New York, Jan 13, 2026, 11:14 EST — Regular session
- UiPath shares dropped roughly 8% in early trading following a disclosure of stock sales by the new CEO
- A Form 4 revealed that CEO Daniel Dines offloaded 45,000 shares through a pre-arranged trading plan
- Investors are focused on the Needham conference slot and the upcoming earnings window in March
Shares of UiPath Inc dropped roughly 7.7% to $15.92 on Tuesday following a regulatory filing that revealed new insider selling at the automation software company. The stock had climbed to $17.63 earlier in the day.
This shift is crucial as UiPath returns to the spotlight while investors assess enterprise spending on automation and AI. With the fiscal quarter closing, traders latch onto any sign of subscription growth—or its absence.
Insider sales happen regularly, but they tend to draw notice when a stock is volatile and lacks an earnings report to steady the narrative. A steep drop often triggers short-term selling, particularly in software stocks that react strongly to shifts in sentiment.
Per the Form 4 filing, CEO and Chairman Daniel Dines offloaded 45,000 Class A shares on Jan. 12 at a weighted average price of $16.6096, with individual trades between $16.34 and $16.84. The filing noted the sale occurred under a Rule 10b5-1 plan, a pre-arranged trading strategy designed to distance sales from everyday news flow. After the sale, Dines still held roughly 28.2 million shares directly. (UiPath, Inc.)
The broader market slipped, with the S&P 500 tracker SPY shedding around 0.2% and the Nasdaq-100 tracker QQQ falling by a similar margin. UiPath’s drop was notable amid the weaker tone.
Shares of ServiceNow dropped roughly 2.6%, while Palantir edged down around 1%.
UiPath is set for an investor presentation at 11 a.m. ET during the Needham Growth Conference, with a webcast available on its investor relations page. Updates on demand, renewals, or deal timing could prove more impactful than the insider sale news. (UiPath, Inc.)
UiPath’s latest quarterly report from December showed revenue climbing 16% to $411 million, with annual recurring revenue (ARR) up 11% to $1.782 billion. “Enterprises are accelerating their AI and automation strategies,” said Dines. COO and CFO Ashim Gupta added, “We delivered solid third quarter results, exceeding guidance across the board.” Looking ahead, UiPath projected fourth-quarter revenue between $462 million and $467 million. (Cloudfront)
But 10b5-1 sales often stretch over months, and these dollar figures are minor compared to Dines’ total holdings. The real risk lies in operations: if major clients delay renewals or postpone automation initiatives, ARR could fall short, and the stock tends to drop quickly.
UiPath’s next steps could hinge more on what management highlights during meetings—whether they push product messaging or focus on blunt demand realities. Even without updating formal guidance, a cautious tone might be enough to weigh on the stock.
Next on deck is the Needham webcast, with focus on how the stock performs into the close. After that, attention shifts to the quarter ending Jan. 31 and the upcoming earnings report, which MarketBeat shows as expected after the close on March 11 (estimated). (Marketbeat)
