Research
Citigroup Initiates UiPath at Buy With $23 Price Target
UiPath (PATH) has an average rating of hold and mean price target of $16.96, according to analysts polled by FactSet.
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US Markets
Update: Wall Street Wraps Mixed Week in Red Following Strong Jobs Report
(Updates with market moves at the end of the day, and other changes, if any.)US stocks fell Friday to cap a mixed week on Wall Street as strong jobs data raised the odds of an interest rate hike later this month.The Dow Jones Industrial Average declined 0.5% to close at 53,414.25, while the S&P 500 dipped 0.4% to 7,718.60. The Nasdaq Composite dropped 0.3% to 26,506.99. Most sectors ended in the red, led by consumer discretionary, while industrials paced the gainers.US markets will be closed on Monday for the Labor Day holiday.This week, the Dow lost 0.3%, while the Nasdaq and the S&P 500 gained 0.4% and 0.1%, respectively.Total nonfarm payrolls rose by 162,000 last month, the Bureau of Labor Statistics said Friday, nearly triple the 55,000 increase projected in a Bloomberg-compiled survey. July's tally was revised to show a gain of 21,000 from a 23,000 fall.The jobs report comes as the Federal Reserve weighs labor market conditions and inflation expectations ahead of its policy meeting later this month. Fed Chair Kevin Warsh said late last month that the US economy was "doing well" on employment, describing inflation numbers as more concerning.Markets are pricing in a 58% probability that the Federal Open Market Committee will raise its benchmark lending rate on Sept. 16, up from 49% on Thursday, according to the CME FedWatch tool."The labor market strength and resilience evident in the August employment report with upward job revisions over the past two months nearly wipe away the narrative of labor market deterioration over the summer," BMO Chief US Economist Scott Anderson said in a note."The report adds important weight to the hawks' argument that inflation may not moderate back toward the Fed's 2% target in a timely manner without at least a nudge up in interest rates to help cool aggregate demand."Fed Governor Christopher Waller said Thursday he would support keeping interest rates steady if further signs of disinflation emerge, though he seemed willing to tighten monetary policy if price pressures intensify.Diesel prices in the US reached an all-time high on Friday amid crude supply disruptions, likely adding to concerns around sticky inflation.Treasury yields were higher, with the two-year rate rising 4.3 basis points to 4.38% and the 10-year rate up 2.2 basis points at 4.78%.West Texas Intermediate crude oil was up 0.1% at $91.37 a barrel in Friday late-afternoon trade, while Brent rose 0.5% to $96. The benchmarks were on track for weekly gains of 9.3% and 8.8%, respectively.In company news, Lululemon (LULU) shares tanked 17%, the worst performer on the S&P 500, as the athletic apparel retailer lowered its full-year outlook amid challenging market dynamics and continued pressure on the brand.UiPath (PATH) slid nearly 17% after the software company released its latest quarterly results late Thursday.Zscaler (ZS) fell 4.5% even as the cloud security company reported fiscal fourth-quarter results above Wall Street's consensus and outlined a strong full-year outlook. The company's guidance is conservative and reflects factors including an expected loss of Red Canary's customers and the competitive artificial intelligence security environment, Oppenheimer said in a note.Adobe (ADBE) slumped 6.7%, among the steepest declines on the S&P 500, after the company named insider Anil Chakravarthy as its next chief executive, succeeding Shantanu Narayen, who will become executive chair. Chakravarthy's appointment could lead to strategic messaging around the company's experience cloud business, RBC Capital Markets said in a note.Bucking the market's downward trend, tech-related stocks rose, with SanDisk (SNDK) up nearly 12%, the biggest gain on the S&P 500. Marvell Technology (MRVL), Micron Technology (MU) and Western Digital (WDC) also advanced.Spot gold was 0.9% lower at $4,431.29 per troy ounce, while silver lost 1.3% to $66.82 per ounce.
