UiPath, Inc.

Informe acción NYSE:PATH

Capitalización de mercado: US$5.8b

UiPath Resultados de beneficios anteriores

Pasado controles de criterios 3/6

UiPath ha aumentado sus beneficios a una tasa media anual de 47.3%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 22.5% anual. Los ingresos han ido creciendo a una tasa media de 16.7% al año. La rentabilidad financiera de UiPath es de 13.6%, y sus márgenes netos son de 17.5%.

Información clave

47.34%

Tasa de crecimiento de los beneficios

57.96%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos16.68%
Rentabilidad financiera13.56%
Margen neto17.53%
Última actualización de beneficios31 Jan 2026

Actualizaciones de resultados anteriores recientes

Recent updates

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?
Seeking Alpha May 06

How UiPath Is A Hidden AI Play

Summary UiPath (PATH) delivered Q4 revenue of $481.11M, up 13.5% Y/Y, with non-GAAP EPS of $0.30 beating expectations. PATH’s agentic automation platform leverages AI, but markets remain unconvinced of accelerated adoption or material upside from these features. High short interest (23.63%) and sector-wide selling pressure have driven PATH’s valuation down, earning it a Hold quant rating. Strong ARR and industry-leading value provide stability, but investors should await clear uptrend or AI-driven sales acceleration before increasing exposure. Read the full article on Seeking Alpha
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?
Nueva narrativa Mar 10

UiPath Inc. (PATH): Agentic AI Pivot and Milestone Profits Set the Stage for Q4 Results

UiPath is currently undergoing a fundamental evolution from a traditional Robotic Process Automation (RPA) provider into a comprehensive "Agentic AI" platform. Trading at $11.60 as of the March 10, 2026, close, the stock dipped 3.1% today as the market maintains a cautious "wait-and-see" stance ahead of its fiscal year-end report.
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...
Seeking Alpha Apr 16

UiPath's Oversold Status Triggers Cheap Buying Opportunity - Maintain Buy

Summary UiPath's kitchen sink FY2026 guidance has triggered growth concerns after the robust 3Y top/bottom-line performance, with it contributing to the massive selloff thus far. This is worsened by the potentially impacted SaaS demand in both federal and commercial end markets, attributed to the DOGE headwinds and higher recessionary risks. Even so, given the still rich Free Cash Flow generation, robust balance sheet, and the growing ARR, we believe that PATH remains well positioned to outperform from current discounted levels. Combined with the recent bullish support at the recent April 2025 bottom of $9.79, we believe that investors may still look forward to a rich upside potential upon reversal in market sentiments. If anything, PATH's recent Peak acquisition is likely to drive renewed growth opportunity, with it likely to "realize increased revenue and margin improvement with the combined technologies." Read the full article on Seeking Alpha
Seeking Alpha Mar 21

The Drop In UiPath Stock Unlocks Long-Term Potential

Summary UiPath’s ARR is set to hit $1.816B in FY26 (+9% YoY), driven by 98% gross and 110% net retention. Cloud ARR surged past $975M (+50% YoY) as enterprise adoption of AI-driven automation accelerates. Profitability improved with a 32% non-GAAP margin, $328M free cash flow, and $1.7B cash (zero debt). Macroeconomic headwinds and public sector delays impacted FY26 revenue guidance, now set at $1.525B–$1.530B. UiPath’s P/S ratio stands at 4.27, near its all-time low, reflecting an attractive valuation relative to revenue growth. Read the full article on Seeking Alpha
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Nueva narrativa Mar 20

Agent Builder And Agentic Orchestration Will Expand Market Opportunities

Strategic partnerships and innovation in automation aim to boost growth through deeper customer relationships and expanded market opportunities.

Desglose de ingresos y gastos

Cómo gana y gasta dinero UiPath. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:PATH Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Jan 261,611282891383
31 Oct 251,553230879386
31 Jul 251,49720882386
30 Apr 251,451-68910385
31 Jan 251,430-74942375
31 Oct 241,411-92971362
31 Jul 241,383-112984350
30 Apr 241,354-87964339
31 Jan 241,308-90943332
31 Oct 231,211-151900325
31 Jul 231,148-178871308
30 Apr 231,103-238881290
31 Jan 231,059-328918285
31 Oct 221,040-364926263
31 Jul 22998-429916256
30 Apr 22951-408870246
31 Jan 22892-526948277
31 Oct 21810-436823240
31 Jul 21737-384780207
30 Apr 21681-284704176
31 Jan 21608-92542110
31 Jan 20336-520653131

Ingresos de calidad: PATH tiene ganancias de alta calidad.

Margen de beneficios creciente: PATH pasó a ser rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: PATH ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 47.3% al año.

Acelerando crecimiento: PATH ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.

Beneficios vs. Industria: PATH ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Software (11.7%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de PATH (13.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/28 22:15
Precio de las acciones al final del día2026/05/28 00:00
Beneficios2026/01/31
Ingresos anuales2026/01/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 31 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.

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