UiPath, Inc. · Software

PATH

Low riskAI: AI softwareNext report: Around Dec 2 (est.)

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 13% in the latest quarter vs a year ago
Profitable, keeps 18% of sales as profit
Sales up 13% last year

Money moves

Insiders sold $35.1M in the last 30 days, all through pre-planned sales
Institutions added 15% to their holdings in the quarter ending June 2026 (271 bought, 258 sold)
Held by Philippe Laffont (Coatue)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$14.29+1.1% that day

Company value: $7.5B; Share price times all shares
Price vs profit (P/E): 21.3x; You pay about $21 for each $1 of yearly profit
Price vs sales: 4.3x; Company value is 4.3 times a year of sales
Cash vs value: 8%; Cash as a share of company value

From PATH's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$410.3M+13% vs a year earlier

Oct '23Tap a barJul '26

Last 12 months: $1.7B, up 15% from the 12 months before. Over 5 years, sales grew about 22% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of PATH. Starting points are the company's recent numbers.

Sales growth+15% a yearRecently: +15% a yearProfit margin21%Last 12 months: 21.0%P/E at the end21xToday: 21.3x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$3.5B

Profit in 5 years$727M

Price these guesses point to$29.19+104% vs $14.29 todayAbout +15% a year, before dividends

What today's price needs: with a 21% margin and a 21x P/E, sales could shrink about 0.3% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.14.4%
PassDebt under half of equityNot relying on borrowed money.No debt reported
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.17.5%
MissProfitable every yearSteady profits, not one good year.1 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$352.2M
PassShare count not growingNot diluting owners. Falling means buybacks.-0.6% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.83.2%

Revenue: $1.6B; +12.7% vs prior year
5-year growth: +21.5%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 2.48x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jul 31, 2026

Reported Sep 3

Revenue: $410.3M; +13.4% YoY
EPS: $0.07; vs $0.00
Op. margin: 7.7%; +13.3 pts
Gross margin: 80.4%; -1.8 pts
Free cash flow: $29.3M
Share count: -3.7%; vs a year ago

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $35.1M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

46/ 100

This week: 2
Normal week: 2.2
vs normal: 0.9x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+14.8%

Institutions added 14.8% to their holdings. 271 bought, 258 sold.

Shares held by institutions361.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-2.4%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

523M

Earnings reports

Last 12

Next reportAround Dec 2 (est.)Estimated from the same quarter last year

Results filedSep 3
Results filedMay 28
Results filedMar 11
Results filedDec 3, 2025
Results filedSep 4, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$35.1M4 insiders, 5 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Raghavendra MalpaniCPO & CTO	Sell	30K	$14.00	$414K	1M	Oct 22Filing ↗
-2% of their holdings Pre-planned sale (10b5-1) Filed 4 days after
Daniel DinesCEO and Chairman	Sell	3M	$13.23	$33.1M	29M	Oct 16Filing ↗
-7.9% of their holdings $12.98 to $13.83 across 3 trades Traded Oct 15 to Oct 16 Pre-planned sale (10b5-1) Also Director and 10% owner Filed 3 days after
Brad BrubakerChief Legal & Admin Officer	Sell	27K	$13.63	$374K	1M	Oct 12Filing ↗
-2.5% of their holdings Pre-planned sale (10b5-1) Filed 1 day after
Raghavendra MalpaniCPO & CTO	Sell	30K	$13.51	$399K	2M	Oct 9Filing ↗
-1.9% of their holdings Pre-planned sale (10b5-1) Filed 4 days after
Ashim GuptaCOO	Sell	66K	$13.17	$870K	2M	Oct 2Filing ↗
-3.4% of their holdings Pre-planned sale (10b5-1) Filed 3 days after