PATH · UiPath · Technology

UiPath

Rating: Buy
Price at publication: ~$10.53
Target price: $16.00
Stated upside: ~52%
Horizon: 12 months
Published: 29 June 2026

By Vicky Zhang

Thesis

UiPath is transitioning from a pure-play RPA provider into an enterprise agentic automation platform.

Key risks

01Microsoft, Salesforce and ServiceNow bundling “good enough” automation
02Net new ARR down ~32% quarter on quarter
03AI agents and LLM providers could commoditise RPA orchestration

Price, target and upside are as stated in the report on 29 June 2026, not updated since.

Full report

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Educational research. This report reflects the views of its student author as of 29 June 2026. It is not investment advice or a recommendation to buy or sell any security. Full disclaimer.