New York, Jan 13, 2026, 14:54 EST — Regular session
- After a new insider-sale disclosure, UiPath shares dropped roughly 9% in afternoon trading.
- A filing revealed that CEO Daniel Dines offloaded 45,000 shares through a pre-arranged trading plan.
- Investors are closely tracking management’s tone following the Needham conference and ahead of the upcoming earnings report.
UiPath shares dropped roughly 9% Tuesday, giving back earlier gains as trading swung wildly. The automation software company started the day at $17.48, climbed to $17.63, then plunged to $15.51 before settling near $15.68.
The decline is significant because insider sales, no matter how minor, can dent sentiment in software stocks where investors focus more on future growth than current earnings. UiPath, a popular pick in the “automation plus AI” space, often sees these moves magnified when the market gets volatile.
UiPath was active on the investor circuit that day. Its CFO and COO, Ashim Gupta, was set to speak at the Needham Growth Conference in New York—a key event where investors watch closely for any changes in demand, pricing, or upcoming targets. (UiPath, Inc.)
A U.S. securities filing revealed that CEO and Chairman Daniel Dines sold 45,000 shares on Jan. 12, with a weighted average price of $16.6096. The individual trades ranged between $16.34 and $16.84. According to the filing, the sale occurred under a Rule 10b5-1 plan, a pre-arranged trading strategy. (SEC)
UiPath’s investor relations page reveals a string of recent Form 4 filings, highlighting ongoing insider transactions through early January. (UiPath, Inc.)
Speaking at the Needham conference, Gupta highlighted UiPath’s foundation in robotic process automation, or RPA — software “bots” that mimic repetitive tasks humans perform on computers — and noted “$1.8 billion plus” in annual recurring revenue, a key subscription-based figure investors track to assess ongoing demand. (Seeking Alpha)
The last official update from UiPath was with its December earnings, projecting fourth-quarter revenue between $462 million and $467 million. The company also expects annual recurring revenue to hit $1.844 billion to $1.849 billion by Jan. 31, 2026. Non-GAAP operating income for the quarter is forecasted at around $140 million. (UiPath, Inc.)
UiPath’s drop wasn’t an outlier. Enterprise software stocks took a hit across the board—ServiceNow slid around 3%, while Salesforce lost close to 6%—as U.S. markets pulled back from recent peaks. (AP News)
Insider selling often follows a routine, with 10b5-1 plans intended to keep trades detached from daily news. The real threat for UiPath supporters lies in a potential slowdown in major automation deployments or pressure on pricing from broader software suites as “agentic” tools gain ground within IT budgets.
UiPath hasn’t officially set a date for its next earnings report, but market trackers expect it around March 11. That’s when investors will zero in on updates to ARR growth, deal cycles, and guidance. (MarketBeat)
