UiPath, Inc. (PATH) Stock Price & Analysis
UiPath, Inc. (PATH) closed at USD 13.94 on Thursday, October 22, 2026, up 1.68% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 13.71; the Oct 22, 2026 session ranged USD 13.55–14.1 on volume of 36,263,938 shares. Market capitalization is $7.26B, with a 52-week range of USD 9.2–19.84 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PATH.md
Key facts (PATH)
- Last four reported quarters (through Jul 31, 2026): revenue $1.72B, net income $362M (21.0% margin), free cash flow $363M (SEC filings).
- Valuation: P/E 20.1x (avg 24.3x at the last 1 fiscal year-ends).
- Insider open-market sales, last ~7 months: 9 Form 4 filings, $61.6M; 0 not under a Rule 10b5-1 plan ($0K); 1 by opportunistic insiders (0 outside 10b5-1 plans), 2 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 3.00 on a 1–5 scale) (21 analysts), mean target USD 15.32 (range 10–23).
- Total return with dividends: 1Y -9.7% vs S&P 500 +14.9%; 5Y -72.6% vs S&P 500 +80.3%.
- Next earnings: 2026-12-02, EPS estimate USD 0.19, revenue estimate $443M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (PATH)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $892M | $1.06B | $1.31B | $1.43B | $1.61B | $1.72B |
| Gross profit | $723M | $879M | $1.11B | $1.18B | $1.34B | — |
| Operating income | -$501M | -$348M | -$165M | -$163M | $56.8M | $153M |
| Net income | -$526M | -$328M | -$89.9M | -$73.7M | $282M | $362M |
| EPS (diluted) | -$1.16 | -$0.60 | -$0.16 | -$0.13 | $0.52 | — |
| Free cash flow | -$63.8M | -$33.8M | $292M | $306M | $352M | $363M |
| Gross margin | 81.1% | 83.0% | 85.0% | 82.7% | 83.2% | — |
| Operating margin | -56.1% | -32.9% | -12.6% | -11.4% | 3.5% | 8.9% |
| Net margin | -58.9% | -31.0% | -6.9% | -5.2% | 17.5% | 21.0% |
| Revenue growth | +46.8% | +18.6% | +23.6% | +9.3% | +12.7% | — |
| Cash + short-term investments | $1.87B | $1.76B | $1.88B | $1.63B | $1.47B | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (PATH)
P/E 20.1x · P/S 4.2x · P/FCF 20.0x · P/B 3.7x · FCF yield 5.00% · Earnings yield 4.98% · Buyback yield (TTM) 3.70%
P/E at fiscal year-ends: Jan 2026 24.3x.
Insider sales (SEC Form 4, open-market, last ~7 months) (PATH)
9 of 9 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-15…2026-10-16 | Dines Daniel | CEO and Chairman | 2,500,000 | $33.1M | 7.9% | Yes | Too little history (no open-market trades in 2023 or 2024) |
| 2026-10-12 | Brubaker Brad | Chief Legal & Admin Officer | 27,404 | $374K | 2.5% | Yes | Too little history (no open-market trades in 2024) |
| 2026-10-09 | Malpani Raghavendra | CPO & CTO | 29,564 | $399K | 1.9% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-10-02 | Gupta Ashim | COO | 66,052 | $870K | 3.4% | Yes | Routine (sold in May & Oct each year 2023–2025) |
| 2026-09-17 | Malpani Raghavendra | CPO & CTO | 40,464 | $567K | 2.5% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-09-16 | Malpani Raghavendra | CPO & CTO | 98,429 | $1.4M | 5.7% | Yes | Too little history (no open-market trades in 2023–2025) |
| 2026-09-11 | Gupta Ashim | COO | 117,339 | $1.6M | 5.4% | Yes | Routine (sold in May & Oct each year 2023–2025; this trade is outside those months) |
| 2026-08-19 | Dines Daniel | CEO and Chairman | 1,402,347 | $22.5M | 5% | Yes | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-13…2026-08-14 | Ramani Hitesh | Chief Accounting Officer | 50,000 | $831K | 17.5% | Yes | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (PATH)
Consensus Hold (mean 3.00 on a 1–5 scale), 21 analysts; mean target USD 15.32 (low 10, high 23).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-28 | DA Davidson | Downgrade | Neutral → Underperform | $10 |
| 2026-09-25 | UBS | Target lowered | Neutral | $15 → $14 |
| 2026-09-24 | BMO Capital | Target lowered | Market Perform | $18 → $15 |
| 2026-09-24 | Canaccord Genuity | Target lowered | Hold | $17 → $14 |
| 2026-09-24 | TD Cowen | Target lowered | Hold | $16 → $15 |
| 2026-09-23 | Truist Securities | Target lowered | Hold | $17 → $14 |
| 2026-09-23 | TD Cowen | Reiterated | Hold | $16 |
| 2026-09-23 | RBC Capital | Target lowered | Sector Perform | $17 → $15 |
