UiPath Inc. shares fell 3.61% and hit a 20-day low amid mixed market conditions, with the Nasdaq-100 down 0.17% and the S&P 500 up 0.07%.
The decline occurred despite UiPath's recent launch of the Maestro platform, which aims to enhance operational efficiency in AI agent management and is expected to drive future revenue growth. The platform positions UiPath as a leader in the emerging AI agent market, which is projected to expand significantly. The company's attractive market valuation, with a forward price-to-sales ratio below 4.5 and a forward P/E ratio of 19, further supports its potential in the AI sector.
This launch reflects UiPath's strategic shift towards AI, which could bolster its revenue streams. However, the stock's current performance suggests a need for investors to weigh the potential growth against the recent price decline.
Wall Street analysts forecast PATH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PATH is 16.54 USD with a low forecast of 14.00 USD and a high forecast of 19.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast PATH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PATH is 16.54 USD with a low forecast of 14.00 USD and a high forecast of 19.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
15 Hold
1 Sell
Hold
Current: 14.110
Low
14.00
Averages
16.54
High
19.00
Current: 14.110
Low
14.00
Averages
16.54
High
19.00
RBC Capital
Sector Perform
downgrade
$19 -> $17
2026-01-05
Reason
RBC Capital
Price Target
$19 -> $17
AI Analysis
2026-01-05
downgrade
Sector Perform
Reason
RBC Capital lowered the firm's price target on UiPath to $17 from $19 and keeps a Sector Perform rating on the shares. 2026 is likely to be a year when AI tailwinds become more evident for companies well positioned for enterprise AI adoption, while less prepared peers may remain pressured by the "AI is the death of software" narrative, the analyst tells investors in a research note. Enterprise spending appears to be stabilizing and improving in select areas, with GenAI driving innovation even as management teams remain conservative in early 2026 guidance, the firm says.
RBC Capital
Matthew Hedberg
Sector Perform
maintain
$16 -> $19
2025-12-10
Reason
RBC Capital
Matthew Hedberg
Price Target
$16 -> $19
2025-12-10
maintain
Sector Perform
Reason
RBC Capital analyst Matthew Hedberg raised the firm's price target on UiPath to $19 from $16 and keeps a Sector Perform rating on the shares. The company reported a "solid" Q3 print, and while execution will be key, RBC came away feeling better about the potential for a continuation of recent trends that produced net new annual recurring revenue stabilization and better profitability, the analyst tells investors in a research note. If recent stable business trends can continue, the stock has the potential to move higher, RBC added.
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Morgan Stanley
Sanjit Singh
Equal Weight
maintain
$15 -> $19
2025-12-09
Reason
Morgan Stanley
Sanjit Singh
Price Target
$15 -> $19
2025-12-09
maintain
Equal Weight
Reason
Morgan Stanley analyst Sanjit Singh raised the firm's price target on UiPath to $19 from $15 and keeps an Equal Weight rating on the shares after adjusting estimates and valuations among the firm's software coverage following the company's "strong" earnings report.
DA Davidson
Neutral
maintain
$12 -> $15
2025-12-05
Reason
DA Davidson
Price Target
$12 -> $15
2025-12-05
maintain
Neutral
Reason
DA Davidson raised the firm's price target on UiPath to $15 from $12 and keeps a Neutral rating on the shares. The company reported good Q3 results with a larger than typical ARR beat while providing a better than expected guide, sending shares higher, the analyst tells investors in a research note. The firm adds it is incrementally positive towards UiPath as a result of the improved stability in the business but is waiting to see more consistent execution before getting comfortable with upside to growth.
About PATH
UiPath, Inc. is an enterprise automation and artificial intelligence (AI) software company. The Company is focused on building and managing automations, starting with computer vision technology and user interface automations in its initial robotic process automation (RPA) offering. Its AI-powered UiPath Platform offers a robust set of capabilities that allows its customers to discover opportunities for automation, automate using a digital workforce that seamlessly collaborates with humans, and operate a mission critical automation program at scale. It enables employees to quickly build automations for both existing and new processes and to automate an array of actions, including logging into applications, extracting information from documents, moving folders, filling in forms, reading emails, and updating information fields and databases. Its platform allows users to design and combine UI automations, API integrations, and AI-based document understanding in a single workflow.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
