TickerTalks
Browse all tickers →
TickerTalks›$PATH
PAPATH

UiPath Inc.

$PATH·$6.8B·Software - Infrastructure·Technology
$18.15-1.0%YTD-14.5%1Y+61.2%
Mentions · last 7 days
2026-08-21: 89 posts2026-08-22: 35 posts2026-08-23: 38 posts463+1%
Price updated 2d ago·X counts updated 7d ago
PAPATH
$PATHUiPath Inc.
$18.15-0.98%463 posts+1%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PATH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-30

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Reports Wednesday after a 60%+ bounce off the lows — heavy short interest, big founder distribution, September Investor Day right behind the print.

UiPath is the pure-play in robotic process automation — enterprise software that lets a company build agents that mimic what an employee would do inside SAP, Salesforce, ServiceNow, etc. It has re-emerged as an AI-adjacent name after being left for dead, and it reports Wednesday.

The setup:

  • Re-acceleration is real: Q1 revenue grew 17% year-on-year to $418M, gross margin 83%, operating margin turned positive at 6.2% — the growth-plus-margin combo drove the 60%+ bounce off the 52-week low, and PATH sits at the 84th percentile of the 52-week range.
  • Bull hook is a live enterprise case: Banco Azteca is scaling Maestro to 8,800 processes (~3,300 employees equivalent) — the named, specific, scaled deployment that gives 'AI is real for RPA' credibility.
  • Short interest is still ~29% of float — the pressure valve if PATH beats Wednesday, and why the tape is offering asymmetric outcomes: a beat forces covering, a miss unwinds the 60% rally quickly.
  • Founder is distributing: Daniel Dines sold $22.5M in the current window — real distribution at 38% above the 50-day, not tax-withholding, the exact signal shorts have used to press.
  • Investor Day + FUSION (September 22-25) is the second-leg catalyst — a two-event window, not just one print.

September 3 earnings decides the first move: a beat with ARR acceleration triggers a short squeeze into Investor Day; a miss and the 29% short interest keeps pressure on, unwinding the rally back toward $14 support.

Agrees with X sentimentAgree with the direction — the bull anchors (Banco Azteca Maestro 8,800 processes, 29% short interest, September catalyst calendar) map to real signals; the honest add is Dines' $22.5M open-market sale is a real distribution the sample glosses over, and any print short of a clean beat unwinds the setup fast.

What to watch: September 3 earnings — the specific numbers are ARR growth acceleration and platform revenue (Maestro / AI agents); a beat plus a strong Investor Day (9/22-25) triggers a short squeeze, a miss unwinds the 60% rally back toward $14 support.

On the calendar: 2026-09-03 — Q2 FY27 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment54 posts analyzed · as of 2026-08-30

The mood is celebratory as UiPath breaks out of a multi-year base and rallies roughly 50 to 95 percent from the April lows heading into September 3 earnings. Bulls emphasize the Maestro orchestration story, a Banco Azteca deployment scaled to 8,800 processes, roughly $1.85B ARR at 23% non-GAAP operating margin, a $500M buyback, and short interest near 29% with shorts about 39% underwater. Cautious voices warn against chasing the print at stretched extension.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $PATH

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Provides a robotic process automation and AI-driven platform automating repetitive enterprise workflows for large organi.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+0.4%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
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%
Q2 2025Sep 4, 2025$0.15$0.08+87.5%
Next earningsThu, Sep 3·consensus EPS $0.15

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$0.78$0.73 – $0.8215
FY28$1.9B$1.9B – $1.9B$0.90$0.82 – $0.9614
FY29$2.1B$2.0B – $2.1B$1.05$0.69 – $1.425

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.84%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.+38.1%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.+41.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 410.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today12.9% 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.β0.965-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

SellAug 19Daniel DinesCEO1.4M sh$22.5MSellAug 14Hitesh RamaniChief Accounting Officer25.0K sh$419KSellAug 13Hitesh RamaniChief Accounting Officer25.0K sh$413K
+ 19 other (10 awards · 8 inkinds · 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
Free, forever. No credit card.

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

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.

3New insider — initial holdingsApr 63
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for PATH on 2026-04-06, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 258-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

PATH disclosed a personnel change (8-K Item 5.02, dated 2026-03-25). An executive departure and a new appointment are both reported. Raghavendra Malpani, the Company’s current Chief Technology. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 13 other (4 13Gs · 3 proxys · 2 8-Ks · 1 10-Q) in window

Recent news

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

C3.ai vs. UiPath: Which Artificial Intelligence Stock Is a Better Investment in 2026?fool.com·2d agoAnalysts Have a Wall of Holds on Figma, UiPath and GitLab but Institutions Are Quietly Loading Up247wallst.com·3d agoWhy UiPath Stock Was Winning This Weekfool.com·3d agoUiPath Rallies 9% as the Software Bid Broadens Beyond the Earnings Winners, Pegasystems Gains 4%247wallst.com·4d agoMedia Alert: UiPath Founder Daniel Dines Outlines the Architecture of the Next Enterprise in The Work That Remainsbusinesswire.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

Agentic AI & Enterprise Software

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NET$NBIS$MSFT$PLTR$CRWV$ORCL$XYZ$CRWD
Voices on X · top 15 · last 7 days

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.

PrivacyTermsSupport