NEW YORK, Jan 14, 2026, 10:28 EST — Regular session
- UiPath shares dropped roughly 3% in early trading
- CEO Daniel Dines reveals two consecutive stock sales in SEC filings
- Barclays raises price target but holds on to neutral rating
Shares of UiPath Inc dropped 3.4% to $15.43 by 10:28 a.m. EST on Wednesday, continuing their slide from Tuesday’s close at $15.97.
The stock moved after investors digested fresh insider-sale disclosures alongside a fresh wave of software-sector target revisions from Wall Street.
A Form 4 filing revealed that CEO and Chairman Daniel Dines offloaded 45,000 Class A shares on Jan. 13, fetching an average price of $17.1824 each. Following the sale, he still holds 28,118,585 shares directly. 1
A separate filing revealed Dines offloaded an additional 45,000 shares on Jan. 12, averaging $16.6096 each. That deal totals about $747,000, based on the reported average price. 2
Both sales occurred through a Rule 10b5-1 plan, a prearranged program letting insiders sell shares on a predetermined timetable. 3
These disclosures came after UiPath’s presence at the 28th Annual Needham Growth Conference on Tuesday, where COO and CFO Ashim Gupta took part in a fireside chat, the company reported. 4
Barclays bumped up its price target on UiPath to $18 from $16, maintaining an Equal Weight rating. The bank highlighted a “favorable setup for software in 2026,” citing stable “macro and IT spending.” Valuations remain low, and the sector is still out of favor, it added. 5
UiPath’s most recent quarterly report came on Dec. 3, showing revenue of $411 million—16% higher than the same period last year. 6
Gupta reported the company beat guidance and delivered its first GAAP profitable third quarter. UiPath projected fourth-quarter revenue between $462 million and $467 million. It also set a target for ARR — annual recurring revenue tied to subscriptions — ranging from $1.844 billion to $1.849 billion as of Jan. 31. 6
Still, insider sales often sour sentiment, even when expected. Investors tend to hit software stocks hard if deal timing falters or customer budgets shrink.
Next on the docket: UiPath’s quarterly earnings for the period ending Jan. 31. Traders will be watching closely for updates on ARR and profitability goals, plus any fresh insider filings hitting the tape before then.