Dow JonesNasdaq CompositeS&P 500$ADBE$LULU$MRVL$MU$PATH$SNDK$WDC$ZS
Sectors
Sector Update: Tech Stocks Rise Late Afternoon
Tech stocks were higher late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 0.4% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 1.9%.The Philadelphia Semiconductor Index climbed 2.6%.In sector news, Abu Dhabi's AI firm G42 has held talks over potentially selling a majority stake to US companies, in a bid to secure access to advanced AI chips beyond 2027, Bloomberg reported. G42 will be able to buy AI chips without a US license until around April 2027, but it will need to modify its corporate structure to keep buying those chips, Bloomberg reported, adding that proposals being considered include selling a majority stake to a US firm or establishing a new vehicle in the US.In corporate news, AI cloud computing firm Nscale is looking to sell up to $1.5 billion of convertible notes to a group of investors ahead of its planned initial public offering, Bloomberg reported. The UK-based company is also trying to secure about $2 billion in financing from Nvidia (NVDA), the report said. Separately, Nvidia has increased its equity investments more than ten-fold in the past year to $99 billion, as of July 26, CNBC reported. Nvidia shares were up 0.7%.United Microelectronics (UMC) shares rose 4% after the company reported sales of 25.04 billion New Taiwan dollars ($790.6 million) in August, up 30.71% from a year earlier.Apple's (AAPL) initial production of its long-awaited foldable iPhone is limited to a few hundred units per day, mainly because of stringent quality-control requirements, Nikkei Asia reported. Apple shares were down 2%.Zscaler (ZS) fell 5.4% even as the cloud security company reported fiscal fourth-quarter results above Wall Street's consensus and outlined a strong full-year outlook. The company's guidance is conservative and reflects factors including an expected loss of Red Canary's customers and the competitive AI security environment, Oppenheimer said in a note.UiPath (PATH) shares dropped 16% after the software company released its latest quarterly results late Thursday.
$AAPL$NVDA$PATH$UMC$ZS
US Markets
Update: Equities Fall Intraday as Jobs Report Lifts Rate Hike Bets
(Updates with latest market prices and developments.)US benchmark equity indexes fell intraday as a stronger-than-expected August jobs report boosted the odds of the Federal Reserve raising interest rates as early as this month.The Dow Jones Industrial Average was down 0.5% at 53,412.4 after midday Friday. The S&P 500 and the Nasdaq Composite lost 0.3% each to 7,721.2 and 26,506.9, respectively.Most sectors were in the red intraday Friday, led by consumer discretionary, while industrials paced the gainers.Total nonfarm payrolls rose by 162,000 last month, the Bureau of Labor Statistics said Friday, nearly triple the 55,000 increase projected in a Bloomberg-compiled survey. July's tally was revised to show a gain of 21,000 from a 23,000 fall.The jobs report comes as the Federal Reserve weighs labor-market conditions and inflation expectations ahead of its policy meeting later this month. Fed Chair Kevin Warsh said late last month that the US economy was "doing well" on employment, describing inflation numbers as more concerning.Markets are pricing in a 58% probability that the Federal Open Market Committee will raise its benchmark lending rate on Sept. 16, up from 49% on Thursday, according to the CME FedWatch tool."The labor market strength and resilience evident in the August employment report with upward job revisions over the past two months nearly wipe away the narrative of labor market deterioration over the summer," BMO Chief US Economist Scott Anderson said in a note."The report adds important weight to the hawks' argument that inflation may not moderate back toward the Fed's 2.0% target in a timely manner without at least a nudge up in interest rates to help cool aggregate demand."Fed Governor Christopher Waller said Thursday he would support keeping interest rates steady if further signs of disinflation emerge, though he seemed willing to tighten monetary policy if price pressures intensify.Treasury yields were higher intraday, with the two-year rate rising 3.6 basis points to 4.37% and the 10-year rate up 0.6 basis point at 4.77%.West Texas Intermediate crude oil was little changed at $91.29 a barrel, while Brent rose 0.6% to $96.06. The benchmarks were on track for weekly gains.In company news, Lululemon (LULU) shares tanked 17% intraday, the worst performer on the S&P 500, as the athletic apparel retailer lowered its full-year outlook amid challenging market dynamics and continued pressure on the brand.UiPath (PATH) slid 17% after the software company released its latest quarterly results late Thursday.Zscaler (ZS) fell 4.9% even as the cloud security company reported fiscal fourth-quarter results above Wall Street's consensus and outlined a strong full-year outlook. The company's guidance is conservative and reflects factors including an expected loss of Red Canary's customers and the competitive artificial intelligence security environment, Oppenheimer said in a note.Bucking the market's downward trend, tech-related stocks were higher intraday, with SanDisk (SNDK) up 11%, the biggest gain on the S&P 500. Super Micro Computer (SMCI), Marvell Technology (MRVL) and Western Digital (WDC) also advanced.Spot gold was 0.8% lower at $4,435.64 per troy ounce, while silver lost 1.3% to $66.81 per ounce.
