New York, May 17, 2026, 13:04 (EDT)
- UiPath finished Friday at $10.27, gaining 6.2% for the session. Shares are still down 4.8% over the last five sessions.
- RBC lowered its UiPath price target to $12 from $14, sticking with its Sector Perform rating. Analysts tracked by FactSet also held their average rating at Hold.
- UiPath will post its first-quarter fiscal 2027 results after the market shuts on May 28.
UiPath jumped 6.2% to close at $10.27 on Friday, staging a rebound despite a weaker tech sector. Still, the move wasn’t enough to reverse losses for the week, with shares down 4.8% over five days and off 37.3% so far this year.
Timing is key. Investors are questioning if artificial-intelligence agents — software that reasons and acts across systems — will boost UiPath’s growth or make its older automation models less rare. The question comes just ahead of the company’s May 28 report.
Stocks dropped Friday, with the S&P 500 off 1.24% and the Nasdaq Composite down 1.54%. Higher crude and Treasury yields weighed on the market. Wall Street gave back gains after hitting record highs on AI bets, as investors worried about inflation, according to .
U.S. equity markets didn’t open Sunday, with the next NYSE session set for Monday. According to the NYSE, its next scheduled holiday in 2026 is Memorial Day on May 25.
Wall Street turned more cautious. RBC trimmed its price target to $12 from $14, sticking with Sector Perform, according to MT Newswires on Friday. MT reported that FactSet analysts on average rated the stock Hold, with an average target price of $13.67.
UiPath’s bear case isn’t about having an AI pitch. It’s about delivering. In March, the company posted fourth-quarter revenue up 14% to $481 million. ARR climbed 11% to $1.853 billion. Founder and CEO Daniel Dines said big customers now look for “reliability, governance, and scale.” CFO Ashim Gupta noted the first full-year GAAP profit. UiPath, Inc.
Still, the next step needs quicker recurring-revenue growth. After UiPath’s March numbers, Morgan Stanley’s Sanjit Singh said the company’s fiscal 2027 ARR target pointed to roughly flat organic net-new recurring revenue. Singh called it a story of “stability” rather than faster gains, according to Investing.com. Investing.com
UiPath moved the discussion along last week. On May 12, the company rolled out UiPath for Coding Agents. The product is meant to let companies build, test, deploy and manage automations with coding agents. Early support is there for Claude Code and OpenAI Codex. Dines said it “lowers the barrier to who can build.” UiPath, Inc.
UiPath faces stiff competition. Microsoft says Copilot Studio allows firms to create and manage AI agents using business data. ServiceNow, this month, talked up a system for governed autonomous work. UiPath is taking a different approach—more focused on process. The company aims to be the control layer that links agents, robots, and humans for business workflows that stay compliant.
Nvidia will report Wednesday, while Walmart’s numbers come Thursday, according to Reuters. The releases come just ahead of UiPath’s print and are expected to put both the AI boom and consumer spending in focus. A solid AI showing could lift software sentiment. Higher yields or weak retail numbers might have the opposite effect.
But the risk is easy to see. A single-day rally doesn’t answer the growth question, especially with a price-target cut and yields weighing on valuations this week. If UiPath’s May 28 report turns up lighter subscription adds, weaker demand from big customers or less AI revenue than investors want, Friday’s move could just be a bounce, not a shift.
UiPath’s stock is holding steady for now. The company is cutting costs and rolling out more agentic AI products. Analysts are still looking for proof these new tools can drive faster growth. The next update comes after the close on May 28.
