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UiPath’s latest valuation work keeps the fair value marker steady at about US$16.40, even as the discount rate and revenue growth assumptions are nudged only slightly. Those small tweaks reflect how analysts are balancing mixed views on software and AI trends with a view that current pricing already bakes in a lot of the ongoing debate. As you read on, keep an eye out for simple ways to track how this kind of model fine tuning shapes the narrative around UiPath over time so you can stay updated as it evolves.
Stay updated as the Fair Value for UiPath shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on UiPath.
🐂 Bullish Takeaways
Barclays lifted its UiPath price target to US$18 from US$16 with an Equal Weight rating, pointing to what it describes as a favorable setup for software in 2026, supported by stable macro conditions and IT spending.
RBC Capital raised its price target to US$14 from US$12 while maintaining a Sector Perform rating, citing checks that it says looked better for October off quarter earnings across parts of software, including some areas tied to AI interest.
Both firms link their updated views to broader software and AI themes, suggesting that where investors see potential for AI related growth momentum, they may be more willing to support higher valuation markers for names like UiPath.
🐻 Bearish Takeaways
Even with higher price targets, Barclays sticks with an Equal Weight rating and RBC keeps Sector Perform, which signals a more balanced stance rather than clear optimism on upside from current levels.
RBC highlights elevated volatility around AI trades and a crowding effect in perceived AI winners, which can limit enthusiasm for paying above current valuation ranges if near term risks or shifts in AI sentiment emerge.
Taken together, the commentary suggests that while analysts acknowledge UiPath’s exposure to AI and software trends, they are still weighing that against concerns that some upside could already be reflected in the share price.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
NYSE:PATH 1-Year Stock Price Chart
UiPath is being added to the S&P 1000 index, expanding its footprint across major U.S. equity benchmarks and putting the stock on the radar of more index watchers.
The company is also joining the S&P Composite 1500, the S&P 400, and the S&P 400 Information Technology sector index, which can influence how index and benchmark tracking funds gain exposure to UiPath.
Management has expressed interest in tuck-in M&A, citing the acquisition of Peak. Free cash flow may be used for both opportunistic share buybacks and potential additional deals.
UiPath announced an integration with Talkdesk to apply automation and AI to contact center workflows, including complex healthcare use cases such as prior patient authorization, and issued fourth quarter fiscal 2026 revenue guidance of US$462 million to US$467 million to frame near term expectations.
Story Continues
Fair Value: The model fair value estimate is unchanged at about US$16.40, so the headline view on what the shares might be worth on this framework stays the same.
Discount Rate: The discount rate is shown moving from 8.46% to about 8.46%, which points to essentially no practical change in how risk is being plugged into the model.
Revenue Growth: The assumed revenue growth rate shifts from about 8.90% to about 8.90%, so there is effectively no alteration to the long term top line outlook built into this setup.
Net Profit Margin: The net profit margin assumption moves from about 3.09% to about 3.09%, which keeps the profitability profile in the model almost exactly where it was before.
Future P/E: The future P/E assumption edges from about 164.34x to about 164.35x, a tiny move that keeps the valuation multiple framework essentially flat.
Narratives on Simply Wall St let you put a story around the numbers, linking your view of a company’s future revenue, earnings and margins to a forecast and a fair value. Each Narrative lives on the Community page, connects that story to a Fair Value vs Price view to help with buy or sell timing, and then updates automatically when new news or earnings come through.
Head over to the Simply Wall St Community and follow the UiPath Narrative to stay on top of how the story and the numbers move together:
How automation partnerships and AI agents are expected to support deeper customer relationships and new market opportunities.
What an 8.6% assumed annual revenue growth path, margin shift toward software peers and a 36.4x P/E in 2028 imply for fair value compared to today’s price.
Which risks around FX, SaaS transition, customer budgets and deal timing could challenge the UiPath Narrative if conditions change.
Curious how numbers become stories that shape markets? Explore Community Narratives Read the original UiPath Narrative in full here: PATH: AI Software Setup And Index Adds Will Support Automation Outlook.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include PATH.
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