UiPath (NYSE: PATH) CEO sells 1.4M shares, still holds 26,491,238

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.