TD Cowen Cuts UiPath (NYSE:PATH) Price Target to $13.00

UiPath (NYSE:PATH) had its target price reduced by TD Cowen from $16.00 to $13.00 in a report issued on Thursday morning,Benzinga reports. They currently have a hold rating on the stock.

Other analysts have also issued reports about the stock. Wells Fargo & Company reduced their price objective on shares of UiPath from $14.00 to $13.00 and set an “equal weight” rating on the stock in a report on Thursday. Evercore increased their target price on shares of UiPath from $15.00 to $17.00 and gave the stock an “in-line” rating in a research note on Thursday, December 4th. Canaccord Genuity Group dropped their price target on shares of UiPath from $19.00 to $15.00 and set a “buy” rating for the company in a research report on Thursday. Zacks Research downgraded shares of UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Finally, Mizuho decreased their price objective on shares of UiPath from $15.00 to $12.00 and set a “neutral” rating on the stock in a report on Thursday. Three analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, UiPath presently has a consensus rating of “Hold” and an average target price of $14.27.

UiPath Stock Performance

PATH opened at $11.58 on Thursday. The stock has a market capitalization of $6.19 billion, a PE ratio of 22.27, a P/E/G ratio of 1.58 and a beta of 1.09. UiPath has a one year low of $9.38 and a one year high of $19.84. The business’s 50 day moving average price is $12.97 and its 200 day moving average price is $14.00.

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

Insider Buying and Selling

In related news, CEO Daniel Dines sold 45,000 shares of the company’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 28,343,585 shares of the company’s stock, valued at $445,844,592.05. This represents a 0.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Ashim Gupta sold 67,468 shares of the stock in a transaction that occurred 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 sale, the chief financial officer owned 557,028 shares in the company, valued at approximately $8,968,150.80. This trade represents a 10.80% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 787,468 shares of company stock valued at $12,862,285 in the last 90 days. Company insiders own 23.19% of the company’s stock.

Institutional Trading of UiPath

Several hedge funds have recently modified their holdings of PATH. Royal Bank of Canada grew its stake in UiPath by 8.4% during the 1st quarter. Royal Bank of Canada now owns 140,774 shares of the company’s stock worth $1,450,000 after purchasing an additional 10,872 shares in the last quarter. Woodline Partners LP raised its position in UiPath by 69.6% in the 1st quarter. Woodline Partners LP now owns 22,566 shares of the company’s stock valued at $232,000 after purchasing an additional 9,257 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of UiPath by 5.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,477,730 shares of the company’s stock valued at $15,221,000 after buying an additional 75,737 shares during the period. Sivia Capital Partners LLC purchased a new position in shares of UiPath in the 2nd quarter valued at about $169,000. Finally, Campbell & CO Investment Adviser LLC acquired a new position in shares of UiPath during the second quarter worth about $843,000. 62.50% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting UiPath

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

UiPath Company Profile

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.