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PATH·UiPath Inc

$.
-. (-.%)
After Hours
High
$12.23
Open
$12.12
Market Cap
6.05B
52W High
$19.84
Low
$11.51
P. Close
$11.68
P/E
18.48
52W Low
$9.20
Fwd P/E
12.88
DailyIQ Est.
$13.23
Technical Score (1D)
86
BUY
News Sentiment
51
MIXED
Argus Research has lifted PATH’s target price to $11.00, citing a more optimistic earnings outlook tied to its upcoming product pipeline. The upgrade signals that analysts expect stronger revenue growth from new AI‑enabled automation tools, which could lift demand for PATH’s platform in the next 1–10 trading days. UBS, however, maintains a neutral rating and lowered its target to $12, indicating some uncertainty about short‑term upside and suggesting that traders should monitor for divergence in analyst sentiment. The launch of Maestro Case AI‑native case management earlier this month has already begun to attract enterprise customers, cutting case handling times and expanding automation into dispute resolution and KYC workflows. Adoption of the MaestroTM platform by One NZ demonstrates market traction and could serve as a catalyst for similar deployments, potentially boosting PATH’s revenue mix in the near term. Despite the positive product momentum, PATH’s revenue growth has lagged the broader software sector, and a 9.3% decline over two years raises concerns about pricing strategy and future earnings. The company’s trailing 12‑month free cash flow margin of 22.4% remains strong, but the slowdown in revenue growth suggests that cash generation may not translate into proportional earnings expansion. Traders should watch the upcoming earnings release for guidance on subscription revenue, cost‑cutting initiatives, and the timeline for broader rollout of Maestro Case. Additionally, monitoring any updates on pricing strategy adjustments and new enterprise adoption will help gauge whether the bullish outlook from Argus holds or if the market remains cautious.
Earnings Summary
UiPath Inc. offers a comprehensive automation platform utilizing robotic process automation (RPA) to streamline business operations by deploying software robots that mimic human actions. The platform integrates AI, machine learning, and natural language processing to enhance decision-making and automate workflows across various industries. In its recent earnings, UiPath reported a strong Q4 2026 with actual EPS of $0.30, exceeding the estimate of $0.2597, and revenue of $481.11 million against an estimate of $473.78 million. This followed a Q3 2025 where actual EPS was $0.16, surpassing the estimate of $0.14595, and revenue of $411.11 million against an estimate of null. Earlier in fiscal year 2025, Q2 showed actual EPS of $0.15 versus an estimate of $0.08342, and Q1 showed actual EPS of $0.11 against an estimate of $0.10263. The company has demonstrated a consistent pattern of beating analyst estimates for both EPS and revenue in the most recent quarters where data is available, indicating positive operational momentum. Recent developments include UiPath achieving its first-ever GAAP operating profitability in Q1 fiscal year 2027, with revenue increasing 17% year-over-year. The company also announced a partnership with Deloitte to accelerate AI-driven automation solutions. Despite a significant divestment by Capital Impact Advisors, the company's strategic evolution towards an AI-powered automation platform underpins these positive financial results. Investors will be watching for continued execution on growth initiatives, the sustained expansion of its platform, and the tangible business outcomes from its strategic partnerships.

EPS

EstBeatMiss
$0.05$0.12$0.19$0.26$0.33Q4'24Q1'25Q2'25Q3'25Q4'26Q1'27
QtrEstActual+/−
Q1'27$0.15 - -
Q4'26$0.26$0.30+15.5%
Q3'25$0.15$0.16+9.6%
Q2'25$0.08$0.15+79.8%
Q1'25$0.10$0.11+7.2%
Q4'24$0.19$0.26+34.0%

Revenue

EstBeatMiss
$338M$378M$419M$459M$500MQ4'24Q1'25Q2'25Q3'25Q4'26Q1'27
QtrEstActual+/−
Q1'27$398M - -
Q4'26$474M$481M+1.5%
Q3'25 - $411M -
Q2'25 - $362M -
Q1'25 - $357M -
Q4'24 - $424M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

PATH Stock Snapshot

PATH is currently trading at $11.69, giving UiPath Inc a market cap of 6.05B and a P/E ratio of 18.5. Today's range spans $11.51–$12.23, with shares opening at $12.12 and moving up $0.01 (0.1%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 51/100.

Over the past year PATH has traded between $9.20 and $19.84 - the current price is +27.1% off the 52-week low and -41.1% from the high. 29 analysts cover the stock with a Hold consensus and a mean 12-month target of $13.25 (range $10.98–$17.00), implying upside of +13.3%.

UiPath Inc (PATH) sits at the intersection of bullish technical momentum and neutral sentiment (51/100) - score 86/100 (BUY), price $11.69 (in the lower half of its 52-week range). (P/E: 18.5) At 6.05B in Technology market cap, the limited float means that conviction buying from a concentrated set of investors can drive the price through key levels quickly. Annual range: $9.20–$19.84. That asymmetry is what makes small-cap setups like this worth monitoring.

Small-cap BUY setups (86/100) like PATH — 6.05B in Technology market cap — offer a different risk/reward profile than larger peers: the re-rating potential on a positive catalyst is larger in percentage terms, but the position-sizing discipline needs to account for thinner liquidity. At $11.69 (in the lower half of its 52-week range in $9.20–$19.84), with neutral sentiment (51/100) supporting the directional read, this is a name that rewards concentrated attention rather than casual exposure.