UiPath（PATH）株式概要
UiPath, Inc.は、主に米国、ルーマニア、英国、オランダ、および国際的に、さまざまなロボティック・プロセス・オートメーション（RPA）ソリューションを提供する自動化プラットフォームを提供している。 詳細
PATH Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$21.54
FV
48.1% 割安 内在価値ディスカウント10.00%
Revenue growth p.a.
871
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26users have followed this narrative
UiPath, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$11.17 |
| 52週高値 | US$19.84 |
| 52週安値 | US$9.20 |
| ベータ | 0.97 |
| 1ヶ月の変化 | 3.52% |
| 3ヶ月変化 | -3.62% |
| 1年変化 | -14.80% |
| 3年間の変化 | -36.86% |
| 5年間の変化 | -84.00% |
| IPOからの変化 | -83.81% |
最新ニュース
Recent updates
Seeking Alpha • Jun 01
UiPath: Can RPA And Agentic AI Coexist And Thrive? (Downgrade)
Summary UiPath reported 1Q27 results with 17% revenue growth and improved margins but faces skepticism over sustainable growth amid AI integration. PATH's hybrid RPA and Agentic AI model shows promise, yet unit economics and cost control for enterprise clients remain uncertain. Consensus forecasts moderate top-line growth, expanding margins, and 20% EPS growth post-2026, but the market demands proof of execution. I downgrade PATH to Hold, citing a red flag in ARR vs. revenue growth and unresolved risks around business model transition and competitive threats. Read the full article on Seeking Alpha
新しいナラティブ • 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?
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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
新しいナラティブ • 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.株主還元
| PATH | US Software | US 市場 | |
|---|---|---|---|
| 7D | -14.7% | -9.5% | -2.5% |
| 1Y | -14.8% | -9.7% | 22.7% |
業界別リターン: PATH過去 1 年間で-9.7 % の収益を上げたUS Software業界を下回りました。
リターン対市場: PATHは、過去 1 年間で22.7 % のリターンを上げたUS市場を下回りました。
価格変動
| PATH volatility | |
|---|---|
| PATH Average Weekly Movement | 8.7% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: PATH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: PATHの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2005 | 3,981 | Daniel Dines | www.uipath.com |
UiPath, Inc.は、主に米国、ルーマニア、英国、オランダ、および国際的に様々なロボティック・プロセス・オートメーション（RPA）ソリューションを提供する自動化プラットフォームを提供している。同社のUiPathプラットフォームは、AIエージェント、ロボット、人、モデルが協調したワークフローで協働することを可能にする統合エンタープライズ・ソフトウェア・プラットフォームである。同社のUiPathプラットフォームには、UiPath Maestroプロセスオーケストレーションおよびプロセスインテリジェンス、UiPathエージェントビルダー、RPAおよびAPI自動化、UiPathインテリジェント抽出および処理、テストおよび品質保証のためのUiPathテストクラウド、UiPathパッケージおよび構築済みエージェントソリューション、自動化、AIエージェント、手動タスクに適用される集中ガバナンス機能が含まれる。金融サービス、ヘルスケア、製造、小売、公共部門にサービスを提供している。同社は2005年に設立され、ニューヨーク州ニューヨークに本社を置いている。
UiPath, Inc. 基礎のまとめ
| PATH 基礎統計学 | |
|---|---|
| 時価総額 | US$5.82b |
| 収益（TTM） | US$327.41m |
| 売上高(TTM) | US$1.67b |
17.7x
PER（株価収益率3.5x
P/SレシオPATH は割高か？
公正価値と評価分析を参照収益と収入
| PATH 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.67b |
| 売上原価 | US$283.46m |
| 売上総利益 | US$1.39b |
| その他の費用 | US$1.06b |
| 収益 | US$327.41m |
直近の収益報告
Apr 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.63 |
| グロス・マージン | 83.05% |
| 純利益率 | 19.58% |
| 有利子負債／自己資本比率 | 0% |
PATH の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/08 22:11 |
| 終値 | 2026/06/08 00:00 |
| 収益 | 2026/04/30 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
UiPath, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Raimo Lenschow | Barclays |
| William Kingsley Crane | Berenberg |
| Keith Bachman | BMO Capital Markets Equity Research |