UiPath (NYSE:PATH) Trading Down 9.8% – Here’s What Happened

11 Feb 2026, 22:34 by Tristan Rich · The Markets Daily

UiPath, Inc. (NYSE:PATH – Get Free Report)’s stock price fell 9.8% during mid-day trading on Wednesday . The stock traded as low as $11.49 and last traded at $11.6750. 43,018,247 shares changed hands during trading, an increase of 49% from the average session volume of 28,870,557 shares. The stock had previously closed at $12.95.

UiPath News Summary

Here are the key news stories impacting UiPath this week:

Positive Sentiment: Acquisition: UiPath completed the purchase of WorkFusion, strengthening its AML/KYC and financial‑crime compliance capabilities — a targeted bolt‑on for banks that could accelerate sales into regulated accounts. UiPath buys WorkFusion to strengthen AML and KYC automation
Positive Sentiment: Strategy/AI positioning: Analysts note PATH is well‑placed in the fast‑growing agentic AI market with improved cross‑vendor orchestration and an expanding AI‑agent portfolio — supportive of longer‑term revenue expansion. UiPath: Underperforming Its Peers, But Still Worth Getting Behind
Positive Sentiment: Product synergy: Coverage explains how WorkFusion’s tech should augment UiPath’s AI agents for financial‑crime workflows, which can improve deal cadence in large banking customers. How Will the WorkFusion Acquisition Boost UiPath’s Agents?
Neutral Sentiment: Mixed fundamentals vs. sentiment: Commentators note PATH has achieved GAAP profitability, ARR growth and big AI partnerships, but recent share weakness has prompted a wait‑and‑watch stance from some analysts. UiPath Declines 25% in a Month: Has the Buying Level Been Reached Yet?
Negative Sentiment: Sentiment risk / sell‑off: Coverage points to a sharp recent decline (c.25% in a month in one note) and underperformance versus tech peers, increasing the risk of momentum-driven downside. UiPath: Underperforming Its Peers, But Still Worth Getting Behind
Negative Sentiment: High‑profile skepticism: Jim Cramer and other commentators have flagged valuation concerns, calling the shares “too expensive,” which can amplify selling from retail and momentum players. Jim Cramer on UiPath (PATH): “It’s still too expensive a stock”

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on PATH shares. Wells Fargo & Company lifted their target price on shares of UiPath from $12.00 to $14.00 and gave the stock an “equal weight” rating in a research report on Thursday, December 4th. Zacks Research cut shares of UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Morgan Stanley upped their target price on UiPath from $15.00 to $19.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 9th. Wall Street Zen cut UiPath from a “strong-buy” rating to a “buy” rating in a report on Sunday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of UiPath in a research report on Monday, December 29th. One research analyst has rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $15.77.

Get Our Latest Analysis on PATH

UiPath Trading Down 9.8%

The business has a 50 day simple moving average of $15.65 and a two-hundred day simple moving average of $14.02. The company has a market cap of $6.24 billion, a PE ratio of 27.80, a price-to-earnings-growth ratio of 1.83 and a beta of 1.07.

UiPath (NYSE:PATH – Get Free Report) last announced its quarterly earnings data on Wednesday, December 3rd. The company reported $0.16 EPS for the quarter, beating analysts’ consensus estimates of $0.14 by $0.02. The business had revenue of $411.11 million during the quarter, compared to the consensus estimate of $392.46 million. UiPath had a return on equity of 3.73% and a net margin of 14.79%.The business’s revenue for the quarter was up 15.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.11 earnings per share. On average, equities research analysts expect that UiPath, Inc. will post -0.17 earnings per share for the current fiscal year.

Insider Transactions at UiPath

In related news, CEO Daniel Dines sold 45,000 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $19.21, for a total value of $864,450.00. Following the completion of the sale, the chief executive officer directly owned 29,153,585 shares in the company, valued at approximately $560,040,367.85. The trade was a 0.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Ashim Gupta sold 67,468 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $16.10, for a total transaction of $1,086,234.80. Following the transaction, the chief financial officer directly owned 557,028 shares of the company’s stock, valued at $8,968,150.80. This trade represents a 10.80% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 950,048 shares of company stock valued at $15,881,744. Corporate insiders own 23.19% of the company’s stock.

Institutional Trading of UiPath

Institutional investors have recently made changes to their positions in the stock. D.A. Davidson & CO. raised its holdings in UiPath by 23.8% in the third quarter. D.A. Davidson & CO. now owns 752,448 shares of the company’s stock valued at $10,068,000 after buying an additional 144,832 shares during the period. Jackson Creek Investment Advisors LLC acquired a new stake in shares of UiPath in the third quarter worth $1,579,000. AlphaQuest LLC raised its stake in shares of UiPath by 863.9% in the 2nd quarter. AlphaQuest LLC now owns 42,847 shares of the company’s stock valued at $548,000 after acquiring an additional 38,402 shares during the period. Russell Investments Group Ltd. lifted its holdings in shares of UiPath by 7.3% during the 2nd quarter. Russell Investments Group Ltd. now owns 1,445,644 shares of the company’s stock valued at $18,448,000 after acquiring an additional 98,058 shares in the last quarter. Finally, CWM LLC boosted its position in UiPath by 96.2% during the 2nd quarter. CWM LLC now owns 312,073 shares of the company’s stock worth $3,995,000 after purchasing an additional 152,988 shares during the period. 62.50% of the stock is owned by hedge funds and other institutional investors.

About UiPath

(Get Free Report)

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.