UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases 125,770 Shares of UiPath, Inc. $PATH

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in UiPath, Inc. (NYSE:PATH) by 11.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,239,001 shares of the company’s stock after acquiring an additional 125,770 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.24% of UiPath worth $13,468,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. BlackRock Inc. increased its stake in shares of UiPath by 7.2% during the second quarter. BlackRock Inc. now owns 46,153,124 shares of the company’s stock worth $501,684,000 after purchasing an additional 3,097,822 shares during the period. State Street Corp boosted its stake in UiPath by 66.4% in the 4th quarter. State Street Corp now owns 13,004,786 shares of the company’s stock valued at $213,148,000 after purchasing an additional 5,189,438 shares during the period. AQR Capital Management LLC boosted its stake in UiPath by 76.0% in the 2nd quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock valued at $145,732,000 after purchasing an additional 4,926,341 shares during the period. Bank of America Corp DE grew its holdings in UiPath by 13.2% in the 1st quarter. Bank of America Corp DE now owns 10,046,699 shares of the company’s stock valued at $111,518,000 after buying an additional 1,170,285 shares in the last quarter. Finally, Morgan Stanley grew its holdings in UiPath by 54.0% in the 4th quarter. Morgan Stanley now owns 9,310,304 shares of the company’s stock valued at $152,596,000 after buying an additional 3,262,930 shares in the last quarter. Institutional investors own 62.50% of the company’s stock.

Insider Buying and Selling at UiPath

In other news, CEO Daniel Dines sold 1,402,347 shares of the firm’s stock in a transaction that occurred on Wednesday, August 19th. The shares were sold at an average price of $16.07, for a total value of $22,535,716.29. Following the sale, the chief executive officer directly owned 26,491,238 shares in the company, valued at approximately $425,714,194.66. This trade represents a 5.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 22.44% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on PATH. TD Cowen lifted their target price on UiPath from $13.00 to $16.00 and gave the stock a “hold” rating in a report on Friday. Needham & Company LLC upped their price target on shares of UiPath from $15.00 to $22.00 and gave the company a “buy” rating in a research note on Thursday. Wall Street Zen lowered shares of UiPath from a “buy” rating to a “hold” rating in a research report on Saturday, May 30th. Morgan Stanley dropped their price objective on shares of UiPath from $17.00 to $15.00 and set an “equal weight” rating for the company in a research note on Friday, May 29th. Finally, DA Davidson boosted their price objective on shares of UiPath from $12.00 to $16.00 and gave the company a “neutral” rating in a report on Friday. Two investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, UiPath currently has an average rating of “Hold” and a consensus price target of $16.33.

UiPath Stock Performance

Shares of PATH stock opened at $15.27 on Friday. The stock’s fifty day moving average price is $13.92 and its two-hundred day moving average price is $11.94. The company has a market cap of $7.91 billion, a PE ratio of 22.79, a P/E/G ratio of 1.82 and a beta of 1.02. UiPath, Inc. has a fifty-two week low of $9.20 and a fifty-two week high of $19.84.

UiPath (NYSE:PATH) last posted its quarterly earnings results on Thursday, September 3rd. The company reported $0.15 EPS for the quarter, hitting analysts’ consensus estimates of $0.15. The company had revenue of $410.26 million during the quarter, compared to analysts’ expectations of $397.77 million. UiPath had a return on equity of 9.68% and a net margin of 21.03%.UiPath’s revenue was up 13.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.15 EPS. On average, equities analysts predict that UiPath, Inc. will post 0.4 EPS for the current fiscal year.

Key Headlines Impacting UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath reported fiscal Q2 revenue of approximately $410.3 million, up about 13% year over year and above the $397.8 million analyst estimate. Adjusted EPS of $0.15 matched expectations, while the company posted its fourth consecutive quarter of GAAP profitability. UiPath Reports Second Quarter Fiscal 2027 Financial Results
• Positive Sentiment: Annual recurring revenue rose 12% to $1.938 billion. Management said AI-led orchestration is helping generate larger strategic deals, broaden platform adoption and improve retention, supporting its view that AI can expand demand for automation. PATH Q2 Earnings Call Centers on AI-Led Platform Expansion
• Positive Sentiment: Several firms raised their price targets after the report, including BMO Capital Markets to $18 and Truist Financial to $17, reflecting improved valuation support despite generally cautious ratings.
• Neutral Sentiment: UiPath lifted its fiscal 2027 revenue outlook to approximately $1.789 billion-$1.794 billion and guided fiscal Q3 revenue to $440 million-$445 million, broadly in line with expectations. The outlook represents an improvement but does not signal a sharp reacceleration. UiPath Fiscal 2027 Guidance
• Neutral Sentiment: The company announced executive leadership changes and appointed a new board member, adding a transition element for investors to monitor. UiPath Announces Executive Leadership Changes
• Negative Sentiment: Investors viewed the guidance as evidence that growth may remain near 12%-13%, with limited proof of sustained acceleration. That concern overshadowed the quarterly revenue beat, particularly after the stock’s recent rally. UiPath Tumbles as Guided Slowdown Overshadows Revenue Beat
• Negative Sentiment: Competition and disruption concerns persist as investors question whether generative AI and rival platforms could pressure UiPath’s automation business. Analyst reactions remained restrained: Mizuho, Wells Fargo and Bank of America retained neutral-to-negative stances despite raising targets. UiPath Slips as Competition Concerns Persist

UiPath 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.