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UiPath, Inc. Stock Price

NYSE:PATH Community·US$8.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 455 Fair Values set on narratives written by author

PATH Share Price Performance

US$16.39
5.22 (46.73%)
US$21.54
Fair Value
US$16.39
5.22 (46.73%)
23.9% undervalued intrinsic discount
US$21.54
Fair Value
Price US$16.39
QuanD US$21.54
AnalystHighTarget US$16.29
AnalystConsensusTarget US$13.31

PATH Community Narratives

Fair Value
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Fair Value US$21.54 23.9% undervalued intrinsic discount

One of the first real AI-native winners

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40users have followed this narrative
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Fair Value US$16.29 0.6% overvalued intrinsic discount

AI Automation Platform Will Benefit From Long Term Cross System Workflow Complexity

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Fair Value US$13.31 23.1% overvalued intrinsic discount

Expanding Automation Partnerships And AI-Powered Agents Will Drive Business Momentum

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184users have followed this narrative
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UiPath

One of the first real AI-native winners

Catalyst UiPath is built fully around AI, and it sits right between the first and second stages of the AI boom. The first stage focused on building the hardware that makes AI possible.Read more

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US$21.54
23.9% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
20%
Future PE
30x
Price in 2030
US$32.34
US$13.31
23.1% overvalued intrinsic discount
Revenue
8.06% p.a.
Profit Margin
13.62%
Future PE
28.5x
Price in 2029
US$17.02
US$10.98
49.3% overvalued intrinsic discount
Revenue
8.26% p.a.
Profit Margin
25.2%
Future PE
13.41x
Price in 2029
US$14.03

Trending Discussion

No trending discussion available.

Updated Narratives

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One of the first real AI-native winners

Fair Value: US$21.54 23.9% undervalued intrinsic discount
40 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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PATH: AI Automation And ARR Execution Will Drive Future Repricing

Fair Value: US$16.29 0.6% overvalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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PATH: Agentic AI Adoption Will Strengthen Future ARR Visibility Despite Cautious Sentiment

Fair Value: US$13.31 23.1% overvalued intrinsic discount
184 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
3 Rewards

UiPath, Inc. Key Details

US$1.7b

Revenue

US$283.5m

Cost of Revenue

US$1.4b

Gross Profit

US$1.1b

Other Expenses

US$327.4m

Earnings

Last Reported Earnings
Apr 30, 2026
Next Reporting Earnings
Sep 03, 2026
0.63
83.05%
19.58%
0%
View Full Analysis

About PATH

Founded
2005
Employees
3981
CEO
Daniel Dines
WebsiteView website
www.uipath.com

UiPath, Inc. provides an automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. It offers the UiPath platform, an integrated enterprise software platform that enables AI agents, robots, people, and models to work together in coordinated workflows. The company’s UiPath platform includes the UiPath Maestro process orchestration and process intelligence; UiPath agent builder; RPA and API automation; UiPath intelligent xtraction and processing; UiPath test cloud for testing and quality assurance; UiPath packaged and prebuilt agentic solutions; and centralized governance capabilities that apply across automations, AI agents, and manual tasks. It serves the financial services, healthcare, manufacturing, retail, and public sectors. The company was founded in 2005 and is headquartered in New York, New York.

Recent PATH News & Updates

Seeking Alpha Aug 20

UiPath: Why The Turnaround Could Be Real This Time

Summary UiPath remains a Buy as catalysts for its turnaround and growth story strengthen, despite a recent 44% rally. PATH trades at a 16% discount to sector median P/E and a 36% PEG discount, while delivering accelerating revenue and ARR growth. Sticky business dynamics are reinforced by rising large customer counts and robust ARR, supported by the WorkFusion acquisition. High margins, strong capital structure, and exposure to high-growth AI and RPA markets underpin the bullish thesis, though elevated short interest and margin risks persist. Read the full article on Seeking Alpha

Recent updates

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