Why UiPath (PATH) Stock Is Up Today

UiPath (PATH) is up 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The exact same-day catalyst is unclear, but this move could be because investors are still responding to UiPath’s improving execution and AI product momentum. The company recently delivered a better-than-expected fiscal first quarter, raised full-year guidance, and has continued to roll out new agentic automation products and partnerships that support its growth narrative.

Details:

UiPath’s fiscal first-quarter 2027 results topped its own guidance, with revenue of $418.4 million and ARR of $1.901 billion.

Management raised full-year fiscal 2027 guidance to revenue of $1.776 billion to $1.781 billion and ARR of $2.058 billion to $2.063 billion.

The company launched UiPath for Coding Agents in May, expanding its platform so AI coding agents can operate inside governed enterprise workflows.

UiPath also announced fresh AI ecosystem moves this year, including a Databricks partnership and the June launch of Maestro Case for more complex, exception-heavy business processes.

Sources:

UiPath Investor Relations, SEC, Investing.com

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 257 institutional investors add shares of $PATH stock to their portfolio, and 282 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.