Canaccord Genuity Group Cuts UiPath (NYSE:PATH) Price Target to $15.00

UiPath (NYSE:PATH) had its target price reduced by Canaccord Genuity Group from $19.00 to $15.00 in a report published on Thursday morning,Benzinga reports. Canaccord Genuity Group currently has a buy rating on the stock.

Several other brokerages have also recently issued reports on PATH. Morgan Stanley decreased their price target on shares of UiPath from $19.00 to $17.00 and set an “equal weight” rating for the company in a research report on Thursday. Truist Financial set a $17.00 price target on shares of UiPath in a report on Thursday, December 4th. William Blair reissued a “hold” rating on shares of UiPath in a research note on Thursday. Royal Bank Of Canada set a $14.00 price objective on UiPath in a report on Wednesday, February 11th. Finally, TD Cowen reaffirmed a “hold” rating on shares of UiPath in a research report on Thursday, December 4th. Three investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, UiPath has an average rating of “Hold” and an average price target of $14.27.

UiPath Trading Up 1.9%

NYSE:PATH opened at $11.58 on Thursday. The stock’s 50-day moving average is $12.97 and its 200-day moving average is $14.00. UiPath has a 1-year low of $9.38 and a 1-year high of $19.84. The stock has a market cap of $6.19 billion, a P/E ratio of 22.27, a price-to-earnings-growth ratio of 1.58 and a beta of 1.09.

UiPath (NYSE:PATH) last issued its quarterly earnings data on Wednesday, March 11th. The company reported $0.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.05. UiPath had a net margin of 17.53% and a return on equity of 5.95%. The business had revenue of $481.11 million during the quarter, compared to analyst estimates of $464.81 million. During the same quarter last year, the business earned $0.26 EPS. The firm’s quarterly revenue was up 13.4% on a year-over-year basis. As a group, equities analysts forecast that UiPath will post -0.17 EPS for the current year.

Insider Buying and Selling

In other news, CEO Daniel Dines sold 45,000 shares of the stock in a transaction on Monday, January 5th. The shares were sold at an average price of $15.73, for a total transaction of $707,850.00. Following the completion of the sale, the chief executive officer directly owned 28,343,585 shares in the company, valued at $445,844,592.05. This represents a 0.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Ashim Gupta sold 67,468 shares of UiPath stock in a transaction on Monday, January 5th. The stock was sold at an average price of $16.10, for a total transaction of $1,086,234.80. Following the transaction, the chief financial officer directly owned 557,028 shares of the company’s stock, valued at $8,968,150.80. This represents a 10.80% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 787,468 shares of company stock worth $12,862,285 in the last 90 days. Corporate insiders own 23.19% of the company’s stock.

Institutional Trading of UiPath

Large investors have recently bought and sold shares of the business. Noble Wealth Management PBC bought a new position in shares of UiPath in the 4th quarter worth about $25,000. HighMark Wealth Management LLC acquired a new position in shares of UiPath in the 4th quarter valued at about $25,000. Raleigh Capital Management Inc. bought a new stake in shares of UiPath during the 4th quarter valued at about $26,000. TD Waterhouse Canada Inc. grew its stake in UiPath by 1,270.8% during the fourth quarter. TD Waterhouse Canada Inc. now owns 1,782 shares of the company’s stock worth $29,000 after purchasing an additional 1,652 shares during the period. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in UiPath during the second quarter worth approximately $28,000. 62.50% of the stock is currently owned by institutional investors and hedge funds.

UiPath News Roundup

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Strong Q4 and FY26 results: revenue and EPS topped estimates, ARR near $1.85B, 86% gross margins, robust free cash flow and UiPath’s first full‑year GAAP profit — supporting the company’s financial credibility. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Buybacks and capital returns: management completed a ~$1B repurchase and authorized a new $500M program — a direct shareholder-return lever that can support the stock. Is PATH Stock a Hold After Q4 Beat, Buybacks, and Margin Gains?
• Positive Sentiment: Agentic AI and platform momentum: UiPath is pushing a unified, agentic automation platform that management says is driving platform‑level efficiency, deeper enterprise adoption and ARR expansion. This is the core growth narrative investors watch. UiPath’s AI Automation Model is Driving Platform-Level Efficiency
• Positive Sentiment: Strategic partnerships expanding agentic use cases: UiPath and Deloitte expanded their alliance to launch an Agentic ERP service, which can accelerate enterprise deployments in target verticals. UiPath Expands Strategic Alliance with Deloitte to Launch Agentic ERP
• Neutral Sentiment: Q1 revenue midpoint slightly above estimates: near‑term guidance for the next quarter was modestly above consensus at the midpoint, giving a mixed signal versus the weaker full‑year guide. UiPath Valuation Check As Q4 Results And New Agentic AI Milestones Draw Investor Focus
• Neutral Sentiment: Technicals and institutional activity: some analysts and market commentators see the post‑earnings pullback as a buying opportunity with institutional accumulation noted — but that’s contingent on execution. UiPath Fell on Good News—That Could Be the Opportunity
• Negative Sentiment: Guidance tempered full‑year outlook: management guided to slower FY27 revenue growth (implying roughly ~10% top‑line growth), which triggered investor concern and weighed on the stock despite the quarter beat. UiPath Guides for Slower Full-Year Revenue Growth
• Negative Sentiment: Retention and adoption questions: commentary and analyst notes flagged customer retention and the speed at which AI automation translates to faster growth — a risk to upside if adoption stalls. UiPath Inc (PATH) Q4 2026 Earnings Call Highlights
• Negative Sentiment: Analyst price‑target cuts and mixed ratings: several brokers trimmed targets or shifted to neutral/equal‑weight after results (Wells Fargo, Mizuho, DA Davidson, TD Cowen, Truist, etc.), increasing near‑term headwinds for sentiment. Analyst Price Target and Rating Changes

About UiPath

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.