Dow JonesNasdaq CompositeS&P 500$LULU$MRVL$PATH$SMCI$SNDK$WDC$ZS
Wire
UiPath's AI-Driven Deal Momentum, new Product Traction in Q2 are Encouraging, RBC Says
UiPath's (PATH) artificial intelligence-driven deal momentum, new product traction, and better client retention in Q2 are encouraging, RBC Capital Markets said in a Friday research report.The company raised its fiscal 2027 guidance as management is confident about underlying business trends, pipeline health, and client momentum despite a dynamic macro environment, analysts wrote.Management believes that coding agents present a lucrative opportunity to support automation development lifecycle workflows, with a broader aspiration to "3D print" processes across the platform using deterministic, agentic, or orchestration capabilities, according to the note.The brokerage said it reiterated its sector perform rating on the stock and boosted its price target to $17 per share from $15.Price: $15.26, Change: $-2.96, Percent Change: -16.25%
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Wire
UiPath Posts Solid Fiscal Q2, Growth Re-acceleration Remains Limited, Oppenheimer Says
UiPath (PATH) delivered a solid fiscal Q2 but the results provided limited evidence of sustained growth re-acceleration, with the revenue beat driven mainly by professional services and licenses rather than subscriptions.Management highlighted improving annual recurring revenue growth, execution and cost discipline, while guiding for fiscal Q3 ARR of about $1.99 billion to $2.00 billion and revenue of $440 million to $445 million, with adjusted operating income expected at $100 million.Oppenheimer said the company also raised fiscal 2027 guidance, with ARR now expected at $2.065 billion to $2.07 billion; revenue at $1.789 billion to $1.794 billion, and adjusted operating income at $445 million.The analysts highlighted Q2 net new ARR growth of 19% to $37 million and 109% net retention, but noted that subscription revenue missed consensus and Q3 guidance implied a 4% year-over-year decline in net new ARR at the midpoint.Oppenheimer maintained its perform rating on the stock.Shares of UiPath fell more than 13% in recent Friday trading.Price: $15.72, Change: $-2.51, Percent Change: -13.75%
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US Markets
Stocks Mostly Down Pre-Bell After Strong Jobs Report
US equity markets were mostly tracking lower before the opening bell Friday as investors parsed a stronger-than-expected jobs report for August.The S&P 500 fell 0.2% and the Dow Jones Industrial Average declined 0.3% in premarket activity. Nasdaq Composite futures were up 0.1%.The three indexes finished the previous trading session higher, with the Dow and the S&P 500 posting their biggest single-day percentage gains in more than four weeks.Total nonfarm payrolls rose by 162,000 last month, the Bureau of Labor Statistics said Friday, nearly triple the 55,000 increase projected in a Bloomberg-compiled survey. July's tally was revised to a gain of 21,000 from a fall of 23,000.The jobs report comes as the Federal Reserve weighs labor-market conditions and inflation expectations ahead of its policy meeting later this month. Fed Chair Kevin Warsh said late last month that the US economy was "doing well" on employment, describing inflation numbers as more concerning.Markets are pricing in a 58% probability that the Federal Open Market Committee will raise its benchmark lending rate at its September meeting, according to the CME FedWatch tool.Fed Governor Christopher Waller said Thursday he would support keeping interest rates steady if further signs of disinflation emerge, though he seemed willing to tighten monetary policy if price pressures intensify.West Texas Intermediate crude oil slipped 0.5% to $90.83 a barrel, while Brent inched 0.3% lower to $95.21.Treasury yields were higher, with the two-year rate rising 5.7 basis points to 4.393% and the 10-year rate increasing 2.6 basis points to 4.786%.Lululemon (LULU) shares tanked about 20% early Friday as the athletic apparel retailer lowered its full-year outlook amid challenging market dynamics and continued pressure on the brand.UiPath (PATH) fell 11% after the software company released its latest quarterly results late Thursday.Spot gold was 1.9% lower at $4,388.89 per troy ounce.
