BMO Capital Markets Cuts UiPath (NYSE:PATH) Price Target to $15.00

UiPath (NYSE:PATH) had its target price lowered by BMO Capital Markets from $18.00 to $15.00 in a research note issued to investors on Thursday morning, MarketBeat.com reports. BMO Capital Markets currently has a market perform rating on the stock.

Several other equities analysts have also recently issued reports on PATH. UBS Group restated a “buy” rating on shares of UiPath in a research report on Wednesday. Bank of America lifted their price target on shares of UiPath from $13.00 to $15.00 and gave the stock an “underperform” rating in a report on Friday, September 4th. New Street Research set a $13.00 price objective on shares of UiPath in a research note on Monday, June 1st. Royal Bank Of Canada restated an “outperform” rating on shares of UiPath in a report on Wednesday. Finally, TD Cowen reaffirmed a “hold” rating and set a $16.00 target price on shares of UiPath in a research report on Wednesday. Four investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $16.06.

UiPath Trading Down 1.0%

NYSE:PATH opened at $12.47 on Thursday. The stock has a market cap of $6.50 billion, a P/E ratio of 18.62, a price-to-earnings-growth ratio of 1.17 and a beta of 1.02. The stock’s 50-day moving average is $14.53 and its 200-day moving average is $12.23. UiPath has a 1-year low of $9.20 and a 1-year high of $19.84.

UiPath (NYSE:PATH) last released its quarterly earnings data on Thursday, September 3rd. The company reported $0.15 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.15. The company had revenue of $410.26 million during the quarter, compared to the consensus estimate of $397.77 million. UiPath had a return on equity of 9.70% and a net margin of 21.03%.The firm’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.15 earnings per share. As a group, equities analysts forecast that UiPath will post 0.49 EPS for the current year.

Insider Buying and Selling at UiPath

In other UiPath news, CEO Daniel Dines sold 1,402,347 shares of the business’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $16.07, for a total value of $22,535,716.29. Following the transaction, the chief executive officer directly owned 26,491,238 shares of the company’s stock, valued at approximately $425,714,194.66. The trade was a 5.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Ashim Gupta sold 117,339 shares of the stock in a transaction that occurred on Friday, September 11th. The stock was sold at an average price of $13.85, for a total value of $1,625,145.15. Following the transaction, the chief operating officer owned 2,037,377 shares in the company, valued at $28,217,671.45. The trade was a 5.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,560,150 shares of company stock valued at $24,727,357. 22.44% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On UiPath

Large investors have recently bought and sold shares of the stock. BlackRock Inc. raised its holdings in shares of UiPath by 7.2% during the second quarter. BlackRock Inc. now owns 46,153,124 shares of the company’s stock valued at $501,684,000 after purchasing an additional 3,097,822 shares during the period. State Street Corp raised its stake in UiPath by 3.6% during the 2nd quarter. State Street Corp now owns 13,832,188 shares of the company’s stock worth $150,356,000 after buying an additional 486,007 shares during the period. Geode Capital Management LLC raised its stake in UiPath by 25.6% during the 4th quarter. Geode Capital Management LLC now owns 7,499,989 shares of the company’s stock worth $122,951,000 after buying an additional 1,528,454 shares during the period. Norges Bank bought a new position in UiPath in the fourth quarter worth approximately $120,176,000. Finally, Bank of America Corp DE boosted its holdings in UiPath by 13.2% in the first quarter. Bank of America Corp DE now owns 10,046,699 shares of the company’s stock worth $111,518,000 after acquiring an additional 1,170,285 shares in the last quarter. 62.50% of the stock is currently owned by institutional investors and hedge funds.

UiPath News Summary

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath customer adoption is demonstrating real-world demand for agentic automation, with one customer reportedly processing approximately 100,000 medical billing cases per week. This supports the company’s case that its technology can deliver measurable productivity gains at enterprise scale. Accountable intelligence – how a UiPath customer is using agentic automation to process 100,000 medical billing cases a week
• Positive Sentiment: The company introduced Cartographer and additional workflow automation and software-testing capabilities intended to connect business processes, software agents and enterprise AI orchestration. These tools could expand UiPath’s addressable market if they accelerate customer adoption. UiPath’s new tool could unlock a much bigger wave of automated business processes
• Positive Sentiment: UiPath announced the 2026 GeekWire AI Breakthrough Award winners, showcasing enterprises using agentic AI in production. The recognition may improve market visibility and reinforce the company’s positioning in enterprise AI. UiPath Announces Winners of the 2026 Geekwire AI Breakthrough Awards
• Neutral Sentiment: Needham reaffirmed its Buy rating, while Barclays and TD Cowen maintained Hold ratings, indicating mixed Wall Street conviction rather than a clear consensus. Needham reaffirms Buy rating
• Negative Sentiment: BMO Capital Markets cut its price target from $18 to $15 and Canaccord Genuity reduced its target from $17 to $14; both firms now carry middle-ground ratings. UBS also lowered its target, adding to investor concerns about UiPath’s near-term upside. Why UiPath stock is down today
• Negative Sentiment: The stock’s decline was compounded by rising Treasury yields and a broader software-sector selloff. Although annual recurring revenue reached $1.938 billion, investors appeared focused on valuation pressure and the shares’ persistent monthly downtrend. UiPath stock falls as ARR reaches $1.938 billion

About UiPath

UiPath Inc (NYSE: PATH) develops enterprise automation software designed to help organizations automate repetitive, rules-based and increasingly complex business processes. Its platform combines robotic process automation (RPA), artificial intelligence, workflow orchestration and process intelligence to support automation across areas such as finance, customer service, human resources, information technology and operations.

The UiPath Platform includes tools for discovering and analyzing business processes, building and managing software robots, processing documents, testing applications and coordinating automated workflows.