UiPath, Inc.

NYSE:PATH Lagerbericht

Marktkapitalisierung: US$5.6b

UiPath Management

Management Kriterienprüfungen 4/4

UiPath CEO ist Daniel Dines , ernannt in Jan 2005, hat eine Amtszeit von 21.5 Jahren. Die jährliche Gesamtvergütung beträgt $1.35M , bestehend aus 0.4% Gehalt und 99.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 19.73% der Aktien des Unternehmens, im Wert von $1.11B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.8 Jahre bzw. 4.9 Jahre.

Wichtige Informationen

Daniel Dines

Geschäftsführender

US$1.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts0.45%
Amtszeit als Geschäftsführer21.5yrs
Eigentum des Geschäftsführers19.7%
Durchschnittliche Amtszeit des Managements3.8yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.9yrs

Jüngste Management Updates

Recent updates

Seeking Alpha Jul 14

UiPath: The Odds Of Agentic AI Are Not Priced In

Summary UiPath is rated a buy at $12, trading at 15x FY2027 and 13x FY2028 earnings, with strong 80%+ gross margins. Revenue grew 17% to $418M in Q1 FY2027, ARR rose 12% to $1.9B, and non-GAAP operating margin reached 22%. Agentic automation (Maestro) is UiPath’s key catalyst, but AI monetization is unproven; net retention at 109% needs to improve for higher growth. Buybacks, large customers, and margin expansion support EPS growth, but competition from Microsoft and others presents risk; the base case value is $16, with a 5-year upside to $38. Read the full article on Seeking Alpha
Narrative-Update Jul 10

PATH: AI Automation And ARR Execution Will Drive Future Repricing

UiPath's analyst fair value estimate has been trimmed from $17.00 to about $16.29 as analysts adjust their price targets into a tighter $12 to $15 range. This reflects solid recent results, but also a preference to see stronger, more consistent ARR momentum and clearer AI driven benefits before becoming more positive.
Narrative-Update Jun 26

PATH: Agentic AI Adoption Will Strengthen Future ARR Visibility Despite Cautious Sentiment

UiPath's consensus narrative has shifted slightly lower as the average analyst price target edges down by about $0.50. This reflects solid Q1 results and improved profitability assumptions, offset by more cautious expectations for revenue growth and future P/E multiples, while analysts wait for clearer evidence of faster ARR growth from AI driven deals.
Analyseartikel Jun 17

UiPath (PATH) Stock Could Be 24% Undervalued After Maestro Case Launch

UiPath (PATH) is back in focus after launching Maestro Case, an AI-native case management capability that targets complex, exception-heavy workflows, with early adopters reporting sizable efficiency gains and projected cost savings. See our latest analysis for UiPath. Despite Maestro Case and recent customer wins such as One New Zealand Limited, short term selling pressure has left UiPath’s share price down 33.75% year to date and the 5 year total shareholder return down 84.94%. This points...
Analyseartikel Jun 11

UiPath's (NYSE:PATH) Promising Earnings May Rest On Soft Foundations

UiPath, Inc. ( NYSE:PATH ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
Neues Narrative May 18

AI Automation Demand And Margin Expansion Will Support Steady Performance Over Time

Catalysts About UiPath UiPath provides an automation and AI software platform that helps enterprises build, orchestrate and govern digital workflows. What are the underlying business or industry changes driving this perspective?
Narrative-Update May 02

PATH: Agentic AI Automation Adoption Will Drive Future ARR Stability

Analysts have trimmed their average price targets on UiPath by several dollars, bringing them into a roughly $12 to $17 range. They cited strong Q4 execution and growing AI driven automation use cases, along with valuation compression across software peers and a need for clearer evidence of sustained AI monetization and net new ARR growth.
Narrative-Update Apr 18

PATH: Agentic AI Automation And ARR Stability Will Drive Future Upside

Analysts have reduced UiPath's average price target by a few dollars to a roughly mid-teens dollar value. They cite solid Q4 execution and ARR trends, but also point to valuation compression across software peers, along with a need for clearer AI monetization and sustained net new ARR growth.
Narrative-Update Apr 03

