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UiPath, Inc. (PATH) Stock

UiPath, Inc. Stock Details, Movements and Public Alerts

UiPath (PATH): The Automation Platform Pivoting to Agentic AI With $1.8 Billion in ARR

UiPath built its business on robotic process automation (RPA), which uses software robots to handle repetitive tasks like data entry, invoice processing, and report generation. Founder Daniel Dines stepped back as CEO in 2024 but returned to lead the company's transformation into agentic automation. Fiscal 2025 revenue reached $1.43 billion with ARR at $1.67 billion. The company serves approximately 10,750 customers and generates $328 million in adjusted free cash flow. The product portfolio now spans four categories: deterministic automation (traditional RPA), agentic automation (Agent Builder for custom AI agents), orchestration (Maestro for coordinating human workers, robots, and AI agents), and AI-powered testing (Autopilot for testers). Q3 fiscal 2026 showed accelerating momentum with ARR reaching $1.78 billion (11% growth) and over 950 companies building agents on the platform. UiPath's bet is that enterprises need a single platform to govern and orchestrate the coming wave of AI agents alongside existing automation.

52-Week Range

$19.84 - $9.38

-41.63% from high · +23.45% from low

Avg Daily Volume

45,462,276

20-day average

100-day avg: 29,246,111

Fundamentals

Valuation Metrics

P/E Ratio (TTM)

22.25

Near market average

Forward P/E

12.91

Earnings expected to grow

Price to Book

2.98

EV/EBITDA

61.59

EPS (TTM)

$0.52

Price to Sales

3.84

Beta

1.09

Similar volatility to market

Q:How is PATH valued relative to its earnings and growth?
UiPath, Inc. trades at a P/E ratio of 22.25, which is near the market average of approximately 20, suggesting the market views it as fairly valued relative to its earnings. Looking ahead, the forward P/E of 12.91 is lower than the current P/E, indicating analysts expect earnings to grow over the next year.
Q:What is PATH's risk profile compared to the market?
With a beta of 1.09, UiPath, Inc. is roughly as volatile as the market, moving in line with broad market trends. This moderate beta suggests the stock offers market-level returns without excessive volatility. The price-to-book ratio of 2.98 shows investors value the company above its book value, which often reflects intangible assets or growth prospects.

Performance & Growth

Profit Margin

17.53%

Operating Margin

16.64%

EBITDA

$77.92M

Return on Equity

14.37%

Return on Assets

1.26%

Revenue Growth (YoY)

13.60%

Earnings Growth (YoY)

107.40%

Q:How profitable and efficient is PATH's business model?
UiPath, Inc. achieves a profit margin of 17.53%, meaning it retains $17.53 from every $100 in revenue after all expenses. This is an impressive margin, indicating strong pricing power and efficient cost management that allows the company to generate substantial profits. The operating margin of 16.64% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at 14.37% and ROA at 1.26%, the company achieves moderate returns on invested capital.
Q:What are PATH's recent growth trends?
UiPath, Inc.'s revenue grew by 13.60% year-over-year, showing steady progress in growing the business. This positive trajectory indicates the company maintains competitive positioning in its markets. Earnings increased by 107.40% year-over-year, outpacing revenue growth through improved margins. These growth metrics should be evaluated against Software - Infrastructure industry averages for proper context.

Company Size & Market

Market Cap

$6.2B

Revenue (TTM)

$1.61B

Revenue/Share (TTM)

$2.99

Shares Outstanding

460.44M

Book Value/Share

$3.89

Asset Type

EQUITY

Q:What is PATH's market capitalization and position?
UiPath, Inc. has a market capitalization of $6.2B, classifying it as a mid-cap stock ($2B-$10B). Mid-caps often represent companies in their growth phase, offering higher growth potential than large-caps but with more stability than small-caps. They can be attractive takeover targets and may become tomorrow's large-caps. With 460.44M shares outstanding, the company's ownership is relatively concentrated. As a participant in the Software - Infrastructure industry, it competes with other firms in this sector.
Q:How does PATH's price compare to its book value?
UiPath, Inc.'s book value per share is $3.89, while the current stock price is $11.58, resulting in a price-to-book (P/B) ratio of 2.98. This reasonable premium to book value suggests the market values the company's earnings power and intangible assets appropriately. Most profitable companies trade between 1-3x book value. As EQUITY, this represents a specific type of security.

