UiPath Inc. PATH
Strong Robotics & Automation sector · UiPath — software robots that automate office workflows, now infused with AI agents.
🗓 Reports earnings in 57 days (2026-12-02) — calendar context, not a prediction.
UiPath Inc. (PATH) is an established Robotics & Automation company, graded Strong on FrontierLab's evidence-based quality rubric (data as of 2026-10-05). Revenue grew 15% year-over-year at a 82.5% gross margin. Gross-profits-to-assets is 0.49; Rule of 40 is 24. Net share issuance -3.7% YoY (buying back shares). No risk flags are currently noted. Analyst mix: 9 buy / 18 hold / 1 sell. Track record: 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). Median excess vs the S&P was +2.2%.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 15% |
|---|---|
| Gross margin | 82.5% |
| Gross profits / assets | 0.49 |
| Rule of 40 | 24 |
| Net margin | 9% |
| Cash runway (months) | — |
| PEG | — |
| Price / sales | 4.1 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ~ Revenue growth — 15% (pass ≥ 20%)
- ✓ Gross profits / assets — 0.49 (pass ≥ 0.33)
- · Rule of 40 — 24 (context — graded for software only)
- ✓ Gross margin — 82.5% (pass ≥ 45% · Robotics & Automation)
- ✓ Cash generation
- ✓ Share dilution — -3.7%
- ~ Competitive moat — Narrow
- ✓ Market size (TAM) — Large
Grade history
Graded Strong since 2026-06-10 — no grade changes recorded yet.
How have Strong-graded names performed?
The forward returns of all Strong-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 50% of Strong-graded names beat the S&P over 21 sessions (95% CI 33–67%, N=30). | Median excess vs the S&P was +0.9%. |
| ~3 months | 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). | Median excess vs the S&P was +2.2%. |
| ~6 months | building — 46 more sessions needed | |
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $6.98B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -3.7% · buying back shares |
| Moat | Narrow |
| TAM | LARGE |
| P/E (trailing) | 19.6 |
| EPS (trailing) | $0.67 |
| Burn multiple | — |
| Gross-margin trend (pts) | -0.4 |
| Cash / assets | 0.44 |
| Accruals (%) | -0.4% |
| Net debt / EBITDA | -2.3 |
| Statements as of | Q2 FY2027 · filed 2026-09-08 |
Momentum context — describes the past, not a signal
Low reached Apr 10, 2026 · high reached Dec 8, 2025 — by daily close.
| Price | $13.12 (as of 2026-10-02) |
|---|---|
| Last session move | — |
| % off 52-wk high | -33.9% |
| RSI (14) | 43 |
| Relative volume | 0.4× |
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 4 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 2 |
|---|---|
| Buy | 7 |
| Hold | 18 |
| Sell | 1 |
| Strong sell | 0 |
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
UiPath downgraded post-investor day; joins healthcare AI collaborative amid competitive pressure.
- Salesforce vs. UiPath: Which AI Automation Stock Gives Investors More for Their Money?
- UiPath Gets Hit With Downgrade Following Investor Day. Why Analysts Weren’t Impressed.
- UiPath Joins NCQA AI Learning Collaborative to Advance Responsible AI in Healthcare
AI take — daily, AI-generated
AI leans mixed
UiPath's strong margins and shrinking dilution are positives, but the recent downgrade and competitive healthcare AI pressure suggest the market is repricing risk faster than fundamentals justify.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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← All Robotics & Automation names · Open PATH in the interactive screener →
Data as of 2026-10-05 08:19 (end-of-day). How grades are computed →