PATH: Agentic AI Automation And ARR Stability Will Support Future Upside

Analysts have nudged the average price target for UiPath slightly lower to around the mid teens in $ terms, trimming expectations on valuation multiples, even as they cite solid Q4 execution, steady ARR trends and growing interest in AI driven automation as key supports for the story. Analyst Commentary Recent research points to a mixed but generally balanced view on UiPath, with most firms trimming price targets while acknowledging solid Q4 execution, resilient ARR and growing interest in AI driven automation.
Narrative-Update Mar 20

PATH: Agentic AI Automation And Healthcare Solutions Will Support Future Upside

UiPath's updated analyst fair value estimate has shifted from $15.93 to $13.81 as analysts reset price targets across the $12 to $18 range, weighing solid Q4 execution, AI driven automation traction and improving margins against valuation compression, flat to stabilizing net new ARR, and the need for clearer proof of sustained AI monetization. Analyst Commentary Recent research points to a split view on UiPath, with most firms reducing price targets but highlighting both encouraging execution in Q4 and unresolved questions around future growth and valuation.
Neues Narrative Mar 12

AI Automation Platform Will Benefit From Long Term Cross System Workflow Complexity

Catalysts About UiPath UiPath provides an end to end automation and AI platform that helps enterprises automate complex workflows across systems, people and software. What are the underlying business or industry changes driving this perspective?
Narrative-Update Mar 06

PATH: Healthcare AI Launch And Index Additions Will Support Future Upside

Analysts have trimmed their blended price target for UiPath by about $0.27 to reflect a slightly lower fair value estimate of $15.93, modestly higher discount rate assumptions, and only small tweaks to long term margin and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see scope for UiPath to reach a price target of US$18, which sits above the trimmed blended fair value estimate of US$15.93, suggesting room for upside if execution aligns with their assumptions.
Narrative-Update Feb 19

PATH: Index Additions And Buybacks Will Support Future Automation Upside

Analysts have trimmed their UiPath fair value estimate slightly to $16.19 from $16.40, citing mixed expectations around future profitability and valuation multiples, even as revenue assumptions stay relatively steady. Analyst Commentary Street research on UiPath reflects a mix of optimism around sector conditions and caution around how that translates into the company’s valuation and execution over time.
Analyseartikel Feb 06

Some Confidence Is Lacking In UiPath, Inc. (NYSE:PATH) As Shares Slide 30%

UiPath, Inc. ( NYSE:PATH ) shares have had a horrible month, losing 30% after a relatively good period beforehand. The...
Narrative-Update Feb 05

PATH: AI Software Setup And Index Adds Will Support Automation Outlook

Narrative Update on UiPath UiPath’s implied analyst price target has ticked higher as recent research cites a move from $16 to $18 at one firm and from $12 to $14 at another, with analysts pointing to a generally supportive backdrop for software and ongoing interest in AI related opportunities as key drivers for the updated views. Analyst Commentary Recent research on UiPath centers on how the shares might reflect a mixed backdrop for software, AI related themes, and current valuation levels.
Narrative-Update Jan 21

PATH: AI Software Setup And Index Adds Will Support Automation Outlook

Narrative update Analysts have nudged their fair value view for UiPath slightly higher, reflecting price target moves such as Barclays lifting its target to US$18 from US$16 and RBC Capital moving to US$14 from US$12, citing a more constructive setup for software and AI exposed names. Analyst Commentary Recent research is broadly constructive, but it also highlights that expectations around AI and software can still be a source of swings in sentiment for UiPath.
Narrative-Update Jan 07

PATH: AI Trade Enthusiasm And Index Adds Will Shape Automation Outlook

Analysts have inched their fair value estimate for UiPath lower from $16.40 to about $16.27 per share, while still lifting some price targets, such as the move to $14 at RBC Capital. This reflects mixed views as they weigh AI related enthusiasm against updated assumptions for growth, margins and future P/E multiples.
Analyseartikel Dec 23

