NEW YORK, September 1, 2026, 09:38 EDT — UiPath (PATH.O) shares are currently priced 29% higher than the average analyst target, putting the stock in focus as the company prepares to report earnings.
- UiPath was down 0.8% at $18.51 as of 09:38 EDT.
- The stock was trading 29.2% higher than the $14.33 average price target set by analysts.
- The consensus estimate for quarterly revenue stands at $397.59 million, in line with the midpoint of management’s guidance.
- The results will be released after Thursday’s market close, with a call scheduled for 17:00 EDT.
UiPath Inc. (NYSE:PATH) stock was priced at $18.51 during early trading Tuesday, standing 29.2% higher than the consensus price target on Wall Street. Shares declined 0.8% as of 09:38 EDT.
The premium puts Thursday’s results under scrutiny as a measure of growth. Reporting only in-line figures may not close the gap.
The stock advanced 42.2% over the past month through Monday. In the same period, the S&P 500 added 3.9% Zacks estimate preview. UiPath’s market value climbed much more rapidly than forecasts for its revenue.
PATH: first eight minutes of regular trading
Price in U.S. dollars. Dashed line marks the $18.65 previous close.
Source: Yahoo Finance market data. As of . Values are snapshots, not streaming quotes.
PATH traded between $18.33 and $18.72 in early dealings. Volume stood at 1.00 million shares as of 09:38 EDT market snapshot.
UiPath is set to release its fiscal second-quarter earnings following Thursday’s market close. The company’s management has arranged a webcast at 17:00 EDT company announcement.
The company forecast quarterly revenue between $395 million and $400 million. It estimated annualized renewal run-rate (ARR) in the range of $1.929 billion to $1.934 billion. Non-GAAP operating income was projected at about $75 million first-quarter filing.
What Thursday’s quarter must clear
Revenue in millions of dollars; ARR in billions.
Sources: UiPath guidance and Zacks consensus. Consensus published August 31, 2026.
The midpoint for revenue indicates a 5.0% sequential drop from $418.4 million. The midpoint for ARR points to $30.5 million in net adds. In the first quarter, UiPath recorded $49 million in additions.
Chief Executive Daniel Dines stated that agentic products transitioned “from pilot to production” in the previous quarter. Annualized recurring revenue rose 12% year-over-year to $1.901 billion UiPath results.
Market analysts project adjusted earnings at $0.15 per share, while their revenue forecast of $397.59 million closely matches the midpoint provided by company management August 31 consensus.
MarketBeat data shows an average analyst price target of $14.33. Of the analysts covering PATH, fourteen have a hold rating, two recommend buying, and one suggests selling. The most optimistic target among them is $19 analyst compilation.
The market has outrun the target average
Share price and 12-month analyst targets in U.S. dollars.
Sources: MarketBeat analyst compilation, updated September 1, 2026; Yahoo Finance market price at 09:38 EDT.
UBS increased its price target to $19 from $12 on Monday. This new level is just 2.6% higher than the stock’s early price on Tuesday. The average target points to a 22.6% drop.
UiPath started the quarter holding $1.42 billion in cash and marketable securities. The GAAP gross margin for the first quarter stood at 82%. Adjusted free cash flow totaled $130 million.
Risks: Consensus targets may not keep pace with swift price changes. Improved ARR results or an increase in full-year guidance might reduce the difference. However, a slowdown in renewals, lower retention rates or mounting AI expenses may increase it.
Thursday’s revenue figure marks just an initial milestone. Investors are set to concentrate on net new ARR, retention metrics, and the full-year ARR target of $2.058 billion to $2.063 billion.
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