Investor Relations, SEC, Forbes

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$PATH Hedge Fund Activity

We have seen 260 institutional investors add shares of $PATH stock to their portfolio, and 251 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

TETRAGON PARTNERS GP LTD added 7,757,628 shares (+44.5%) to their portfolio in Q1 2026, for an estimated $85,024,378
JANE STREET GROUP, LLC added 5,562,246 shares (+1029.3%) to their portfolio in Q1 2026, for an estimated $60,962,772
POINT72 ASSET MANAGEMENT, L.P. removed 5,453,002 shares (-73.7%) from their portfolio in Q1 2026, for an estimated $59,765,447
SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 4,948,763 shares (-92.5%) from their portfolio in Q1 2026, for an estimated $54,238,937
UBS GROUP AG added 4,633,195 shares (+97.1%) to their portfolio in Q1 2026, for an estimated $50,780,280
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 3,174,788 shares (-95.0%) from their portfolio in Q1 2026, for an estimated $34,795,993
BLACKROCK, INC. added 2,818,436 shares (+7.0%) to their portfolio in Q1 2026, for an estimated $30,890,340

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$PATH Price Targets

Multiple analysts have issued price targets for $PATH recently. We have seen 11 analysts offer price targets for $PATH in the last 6 months, with a median target of $13.0.

Here are some recent targets:

Radi Sultan from UBS set a target price of $12.0 on 06/29/2026
Keith Bachman from BMO Capital set a target price of $13.0 on 06/01/2026
Scott Berg from Needham set a target price of $15.0 on 05/29/2026
Sanjit Singh from Morgan Stanley set a target price of $15.0 on 05/29/2026
Brad Sills from B of A Securities set a target price of $13.0 on 05/29/2026
Lucky Schreiner from DA Davidson set a target price of $12.0 on 05/29/2026
Bryan C. Bergin from TD Cowen set a target price of $13.0 on 03/12/2026

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.