Leo Wealth LLC Invests $1.02 Million in UiPath, Inc. $PATH

Leo Wealth LLC purchased a new position in UiPath, Inc. (NYSE:PATH) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 56,384 shares of the company’s stock, valued at approximately $1,023,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Stratos Wealth Partners LTD. acquired a new position in shares of UiPath in the 4th quarter worth approximately $270,000. Udine Wealth Management Inc. acquired a new position in shares of UiPath in the 4th quarter worth approximately $1,581,000. Matauro LLC acquired a new position in shares of UiPath in the 4th quarter worth approximately $1,966,000. Victory Financial Group LLC acquired a new position in shares of UiPath in the 4th quarter worth approximately $271,000. Finally, Nikulski Financial Inc. acquired a new position in shares of UiPath in the 4th quarter worth approximately $426,000. Institutional investors and hedge funds own 62.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on PATH. Morgan Stanley upgraded shares of UiPath from an “equal weight” rating to a “positive” rating in a research report on Friday, March 13th. DA Davidson dropped their target price on shares of UiPath from $15.00 to $13.00 and set a “neutral” rating on the stock in a research report on Thursday, March 12th. TD Cowen dropped their target price on shares of UiPath from $16.00 to $13.00 and set a “hold” rating on the stock in a research report on Thursday, March 12th. Bank of America dropped their target price on shares of UiPath from $14.00 to $12.00 and set an “underperform” rating on the stock in a research report on Thursday, March 12th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of UiPath in a research report on Friday, March 27th. Three analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $14.07.

Key UiPath News

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Company expanded product and technology leadership (CTO Raghu Malpani elevated to Chief Product & Technology Officer) and launched agentic AI solutions across finance, retail, manufacturing and financial services — a coordinated push that could accelerate product delivery and cross-sell to large customers. UiPath Aligns Agentic AI Push With Leadership Shift And Valuation Gap
• Positive Sentiment: New product launches (Purchase-to-Pay and agentic business-orchestration capabilities) extend UiPath’s automation portfolio into higher-value workflows — potential to grow ARR and expand addressable market if adoption follows. UiPath (PATH): How Its New Purchase-to-Pay Launch Extends the Agentic Automation Push
• Positive Sentiment: Management walked through product strategy, roadmap and agentic business-orchestration details (deep dive transcript) — useful for investors judging execution risk and timeline for revenue realization. UiPath, Inc. (PATH) Discusses Product Strategy, Roadmap, and Agentic Business Orchestration Capabilities Transcript
• Neutral Sentiment: Several bullish retail/long-term analyst pieces highlight UiPath as an agentic-AI recovery/accumulation idea despite steep YTD drawdown — helpful for conviction but not an immediate catalyst. 3 Growth Stocks Down 43%, 28%, and 41% to Buy Right Now
• Neutral Sentiment: General market/quote pages and an unrelated company using the PATH ticker (Newpath Resources) can create noise or search confusion but don’t affect UiPath fundamentals. UiPath, Inc. Class A Newpath Resources Announces Termination of Northshore Option Agreement
• Negative Sentiment: Heavy options activity and commentary suggest bearish positioning and speculative trading, which can amplify downward moves and volatility in the near term. Options Traders Can’t Get Enough of UiPath Stock
• Negative Sentiment: UiPath has been one of the weaker agentic-AI names YTD (large percentage drawdown), leaving valuation and execution questions top of mind — the market remains skeptical that new product announcements alone will reverse the downtrend. UiPath (PATH): How Its New Purchase-to-Pay Launch Extends the Agentic Automation Push

UiPath Stock Down 0.6%

UiPath stock opened at $11.17 on Tuesday. UiPath, Inc. has a 12-month low of $9.38 and a 12-month high of $19.84. The firm’s fifty day moving average is $11.63 and its 200 day moving average is $14.02. The company has a market capitalization of $5.97 billion, a PE ratio of 21.48, a PEG ratio of 1.84 and a beta of 1.03.

UiPath (NYSE:PATH) last released its earnings results on Wednesday, March 11th. The company reported $0.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.05. The company had revenue of $481.11 million for the quarter, compared to the consensus estimate of $464.81 million. UiPath had a net margin of 17.53% and a return on equity of 5.69%. UiPath’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.26 EPS. Sell-side analysts expect that UiPath, Inc. will post -0.17 EPS for the current fiscal year.

Insider Buying and Selling

In other UiPath news, CEO Daniel Dines sold 45,000 shares of the business’s stock in a transaction on Monday, January 26th. The shares were sold at an average price of $15.01, for a total transaction of $675,450.00. Following the completion of the sale, the chief executive officer owned 27,893,585 shares in the company, valued at approximately $418,682,710.85. The trade was a 0.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. In the last three months, insiders have sold 270,000 shares of company stock worth $4,356,450. Insiders own 23.19% of the company’s stock.

UiPath Profile

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.