Analyst Ratings

Analyst Target Price

$13.81

19.21% upside potential

Analyst Recommendations

Strong Buy

0

Buy

1

Hold

18

Sell

0

Strong Sell

1

Q:How reliable are analyst predictions for PATH?
20 analysts cover PATH with 5% recommending buy/strong buy ratings. Analyst predictions have mixed reliability - studies show consensus rarely beats market returns consistently. The bearish sentiment could create opportunity if analysts are wrong. The consensus target of $13.81 implies 19.2% upside, but targets are often adjusted to follow price moves rather than predict them.
Q:What is the Wall Street consensus on PATH?
Current analyst recommendations:01 Buy, 18 Hold, 01 Strong Sell. The neutral stance suggests uncertainty or fair valuation at current levels.Remember that analyst opinions often lag price movements and can be influenced by investment banking relationships.

Fundamentals last updated: Mar 17, 2026, 02:15 AM

Technical Indicators

RSI (14-day)

47.47

Neutral

50-Day Moving Average

$13.00

-10.92% below MA-50

200-Day Moving Average

$13.42

-13.71% below MA-200

MACD Line

-0.27

MACD Signal

-0.48

MACD Histogram

0.21

Bullish

Q:What does PATH's RSI value tell investors?
The RSI (Relative Strength Index) for PATH is currently 47.47, indicating the stock is in neutral territory (40-60 range). Neither buyers nor sellers have clear control, suggesting consolidation or balanced market forces. Combined with the price being below the 50-day moving average, this confirms bearish conditions.
Q:How should traders interpret PATH's MACD and moving average crossovers?
MACD analysis shows the MACD line at -0.27 above the signal line at -0.48, with histogram at 0.21. This bullish crossover suggests upward momentum is building. The 50-day MA ($13.00) is below the 200-day MA ($13.42), forming a death cross pattern that often warns of extended weakness. Price is currently below both MAs, confirming weakness.

Indicators last updated: Mar 17, 2026, 12:41 AM

Active Alerts

Alert Condition
Forward P/E falls below
Threshold
12.5 x
Created
Feb 20, 2026, 04:33 PM
Alert Condition
P/E Ratio falls below
Threshold
15 x
Created
Sep 30, 2025, 01:21 PM

UiPath (PATH) Stock Analysis 2025: Complete Investment Guide

From RPA to Agentic Automation Platform

UiPath made its name by automating repetitive office tasks. Software robots mimic human actions: clicking buttons, copying data between systems, filling forms, and processing documents. This robotic process automation (RPA) approach saved enterprises thousands of hours on manual work and created a $1.4 billion annual revenue business.

The pivot to agentic automation reflects where enterprise software is heading. Instead of rigid robots that follow scripted steps, AI agents can make decisions, handle exceptions, and adapt to changing inputs. UiPath's Agent Builder lets organizations create custom agents tailored to specific workflows. Maestro orchestrates these agents alongside traditional robots and human workers in a single governed environment. The thesis is straightforward: enterprises will need a control layer to manage the growing population of AI agents across their operations, and UiPath's existing automation infrastructure positions it to be that layer.

Product Portfolio and Platform Strategy

UiPath's platform now spans four product categories. The core RPA product handles deterministic, rule-based automation across desktop and web applications. Agent Builder enables non-technical users to create AI agents that combine large language models with UiPath's automation capabilities. Maestro provides agentic orchestration, coordinating the work of humans, software robots, and AI agents across complex business processes. Autopilot for Testers uses AI to generate test cases, execute testing workflows, and identify defects across the software development lifecycle.

This breadth matters because enterprises rarely automate in isolation. A single business process might require a traditional robot for data extraction, an AI agent for document classification, human approval for exceptions, and automated testing to verify the workflow functions correctly. UiPath bundles all of these capabilities in one platform with shared governance, security, and audit controls.

Financial Performance

  • •FY2025 Revenue: $1.430 billion, up 9% year-over-year
  • •FY2025 ARR: $1.666 billion, up 14% year-over-year; net new ARR $202 million
  • •Q3 FY2026 ARR: $1.782 billion, up 11%; net new ARR $59 million
  • •Non-GAAP Operating Income: $241 million for FY2025
  • •Adjusted Free Cash Flow: $328 million for FY2025
  • •Q4 FY2026 Guidance: Revenue $462-467 million; ARR $1.844-1.849 billion

