What’s Going On With UiPath Stock Today?

by | Mar 12, 2026 | General

UiPath Inc. (NYSE:PATH) traded lower Thursday after investors weighed a strong quarter against measured fiscal 2027 guidance.

The software company beat Wall Street estimates, but management’s outlook and macro caution kept pressure on the shares.

Quarterly Results

UiPath posted fourth-quarter revenue of $481.11 million, above analyst expectations of $464.49 million.

Adjusted earnings came in at 30 cents a share, topping estimates of 26 cents, the company reports.

UiPath expects first-quarter revenue between $395 million and $400 million. It sees fiscal 2027 revenue ranging from $1.754 billion to $1.759 billion.

Management Message

Founder and CEO Daniel Dines told investors UiPath sees a major opening in agentic automation.

He said cheaper software creation raises demand for orchestration, governance and execution.

Dines argued enterprises still need control, reliability and compliance as AI adoption grows.

Dines said UiPath’s AI product ARR reached nearly $200 million in the quarter.

He added that 16 of the company’s 20 largest deals included AI products. Management said customers are expanding AI inside existing workflows, not replacing unattended automation in production.

Chief Operating and Financial Officer Ashim Gupta said UiPath improved coordination across sales, product and customer success.

He also said the company expects meaningful GAAP profitability in fiscal 2027. Gupta added that current foreign exchange trends should have an immaterial full-year impact.

Needham’s Take

Needham analyst Scott Berg raised the rating on the stock from Hold to Buy, with a price forecast of $15.

Berg said UiPath’s current valuation looks compelling against improving net new ARR growth and a strong free cash flow profile.

He said PATH could trade closer to 15 times trailing-12-month free cash flow, even in today’s weak macro backdrop.

Berg added that improving sales trends could drive even stronger free cash flow growth than his current conservative assumptions.

D.A. Davidson

D.A. Davidson analyst Lucky Schreiner maintained a Neutral rating on the stock, with a price forecast of $13.

Schreiner said WorkFusion’s acquisition impact, foreign exchange tailwinds and limited margin expansion likely pressured shares after hours.

He said UiPath’s business appears more stable, with guidance pointing to continued acceleration in net new ARR.

Still, Schreiner said the stock already reflects that growth outlook, limiting upside at current levels.

Wells Fargo

Wells Fargo analyst Michael Turrin maintains an Equal-Weight rating, lowering the price forecast from $14 to $13.

PATH Price Action: UiPath shares are trading lower by 6.38% to $11.59 at last check Thursday.

Photo by Ian Dewar Photography via Shutterstock