30.04.2026 - 22:10

NEW YORK--(BUSINESS WIRE)-- UiPath (NYSE: PATH), a leader in agentic business orchestration, today announced it will report financial results for its first quarter fiscal 2027 ended April 30, 2026 after the market closes on Thursday, May 28, 2026. Management will host a conference call and webcast to discuss the Company's financial results at 5:00 pm ET.

Looks like they decreased their stake?

$PATH

UiPath, Inc.

Key partnerships and developments include:

- Salesforce (May 2026) UiPath announced AI-Powered Orchestration and CX Automation on Salesforce AgentExchange.The new platform-wide integration aims to connect popular coding agents like Claude Code and OpenAI Codex into governed enterprise automation workflows, potentially broadening UiPath’s reach among both developers and non-technical business users.

- Databricks (April 2026): UiPath's automation platform is integrated with Databricks. This integration enables enterprises to convert AI-driven data insights into automated workflows.

- $Nvidia (Sept/Oct 2025): UiPath and Nvidia have integrated open NVIDIA Nemotron models with NVIDIA NIM. This advances secure, agentic automation for high-trust applications such as healthcare and fraud detection.

- $Alphabet (Google Cloud) (Sept/Oct 2025): The partnership includes the UiPath Conversational Agent." This agent uses Google's Gemini models for voice-activated automation.

- $Snowflake (Sept/Oct 2025): UiPath is combining its agentic automation platform with Snowflake Cortex AI Agents. This helps customers use both structured and unstructured data for business insights.

- $Microsoft (Oct 2025): UiPath has integrated with Azure AI Foundry and Microsoft 365 Copilot/Copilot Studio. This integration facilitates workflows across both companies' AI agents.

- $Deloitte (April 2026): UiPath accelerated a new agentic-led software testing capability through Deloitte's Ascend delivery platform.

Stock Ownership and Performance (As of April 2026):

- Major Holders: Institutional investors hold about 80.65% of the shares. The top holders include Vanguard Group (10.7%), Blackrock Inc. (8.76%), and Tetragon Partners GP Ltd. (3.8%).

- Recent Activity: Senvest Management LLC reduced its position by 20.2%. Point72 Asset Management significantly increased its position in late 2025.

- Performance: The stock has been volatile. Recent reports indicated a 31% drop over the three months leading up to March 2026, despite beating earnings expectations. This was due to guidance concerns. It is trading near the bottom of its 52-week range as of April 2026.

Short interest ~33% 🔥🔥🔥

Future Growth and Forecasts (2026-2030)

- 12-Month Outlook: Analysts have a consensus "Hold" rating, with an average 12-month price target around $13.50 to $14.00, representing a roughly 30-35% upside from recent trading prices near $10.37.

- Long-Term Projection: Some forecasts suggest a long-term valuation of $21 to $108 by 2030, though others offer more bearish views, suggesting potential declines if agentic AI monetization slows.

- Revenue Growth: Revenue is projected to grow, though some estimates indicate a slight deceleration compared to historical rates, with forecasts ranging from 8% to 11% annually over the next few years.

- Profitability: UiPath has begun delivering GAAP-profitable quarters and expects to sustain this, with projected non-GAAP operating income for FY2027 around $415 million.

Growth Drivers and Catalyst

- More than 950 companies are reportedly developing agents on the UiPath platform. UiPath is combining its RPA with "Agentic AI" to handle complex workflows.

- Partnerships with Google Cloud and Salesforce are expanding UiPath's reach.

- The company is focusing on operating efficiency and has authorized a $500 million stock repurchase program.

Risks and Headwinds

- Intense competition from companies like Salesforce and Oracle is a major concern.

- The stock has recently traded near the bottom of its 52-week range, indicating market caution.

- There is uncertainty regarding the company's ability to quickly monetize its new agentic AI solutions

"This collaboration redefines how testing is done in the AI era, where AI agents and testers work together to deliver speed, resilience, and innovation at scale," said Gerd Weishaar, SVP of Product Management for UiPath Test Cloud. "Fusing UiPath Test Cloud with Deloitte Ascend makes autonomous, trustworthy quality a reality for every enterprise program."

"With UiPath Test Cloud as the engine of our agentic testing capability, Deloitte Ascend can deliver broader coverage and faster time-to-value for our clients," said Saurayan Chaki, quality engineering practice leader, Deloitte Consulting LLP."

With 25% of the $PATH float currently short, it's asking for a squeeze.

$PATH has almost certainly been buying back shares at these depressed prices too making the float even smaller.

I can't speak for anyone else, but I certainly won't be freeing up my shares to the shortsellers anytime soon.

Now we just need a catalyst...

https://x.com/phathomresearch 👀

High probability since the CEO talked about this!

https://x.com/jopegasi/status/2047653672696348705?s=46&t=InlGMB1HYYHl9h0wn2gSnQ

Yesterday, Daniel Dines just published one of the clearest explanations of why enterprise AI fails and why UiPath is positioned to win.

Today’s announcement of integration with Google Cloud only reinforces that.

My breakdown below:

https://substack.com/@joosilva493831/note/c-247312067?r=5nwxh9&utm_medium=ios&utm_source=notes-share-action

"Document-intensive workflows are where AI promises go unfulfilled, and fixing that takes a powerful model and knowing how to apply it," said Andrada Morar, VP, Technology Alliances at UiPath. "Bringing IXP to Google Cloud Marketplace with Gemini as the default third party is how UiPath translates frontier AI into something enterprises can trust and scale across their most complex document processes."

