UiPath Crecimiento futuro
Future controles de criterios 1/6
Se prevé un crecimiento anual de los beneficios y los ingresos de UiPath de 1.7% y 7.7% por año respectivamente. Se prevé que el BPA crezca en un 6.2% al año. Se espera que la rentabilidad financiera sea de 21.7% en 3 años.
Información clave
1.7%
Tasa de crecimiento de los beneficios
6.25%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 20.3% |
| Tasa de crecimiento de los ingresos | 7.7% |
| Rentabilidad financiera futura | 21.69% |
| Cobertura de analistas | Good |
| Última actualización | 29 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
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
Actualización de narrativa • 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.
Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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?Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Nueva narrativa • 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?Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • Jul 23
When Should You Buy UiPath Inc. (NYSE:PATH)?
UiPath Inc. ( NYSE:PATH ), might not be a large cap stock, but it saw a significant share price rise of 23% in the past...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 1/31/2029 | 2,060 | 373 | N/A | 545 | 5 |
| 1/31/2028 | 1,927 | 253 | 478 | 490 | 20 |
| 1/31/2027 | 1,777 | 170 | 424 | 423 | 20 |
| 4/30/2026 | 1,672 | 327 | 375 | 384 | N/A |
| 1/31/2026 | 1,611 | 282 | 352 | 371 | N/A |
| 10/31/2025 | 1,553 | 230 | 312 | 335 | N/A |
| 7/31/2025 | 1,497 | 20 | 310 | 335 | N/A |
| 4/30/2025 | 1,451 | -68 | 313 | 340 | N/A |
| 1/31/2025 | 1,430 | -74 | 306 | 321 | N/A |
| 10/31/2024 | 1,411 | -92 | 309 | 320 | N/A |
| 7/31/2024 | 1,383 | -112 | 327 | 334 | N/A |
| 4/30/2024 | 1,354 | -87 | 325 | 332 | N/A |
| 1/31/2024 | 1,308 | -90 | 292 | 299 | N/A |
| 10/31/2023 | 1,211 | -151 | 242 | 247 | N/A |
| 7/31/2023 | 1,148 | -178 | 168 | 178 | N/A |
| 4/30/2023 | 1,103 | -238 | 94 | 110 | N/A |
| 1/31/2023 | 1,059 | -328 | -34 | -10 | N/A |
| 10/31/2022 | 1,040 | -364 | -135 | -110 | N/A |
| 7/31/2022 | 998 | -429 | -132 | -108 | N/A |
| 4/30/2022 | 951 | -408 | -109 | -90 | N/A |
| 1/31/2022 | 892 | -526 | -67 | -55 | N/A |
| 10/31/2021 | 810 | -436 | -42 | -31 | N/A |
| 7/31/2021 | 737 | -384 | -5 | 2 | N/A |
| 4/30/2021 | 681 | -284 | 30 | 36 | N/A |
| 1/31/2021 | 608 | -92 | 26 | 29 | N/A |
| 1/31/2020 | 336 | -520 | N/A | -359 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (1.7% por año) de PATH está por debajo de la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (1.7% al año) de PATH crezcan menos que el mercado US (18% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de PATH crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (7.7% al año) de PATH crezcan más despacio que el mercado de US (12.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 7.7% al año) de PATH crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de PATH sea alta dentro de 3 años (21.7%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/16 14:59 |
| Precio de las acciones al final del día | 2026/07/16 00:00 |
| Beneficios | 2026/04/30 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
UiPath, Inc. está cubierta por 30 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |
| Keith Bachman | BMO Capital Markets Equity Research |