UiPath Stock Rises 1.3% as Price Runs 19% Above Wall Street’s Target Before Earnings

Analysts have issued 41 Holds across 61 ratings for UiPath, GitLab, and Figma, with consensus targets below current prices for two. Institutions hold 65% to 95% of the float, building positions despite cautious analyst sentiment. UiPath and GitLab have surged 58% and 36% in one month, respectively, exceeding analyst targets. Figma's target aligns with its current price. All three companies reported strong revenue growth in recent quarters.

Palantir Technologies reported Q2 2026 revenue of $1.94B, up 92.8% YoY, beating $1.81B consensus, and raised FY2026 revenue guidance to about $8.15B. U.S. commercial total contract value reached a record $2.1B. Shares rose about 16% to $145.50 after Deutsche Bank upgraded to Buy with a $200 target; C3.ai and UiPath did not rally.

In Tuesday premarket trading, Palantir’s (PLTR) reported Q2 results and raised full-year revenue outlook drove a broad rally in enterprise software and cybersecurity peers. The article cites Palantir’s 26% jump and links the move to lower Treasury yields after geopolitical de-escalation. It also lists gains for JFrog (FROG), Zscaler (ZS), Palo Alto Networks (PANW), Shopify (SHOP), and UiPath (PATH).

NEW YORK, July 30, 2026, 2:01 p.m. EDT — Shares of UiPath NYSE:PATH declined after the company forecasted slower additions to annualized recurring revenue for the second quarter. The stock dropped 3.3% to $12.18 in early U.S. trading. Initial estimates indicate Q2 guidance suggests net new ARR between $28 million and $33 million. Initial estimate: market value, adjusted for cash, is approximately 2.8 times the projected revenue for fiscal 2027. UiPath shares declined even as U.S.

UiPath (PATH) shares were up about 7.3% on AI automation optimism, but UBS cut its price target to $12 from $13 while keeping a Neutral rating. Street consensus remains Hold with a mean target near $13.47 versus a price around $10.81. The article also cites UiPath’s annual revenue of about $1.61B and recent quarterly net income of about $22.5M.

UiPath shares rebounded about 15% over five days after the company reported its first-quarter GAAP operating profit of $28m and GAAP profit for the first time in a first quarter, following a loss a year earlier. Revenue rose 17% to $418m; annual recurring revenue reached $1.9bn (+12%). UiPath is pivoting to AI agents, including its WorkFusion acquisition.