UiPath, Inc. Class A (PATH)

UiPath's stock price has experienced notable fluctuations over the past six months. Key events impacting the stock include Q2 FY2026 earnings where UiPath reported better-than-expected results, but the market reacted with a stock price decline. UiPath reported Q1 FY2024 revenue exceeding analyst expectations, but the stock dropped due to mixed guidance for the next quarter. The stock experienced a surge in October 2025 following announcements related to AI-driven initiatives. Several brokerages have adjusted their ratings and price targets for UiPath.

UiPath's sales appear to exhibit a seasonal pattern. Financial data and guidance suggest that revenue can fluctuate, with some quarters experiencing decreases following stronger periods. The company's management monitors these patterns, and investors often analyze mean and median monthly returns to identify seasonal trends for PATH stock.

UiPath, Inc. is a global software company specializing in enterprise automation and AI software, primarily focusing on RPA. The company's core offering is the UiPath Automation Platform, an end-to-end solution that enables organizations to discover opportunities for automation, build and manage automations, and operate mission-critical automation programs at scale. UiPath serves a diverse range of industries, including financial services, healthcare, manufacturing, retail, and the public sector.

UiPath has a significant global presence, serving customers worldwide. The company's headquarters are located in New York City, U.S., and it maintains offices in 31 countries. Its primary operational regions include the United States, Romania, the United Kingdom, and the Netherlands.

UiPath has maintained a strong brand reputation, being recognized as a Leader in the 2025 Gartner Magic Quadrant for Robotic Process Automation for the seventh consecutive year. Its efficient customer acquisition cost payback period indicates a strong brand reputation. UiPath's role as a founding technical contributor to the AIUC-1 security framework highlights its commitment to secure enterprise AI adoption. Strategic alliances with major tech companies enhance UiPath's credibility and integrate its solutions into leading enterprise ecosystems.

UiPath's ownership structure includes institutional investors holding approximately 60% of shares, insiders owning about 21%, and the general public and individual investors holding approximately 19%. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Polygon Management Ltd., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Senvest Management, LLC, Bank Of America Corp /de/, NAESX - Vanguard Small-Cap Index Fund Investor Shares, State Street Corp, VITAX - Vanguard Information Technology Index Fund Admiral Shares, and Federated Hermes, Inc. CEO Daniel Dines is a major individual owner, holding 20% of the shares outstanding.