TickerTalks
Browse all tickers →
TickerTalks›$PATH
PAPATH

UiPath Inc.

$PATH·$6.8B·Software - Infrastructure·Technology
$18.67+2.9%YTD-14.5%1Y+71.3%
Mentions · last 7 days
2026-08-22: 35 posts2026-08-23: 38 posts463+1%
Price updated 14h ago·X counts updated 9d ago
PAPATH
$PATHUiPath Inc.
$18.67+2.87%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.

Proven numbersEvent coming upAI verdict · as of 2026-09-01

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

UiPath broke out of a multi-year base into the Sep 3 print — and the CEO just sold $22.5M into the strength.

UiPath is the leading Robotic Process Automation (RPA) platform, pivoting hard into agentic AI (Maestro orchestration) as customers ask for cross-app AI agents rather than screen-scraping bots. The stock is up 50-95% off April lows into the September 3 earnings print.

  • Revenue growth is holding steady in the mid-teens: Q1 came in at $418M (+17% YoY) with operating margin at 7%, and analyst FY27 EPS estimates at $0.78 (up from $0.67 the year before) reflect the Maestro-driven ARR reacceleration.
  • The setup is real: ARR at ~$1.85B, non-GAAP operating margin at 23%, a $500M buyback, Banco Azteca scaling to 8,800 automated processes — a growth-software name that started printing operating leverage while the crowd was napping.
  • Insider selling landed right into the breakout: CEO Daniel Dines sold $22.5M on Aug 19 — that's the largest single-CEO sale of the cycle and it hit the tape at exactly the moment retail was chasing the 89th-percentile 52-week range.
  • Short interest at ~29% with shorts about 39% underwater means squeeze mechanics are still primed into the print — a beat plus a raise would extend, but earnings is now the swing catalyst rather than positioning.

The outcome gets decided in ~24 hours. Good: ARR growth above 20%, Maestro contribution named as a specific dollar number, FY27 EPS guide raised. Bad: a beat-but-in-line guide or soft Maestro attach — into the CEO's $22.5M sale and the crowded short cover, that's what turns coiled squeeze into a violent give-back.

Agrees with X sentimentAligned with the bull setup: multi-year base breakout, $1.85B ARR at 23% operating margin, Banco Azteca 8,800-process deployment, $500M buyback, 29% short interest all check out. The 'stretched extension' caveat is legitimate — CEO's $22.5M sale into the breakout is the real risk-management flag the crowd is under-weighting.

What to watch: The Sep 3 print. Good: ARR growth above 20%, Maestro contribution named as a specific dollar number, FY27 guide raised. Bad: a beat-but-in-line guide, or Maestro attach softer than expected — into the CEO's $22.5M sale and the crowded short cover, that's the give-back scenario.

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
+2.5%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
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.0.8×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.89%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.+40.2%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.+45.6%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 today14.6% 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.

Exploring Analyst Estimates for UiPath (PATH) Q2 Earnings, Beyond Revenue and EPSzacks.com·1d agoC3.ai vs. UiPath: Which Artificial Intelligence Stock Is a Better Investment in 2026?fool.com·4d agoAnalysts Have a Wall of Holds on Figma, UiPath and GitLab but Institutions Are Quietly Loading Up247wallst.com·4d agoWhy UiPath Stock Was Winning This Weekfool.com·4d agoUiPath Rallies 9% as the Software Bid Broadens Beyond the Earnings Winners, Pegasystems Gains 4%247wallst.com·5d 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