| 2026-09-23 | UBS | Target lowered | Neutral | $19 → $15 |
| 2026-09-23 | Needham | Reiterated | Buy | $22 |
| 2026-09-08 | Citigroup | Initiated | Buy | $23 |
| 2026-09-04 | Barclays | Target raised | Equal-Weight | $14 → $17 |
Total return (dividends reinvested) (PATH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -9.7% | -72.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -9.8% | -22.7% |
| Volatility (annualized) | 64.7% | 61.4% |
| Max drawdown | -51.4% (Dec 2025→Apr 2026) | -83.3% (Nov 2021→Apr 2026) |
PATH revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Subscription services | $266.1M | 64.9% | +11.6% |
| Licenses | $123.8M | 30.2% | +10.4% |
| Professional services and other | $20.3M | 5.0% | +81.6% |
| Total revenue | $410.3M | 100% | — |
PATH revenue by region (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas | $205.0M | 50.0% | +13.2% |
| Europe, Middle East, and Africa | $136.1M | 33.2% | +20.4% |
| Asia-Pacific | $69.1M | 16.8% | +2.2% |
| Total revenue | $410.3M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
PATH company outlook (results filed Sep 3, 2026)
- “Eastern Time, to discuss the Company's second quarter fiscal 2027 financial results and its guidance for the third”
Quoted word-for-word from the SEC 8-K results press release.
PATH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.19 | $0.19 | +2.3% | $443.0M | 20 |
| Next quarter (ends Jan 2027) | $0.30 | $0.30 | -1.1% | $520.5M | 20 |
| Current fiscal year (ends Jan 2027) | $0.79 | $0.79 | +0.2% | $1.79B | 22 |
| Next fiscal year (ends Jan 2028) | $0.92 | $0.91 | +1.5% | $1.94B | 22 |
PATH options: expected move
Options price a move of about ±16.8% (±$2.32) by Dec 4, 2026, which includes earnings on Dec 2, 2026; the earnings reaction alone is priced at about ±7.3%. Over the last 8 reports the stock moved ±9.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 63.4% | ±7.5% |
| Nov 6, 2026 | 14 | 54.7% | ±9.0% |
| Nov 13, 2026 | 21 | 50.5% | ±10.0% |
| Nov 20, 2026 | 28 | 54.7% | ±12.4% |
| Nov 27, 2026 | 35 | 55.4% | ±14.0% |
| Dec 4, 2026 | 42 | 60.8% | ±16.8% |
| Dec 18, 2026 | 56 | 64.3% | ±20.4% |
| Jan 15, 2027 | 84 | 64.1% | ±24.8% |
30-day implied volatility 52.2% vs 44.9% realized over the last 30 trading days. Put/call ratio (volume) 0.17. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:48 UTC)
| Price | USD 13.94 |
|---|---|
| Change | ▲ 1.68% (up) |
| Previous Close | USD 13.71 |
| Open | USD 13.71 |
| Day Range | USD 13.55 – 14.1 |
| 52-Week Range | USD 9.2 – 19.84 |
| Volume | 36,263,938 shares |
| Market Cap | $7.26B |
| Exchange | NYQ |
Technical Analysis (PATH)
Nexqual's technical model rates PATH "NEUTRAL" based on 3 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 52.85 (neutral) |
| vs SMA50 | Below (USD 14.54) |
| MACD | -0.11 (negative) |
Analyst Ratings (PATH)
Wall Street analysts rate PATH "Hold" based on 21 analysts, with a mean price target of USD 15.32 (range USD 10–23), per Nexqual as of October 23, 2026 at 09:48 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 21 |
| Mean Target | USD 15.32 |
| High Target | USD 23 |
| Low Target | USD 10 |
| Buy / Hold / Sell | 3 / 16 / 2 |
Earnings (PATH)
| Next Earnings Date | 2026-12-02 |
|---|---|
| EPS Estimate | USD 0.19 |
| Revenue Estimate | $443.02M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.15 vs est 0.15 ▲ beat |
| 2026-04-30 | USD 0.15 vs est 0.16 ▼ miss |
| 2026-01-31 | USD 0.3 vs est 0.25 ▲ beat |
| 2025-10-31 | USD 0.16 vs est 0.15 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financials & Fundamentals (PATH)
| Total Revenue | $1.72B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +13.40% |
| Gross Margin | +82.58% |
| Operating Margin | +8.92% |
| Profit Margin | +21.03% |
| ROE | +20.03% |
| Debt / Equity | 0.04 |
| Current Ratio | 2.39 |
| Total Cash | $1.28B |
| Total Debt | $79.76M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $362.96M (21.1% of revenue) |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financial Health Score (PATH)
Nexqual rates UiPath, Inc.'s overall financial health "Strong" across five dimensions, as of October 23, 2026 at 09:48 UTC.