UiPath Inc.'s (NYSE:PATH) 28% Price Boost Is Out Of Tune With Revenues

The UiPath Inc. ( NYSE:PATH ) share price has done very well over the last month, posting an excellent gain of 28%. The...
Narrative-Update Dec 21

PATH: AI Partnerships Will Support Automation Gains While Competition Keeps Outlook Balanced

Analysts have modestly increased their fair value estimate for UiPath from approximately $15.93 to $16.40 per share, reflecting a slightly higher long term growth outlook supported by recent price target raises tied to AI driven product enhancements and partnerships, despite ongoing competitive pressures. Analyst Commentary Recent Street commentary reflects a cautiously constructive stance on UiPath, with modest target price increases framed by both optimism around AI driven automation and recognition of intense competitive dynamics.
Narrative-Update Dec 07

PATH: AI Partnerships Will Drive Automation Hype Yet Leave Shares Vulnerable

UiPath's updated fair value estimate has risen to approximately $15.93 from $13.86, as analysts modestly lift price targets in response to new product launches, strategic partnerships, and expectations that the company can increasingly leverage AI trends, despite a still competitive market. Analyst Commentary Analysts remain measured on UiPath, modestly increasing price targets while keeping neutral ratings as they weigh improving product momentum against a still challenging competitive backdrop.
Narrative-Update Nov 23

PATH: Partnerships And New AI Offerings Will Shape Automation Leadership Ahead

Analysts have modestly increased their price target for UiPath, raising it from approximately $13.71 to $13.86 per share. They cite recent product updates and ongoing developments in the AI and automation space as supportive factors for the adjustment.
Narrative-Update Nov 08

PATH: Product Partnerships And Updates Will Shape Future Opportunities In Automation

UiPath's analyst price target has increased to $13 from $12.50, as analysts recognize ongoing product updates and partnerships but remain cautious about the company's growth prospects in a competitive market. Analyst Commentary Recent analyst updates reflect a nuanced perspective on UiPath's future, highlighting both supportive and cautious sentiments about the company's execution and long-term growth prospects.
Narrative-Update Oct 25

Expanding Automation Partnerships And AI-Powered Agents Will Drive Business Momentum

UiPath’s analyst price target has been revised upward to $13 from $12.50, as analysts cite ongoing product innovation and new partnerships. This comes despite expectations of gradual top-line impact amid ongoing market competition.
Narrative-Update Oct 10

Agent Builder And Agentic Orchestration Will Expand Market Opportunities

UiPath’s analyst price target has been modestly increased from $13.30 to $13.44, as analysts cite ongoing product and partnership developments. However, they also note persistent competitive pressures in the automation market.
Analyseartikel Oct 07

What UiPath Inc.'s (NYSE:PATH) 26% Share Price Gain Is Not Telling You

UiPath Inc. ( NYSE:PATH ) shareholders would be excited to see that the share price has had a great month, posting a...
Narrative-Update Sep 06

Agent Builder And Agentic Orchestration Will Expand Market Opportunities

UiPath’s price target has been revised down due to a sharp year-over-year decline in net new ARR and heightened long-term market uncertainty, reflecting a lowered fair value from $14.15 to $13.30. Analyst Commentary Net new annual recurring revenue rose by $30M, but this represents a 30% year-over-year decline.

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Daniel Dines im Vergleich zu den Einnahmen von UiPath verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Apr 30 2026n/an/a

US$327m

Jan 31 2026US$1mUS$6k

US$282m

Oct 31 2025n/an/a

US$230m

Jul 31 2025n/an/a

US$20m

Apr 30 2025n/an/a

-US$68m

Jan 31 2025US$1mUS$6k

-US$74m

Oct 31 2024n/an/a

-US$92m

Jul 31 2024n/an/a

-US$112m

Apr 30 2024n/an/a

-US$87m

Jan 31 2024US$726kUS$6k

-US$90m

Oct 31 2023n/an/a

-US$151m

Jul 31 2023n/an/a

-US$178m

Apr 30 2023n/an/a

-US$238m

Jan 31 2023US$772kUS$6k

-US$328m

Oct 31 2022n/an/a

-US$364m

Jul 31 2022n/an/a

-US$429m

Apr 30 2022n/an/a

-US$408m

Jan 31 2022US$670kUS$6k

-US$526m

Oct 31 2021n/an/a

-US$436m

Jul 31 2021n/an/a

-US$384m

Apr 30 2021n/an/a

-US$284m

Jan 31 2021US$216kUS$106k

-US$92m

Vergütung im Vergleich zum Markt: DanielDie Gesamtvergütung ($USD1.35M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.28M).