Dow JonesNasdaq CompositeS&P 500$LULU$PATH
Research
Canaccord Genuity Downgrades UiPath to Hold From Buy, Raises Price Target to $17 From $15
UiPath (PATH) has an average rating of hold and mean price target of $16.53, according to analysts polled by FactSet.
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US Markets
Stocks Mostly Down Pre-Bell as Investors Monitor Latest Middle East Developments
US equity markets were mostly pointing lower before the opening bell Thursday as traders continue to monitor the latest developments in the Middle East.The S&P 500 edged down 0.1%, and the Nasdaq was off 0.2% in premarket activity, while the Dow Jones Industrial Average nudged 0.1% higher. The indexes finished the previous trading session in the green, snapping a three-day losing streak.President Donald Trump told reporters on Wednesday that renewed attacks against Iran aren't likely to last "too long," according to multiple media outlets. US forces struck Iranian military targets earlier in the week."We took out all of the new equipment that they tried to build along the Strait of Hormuz -- some defensive, some offensive," Trump reportedly said, according to Bloomberg News. "It was a very heavy attack last night, and we're prepared to do another one any time we want."Top officials in the Trump administration are seeking to prevent the war with Iran from escalating ahead of November's midterm elections, while considering ramping up military action after the vote, Reuters reported Wednesday, citing people familiar with the discussions.Kuwait's army said Thursday it was intercepting missile and drone attacks from Iran targeting US bases in the country, CNBC reported.West Texas Intermediate crude oil rose 1.7% to $92.52 a barrel before the open, while Brent increased 1.6% to $97.16.Treasury yields were trending lower in premarket action, with the two-year rate retreating 1.1 basis points to 4.38% and the 10-year rate decreasing 0.8 basis points to 4.79%.Federal Reserve Bank of New York President John Williams told CNBC in an interview on Wednesday that the recent spike in Treasury yields reflects a strong economy, not market dysfunction.Employers in the US announced 52,881 layoffs in August, up 58% from the month prior but down 38% year over year, according to Challenger, Gray & Christmas' latest report. US private sector employment grew at its slowest pace in seven months in August, ADP (ADP) data showed Wednesday.Thursday's economic calendar also has the weekly jobless claims bulletin and the international trade in goods and services report for July at 8:30 am ET. The purchasing managers' index composite final report from S&P Global (SPGI) for August is out at 9:45 am, followed by the Institute for Supply Management's services index for the same month at 10 am.Federal Reserve Governor Christopher Waller is scheduled to speak at 8:30 am, while Cleveland Fed President Beth Hammack speaks at 3 pm.Shares of Broadcom (AVGO) and Hewlett Packard Enterprise (HPE) declined 3.3% and 3.7%, respectively, pre-bell after reporting their latest financial results. Snowflake (SNOW) jumped 24% as the firm lifted its full-year product revenue outlook.Ciena (CIEN), Toro (TTC), Campbell's (CPB) and Victoria's Secret (VSXY) are expected to release their quarterly earnings before the bell, among others. Zscaler (ZS), Guidewire Software (GWRE), Lululemon Athletica (LULU), DocuSign (DOCU) and UiPath (PATH) post their results after the markets close.Gold gained 1.2% to $4,469 per troy ounce, while bitcoin increased 0.5% to $77,597.
