UiPath Upgrades Earnings Forecast, Stock Nears Target Price
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
0mins
Should l Buy PATH?
Source: NASDAQ.COM
- Stock Movement: UiPath, Inc. (PATH) fell by $0.0099 to $16.38 in after-hours trading with a volume of 21,384,526 shares, indicating cautious market sentiment regarding its short-term performance.
- Earnings Forecast Upgrade: Over the past four weeks, UiPath has seen three upward revisions in its earnings forecast, projecting an EPS of $0.06 for the fiscal quarter ending October 2026, reflecting analysts' confidence in the company's future growth.
- Target Price Proximity: The current last sale of PATH at $16.38 is 96.35% of the $17 target price, suggesting optimistic market expectations for its future performance.
- Market Recommendation: According to Zacks, the current mean recommendation for UiPath is in the 'buy range', indicating a positive outlook from investors that may drive future investment inflows.
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Analyst Views on PATH
Wall Street analysts forecast PATH stock price to rise
18 Analyst Rating
2 Buy
15 Hold
1 Sell
Hold
Current: 11.210
Low
14.00
Averages
16.54
High
19.00
Current: 11.210
Low
14.00
Averages
16.54
High
19.00
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.
Comparing Investment Value: Nebius vs. UiPath
- Nebius Rapid Growth: Nebius reported a staggering 479% year-over-year revenue growth and 547% quarter-over-quarter growth in Q4 2025, yet remains unprofitable with a capital expenditure ratio of 765.63%, raising concerns about its current stock price of $103.94.
- UiPath's Profitability: UiPath's latest quarterly results show a 16% year-over-year revenue increase, and the company is now profitable, with a market cap of $6 billion at a current stock price of $11.51, indicating its stability and attractiveness in the market.
- Market Performance Comparison: While Nebius's stock has surged over 114% in the past year, its high-risk profile and capital expenditures diminish its investment appeal; in contrast, UiPath's steady growth and cash flow expectations position it as a safer investment choice.
- Investment Recommendation: Between the two, UiPath is recommended as the better long-term investment due to its stronger fundamentals and lower execution risk, whereas Nebius presents greater market volatility risks.
See More
Comparative Analysis of Nebius and UiPath Earnings Reports
- Nebius Revenue Surge: Nebius reported a staggering 547% increase in quarterly revenue compared to the previous year, with a 479% year-over-year growth, yet the company remains unprofitable and faces high capital expenditures, indicating significant pressure despite rapid scaling.
- UiPath Achieves Profitability: UiPath reached its first GAAP profitable quarter in Q3 of fiscal 2026, with a 16% year-over-year revenue increase, and anticipates continued revenue growth and improved cash flow, showcasing a solid financial foundation.
- Market Performance Comparison: Nebius's stock has risen over 114% in the past 12 months, but its high valuation warrants caution for investors; in contrast, UiPath's stock trades at a deeper discount, presenting a more attractive investment opportunity.
- Investment Choice Recommendation: Analysts suggest that while Nebius has an exciting outlook, the higher execution risk makes UiPath the preferable long-term investment for those seeking steady growth and strong fundamentals.
See More
Accenture Mandates AI Tool Usage for Leadership Promotions
- Promotion Requirements: Accenture has informed senior staff that regular use of AI tools is a prerequisite for leadership promotions, aiming to enhance the company's competitiveness in the AI sector and ensure employee skills align with market demands.
- Employee Reskilling Initiative: CEO Julie Sweet stated that 550,000 employees have been reskilled in generative AI fundamentals, highlighting the company's commitment to skill enhancement and laying the groundwork for future business transformation.
- Global Employee Impact: While the policy applies to most employees, those in 12 European countries and the division handling U.S. government contracts are exempt, reflecting the company's flexibility and adaptability on a global scale.
- Strategic Partnerships: Accenture has recently partnered with companies like OpenAI and Anthropic to provide AI tool training for tens of thousands of employees, further solidifying its leadership position in AI technology application.
See More
UiPath Recognized in Five Categories at G2's 2026 Best Software Awards
- Award Recognition: UiPath has been honored with five accolades at G2's 2026 Best Software Awards, including Best AI Software and Best IT Management Software, underscoring its leadership in the intelligent automation sector and enhancing its competitive edge in the market.
