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Company

UIPATH INC

Ticker
PATH
Sector
Technology
Industry
Software - Infrastructure
Report date
February 1, 2026
Valye AI Score

69

High visibility
Valye AI Visibility Research Score

High visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

69
Recent developments

Scenarios for PATH

Recent developments summary

Recent news coverage highlights UiPath’s advancements in AI orchestration, profit milestones, CEO share sales, and market commentary reflecting investor interest and stock price movements.

Recent developments:
  • UiPath’s agentic AI orchestration breakthrough has been discussed as potentially shifting its automation investment narrative [N2].
  • The company is focusing on platform-led operating leverage in the age of agentic AI, emphasizing strategic AI integration [N3].
  • UiPath achieved a profit milestone and the CEO conducted a share sale, drawing attention to the company’s fundamentals [N4].
  • Market commentary compares UiPath with other AI stocks, highlighting its position in the AI automation sector [N1][N7].
  • Despite broader market gains, UiPath’s stock price has experienced declines, indicating market sensitivity to company-specific developments [N5].
Overview

UiPath Inc is a technology company operating in the software infrastructure industry, specializing in automation and AI-driven software solutions. The company maintains a strong liquidity position with over $1.3 billion in combined cash and short-term investments as of late 2025. UiPath’s recent strategic focus includes agentic AI orchestration and platform-led operating leverage, reflecting its emphasis on AI capabilities within automation. The company’s financial results for the quarter ended October 31, 2025, show profitability and positive earnings per share. Risk factors remain consistent with prior disclosures, with no material changes reported.

Executive summary

What this means

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. UiPath Inc reported net income of $198.8 million and EPS of $0.37 for the quarter ended October 31, 2025, with strong liquidity ratios (current ratio 2.65, cash ratio 1.77). Recent news highlights focus on AI-driven automation advancements and strategic milestones, with no material changes to disclosed risk factors [S1][N1][N2][N3][N4][N5].

Scenarios for PATH

Bull case model:

UiPath’s strategic emphasis on agentic AI orchestration and platform-led operating leverage highlights its potential to capitalize on growing demand for AI-driven automation solutions. The company’s recent profit milestone and strong liquidity provide a foundation for continued investment in technology and market expansion. Positive market commentary and investor interest in AI stocks underscore the relevance of UiPath’s offerings in the evolving software infrastructure landscape.

Bear case model:

Risks include the inherent uncertainties in technology adoption and competitive pressures within the software infrastructure industry. Market sensitivity to company-specific developments is evident from stock price fluctuations despite broader market gains. Additionally, the company’s operations remain subject to various risks and uncertainties as disclosed in its 2025 Form 10-K, with no material changes but ongoing exposure to potential adverse factors.

Moat:

UiPath’s moat is supported by its advanced AI-driven automation platform, which integrates agentic AI orchestration capabilities. This technological differentiation, combined with platform-led operating leverage, positions the company to maintain competitive advantages in the software infrastructure space. Its strong liquidity and profitability metrics further support operational resilience and investment in innovation.

Risks overview
Risks summary
The primary risks for UiPath relate to operational uncertainties, competitive market dynamics, and the challenges inherent in executing and scaling AI-driven automation technologies.
Risks details:

• Operational and Financial Risks: UiPath’s operations and financial results are subject to various risks and uncertainties, some beyond its control, as detailed in the 2025 Form 10-K risk factors disclosure with no material changes reported in the latest 10-Q [S1].
• Market and Competitive Risks: The company faces competitive pressures in the software infrastructure and AI automation markets, with stock price sensitivity indicating market concerns about company-specific factors [N5].
• Technology Adoption Risks: Adoption of new AI-driven automation technologies involves execution risks and potential shifts in investment narratives, which could impact business outcomes [N2].

LLM visibility overview
LLM Visibility known facts
  • UiPath Inc operates in the Technology sector, specifically in the Software - Infrastructure industry.
  • As of 2026-02-01, the company’s market price was $12.59 per share.
  • UiPath reported net income of $198.8 million for the quarter ended 2025-10-31, as per its 10-Q filing dated 2025-12-08 [S1].
  • Basic and diluted earnings per share were both $0.37 for the same period [S1].
  • The company held $743.7 million in cash and cash equivalents and $654.5 million in short-term investments as of 2025-10-31 [S1].
  • Current assets totaled approximately $2.09 billion, with current liabilities of $788.7 million, resulting in a current ratio of 2.65 and a cash ratio of 1.77 as of 2025-10-31 [S1].
  • UiPath’s operations and financial results are subject to various risks and uncertainties, with no material changes to risk factors disclosed in the 2025 Form 10-K as reiterated in the 10-Q [S1].
  • Recent news highlights include discussions on UiPath’s agentic AI orchestration breakthrough and platform-led operating leverage in AI, indicating strategic focus on AI-driven automation [N2][N3].
  • The company achieved a profit milestone and the CEO conducted a share sale, drawing attention to fundamentals [N4].
  • Market commentary and analysis discuss UiPath alongside other AI stocks, reflecting investor interest in its AI capabilities and automation investment narrative [N1][N7].
  • UiPath’s stock price movements have been noted despite broader market gains, indicating market sensitivity to company-specific factors [N5].

FINAL FORECAST FOR PATH

Final take one line
UiPath demonstrates high visibility through detailed financial disclosures and active strategic developments in AI-driven automation, supported by strong liquidity and consistent risk disclosures.
Final take 12 to 24 month view

Business trends: Increasing focus on AI-driven automation and agentic AI orchestration as core strategic initiatives.
Execution milestones: Achieving profit milestones, CEO share transactions, and platform-led operating leverage advancements.
Key risks: Operational uncertainties, competitive pressures, and technology adoption challenges inherent in evolving AI automation markets.

Final take watchlist summary
Sources
Sources - Context summary

Generated 2026-02-01

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2025-12-08 | 10-Q
Sources - News headlines
  • N1 | 2026-02-01 | Yahoo Finance | PATH and APP: Two AI Stocks Worth Buying, But One Stands Stronger | https://finance.yahoo.com/news/path-app-two-ai-stocks-162000130.html
  • N2 | 2026-02-01 | Yahoo Finance | Did UiPath's (PATH) Agentic AI Orchestration Breakthrough Just Shift Its Automation Investment Narrative? | https://finance.yahoo.com/news/did-uipaths-path-agentic-ai-171134650.html
  • N3 | 2026-02-01 | Yahoo Finance | UiPath's Platform-Led Operating Leverage in the Age of Agentic AI | https://finance.yahoo.com/news/uipaths-platform-led-operating-leverage-173900101.html
  • N4 | 2026-02-01 | Yahoo Finance | UiPath Profit Milestone And CEO Share Sale Put Focus On Fundamentals | https://finance.yahoo.com/news/uipath-profit-milestone-ceo-share-141014144.html
  • N5 | 2026-02-01 | Yahoo Finance | UiPath (PATH) Stock Drops Despite Market Gains: Important Facts to Note | https://finance.yahoo.com/news/uipath-path-stock-drops-despite-224504393.html
  • N6 | 2026-02-01 | Yahoo Finance | Bear of the Day: HubSpot (HUBS) | https://finance.yahoo.com/news/bear-day-hubspot-hubs-090000641.html
  • N7 | 2026-02-01 | Analysis: Yahoo Finance | Market commentary headline (neutralized) | https://finance.yahoo.com/news/trending-stock-uipath-inc-path-140005477.html
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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Generated by Valye SEC Pipeline Engine

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