UiPath, Inc.

NYSE:PATH 株式レポート

時価総額:US$5.8b

UiPath マネジメント

マネジメント 基準チェック /44

UiPathの CEO はDaniel Dinesで、 Jan2005年に任命され、 の在任期間は 21.33年です。 の年間総報酬は$ 1.35Mで、 0.4%給与と99.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の19.51%を直接所有しており、その価値は$ 1.13B 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と4.8年です。

主要情報

Daniel Dines

最高経営責任者

US$1.3m

報酬総額

CEO給与比率0.45%
CEO在任期間21.3yrs
CEOの所有権19.5%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間4.8yrs

経営陣の近況

Recent updates

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?
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
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?
新しいナラティブ 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.
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 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
User avatar
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.

CEO報酬分析

UiPath の収益と比較して、Daniel Dines の報酬はどのように変化したか?
日付総報酬給与会社業績
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 2025n/an/a

-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

報酬と市場: Danielの 総報酬 ($USD 1.35M ) は、 US市場 ($USD 8.29M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Danielの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Daniel Dines (53 yo)

21.3yrs
在職期間
US$1,347,430
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Daniel Dines
Co-Founder21.3yrsUS$1.35m19.51%
$ 1.1b
Ashim Gupta
CFO & COO6.5yrsUS$7.43m-0.026%
$ -1.5m
Brad Brubaker
General Counsel7.1yrsUS$3.98m0.15%
$ 8.5m
Hitesh Ramani
Deputy CFO & Chief Accounting Officerno dataデータなし0.0068%
$ 394.5k
Raghavendra Malpani
Chief Product & Technology Officer2yrsデータなし0.037%
$ 2.2m
Allise Furlani
Senior Director of Investor Relationsno dataデータなしデータなし
Michael Atalla
Chief Marketing Officerless than a yearデータなしデータなし
Agi Garaba
Chief People Officer2.3yrsデータなしデータなし
Andreea Baciu
Chief Culture Officer5.1yrsデータなしデータなし
Brandon Deer
Chief Strategy Officerno dataデータなしデータなし
Mark Gibbs
Senior VP & MD of EMEA3.7yrsデータなしデータなし
Pradeep Kumar
Senior Vice President of Services & Customer Success2.3yrsデータなしデータなし
3.7yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: PATHの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Daniel Dines
Co-Founder20.6yrsUS$1.35m19.51%
$ 1.1b
Daniel Springer
Independent Director5.2yrsUS$265.14k0.023%
$ 1.3m
Oren Etzioni
Chairman of Artificial Intelligence Advisory Board4.5yrsデータなしデータなし
Richard Wong
Independent Lead Director8.2yrsUS$265.14k0.16%
$ 9.2m
Aneesh Chopra
Member of Public Sector Advisory Board4.8yrsデータなしデータなし
Philippe Botteri
Independent Director6.3yrsUS$250.14k0.60%
$ 34.9m
Michael Gordon
Independent Director5.7yrsUS$260.14k0.030%
$ 1.8m
Suzette Kent
Member of Public Sector Advisory Board4.8yrsデータなしデータなし
Tyler Cowen
Member of Public Sector Advisory Board4.8yrsデータなしデータなし
Gopal Khanna
Member of Public Sector Advisory Board4.8yrsデータなしデータなし
Shelley Metzenbaum
Member of Public Sector Advisory Board4.8yrsデータなしデータなし
Matt Lira
Member of Public Sector Advisory Board4.8yrsデータなしデータなし
4.8yrs
平均在職期間
55yo
平均年齢

経験豊富なボード: PATHの 取締役会経験豊富 であると考えられます ( 4.8年の平均在任期間)。


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2026/05/27 17:04
終値2026/05/27 00:00
収益2026/01/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 LenschowBarclays
William Kingsley CraneBerenberg
Keith BachmanBMO Capital Markets Equity Research