- Customer Feedback Focus: According to UiPath's CMO Michael Atalla, real customer feedback serves as an invaluable guide for continuous platform improvement, which not only strengthens customer trust but also drives the company's vision in the realm of intelligent business automation.
- Market Influence: G2 attracts over 100 million buyers annually, and its awards are based on authentic user reviews; UiPath's recognition not only boosts brand reputation but also provides potential customers with a reliable basis for product selection, further driving sales growth.
- Future Development Strategy: UiPath is committed to eliminating silos in business processes by enabling orchestrated end-to-end workflows through intelligent automation, ensuring security, governance, and scalability, thereby providing robust support for enterprise transformation.
See More
UiPath's Stock Plummets, Future Growth in Question
- Stock Performance: UiPath's current share price is approximately $11, representing an 80% decline from its IPO price of $56 in 2021, reflecting market skepticism about its future growth prospects.
- Revenue Growth Slowdown: From fiscal 2021 to fiscal 2025, UiPath's revenue grew at a 24% CAGR, but only increased by 9% in fiscal 2025, primarily due to macroeconomic pressures and the rise of generative AI platforms.
- Profitability Outlook: Analysts expect UiPath's revenue to grow at a 10% CAGR from fiscal 2025 to fiscal 2028, with profitability anticipated in fiscal 2026, indicating potential for recovery, yet facing significant market competition.
- Competitive Market Pressure: As more companies pivot towards generative AI solutions, UiPath may struggle to scale its business, which could keep its stock price below IPO levels and hinder its ability to create new millionaires.
See More
Palantir and UiPath Compete in AI Market
- Market Leadership: Palantir Technologies has emerged as the clear leader in AI orchestration, with its AI platform recognized as one of the best tools for solving real-world problems in mission-critical settings, driving significant growth and achieving a market cap of $31.3 billion.
- Platform Advantage: Acting as an AI operating system, Palantir's platform gathers data and connects it to real-world assets, reducing errors and making insights more actionable, which is crucial for its strong position within the AI ecosystem.
- UiPath's Emergence: UiPath is developing its Maestro platform to become an orchestration platform for AI agents, leveraging its background in robotic process automation (RPA) to establish strong governance and compliance standards, positioning itself as a potential leader in this space.
- Investment Value Comparison: While Palantir's valuation is high with a forward price-to-sales ratio of 42 times, UiPath offers a more attractive investment opportunity with a forward P/S ratio below 3.5 times and a forward P/E of less than 15 times, suggesting better growth potential in the current market environment.
See More
Comparing Investment Value: Nebius vs. UiPath
- Nebius Rapid Growth: Nebius reported a staggering 479% year-over-year revenue growth and 547% quarter-over-quarter growth in Q4 2025, yet remains unprofitable with a capital expenditure ratio of 765.63%, raising concerns about its current stock price of $103.94.
- UiPath's Profitability: UiPath's latest quarterly results show a 16% year-over-year revenue increase, and the company is now profitable, with a market cap of $6 billion at a current stock price of $11.51, indicating its stability and attractiveness in the market.
- Market Performance Comparison: While Nebius's stock has surged over 114% in the past year, its high-risk profile and capital expenditures diminish its investment appeal; in contrast, UiPath's steady growth and cash flow expectations position it as a safer investment choice.
- Investment Recommendation: Between the two, UiPath is recommended as the better long-term investment due to its stronger fundamentals and lower execution risk, whereas Nebius presents greater market volatility risks.
See More
Comparative Analysis of Nebius and UiPath Earnings Reports
- Nebius Revenue Surge: Nebius reported a staggering 547% increase in quarterly revenue compared to the previous year, with a 479% year-over-year growth, yet the company remains unprofitable and faces high capital expenditures, indicating significant pressure despite rapid scaling.
- UiPath Achieves Profitability: UiPath reached its first GAAP profitable quarter in Q3 of fiscal 2026, with a 16% year-over-year revenue increase, and anticipates continued revenue growth and improved cash flow, showcasing a solid financial foundation.