Entschädigung vs. Einkommen: DanielDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Daniel Dines (54 yo)

21.5yrs
Amtszeit
US$1,347,430
Vergütung

Mr. Daniel Solomon Dines is the Co-Founder & General Partner of Crew Capital. He is an entrepreneur, engineer and investor. He co-founded UiPath Inc in 2005 and was its Chief Innovation Officer from Februa...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Daniel Dines
Co-Founder21.5yrsUS$1.35m19.73%
$ 1.1b
Ashim Gupta
CFO & COO6.7yrsUS$7.43m0.052%
$ 2.9m
Brad Brubaker
General Counsel7.3yrsUS$3.98m0.085%
$ 4.7m
Hitesh Ramani
Deputy CFO & Chief Accounting Officerno datakeine Daten0.011%
$ 603.2k
Raghavendra Malpani
Chief Product & Technology Officer2.2yrskeine Daten0.050%
$ 2.8m
Allise Furlani
Senior Director of Investor Relationsno datakeine Datenkeine Daten
Michael Atalla
Chief Marketing Officerless than a yearkeine Datenkeine Daten
Agi Garaba
Chief People Officer2.5yrskeine Datenkeine Daten
Andreea Baciu
Chief Culture Officer5.3yrskeine Datenkeine Daten
Brandon Deer
Chief Strategy Officerno datakeine Datenkeine Daten
Mark Gibbs
Senior VP & MD of EMEA3.8yrskeine Datenkeine Daten
Pradeep Kumar
Senior Vice President of Services & Customer Success2.5yrskeine Datenkeine Daten
3.8yrs
Durchschnittliche Betriebszugehörigkeit
51yo
Durchschnittliches Alter

Erfahrenes Management: PATHDas Führungsteam des Unternehmens gilt als erfahren (3.8 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Daniel Dines
Co-Founder20.8yrsUS$1.35m19.73%
$ 1.1b
Daniel Springer
Independent Director5.3yrsUS$265.14k0.026%
$ 1.5m
Oren Etzioni
Chairman of Artificial Intelligence Advisory Board4.7yrskeine Datenkeine Daten
Richard Wong
Independent Lead Director8.3yrsUS$265.14k0.16%
$ 9.2m
Aneesh Chopra
Member of Public Sector Advisory Board4.9yrskeine Datenkeine Daten
Philippe Botteri
Independent Director6.4yrsUS$250.14k0.61%
$ 34.3m
Michael Gordon
Independent Director5.8yrsUS$260.14k0.034%
$ 1.9m
Suzette Kent
Member of Public Sector Advisory Board4.9yrskeine Datenkeine Daten
Tyler Cowen
Member of Public Sector Advisory Board4.9yrskeine Datenkeine Daten
Gopal Khanna
Member of Public Sector Advisory Board4.9yrskeine Datenkeine Daten
Shelley Metzenbaum
Member of Public Sector Advisory Board4.9yrskeine Datenkeine Daten
Matt Lira
Member of Public Sector Advisory Board4.9yrskeine Datenkeine Daten
4.9yrs
Durchschnittliche Betriebszugehörigkeit
56yo
Durchschnittliches Alter

Erfahrener Vorstand: PATHDie Vorstandsmitglieder gelten als erfahren (4.9 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/26 14:37
Aktienkurs zum Tagesende2026/07/24 00:00
Gewinne2026/04/30
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

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Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

UiPath, Inc. wird von 30 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Raimo LenschowBarclays
William Kingsley CraneBerenberg
Keith BachmanBMO Capital Markets Equity Research