Growth Catalysts

  • •Agentic AI Adoption: 950+ companies building agents on the platform; 365,000+ processes orchestrated through Maestro; early adoption curve with significant expansion potential
  • •Platform Expansion: Customers moving from single-use RPA to platform-wide automation across departments; multi-product adoption drives higher ARR per customer
  • •Enterprise AI Governance: As enterprises deploy more AI agents, the need for orchestration, compliance, and audit trails grows; UiPath's governance layer becomes more valuable
  • •Testing Automation: Autopilot for Testers opens a new market segment; software testing is a $50B+ category where AI-powered automation can replace manual QA work
  • •Founder-Led Execution: Daniel Dines' return as CEO provides strategic clarity; the founder understands the product deeply and can drive the agentic pivot faster

Risks and Challenges

  • •Microsoft Power Automate: Microsoft bundles automation tools with its enterprise agreements; large enterprises already paying for Microsoft 365 get Power Automate at low incremental cost
  • •AI Agent Competition: ServiceNow, Salesforce, and standalone AI agent platforms all compete for the agentic automation budget; UiPath must prove its orchestration layer is superior
  • •Growth Deceleration: Revenue growth slowed from 24% to 9% in recent years; ARR growth decelerating from 14% to 11% raises questions about market saturation in core RPA
  • •CEO Instability History: Dines stepped down as CEO and returned within a year; leadership transitions created uncertainty and distracted from execution
  • •Stock-Based Compensation: Significant SBC relative to revenue; GAAP profitability remains challenged despite strong non-GAAP metrics

Competitive Landscape

In RPA, UiPath competes with Automation Anywhere, Microsoft Power Automate, and SS&C Blue Prism. UiPath has the largest market share in dedicated RPA platforms, but Microsoft's bundling strategy threatens share in the mid-market. Automation Anywhere is pursuing a similar AI-first pivot. The RPA market itself is maturing, which is why UiPath's expansion into agentic automation matters for long-term growth.

In agentic automation, the competitive field is broader. ServiceNow offers workflow automation with AI agents for IT and customer service. Salesforce builds agents for sales and service use cases. Startups like CrewAI and LangChain provide agent frameworks for developers. UiPath differentiates through its enterprise-grade orchestration (Maestro), its existing robot fleet that agents can leverage, and governance capabilities that regulated industries require.

Who Is This Stock Suitable For?

Perfect For

  • ✓Investors who believe enterprise AI agent adoption will require an orchestration and governance platform
  • ✓Those seeking discounted entry into automation after the stock declined from 2021 highs
  • ✓Growth investors who see the agentic pivot re-accelerating ARR growth beyond current 11%
  • ✓Long-term holders who trust founder Daniel Dines to execute the transition from RPA to agentic automation

Less Suitable For

  • ✗Income investors (no dividend; company reinvesting in AI product development)
  • ✗Those who believe Microsoft will dominate enterprise automation through bundling
  • ✗Investors uncomfortable with decelerating growth and uncertain timeline for agentic revenue contribution
  • ✗Risk-averse investors concerned about competitive pressure from ServiceNow, Salesforce, and AI-native startups

Investment Thesis

UiPath's core RPA business generates $1.4 billion in annual revenue with healthy free cash flow. The company's challenge is growth: revenue decelerated from 24% to 9% as the RPA market matured. The agentic automation pivot, led by founder Daniel Dines, is the response. Agent Builder, Maestro, and Autopilot represent new products that could re-accelerate growth if enterprise AI agent adoption follows the trajectory that the industry expects.

The risk is that bigger platforms win. Microsoft, ServiceNow, and Salesforce all have broader enterprise relationships and can embed automation into existing products. UiPath must convince enterprises that a dedicated automation platform provides better governance, orchestration, and agent management than point solutions from larger vendors. The 950+ companies building agents on UiPath suggest early traction. Whether that translates to sustained ARR re-acceleration will determine whether UiPath becomes the orchestration layer for enterprise AI or gets squeezed by platform incumbents.

Conclusion

UiPath offers exposure to enterprise agentic automation at a discounted valuation after years of growth deceleration. The founder-led pivot, 950+ companies building agents, and $328 million in free cash flow provide a foundation. The stock suits investors who believe enterprise AI agent orchestration will become a large category and that UiPath's head start in automation gives it an advantage.
Bull Case
$20 (50% upside) - Agentic automation drives ARR growth above 20%, Maestro becomes standard enterprise orchestration layer, 15,000+ customers by FY2027
Base Case
$14 (5% upside) - ARR grows 10-12%, agentic products gain steady adoption, free cash flow improves gradually
Bear Case
$7 (45% downside) - Microsoft captures automation budget, ARR growth falls below 8%, agentic products fail to differentiate, competition intensifies

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