Q4 Earnings Exceed Expectations: Social media discussions lit up following UiPath's latest quarterly results, where revenue reached $481 million, surpassing forecasts with 14% year-over-year growth and marking the company's first GAAP profitability. Participants noted a $500 million stock buyback authorization and accelerating agentic AI revenue, positioning the firm for deeper enterprise automation.
Stock Slides to Record Lows: Despite solid fundamentals, UiPath shares hit their lowest close since the 2021 IPO, down nearly 90% from peaks amid fears of competition from AI models like Anthropic's Claude in agentic workflows. Conversations reflected frustration over muted growth guidance around 9-14%, with the broader SaaS sector under pressure.
Value Hunters Circle Amid High Shorts: Oversold indicators and short interest nearing 25% fueled talk of a potential rebound, with some viewing the stock's ~3.7x sales multiple as a bargain given AI tailwinds and net retention above 107%. Others highlighted partnerships and platform stickiness as reasons for optimism in a people-first economy enhanced by AI tools.
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 59 times in the past 6 months. Of those trades, 0 have been purchases and 59 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 48 sales selling 2,470,936 shares for an estimated $40,945,251.
- ASHIM GUPTA (COO & CFO) sold 67,468 shares for an estimated $1,086,497
- HITESH RAMANI (Chief Accounting Officer) has made 0 purchases and 8 sales selling 65,000 shares for an estimated $1,057,210.
- BRAD BRUBAKER (GC & Chief Legal Officer) has made 0 purchases and 2 sales selling 55,160 shares for an estimated $971,662.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UiPath Revenue
UiPath had revenues of $481.1M in Q4 2026. This is an increase of 13.56% 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 294 institutional investors add shares of UiPath stock to their portfolio, and 223 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 15,132,765 shares (+60.3%) to their portfolio in Q4 2025, for an estimated $248,026,018
- 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
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 3,437,682 shares (-99.2%) from their portfolio in Q4 2025, for an estimated $56,343,607
- MORGAN STANLEY added 3,262,930 shares (+54.0%) to their portfolio in Q4 2025, for an estimated $53,479,422
- CAPITAL IMPACT ADVISORS, LLC added 3,188,606 shares (+inf%) to their portfolio in Q4 2025, for an estimated $52,261,252
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 15 analysts offer price targets for $PATH in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Keith Bachman from BMO Capital set a target price of $14.0 on 03/16/2026
- Sanjit Singh from Morgan Stanley set a target price of $17.0 on 03/12/2026
- Scott Berg from Needham set a target price of $15.0 on 03/12/2026
- Lucky Schreiner from DA Davidson set a target price of $13.0 on 03/12/2026
- Michael Turrin from Wells Fargo set a target price of $13.0 on 03/12/2026
- Siti Panigrahi from Mizuho set a target price of $12.0 on 03/12/2026
- Brad Sills from B of A Securities set a target price of $12.0 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.
