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.
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.
Both sales occurred through a Rule 10b5-1 plan, a prearranged program letting insiders sell shares on a predetermined timetable.
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.
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. TipRanks
UiPath’s most recent quarterly report came on Dec. 3, showing revenue of $411 million—16% higher than the same period last year.
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.
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.
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