UiPath, Inc.

NYSE:PATH Rapport sur les actions

Capitalisation boursière : US$6.1b

UiPath Gestion

Gestion contrôle des critères 4/4

Le PDG UiPath est Daniel Dines, nommé en Jan2005, a un mandat de 21.5 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 19.73% des actions de la société, d'une valeur de $ 1.19B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.8 ans et 4.9 ans.

Informations clés

Daniel Dines

Directeur général

US$1.3m

Rémunération totale

Pourcentage du salaire du PDG0.45%
Durée du mandat du directeur général21.5yrs
Propriété du PDG19.7%
Durée moyenne d'occupation des postes de direction3.8yrs
Durée moyenne du mandat des membres du conseil d'administration4.9yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Seeking Alpha Jun 10

UiPath: Overlooked Company With Visible Automation Tailwinds

Summary UiPath is delivering accelerating revenue growth and rising ARR, benefiting from the broader AI-driven business transformation. Despite a strong Q1 beat-and-raise, PATH shares remain down ~30% YTD, creating a compelling entry point. PATH's ARR nears $2 billion, outpacing full-year revenue guidance and providing strong demand visibility. With GAAP gross margins in the low 80s and a near-Rule of 40 profile, I reiterate my buy rating on PATH. Read the full article on Seeking Alpha
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?
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?
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...

Analyse de la rémunération des PDG

Comment la rémunération de Daniel Dines a-t-elle évolué par rapport aux bénéfices de UiPath?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

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 8.33M ).

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 (54 yo)

21.5yrs
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

NomPositionTitularisationCompensationPropriété
Daniel Dines
Co-Founder21.5yrsUS$1.35m19.73%
$ 1.2b
Ashim Gupta
CFO & COO6.7yrsUS$7.43m0.052%
$ 3.2m
Brad Brubaker
General Counsel7.3yrsUS$3.98m0.085%
$ 5.1m
Hitesh Ramani
Deputy CFO & Chief Accounting Officerno datapas de données0.011%
$ 649.9k
Raghavendra Malpani
Chief Product & Technology Officer2.2yrspas de données0.050%
$ 3.0m
Allise Furlani
Senior Director of Investor Relationsno datapas de donnéespas de données
Michael Atalla
Chief Marketing Officerless than a yearpas de donnéespas de données
Agi Garaba
Chief People Officer2.5yrspas de donnéespas de données
Andreea Baciu
Chief Culture Officer5.3yrspas de donnéespas de données
Brandon Deer
Chief Strategy Officerno datapas de donnéespas de données
Mark Gibbs
Senior VP & MD of EMEA3.8yrspas de donnéespas de données
Pradeep Kumar
Senior Vice President of Services & Customer Success2.5yrspas de donnéespas de données
3.8yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe de direction de PATH est considérée comme expérimentée (ancienneté moyenne 3.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Daniel Dines
Co-Founder20.8yrsUS$1.35m19.73%
$ 1.2b
Daniel Springer
Independent Director5.3yrsUS$265.14k0.026%
$ 1.6m
Oren Etzioni
Chairman of Artificial Intelligence Advisory Board4.7yrspas de donnéespas de données
Richard Wong
Independent Lead Director8.3yrsUS$265.14k0.16%
$ 9.9m
Aneesh Chopra
Member of Public Sector Advisory Board4.9yrspas de donnéespas de données
Philippe Botteri
Independent Director6.4yrsUS$250.14k0.61%
$ 36.9m
Michael Gordon
Independent Director5.8yrsUS$260.14k0.034%
$ 2.0m
Suzette Kent
Member of Public Sector Advisory Board4.9yrspas de donnéespas de données
Tyler Cowen
Member of Public Sector Advisory Board4.9yrspas de donnéespas de données
Gopal Khanna
Member of Public Sector Advisory Board4.9yrspas de donnéespas de données
Shelley Metzenbaum
Member of Public Sector Advisory Board4.9yrspas de donnéespas de données
Matt Lira
Member of Public Sector Advisory Board4.9yrspas de donnéespas de données
4.9yrs
Durée moyenne de l'emploi
56yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de PATH sont considérés comme expérimentés (ancienneté moyenne 4.9 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/13 11:45
Cours de l'action en fin de journée2026/07/10 00:00
Les revenus2026/04/30
Revenus annuels2026/01/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 sur la façon d’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 30 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.

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