PATH
UiPath, Inc.

UiPath, Inc.PATH

Technology · Software - Infrastructure
13.25USD
-2.50%
Sep 23, 2026
PATH overview ready
UiPath is a focused enterprise-automation platform vendor whose RPA robots, AI-agent tooling, orchestration, document-processing, testing, and governance capabilities are used to automate and manage business processes across disparate enterprise applications.
Narrative is still early
Exposed to the Enterprise Agentic Automation Adoption narrative through Governed AI Agent Orchestration and Workflow Automation — pure play.
No clear price read
Longer-term context reads damaged structure, with a near-term setup of pullback recovery.
Fair valuation
The price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Competition from other RPA and automation software providers.
Market Sep 22Filing Jul 31Price action Sep 22Research Sep 15

Conviction Level

NarrativeHeat7.7ThemeHeat7.6PriceAction6.0Valuation3.8CompanyPosition7.3
Price
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Price Action

No clear price read
Longer-term context reads damaged structure, with a near-term setup of pullback recovery.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$6.1B
Avg Volume (60D)
62.3M
60 sessions
Revenue Growth YoY
+12.7%
FY2026 vs FY2025
Gross Margin
+82.6%
Trailing twelve months
Operating Margin
+8.9%
Trailing twelve months
Free Cash Flow Yield
+5.2%
Distance from 200DMA
+2.7%
Next Earnings
2026-12-02
P/E
19.2x
EV / EBITDA
30.2x
EV / Sales
3.2x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jul 31, 2026
Filed balance-sheet data as of Jul 31, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say fair; intrinsic is the dissenting view.
UiPath, Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.

Company Research

Thesis
UiPath is a focused enterprise-automation platform vendor whose RPA robots, AI-agent tooling, orchestration, document-processing, testing, and governance capabilities are used to automate and manage business processes across disparate enterprise applications.
Opportunity
Moderate opportunity
Enterprise adoption of platforms that coordinate AI agents, deterministic automation, business systems, and human approvals to execute governed end-to-end workflows in complex operating environments.
Key risk
Competition from other RPA and automation software providers.

Narrative & Theme

Enterprise Agentic Automation Adoption
Part of Governed AI Agent Orchestration and Workflow Automation, with strong fit.
PATH has a real and direct fit with enterprise agentic automation, rather than merely broad AI adjacency.
Narrative HeatHeating up7.7 / 10
Theme HeatHeating up7.6 / 10

Business & Markets

Technology · Software - Infrastructure
What they do

UiPath provides an integrated enterprise software platform that enables robotic process automation (RPA) by coordinating AI agents, robots, people, and models in workflows across organizations.

How it earns

The company primarily generates revenue through subscription-based licensing of its automation platform and related software services.

Products & services
UiPath platform
UiPath Maestro process orchestration
UiPath intelligent xtraction and processing
UiPath test cloud
Customers & end markets
Enterprises across various industries
Primarily in the United States, Romania, United Kingdom, and the Netherlands
Market position

UiPath is a leader in the robotic process automation software industry.

Demand drivers
Medium cyclicality

Demand for automation software can be influenced by broader IT spending cycles and economic conditions affecting enterprise technology investments.

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