Dow JonesNasdaq CompositeS&P 500$AVGO$CIEN$CPB$DOCU$GWRE$HPE$LULU$PATH$SNOW$TTC$VSXY$ZS
Insider Trading
UiPath Insider Sold Shares Worth $22,539,362, According to a Recent SEC Filing
Daniel Dines, 10% Owner, Director, Chief Executive Officer and Chairman, on August 19, 2026, sold 1,402,347 shares in UiPath (PATH) for $22,539,362. Following the Form 4 filing with the SEC, Dines has control over a total of 26,491,238 Class A common shares of the company, with 26,491,238 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1734722/000185576726000017/xslF345X05/primarydocument.xml
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Wire
UBS Adjusts Price Target on UiPath to $12 From $13, Maintains Neutral Rating
UiPath (PATH) has an average rating of hold and mean price target of $13.47, according to analysts polled by FactSet.Price: $10.81, Change: $+0.28, Percent Change: +2.66%
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Wire
UiPath Sees Continued AI Deal Momentum, Improved Customer Retention, RBC Says
UiPath's (PATH) artificial intelligence-driven deal momentum and improved customer retention were encouraging, RBC Capital Markets said in a Friday note.Analysts said they are watching for signs of net new annual recurring revenue stabilization and potential acceleration.RBC said UiPath raised its fiscal 2027 guidance as management turned more positive on underlying business trends, pipeline health, a more stable demand environment and customer momentum.The investment firm noted continued strength in AI-driven deal activity and increasing adoption of the company's agentic offerings, which are supporting larger expansion deals and improved customer engagement.RBC maintained a sector perform rating and $12 price target on the stock.Shares of UiPath were up 1.2% in Friday afternoon trading.Price: $11.72, Change: $+0.14, Percent Change: +1.21%
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Research
Research Alert: CFRA Maintains Buy Rating On Shares Of Uipath Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price by $1 to $13, on an EV/S multiple of 3.2x our FY 27 (Jan.) sales projection of $1.781B, below its three-year average. We decrease our FY 27 EPS estimate to $0.79 (from $0.81), and trim FY 28's estimate to $0.89 (from $0.91). PATH reported Q1 FY 27 revenue of $418M, up 17% Y/Y (15% ex-FX), with ARR reaching $1.901B, growing 11% Y/Y. Net new ARR of $49M ($40M ex-FX) declined sequentially from $70M in Q4, though net retention improved to 109% (108% ex-FX), marking the first expansion in several quarters. We view the strong enterprise momentum positively, with $1M-plus ARR customers growing 18% to 374 and $100K-plus ARR customers up 11% to 2,624, as AI becomes a key deal driver expansion deals including AI are 6x larger than those without. Non-GAAP operating margin expanded over 250 bps Y/Y to 22%. We reiterate our Buy rating, though we note concerns around modest net new ARR increase ex-FX and management commentary on customer drag at the low end of the market.
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Research
Research Alert: Path Delivers Strong Start To Fy 27 On Sequential Topline Acceleration
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PATH delivered strong Q1 results with revenue of $418M, up 17% Y/Y, beating consensus by $20.9M, achieving first positive Q1 GAAP operating income of $28M. Non-GAAP EPS of $0.15 missed by $0.01, though non-GAAP operating margin expanded to 22%. ARR reached $1.901B, up 12% with $49M in net new ARR, while net retention improved 200 bps Q/Q to 109%. We highlight agentic AI strategy gaining meaningful traction, transitioning from pilot to production deployments, supported by partnerships with Databricks, Microsoft, Google Cloud, and Salesforce. Management's FY 27 guidance implies revenue growth of ~9% and ARR growth of ~11%, with non-GAAP operating margin expected to expand to ~24%. We note 240 bps Y/Y margin expansion and robust cash generation of $132M in operating cash flow. Professional services revenue surged 47% Y/Y, suggesting increased implementation activity, supporting our positive view of PATH's competitive positioning in enterprise AI orchestration.
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Wire
UiPath, Deloitte Expand Collaboration for AI Agentic-led Software Testing Projects
UiPath (PATH) said Monday it is launching an expanded collaboration with Deloitte to use agentic AI to allow companies to accelerate software development, testing and deployment.The joint product was designed to support testing teams by automating manual tasks and decreasing maintenance, the company said.The product is built on Deloitte's Ascend platform and will work with customers' infrastructure and data, UiPath said.Financial details were not provided.Price: $10.54, Change: $+0.17, Percent Change: +1.68%
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Wire
UiPath Launches Document Processing Tool on Google Cloud Marketplace
UiPath (PATH) said Wednesday it launched its Intelligent Xtraction and Processing, or IXP, solution available on Alphabet's (GOOG, GOOGL) Google Cloud Marketplace and will use Gemini as the default third-party model for new IXP projects.Financial terms were not disclosed.The agentic business orchestration and automation company said IXP is designed to automate the extraction and interpretation of data from structured and unstructured documents.UiPath said the Gemini integration is expected to improve processing speed and accuracy for more complex documents.Shares of UiPath were 1.7% higher in Wednesday trading.Price: $10.97, Change: $+0.19, Percent Change: +1.72%
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