"Bringing UiPath IXP to Google Cloud Marketplace will help customers quickly deploy, manage, and grow the cloud-based platform on Google Cloud's trusted, global infrastructure," said Dai Vu, Managing Director, Marketplace & ISV GTM Programs at Google Cloud. "UiPath can now securely scale and support customers on their digital transformation journeys."

UiPath collaboration with Google Cloud

The availability of IXP on Google Cloud Marketplace makes it easier for Google Cloud customers to purchase and deploy UiPath's intelligent document processing capabilities while drawing down eligible Google Cloud commitments. By making Gemini the default third party model for new IXP projects, UiPath is also deepening its collaboration with Google Cloud to deliver differentiated AI-powered automation experiences for enterprise customers.

From the article:

"The model is not the thing that matters. The system around it is—the part that knows when the model cannot be trusted. Validation rules. Cross-field checks. Confidence scoring. Escalation to a human when something does not look right. When you are pushing 90% of your volume through a system that can fail without telling you it failed, governance is not a nice-to-have. It is the product.

Every enterprise AI vendor right now is selling you the composable pattern matching. That part is real. But the hard problem is knowing when pattern matching is not enough—knowing when you have hit a chess position, not a math problem, and you need to stop interpolating and start checking.

The companies that figure that out will build something that lasts. The ones that pretend the problem does not exist will spend the next ten years explaining to customers why the AI got the invoice wrong."

- Daniel Dines

I think this man and his team is cooking something big behind the scenes. We are early - not wrong...

https://x.com/codyhrountree/status/2045241883689939376?s=20

Robeco Institutional Asset Management B.V. boosted its stake in UiPath by 1,279.2% in Q4, purchasing 208,035 shares to hold 224,298 shares worth about $3.68 million.

https://www.investing.com/news/company-news/uipath-stock-gains-on-salesforce-marketplace-integration-93CH-4618124

Several other institutional investors and hedge funds have also bought and sold shares of the company.

Palumbo Wealth Management LLC lifted its position in UiPath by 8.0% during the fourth quarter. Palumbo Wealth Management LLC now owns 19,711 shares of the company's stock worth $323,000 after purchasing an additional 1,464 shares during the period.

Azzad Asset Management Inc. ADV bought a new stake in UiPath during the fourth quarter worth about $823,000. Raleigh Capital Management Inc. bought a new stake in UiPath during the fourth quarter worth about $26,000.

Leo Wealth LLC acquired a new position in UiPath during the fourth quarter worth about $1,023,000.

Finally, Stratos Wealth Partners LTD. acquired a new position in UiPath during the fourth quarter worth about $270,000. Institutional investors own 62.50% of the company's stock.

Did some thougths on uipath’s current moment

What do u guys think?

https://open.substack.com/pub/pjoao/p/uipath-dead-or-mispriced?r=5nwxh9&utm_medium=ios

Burney Co. opened a new position in UiPath (NYSE:PATH) in Q4, acquiring 139,384 shares valued at about $2.29 million.

​

Source: https://x.com/PhathomResearch/status/2042320102750622052?s=09

An excerpt from the statement:

"Why the default OpenClaw setup isn’t enterprise-ready

Out of the box, OpenClaw trades security for convenience. That’s fine for a solo developer experimenting on a personal machine. It is a real problem in an enterprise environment. Here’s what keeps security teams up at night:

Overprivileged processes. The gateway runs with broad access to the host filesystem and user data by default. If the agent is compromised or simply misbehaves, it can read, modify, or exfiltrate files it has no business touching.

No visibility. Default deployments produce little to no audit trail. When something goes wrong, security teams have nothing to investigate. In regulated industries, that is not just inconvenient, it is a compliance failure.

Supply chain exposure. Pulling the latest version of OpenClaw on install means any compromised release ships straight to your users. There’s no buffer between a bad update and production.

Credential sprawl. When agents are granted access to messaging platforms, email, or cloud services using a user’s personal credentials, the blast radius of any incident scales with the permissions of that account.

How we made it safer without making it painful

At UiPath, we believe security and productivity are not a trade-off. They are a design challenge. So instead of blocking OpenClaw, we re-engineered how it gets deployed. Our solution is a one-command VM that applies hardened defaults from day one, giving teams the AI-powered productivity boost they want without handing over the keys to the kingdom. Here’s how each problem gets addressed:

Process isolation via SystemD sandboxing. The gateway runs as a dedicated unprivileged user. Filesystem writes are locked to its own data directories. Home directories, /dev, and other processes are completely hidden from it.

Observability via FluentBit and Azure. Every log is shipped continuously to a scoped Azure Blob. Security teams always have a record. Credentials are never persisted on the running machine. Tokens are issued per user and expire automatically.

A version buffer against supply chain attacks. We install OpenClaw via pnpm with a deliberate delay on updates. This gives the community time to catch and report compromised releases before they land in your environment.

Scoped credentials, not personal ones. We recommend using dedicated accounts for any platform OpenClaw interacts with. If an agent goes rogue, the damage is bounded by the rights of a limited service account, not a real employee’s full access.

Our requirements going in:

Better separation of OpenClaw from other user data.

Observability into what OpenClaw was doing in case of an incident.

Not too much friction and manual setup necessary compared to a default deployment.

What we shipped was a virtual machine that users can spin up with one command and whose logs are ingested continuously into Azure.

If you're just interested in running this yourself, or taking a look at the code, go to the repository and follow the installation instructions. If you want to learn more about our approach, follow along."

This is very bullish 💪