NEW YORK, July 5, 2026, 12:01 (EDT)
- UiPath NYSE:PATH finished Thursday at $11.71, rising 11.2% from its June 26 close before the July 3 U.S. holiday.
- Four-day volume came to 239.8 million shares, nearly the same as last week’s five-day total when averaged per day.
- The stock’s cash-adjusted market cap ran about 2.5x April ARR. That’s a low multiple if profits are steady. It caps upside if ARR growth stays around the low teens.
- No UiPath investor events on the calendar this week; Monday’s open will test the stock after a rally sparked by the June 29 UBS price target cut.
UiPath, Inc. NYSE:PATH kicks off the week with a four-day win streak and shares up 11.2% from the last Friday’s close, though volumes stayed steady. U.S. equity markets closed on Friday, July 3, for the Independence Day holiday, the NYSE calendar says.
The stock finished Thursday at $11.71, up 1.4% for the day. It last closed at $10.53 on June 26. Four-day volume between June 29 and July 2 was 239.8 million shares, an average of 59.9 million daily. The week before, volume totaled 298.7 million shares over five days, or 59.7 million a day. Shares climbed, but trading volume held steady.
| Session | Close | Daily change | Volume |
|---|---|---|---|
| Jun. 29 | $10.68 | up 1.4% | 50.6 mln |
| Jun. 30 | $10.87 | added 1.8% | 64.7 mln |
| Jul. 1 | $11.55 | jumped 6.3% | 66.0 mln |
| Jul. 2 | $11.71 | up again 1.4% | 58.4 mln |
That puts more weight on the next session. The move higher didn’t come with a volume surge. Prices reset with average turnover, so buyers will have to hold the line when normal trading starts up again Monday.
The stock outperformed the main indexes by a big gap. The Nasdaq Composite gained 2.1% for the week, with the S&P 500 up 1.8%, the Dow up 2.0%, and the Russell 2000 down 0.5%. Numbers are for Thursday’s close, according to AP market data.
| Last week | Change |
|---|---|
| UiPath | rose 11.2% |
| Nasdaq Composite | added 2.1% |
| Dow Jones Industrial Average | gained 2.0% |
| S&P 500 | was up 1.8% |
| Russell 2000 | slipped 0.5% |
Another angle is valuation versus recurring run-rate. UiPath’s market cap stood around $6.18 billion with shares last at $11.71. Cash, cash equivalents and marketable securities came in at $1.42 billion as of April 30, and ARR was $1.901 billion. Take out the cash and securities, skip any other balance-sheet tweaks, and UIPATH traded at close to 2.5 times ARR.
| Measure | Figure | Investor read |
|---|---|---|
| Market value | $6.18 bln | This is the current market cap |
| Cash and marketable securities | $1.42 bln | Roughly 23% of the market value |
| ARR, Apr. 30 | $1.901 bln | The main recurring revenue number |
| Cash-adjusted market value / ARR | ~2.5x | Low as long as growth and margins last |
| FY2027 revenue guide | $1.776 bln-$1.781 bln | Market value is about 3.5x midpoint of the range |
CEO Daniel Dines said in May UiPath’s agentic products have started moving “from pilot to production.” COO and CFO Ashim Gupta said the company posted “first quarter GAAP profitability for the first time.” UiPath, Inc.
Investors are weighing whether to pay up for this mix. In the first quarter, revenue was up 17% to $418 million, ARR rose 12%, GAAP operating income hit $28 million and adjusted free cash flow reached $130 million. UiPath now sees full-year revenue between $1.776 billion and $1.781 billion, ARR of $2.058 billion to $2.063 billion, and non-GAAP operating income around $430 million.
UiPath isn’t getting the high multiple other growth stocks see. UBS lowered its price target to $12 from $13 on June 29 and kept its Neutral call, MT Newswires reported via MarketScreener. MarketScreener had 20 analysts at Hold, with an average target of $13.25, which is about 13% over the last close.
This week has few company events lined up. UiPath didn’t have any listed on its IR calendar as of Sunday, following its June 25 annual meeting and the William Blair event on June 2.
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