- Market Performance Comparison: Nebius's stock has risen over 114% in the past 12 months, but its high valuation warrants caution for investors; in contrast, UiPath's stock trades at a deeper discount, presenting a more attractive investment opportunity.
- Investment Choice Recommendation: Analysts suggest that while Nebius has an exciting outlook, the higher execution risk makes UiPath the preferable long-term investment for those seeking steady growth and strong fundamentals.
See More
Accenture Mandates AI Tool Usage for Leadership Promotions
- Promotion Requirements: Accenture has informed senior staff that regular use of AI tools is a prerequisite for leadership promotions, aiming to enhance the company's competitiveness in the AI sector and ensure employee skills align with market demands.
- Employee Reskilling Initiative: CEO Julie Sweet stated that 550,000 employees have been reskilled in generative AI fundamentals, highlighting the company's commitment to skill enhancement and laying the groundwork for future business transformation.
- Global Employee Impact: While the policy applies to most employees, those in 12 European countries and the division handling U.S. government contracts are exempt, reflecting the company's flexibility and adaptability on a global scale.
- Strategic Partnerships: Accenture has recently partnered with companies like OpenAI and Anthropic to provide AI tool training for tens of thousands of employees, further solidifying its leadership position in AI technology application.
See More
UiPath Recognized in Five Categories at G2's 2026 Best Software Awards
- Award Recognition: UiPath has been honored with five accolades at G2's 2026 Best Software Awards, including Best AI Software and Best IT Management Software, underscoring its leadership in the intelligent automation sector and enhancing its competitive edge in the market.
- Customer Feedback Focus: According to UiPath's CMO Michael Atalla, real customer feedback serves as an invaluable guide for continuous platform improvement, which not only strengthens customer trust but also drives the company's vision in the realm of intelligent business automation.
- Market Influence: G2 attracts over 100 million buyers annually, and its awards are based on authentic user reviews; UiPath's recognition not only boosts brand reputation but also provides potential customers with a reliable basis for product selection, further driving sales growth.
- Future Development Strategy: UiPath is committed to eliminating silos in business processes by enabling orchestrated end-to-end workflows through intelligent automation, ensuring security, governance, and scalability, thereby providing robust support for enterprise transformation.
See More
UiPath's Stock Plummets, Future Growth in Question
- Stock Performance: UiPath's current share price is approximately $11, representing an 80% decline from its IPO price of $56 in 2021, reflecting market skepticism about its future growth prospects.
- Revenue Growth Slowdown: From fiscal 2021 to fiscal 2025, UiPath's revenue grew at a 24% CAGR, but only increased by 9% in fiscal 2025, primarily due to macroeconomic pressures and the rise of generative AI platforms.
- Profitability Outlook: Analysts expect UiPath's revenue to grow at a 10% CAGR from fiscal 2025 to fiscal 2028, with profitability anticipated in fiscal 2026, indicating potential for recovery, yet facing significant market competition.
- Competitive Market Pressure: As more companies pivot towards generative AI solutions, UiPath may struggle to scale its business, which could keep its stock price below IPO levels and hinder its ability to create new millionaires.
See More
Palantir and UiPath Compete in AI Market
- Market Leadership: Palantir Technologies has emerged as the clear leader in AI orchestration, with its AI platform recognized as one of the best tools for solving real-world problems in mission-critical settings, driving significant growth and achieving a market cap of $31.3 billion.
- Platform Advantage: Acting as an AI operating system, Palantir's platform gathers data and connects it to real-world assets, reducing errors and making insights more actionable, which is crucial for its strong position within the AI ecosystem.
- UiPath's Emergence: UiPath is developing its Maestro platform to become an orchestration platform for AI agents, leveraging its background in robotic process automation (RPA) to establish strong governance and compliance standards, positioning itself as a potential leader in this space.
- Investment Value Comparison: While Palantir's valuation is high with a forward price-to-sales ratio of 42 times, UiPath offers a more attractive investment opportunity with a forward P/S ratio below 3.5 times and a forward P/E of less than 15 times, suggesting better growth potential in the current market environment.
See More
