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PAPATH

UiPath Inc.

$PATH·$6.7B·Software - Infrastructure·Technology
$12.85-6.3%YTD-20.5%1Y-19.3%
Price updated 7h ago·X counts updated 5d ago
PAPATH
$PATHUiPath Inc.
$12.85-6.27%524 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $PATH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

524X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $PATH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-09-16

UiPath's tape is genuinely torn after Q2. Bulls emphasize NRR at 109%, four straight GAAP profitable quarters, 18 of the top 20 quarterly deals including AI/platform capabilities at 4-6x historical size, and management calling 12.5% ARR growth "not good enough." Bears note the stock down 26% in a week, ARR deceleration, and Maestro monetization not yet in the numbers. The September 22 Investor Day is the checkpoint everyone in the thread is watching.

Read what X is saying about $PATH

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PATH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

The RPA leader at a GAAP-profitable inflection — now cooling after an ARR deceleration spooked the tape.

UiPath is the enterprise RPA leader — process-automation software that major enterprises use to orchestrate agent-and-bot workflows. The stock has been punished this year even as GAAP profitability actually arrived, now trading at the lowest valuation of its public history.

  • The GAAP transition is real: four straight GAAP-profitable quarters, 81% gross margin, 7% operating margin on Q1 fiscal 2027 revenue of $418M at +17% YoY — the business pivoted to profits before the growth cooled.
  • ARR is where the market is nervous: 12.5% ARR growth, which management itself called "not good enough," is the specific cooling point — until the Maestro AI-orchestration monetization starts showing in net-new ARR, the deceleration story owns the tape.
  • The insider cluster is small but visible: SVP Malpani sold $1.9M across Sep 16-17 and CFO Gupta $1.6M on Sep 11 — not panic, but the first time officers have sold in size since the GAAP-profit transition.

A Dec 2 Q3 print with ARR re-accelerating above 14% and Maestro contribution visible restarts the move; another in-line ARR print and the stock drifts under $12 with the long-term story intact but the trade dead.

Agrees with X sentimentThe X thread is honestly split — bulls on NRR 109%, four GAAP quarters, 18 of top 20 deals including AI/platform; bears on ARR deceleration and Maestro not yet in numbers. Both sides are correct, and the Sep 22 Investor Day commentary is the next real catalyst the thread is already watching.

What to watch: Dec 2 Q3 fiscal 2027 earnings — ARR growth re-accelerating above 14%, Maestro AI-orchestration contribution to new ARR, and operating margin above 7%. A guide cut on ARR or a weak Maestro number resets the de-rating; clean numbers re-rate quickly.

On the calendar: 2026-12-02 — Q3 fiscal 2027 earnings

Read the AI verdict on $PATH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides a robotic process automation and AI-driven platform automating repetitive enterprise workflows for large organizations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $PATH.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $PATH

Partial — Provides a robotic process automation and AI-driven platform automating repetitive enterprise workflows for large organizations.; AI infrastructure capex bifurcates the cohort; exposure depends on workload alignment with GPU-cloud and AI-native security architectures.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
83.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.15$0.15+1.0%
Q1 2026May 28, 2026$0.15$0.16-5.9%
Q4 2025Mar 11, 2026$0.30$0.25+20.0%
Q3 2025Dec 3, 2025$0.16$0.15+8.7%
Next earningsWed, Dec 2·consensus EPS $0.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$418.4M+17.3%81.1%7.3%$0.04$129.2M
Q4 FY26$481.1M+13.6%84.9%16.7%$0.19$179.3M
Q3 FY26$411.1M+15.9%83.3%3.2%$0.37$25.1M
Q2 FY26$361.7M+14.4%82.2%-5.6%$0.00$41.6M

Forward consensus

4-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.6B$0.67$0.65 – $0.6915
FY27$1.8B$1.8B – $1.8B$0.79$0.75 – $0.8415
FY28$1.9B$1.9B – $2.0B$0.92$0.86 – $0.9915
FY29$2.1B$2.0B – $2.1B$1.05$0.78 – $1.378

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.34%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+2.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 398.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today7.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 12Brad BrubakerChief Legal & Admin Officer27.4K sh$374KSellOct 9Raghavendra MalpaniCTO29.6K sh$399KSellOct 2Ashim GuptaCOO66.1K sh$870KSellSep 17Raghavendra MalpaniCTO40.5K sh$567KSellSep 16Raghavendra MalpaniCTO98.4K sh$1.4MSellSep 11Ashim GuptaCOO117.3K sh$1.6MSellAug 19Daniel DinesCEO1.4M sh$22.5MSellAug 14Hitesh RamaniChief Accounting Officer25.0K sh$419KSellAug 13Hitesh RamaniChief Accounting Officer25.0K sh$413K
+ 21 other (11 awards · 8 inkinds · 1 conversion · 1 other) in window

See when $PATH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 33
AI summary

Yazdi Framroz Bagli, a newly appointed Director of UiPath, Inc. (PATH), filed an initial beneficial ownership statement as of September 3, 2026, disclosing no current ownership of any UiPath securities in direct shares or derivatives. This is a routine Form 3 for a new board member with no equity stake at the time of initial reporting.

8-KOfficer or director changeSep 38-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

UiPath, Inc. (PATH) filed a multi-item 8-K on September 1, 2026, combining quarterly earnings results (Item 2.02), an officer or director change (Item 5.02), a Regulation FD disclosure (Item 7.01), and other events (Item 8.01). The combination of earnings and a leadership change in a single filing is materially significant for the enterprise automation software company. Specific financial figures and the identity of departing or incoming personnel are not visible in the available excerpt.

8-KShareholder voteJun 298-K — Item 5.07: Shareholder vote
AI summary

UiPath held its 2026 Annual Meeting on June 25 with 93.78% of voting power represented; Proposals 1 (director elections), 2, and 3 were approved. Routine annual meeting results with strong quorum.

+ 9 other (3 proxys · 2 10-Qs · 2 13Gs · 1 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

UiPath (PATH) Dips More Than Broader Market: What You Should Knowzacks.com·2d agoFigma vs. UiPath: What Revenue Growth Trends Tell Investors About These Tech Companiesfool.com·3d agoFigma vs. UiPath: Which Technology Stock Is a Better Buy in 2026?fool.com·3d agoUiPath Stock Gains 33% in 6 Months: Should You Buy, Hold or Fold?zacks.com·4d agoC3.ai vs. UiPath: Which AI-Driven Tech Stock Is a Better Buy in 2026?fool.com·4d ago

In themes

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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