Earnings Anticipation: Social media buzz intensifies ahead of UiPath's Q4 earnings report after market close today, with investors highlighting the company's history of beating EPS and revenue estimates in nearly every quarter since its IPO. Discussions focus on expectations for revenue exceeding $480 million and guidance reaffirmation around $1.8 billion in annual recurring revenue.
Maestro and AI Traction: Participants emphasize UiPath's Maestro platform as a pivotal advancement in agentic AI automation, enabling orchestration of bots, humans, and AI while addressing enterprise concerns around trust and reliability. Partnerships with OpenAI, Google, and Nvidia are frequently cited as strengthening its position, alongside stabilizing net dollar retention and robust free cash flow growth.
Value Perception: Amid a market correction, some voices describe the stock trading around $11 as a compelling opportunity, pointing to high gross margins, net cash position, and shrinking share count. Technical analysts note a potential breakout from a descending channel, with eyes on reclaiming key resistance levels post-earnings.
Note: This discussion summary was generated from an AI condensation of post data.
UiPath Insider Trading Activity
UiPath insiders have traded $PATH stock on the open market 83 times in the past 6 months. Of those trades, 0 have been purchases and 83 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 67 sales selling 4,725,133 shares for an estimated $71,267,185.
- ASHIM GUPTA (COO & CFO) has made 0 purchases and 4 sales selling 308,342 shares for an estimated $5,248,556.
- BRAD BRUBAKER (GC & Chief Legal Officer) has made 0 purchases and 4 sales selling 137,908 shares for an estimated $2,212,907.
- 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 Revenue
UiPath had revenues of $411.1M in Q3 2026. This is an increase of 15.92% from the same period in the prior year.
You can track PATH financials on Quiver Quantitative's PATH stock page.
UiPath Hedge Fund Activity
We have seen 310 institutional investors add shares of UiPath stock to their portfolio, and 287 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
- BLACKROCK, INC. added 15,132,765 shares (+60.3%) to their portfolio in Q4 2025, for an estimated $248,026,018
- HUDSON BAY CAPITAL MANAGEMENT LP removed 8,012,400 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $107,205,912
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 5,771,582 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $94,596,228
- STATE STREET CORP added 5,189,438 shares (+66.4%) to their portfolio in Q4 2025, for an estimated $85,054,888
- POINT72 ASSET MANAGEMENT, L.P. added 4,933,884 shares (+200.1%) to their portfolio in Q4 2025, for an estimated $80,866,358
- 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 Price Targets
Multiple analysts have issued price targets for $PATH recently. We have seen 10 analysts offer price targets for $PATH in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Raimo Lenschow from Barclays set a target price of $18.0 on 01/12/2026
- Matthew Hedberg from RBC Capital set a target price of $17.0 on 01/05/2026
- Sanjit Singh from Morgan Stanley set a target price of $19.0 on 12/09/2025
- Lucky Schreiner from DA Davidson set a target price of $15.0 on 12/05/2025
- Siti Panigrahi from Mizuho set a target price of $15.0 on 12/04/2025
- Kingsley Crane from Canaccord Genuity set a target price of $19.0 on 12/04/2025
- Michael Turrin from Wells Fargo set a target price of $14.0 on 12/04/2025
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.
