UiPath Gestion
Gestion contrôle des critères 4/4
Le PDG UiPath est Daniel Dines, nommé en Jan2005, a un mandat de 21.33 ans. La rémunération annuelle totale est $ 1.35M, composée du salaire de 0.4% et des bonus 99.6%, y compris les actions et options de la société. détient directement 19.51% des actions de la société, d'une valeur de $ 1.13B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.7 ans et 4.8 ans.
Informations clés
Daniel Dines
Directeur général
US$1.3m
Rémunération totale
| Pourcentage du salaire du PDG | 0.45% |
| Durée du mandat du directeur général | 21.3yrs |
| Propriété du PDG | 19.5% |
| Durée moyenne d'occupation des postes de direction | 3.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.8yrs |
Mises à jour récentes de la gestion
Recent updates
Nouveau récit • 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
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?
Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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 AlphaSeeking 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
Nouveau récit • 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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jan 31 2026 | US$1m | US$6k | US$282m |
| Oct 31 2025 | n/a | n/a | US$230m |
| Jul 31 2025 | n/a | n/a | US$20m |
| Apr 30 2025 | n/a | n/a | -US$68m |
| Jan 31 2025 | n/a | n/a | -US$74m |
| Oct 31 2024 | n/a | n/a | -US$92m |
| Jul 31 2024 | n/a | n/a | -US$112m |
| Apr 30 2024 | n/a | n/a | -US$87m |
| Jan 31 2024 | US$726k | US$6k | -US$90m |
| Oct 31 2023 | n/a | n/a | -US$151m |
| Jul 31 2023 | n/a | n/a | -US$178m |
| Apr 30 2023 | n/a | n/a | -US$238m |
| Jan 31 2023 | US$772k | US$6k | -US$328m |
| Oct 31 2022 | n/a | n/a | -US$364m |
| Jul 31 2022 | n/a | n/a | -US$429m |
| Apr 30 2022 | n/a | n/a | -US$408m |
| Jan 31 2022 | US$670k | US$6k | -US$526m |
| Oct 31 2021 | n/a | n/a | -US$436m |
| Jul 31 2021 | n/a | n/a | -US$384m |
| Apr 30 2021 | n/a | n/a | -US$284m |
| Jan 31 2021 | US$216k | US$106k | -US$92m |
Rémunération vs marché: La rémunération totale de Daniel ($USD 1.35M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.29M ).
Rémunération et revenus: La rémunération de Daniel a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Daniel Dines (53 yo)
21.3yrs
Titularisation
US$1,347,430
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 21.3yrs | US$1.35m | 19.51% $ 1.1b | |
| CFO & COO | 6.5yrs | US$7.43m | -0.026% $ -1.5m | |
| General Counsel | 7.1yrs | US$3.98m | 0.15% $ 8.5m | |
| Deputy CFO & Chief Accounting Officer | no data | pas de données | 0.0068% $ 394.5k | |
| Chief Product & Technology Officer | 2yrs | pas de données | 0.037% $ 2.2m | |
| Senior Director of Investor Relations | no data | pas de données | pas de données | |
| Chief Marketing Officer | less than a year | pas de données | pas de données | |
| Chief People Officer | 2.3yrs | pas de données | pas de données | |
| Chief Culture Officer | 5.1yrs | pas de données | pas de données | |
| Chief Strategy Officer | no data | pas de données | pas de données | |
| Senior VP & MD of EMEA | 3.7yrs | pas de données | pas de données | |
| Senior Vice President of Services & Customer Success | 2.3yrs | pas de données | pas de données |
3.7yrs
Durée moyenne de l'emploi
50yo
Âge moyen
Gestion expérimentée: L'équipe de direction de PATH est considérée comme expérimentée (ancienneté moyenne 3.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 20.6yrs | US$1.35m | 19.51% $ 1.1b | |
| Independent Director | 5.2yrs | US$265.14k | 0.023% $ 1.3m | |
| Chairman of Artificial Intelligence Advisory Board | 4.5yrs | pas de données | pas de données | |
| Independent Lead Director | 8.2yrs | US$265.14k | 0.16% $ 9.2m | |
| Member of Public Sector Advisory Board | 4.8yrs | pas de données | pas de données | |
| Independent Director | 6.3yrs | US$250.14k | 0.60% $ 34.9m | |
| Independent Director | 5.7yrs | US$260.14k | 0.030% $ 1.8m | |
| Member of Public Sector Advisory Board | 4.8yrs | pas de données | pas de données | |
| Member of Public Sector Advisory Board | 4.8yrs | pas de données | pas de données | |
| Member of Public Sector Advisory Board | 4.8yrs | pas de données | pas de données | |
| Member of Public Sector Advisory Board | 4.8yrs | pas de données | pas de données | |
| Member of Public Sector Advisory Board | 4.8yrs | pas de données | pas de données |
4.8yrs
Durée moyenne de l'emploi
55yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de PATH sont considérés comme expérimentés (ancienneté moyenne 4.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/27 15:12 |
| Cours de l'action en fin de journée | 2026/05/27 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
UiPath, Inc. est couverte par 31 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |
| Keith Bachman | BMO Capital Markets Equity Research |