UiPath Inc. PATH
Strong Robotics & Automation sector · UiPath — software robots that automate office workflows, now infused with AI agents.
UiPath Inc. (PATH) is an established Robotics & Automation company, graded Strong on FrontierLab's evidence-based quality rubric (data as of 2026-08-21). Revenue grew 15.2% year-over-year at a 83% gross margin. Gross-profits-to-assets is 0.48; Rule of 40 is 21.4. Net share issuance -3.8% YoY (buying back shares). No risk flags are currently noted. Analyst mix: 9 buy / 18 hold / 1 sell.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 15.2% |
|---|---|
| Gross margin | 83% |
| Gross profits / assets | 0.48 |
| Rule of 40 | 21.4 |
| Net margin | 6.2% |
| Cash runway (months) | — |
| PEG | — |
| Price / sales | 5.1 |
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 — 15.2% (pass ≥ 20%)
- ✓ Gross profits / assets — 0.48 (pass ≥ 0.33)
- · Rule of 40 — 21.4 (context — graded for software only)
- ✓ Gross margin — 83% (pass ≥ 45% · Robotics & Automation)
- ✓ Cash generation
- ✓ Share dilution — -3.8%
- ~ 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 | 59% of Strong-graded names beat the S&P over 21 sessions (95% CI 41–74%, N=29). | Median excess vs the S&P was +4.2%. |
| ~3 months | building — 13 more sessions needed | |
| ~6 months | building — 76 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 | $8.47B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -3.8% · buying back shares |
| Moat | Narrow |
| TAM | LARGE |
| P/E (trailing) | 26.4 |
| EPS (trailing) | $0.60 |
| Burn multiple | — |
| Gross-margin trend (pts) | 0.6 |
| Cash / assets | 0.45 |
| Accruals (%) | -2% |
| Net debt / EBITDA | -3.4 |
| Statements as of | Q1 FY2027 · filed 2026-06-04 |
Momentum context — describes the past, not a signal
Low reached Apr 10, 2026 · high reached Dec 8, 2025 — by daily close.
| Price | $15.92 (as of 2026-08-20) |
|---|---|
| Last session move | — |
| % off 52-wk high | -19.8% |
| RSI (14) | 67 |
| Relative volume | 1× |
Positive signals
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 1 |
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
Analyst maintains sector perform with raised price target; turnaround narrative discussed.
- UiPath: Why The Turnaround Could Be Real This Time
- RBC Capital Maintains Sector Perform on UiPath, Raises Price Target to $15
AI take — daily, AI-generated
AI leans positive
Strong margins (83%) and solid GP/A (0.48) support a turnaround narrative, though 15.2% growth is modest; analyst upgrade and shrinking dilution are credible tailwinds.
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.
Similar Robotics & Automation names
← All Robotics & Automation names · Open PATH in the interactive screener →
Data as of 2026-08-21 08:12 (end-of-day). How grades are computed →