| Growth | Solid — Revenue +13% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 83%, operating 9% (last 12 months) |
| Balance Sheet | Strong — $1.28B cash vs $80M debt, net cash position |
| Cash Flow | Strong — FCF $363M (last 4 quarters to Jul 2026, SEC), 21% margin |
| Efficiency | Strong — ROE 20%, ROA 3.7% |
Ownership (PATH)
| Insider Ownership | +10.17% |
|---|---|
| Institutional Ownership | +89.88% |
| Shares Outstanding | 456.46M |
| Float | 387.91M |
| Short % of Float | +26.78% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Leadership (PATH)
UiPath, Inc. is led by Daniel Solomon Dines, Co-Founder, CEO, & Executive Chairman of the Board, per Nexqual as of October 23, 2026 at 09:48 UTC.
| Co-Founder, CEO, & Executive Chairman of the Board | Daniel Solomon Dines |
|---|---|
| Chief Operating Officer | Ashim Gupta |
| CFO, Chief Accounting Officer Principal Financial & Accounting Officer | Hitesh Ramani |
| Chief Product & Technology Officer | Raghavendra Malpani |
| Senior Director of Investor Relations | Allise Furlani |
Major Backers & Investors (PATH)
Notable institutional backers of UiPath, Inc. include Tetragon Partners GP Ltd., Two Sigma Investments, LP, Senvest Management LLC, according to Nexqual as of October 23, 2026 at 09:48 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Tetragon Partners GP Ltd. | 6.78% |
| Two Sigma Investments, LP | 3.29% |
| Senvest Management LLC | 2.65% |
| Bank of America Corporation | 2.47% |
| UBS Group AG | 1.78% |
| Federated Hermes Equity Funds-Federated Hermes MDT Mid Cap Growth Fund | 0.83% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 10.11% |
| Vanguard Group | 9.87% |
| State Street | 3.03% |
| Geode Capital | 1.79% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
From UiPath, Inc.'s Latest SEC 10-K Filing (filed 2026-03-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Our platform empowers customers to combine automation, AI agents, and people, delivering end-to-end process orchestration that drives innovation.
- We host and present regularly at regional and global events, including our own Fusion and On Tour conferences, and Summit and DevCon events.
- We rely on a combination of patent, copyright, trademark, and trade secret laws in the U.S. and other jurisdictions, as well as license agreements, confidentiality procedures, non-disclosure agreements with third parties, and other contractual protections, to protect our intellectual property rights, including our proprietary technology, software, know-how, and brand.
- Although we rely on intellectual property rights, including patents, copyrights, trademarks, and trade secrets, as well as contractual protections to establish and protect our proprietary rights, we believe that factors such as the technological and creative skills of our personnel, development of new services, features, and functionality, and frequent enhancements to our platform are equally essential to establishing and maintaining our technology leadership position.
Legal & Regulatory Risks (Item 1A, quoted)
- We are subject to anti-corruption, anti-bribery, anti-money laundering, and similar laws, and noncompliance with such laws can subject us to criminal or civil liability and harm our business, financial condition, and results of operations.
- Government contracting requirements may also change and in doing so restrict our ability to sell into the government sector until we have attained the requisite approvals. Government demand and payment for our products are affected by public sector budgetary cycles and funding authorizations, with funding reductions or delays adversely affecting public sector demand for our products.
- We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.
- Our business activities are subject to Trade Controls which may prohibit or restrict the sale or supply of certain products, including encryption items and other technology, and services to certain governments, persons, entities, countries, and territories, including those that are the target of comprehensive sanctions.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt