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UiPath Lags Nasdaq as PATH Drops, Analyst Concerns on AI Automation Remain
12 June 2026
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UiPath Lags Nasdaq as PATH Drops, Analyst Concerns on AI Automation Remain

New York, June 11, 2026, 18:45 (ET)

  • UiPath was last seen at $10.65. The stock struggled even as tech moved higher.
  • PATH shares slid 0.84% on June 11. The stock was unchanged on June 10 after falling 3.76% on June 9.
  • Wall Street is still cautious. UiPath showed higher revenue and annual recurring revenue for the latest quarter, but that didn’t shift the mood.

UiPath, Inc. was down again Thursday as PATH stock fell while big tech names moved higher. The latest quote put UiPath at $10.65, down $0.09. Trading volume was more than 45 million shares. Market cap was about $5.62 billion.

PATH closed at $10.66 on June 11, falling 0.84% after trading between $10.31 and $10.73 in the session. The stock had finished flat at $10.75 on June 10 and fell 3.76% on June 9. Shares have lost momentum since touching above $13 earlier this month.

UiPath lagged in a session where the rest of the market rallied. The S&P 500 was up 1.75% and the Nasdaq rose 2.54%, according to Investing.com’s market snapshot. UiPath trailed both major indexes for the day.

UiPath isn’t getting a clear vote from analysts. MarketBeat now puts the stock at a Hold, tallying 2 buy, 14 hold and 1 sell. The average 12-month price target sits at $13.87. Over at Benzinga, the consensus is Neutral, with the latest move from BMO Capital keeping a Market Perform and a $13 goal as of June 1. MarketBeat

UiPath is under pressure even after the company turned in growth for its key metrics in the latest quarter. UiPath posted revenue of $418 million for its first quarter of fiscal 2027, a 17% year-over-year increase, and annual recurring revenue hit $1.901 billion, up 12%. For the quarter ending April 30, 2026, UiPath reported GAAP operating income of $28 million and non-GAAP operating income of $92 million.

UiPath CEO Daniel Dines called it “a strong start to the fiscal year” in the company’s earnings statement, citing ARR gains and demand for the firm’s agentic products. COO and CFO Ashim Gupta said UiPath outperformed guidance “across all key financial metrics” and posted GAAP profitability in the first quarter for the first time. UiPath, Inc.

Investors are weighing UiPath’s operational progress against worries about demand, rivals and the pace at which the company can convert its AI automation push into faster growth. Reuters calls UiPath focused on agentic automation and orchestration. The company’s platform is built to automate workflows for businesses with AI, software robots, API integrations and document processing tools.

UiPath keeps the focus on execution with its latest forecast. For the second quarter of fiscal 2027, it is calling for revenue between $395 million and $400 million, with ARR at $1.929 billion to $1.934 billion as of July 31, 2026. For the fiscal year, guidance sits at revenue of $1.776 billion to $1.781 billion, ARR between $2.058 billion and $2.063 billion, and sees non-GAAP operating income at about $430 million.

Jerzy Lewandowski is a senior markets editor at TS2.tech covering stocks, artificial intelligence, semiconductors and global financial markets. He studied economics at the University of Warsaw and previously worked in investment analysis before moving into financial journalism. His daily coverage focuses on the trends and events that matter most to investors worldwide.

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