Earnings anticipation mounts: Social media chatter ramps up ahead of UiPath's first-quarter fiscal 2027 earnings, spotlighting a hefty 26% short float amid rebounding enterprise spending. Many anticipate AI workflow integrations could spark beats and short unwinds in this automation leader.
Valuation sparks optimism: Participants highlight PATH's ~12x forward earnings multiple as compelling for AI exposure versus inflated peers. Robust revenue growth to $1.61 billion, newfound profitability, and $372 million in adjusted free cash flow fuel calls for re-rating despite recent share price disconnects.
AI practicality emphasized: UiPath's CMO urges firms to measure existing AI ties to outcomes before piling on more tech. Views position the platform as an essential orchestration layer for reliable, governed AI execution in complex enterprises.
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 36 times in the past 6 months. Of those trades, 0 have been purchases and 36 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 34 sales selling 1,530,000 shares for an estimated $25,502,697.
- ASHIM GUPTA (COO & CFO) sold 67,468 shares for an estimated $1,086,497
- BRAD BRUBAKER (GC & Chief Legal Officer) sold 27,580 shares for an estimated $511,735
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
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 295 institutional investors add shares of UiPath stock to their portfolio, and 264 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
UiPath 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 $13.5.
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.
