UiPath (PATH)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
$13.78-2.89%
Close 2026-10-29 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
Research Workspace
Put PATH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating income improves to about $28M in Q1 FY27: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 15% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 21%.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 51% in its worst 12-month stretch.
View RiskPATH’s claim rests on UiPath’s sustained leadership and steady financial performance, despite slowing revenue growth. Revenue growth eased from 17% to 13% year over year, and Q2 FY2027 earnings beat consensus. PATH trades at 23× P/E versus a 45× peer median. The price reflects less growth than our forecast, despite that valuation gap. A Q1 FY2027 operating-income comparison needs review, so the primary pillar remains under pressure. Our model puts the next-quarter miss probability near 18%. Peer multiples imply a price about 24% above where it trades. This read is provisional.
Trailing returns as of 2026-10-29. PATH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering PATH (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for PATH in the last 4 months.
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Compare PATH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PATH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put PATH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Recognition enhances brand and market position significantly.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $13.78
The last 12 months of price, then the range of analyst 12-month targets from today’s $13.78.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase revenue and ARR growth
Weak guidance impacts revenue and ARR growth expectations.
Advances: Increase revenue and ARR growth
AI-driven growth and profitability support revenue objectives.
Advances: Increase revenue and ARR growth
Revenue guidance supports growth objectives amid leadership change.
Advances: Increase revenue growth
Major customer engagement enhances revenue growth potential.
Advances: Increase revenue growth
Increased automation usage indicates strong demand for UiPath's solutions.
Advances: Increase revenue growth
Revenue and operating income outlook raised significantly.
Advances: Increase revenue growth
Record revenue and first-time GAAP profitability achieved.