Key Stats for UiPath Stock
- Past-Week Performance: -5%
- 52-Week Range: $9 to $20
- Current Price: $10
What Happened?
UiPath stock (PATH) is trading at $10.13, sitting just 8% above its 52-week low of $9.38 and nearly 49% below its 52-week high of $19.84, yet the company just achieved its first-ever GAAP-profitable third quarter while simultaneously closing a landmark acquisition and entering two new verticals.
Meanwhile, the February 6 WorkFusion acquisition drove the clearest sentiment shift, as UiPath moved directly into anti-money laundering and KYC compliance automation for financial institutions, signaling to the market that the company is no longer waiting for organic growth to expand its addressable platform.
The engine powering that expansion is a Q3 FY2026 earnings print that showed revenue of $411 million growing 16% year over year, ARR reaching $1.782 billion growing 11%, and a first-ever GAAP operating income of $13 million, proving the business can scale profitably while simultaneously investing in new verticals.
The market is slowly being forced to re-rate UiPath from a legacy robotic process automation vendor into a full agentic enterprise platform, as its February 18 recognition across five G2 Best Software categories including Best Agentic AI Software and Best AI Software signals that customers, not just analysts, are validating the pivot.
Further, Chief Product Officer Graham Sheldon stated at the ViVE 2026 conference on February 23 that “labor challenges, rising costs, increasing and complex regulations are a catalyst for fundamental change to the ultimate benefits of payers, providers, and patients,” underscoring that UiPath’s healthcare push targets a structurally broken revenue cycle management market worth hundreds of billions in addressable workflow inefficiency.
Further validating the platform’s technical edge, UiPath’s Screen Agent powered by Claude Opus 4.5 ranked number one on the OSWorld-Verified benchmark for agentic automation on January 14, marking an acceleration from its number-two ranking in September, and demonstrating that the company is winning the enterprise AI agent performance race against better-known competitors.
Over the next three to five years, UiPath’s simultaneous entry into financial crime compliance through WorkFusion, healthcare revenue cycle management through the ViVE launch, and agentic orchestration through ToastIQ-style platform depth positions the company to convert its $1.782 billion ARR base into a dominant multi-vertical enterprise automation operating system that legacy RPA competitors cannot replicate at the same speed or depth.
Wall Street’s Take on PATH Stock
UiPath’s WorkFusion acquisition, healthcare AI launch at ViVE, and first-ever GAAP-profitable quarter all arrived within weeks of each other, setting up the March 11 full-year fiscal results as the first real test of whether this platform transformation is translating into durable financial momentum.
The fundamental case for that momentum is quietly building, as FY2026 estimates project revenue growing 11.5% to $1.59 billion, EBITDA expanding 45.2% to $370 million, and normalized EPS climbing 26.9% to $0.67, marking a meaningful acceleration from the flat growth UiPath posted in FY2025.
Despite that improving trajectory, Wall Street remains cautious, with only 2 buys and 17 holds among 20 analysts, yet the mean price target of $15.93 still implies 56.6% upside from the February 23 close of $10.17, suggesting even skeptical analysts see material undervaluation at current levels.
The target spread reinforces that disconnect, as the Street’s low target of $13.88 still implies 36.5% upside from current levels while the high target of $19.00 implies 86.8% upside, meaning the bear case and the bull case both point in the same direction from $10.17.
What Does the Valuation Model Say?
Grounding that Wall Street optimism in a bottom-up framework, a mid-case valuation model built on 8.1% revenue CAGR and 21.6% net income margins prices PATH at $12.58 by January 31, 2030, representing a 23.7% total return and a 5.5% annualized IRR from today’s beaten-down entry point.
The credible risk, however, is that the valuation model’s P/E compression assumption of 13.7% annually through 2030 reflects a market that may continue discounting UiPath’s growth narrative until the March 11 earnings print delivers concrete evidence that ARR acceleration and margin expansion are arriving simultaneously.
At $10.13, UiPath looks materially undervalued relative to its improving fundamentals and analyst consensus, but the stock is best treated as a March 11 earnings verification trade rather than a conviction buy until full-year results confirm the agentic platform pivot is producing measurable ARR and margin gains.
Should You Invest in UiPath, Inc.?
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