UiPath, Inc. Class A (PATH)

Over the past six months, UiPath's stock has experienced several notable events. In December 2025, the company reported strong Q3 FY2026 results, with total revenue of $411 million and ARR up 11% year-over-year to $1.78 billion, marking its first profitable Q3. In March 2026, UiPath announced its Q4 and full-year fiscal 2026 financial results, reporting revenue of $481 million and ARR of $1.853 billion, and approved a new stock repurchase program. In May 2026, UiPath shares rallied following the launch of on-premises agentic AI capabilities, but had previously hit a 52-week low in April 2026. UiPath also announced partnerships and integrations with Salesforce in April 2026.

UiPath anticipates some seasonality in demand, expecting a seasonal downturn in sequential growth during the first fiscal quarter. Management expects strong overall performance for the year, with sequential growth anticipated throughout the remaining quarters. August and September have been noted as a typically weaker stock market season, which could indirectly influence investor sentiment. UiPath's CEO has observed very solid demand for agentic AI.

UiPath, Inc. is a global software company specializing in AI and agentic automation, providing enterprises with tools to streamline complex processes. Its core business is its end-to-end enterprise automation platform, which includes RPA, agentic AI, and other automation technologies. The company's software enables the building and orchestration of AI agents to automate intricate processes and workflows. Major products include the UiPath Platform for Agentic Automation, UiPath Studio, UiPath Robots, UiPath Orchestrator, and UiPath AI Center. UiPath offers industry-specific solutions for sectors such as finance, healthcare, manufacturing, and retail.

UiPath has a significant global presence, serving customers in over 100 countries, with more than 60% of its business generated outside the United States. The company is headquartered in New York and maintains offices in 31 countries.

UiPath has maintained a strong brand reputation, marked by positive recognitions and strategic advancements. The UiPath Platform for Agentic Automation was named one of TIME Magazine's Best Inventions of 2025. The company has been consistently recognized as a Leader in the Gartner® Magic Quadrant™ for Robotic Process Automation and Intelligent Document Processing, as well as a Leader in the IDC MarketScape: Business Automation Platforms 2025 Vendor Assessment. UiPath has also strengthened its reputation through key partnerships and collaborations with major technology companies.

UiPath's ownership structure includes institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corp, UBS Group AG, Morgan Stanley, Bank Of America Corp /de/, and Senvest Management, LLC. Philippe Botteri is a significant individual shareholder.