Key Points
- CEO Daniel Dines has been selling stock: he sold 45,000 shares on Jan. 14 (at $15.68) and completed multiple 45,000-share sales between Dec. 22 and Jan. 14, totaling 495,000 shares worth roughly $8.2 million, while still holding about 28,073,585 shares (~$440.2M), a ~0.16% reduction.
- Market signals are mixed: the insider sales have raised near-term concern, but investors show bullish interest (heavy call-option activity) and UiPath's Screen Agent received a top benchmark ranking.
- Fundamentals vs. analyst stance: UiPath recently beat quarterly revenue and EPS estimates with revenue up 15.9%, yet the consensus analyst rating is "Hold" with an average $16 price target, suggesting limited upside from current levels.
UiPath, Inc. (NYSE:PATH - Get Free Report) CEO Daniel Dines sold 45,000 shares of the business's stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $15.68, for a total transaction of $705,600.00. Following the sale, the chief executive officer directly owned 28,073,585 shares in the company, valued at approximately $440,193,812.80. This represents a 0.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink.
Daniel Dines also recently made the following trade(s):
- On Monday, January 12th, Daniel Dines sold 45,000 shares of UiPath stock. The stock was sold at an average price of $16.61, for a total value of $747,450.00.
- On Friday, January 9th, Daniel Dines sold 45,000 shares of UiPath stock. The stock was sold at an average price of $17.17, for a total value of $772,650.00.
- On Wednesday, January 7th, Daniel Dines sold 45,000 shares of UiPath stock. The shares were sold at an average price of $17.32, for a total value of $779,400.00.
- On Monday, January 5th, Daniel Dines sold 45,000 shares of UiPath stock. The stock was sold at an average price of $15.73, for a total transaction of $707,850.00.
- On Friday, January 2nd, Daniel Dines sold 45,000 shares of UiPath stock. The stock was sold at an average price of $16.38, for a total transaction of $737,100.00.
- On Wednesday, December 31st, Daniel Dines sold 45,000 shares of UiPath stock. The shares were sold at an average price of $16.55, for a total value of $744,750.00.
- On Monday, December 29th, Daniel Dines sold 45,000 shares of UiPath stock. The shares were sold at an average price of $16.44, for a total value of $739,800.00.
- On Friday, December 26th, Daniel Dines sold 45,000 shares of UiPath stock. The shares were sold at an average price of $16.90, for a total transaction of $760,500.00.
- On Wednesday, December 24th, Daniel Dines sold 45,000 shares of UiPath stock. The stock was sold at an average price of $16.91, for a total transaction of $760,950.00.
- On Monday, December 22nd, Daniel Dines sold 45,000 shares of UiPath stock. The stock was sold at an average price of $16.49, for a total value of $742,050.00.
UiPath Price Performance
Shares of PATH stock opened at $15.37 on Thursday. UiPath, Inc. has a 1-year low of $9.38 and a 1-year high of $19.84. The company has a market cap of $8.22 billion, a price-to-earnings ratio of 36.58, a PEG ratio of 4.68 and a beta of 1.08. The stock has a 50 day simple moving average of $15.72 and a 200-day simple moving average of $13.89.
UiPath (NYSE:PATH - Get Free Report) last issued its quarterly earnings results on Wednesday, December 3rd. The company reported $0.16 earnings per share for the quarter, beating analysts' consensus estimates of $0.14 by $0.02. UiPath had a net margin of 14.79% and a return on equity of 3.73%. The firm had revenue of $411.11 million for the quarter, compared to analyst estimates of $392.46 million. During the same period last year, the company posted $0.11 EPS. UiPath's quarterly revenue was up 15.9% compared to the same quarter last year. Analysts anticipate that UiPath, Inc. will post -0.17 earnings per share for the current fiscal year.
UiPath News Roundup
Here are the key news stories impacting UiPath this week:
- Positive Sentiment: UiPath's Screen Agent (powered by Claude Opus 4.5) ranked No.1 on an OSWorld-verified benchmark for agentic automation — a tangible product validation that supports commercial & technical differentiation. Business Wire: UiPath Screen Agent Ranking
- Positive Sentiment: Unusually heavy call-option activity: investors bought ~134,459 PATH calls (≈54% above normal daily call volume), signaling bullish speculative interest or hedging ahead of catalysts. (trade data)
- Positive Sentiment: Bullish coverage and narratives around AI/automation momentum — e.g., a Seeking Alpha piece argues UiPath is positioned to outperform due to re-accelerating revenue and a path to GAAP profitability, which can attract growth-focused buyers. Seeking Alpha: Why UiPath Is Poised To Outperform
- Neutral Sentiment: Management outreach/visibility: UiPath presented at the Needham Growth Conference (transcript available) — useful for reaffirming guidance and investor Q&A, but not an immediate price driver absent new guidance. Needham Transcript
- Neutral Sentiment: Market positioning and analyst mix remain mixed: institutional inflows and improved momentum metrics are balanced by a MarketBeat consensus "Hold" and a ~$16 price target — implying limited upside from current levels absent stronger guidance or monetization of agentic AI. (market data)
- Negative Sentiment: Insider selling by CEO Daniel Dines: multiple recent blocks of ~45k shares sold across several days (latest filings disclose sales and SEC filing), which can create near-term selling pressure and raise investor concern about timing of sales. SEC filing: Insider Sale
- Negative Sentiment: Headline flow noting shares "sliding today" and elevated volume points to short-term technical/headline-driven selling even as fundamentals show improvement. MSN: Why PATH Shares Are Sliding
Analysts Set New Price Targets
Several equities research analysts recently commented on the company. Cowen reaffirmed a "hold" rating on shares of UiPath in a report on Thursday, December 4th. Barclays boosted their price target on shares of UiPath from $16.00 to $18.00 and gave the company an "equal weight" rating in a research report on Monday. Royal Bank Of Canada cut their price objective on shares of UiPath from $19.00 to $17.00 and set a "sector perform" rating for the company in a research report on Monday, January 5th. Evercore ISI increased their price target on shares of UiPath from $15.00 to $17.00 and gave the company an "in-line" rating in a research note on Thursday, December 4th. Finally, BMO Capital Markets raised their price target on shares of UiPath from $13.00 to $17.00 and gave the stock a "market perform" rating in a report on Thursday, December 4th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, fourteen have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $16.00.
View Our Latest Report on PATH
Institutional Investors Weigh In On UiPath
A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Noble Wealth Management PBC purchased a new position in shares of UiPath during the 4th quarter worth approximately $25,000. Twin Peaks Wealth Advisors LLC acquired a new position in UiPath during the second quarter worth $28,000. AdvisorNet Financial Inc boosted its position in shares of UiPath by 320.4% during the second quarter. AdvisorNet Financial Inc now owns 2,476 shares of the company's stock worth $32,000 after buying an additional 1,887 shares during the period. GAMMA Investing LLC grew its stake in shares of UiPath by 48.0% in the second quarter. GAMMA Investing LLC now owns 2,989 shares of the company's stock valued at $38,000 after buying an additional 969 shares in the last quarter. Finally, IFP Advisors Inc grew its stake in shares of UiPath by 508.0% in the second quarter. IFP Advisors Inc now owns 3,283 shares of the company's stock valued at $42,000 after buying an additional 2,743 shares in the last quarter. 62.50% of the stock is owned by hedge funds and other institutional investors.
About UiPath
(
Get Free Report)
UiPath Inc provides an end-to-end 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. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.
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