UiPath (PATH) Is Up 5.7% After Announcing Major AI Partnerships and GPT-5 Integration

• In late September 2025, UiPath announced new collaborations with technology leaders including OpenAI, NVIDIA, Google, Microsoft, and Snowflake, bringing advanced AI integrations and platform enhancements to enterprise automation users.
• One particularly interesting development is the integration of GPT-5 through a ChatGPT connector, which enables simplified AI agent deployment and orchestration across diverse business workflows.
• We'll examine how UiPath's sweeping AI partnerships and platform expansion could shape its future market opportunities and expand customer value.

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UiPath Investment Narrative Recap

For investors to back UiPath today, it’s crucial to have confidence in the company's ability to drive recurring revenue growth from its enterprise automation platform, even as short-term revenue is pressured by customer budget caution and ongoing transitions to SaaS. The latest wave of AI-focused partnerships may boost near-term sentiment, but the most important catalyst remains accelerating annual recurring revenue (ARR), while the biggest risk is that delayed deal cycles and customer hesitancy continue to weigh on growth. The material impact of these announcements on those short-term risks appears limited for now.

One announcement adding weight to the story is UiPath’s new integration with OpenAI, which allows enterprise customers to embed powerful GPT-5 capabilities into their business workflows through a ChatGPT connector. This directly supports UiPath’s ambition to simplify agentic automation for process owners, but does not immediately resolve existing challenges around deal closure timing or overall ARR acceleration as discussed above.

However, investors should keep in mind that despite these AI breakthroughs, continued uncertainty in deal timing could still...

Read the full narrative on UiPath (it's free!)

UiPath's projections point to $1.9 billion in revenue and $243.6 million in earnings by 2028. Achieving this outlook would require an annual revenue growth rate of 8.6% and an earnings increase of $311.1 million from current earnings of -$67.5 million.

Uncover how UiPath's forecasts yield a $13.30 fair value, a 3% upside to its current price.

Exploring Other Perspectives

Ten recent fair value estimates from the Simply Wall St Community range from US$12.61 to US$17.67 per share. While many see upside, ongoing customer budget caution and delayed deal closures may challenge near-term revenue traction, prompting a closer look at how forecasts align with reality.

Explore 10 other fair value estimates on UiPath - why the stock might be worth just $12.61!

Build Your Own UiPath Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your UiPath research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free UiPath research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate UiPath's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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