Malpani Raghavendra sold $414K of PATH

SoundHound AI (SOUN) fell 5% to $5.14, down 48% YTD, while C3.ai (AI) rose 4% to $11.98 after a Northland upgrade with a $16 price target. UiPath (PATH) dropped 2% to $13.26. C3.ai's Q1 FY2027 showed 73% bookings growth but a 25.5% revenue decline. SoundHound's slide follows its LivePerson acquisition, funded by stock, raising dilution concerns.

UiPath (PATH) reported Q2 revenue of $410.3M, up 13.4% YoY, and beat estimates. ARR grew 12% to $1.938B. Analysts downgraded price targets post-Investor Day, citing lack of impressiveness. PATH trades at 15.66x forward earnings, below industry and 5-year averages. Management guided Q3 revenue of $440M-$445M and FY2027 revenue of $1.789B-$1.794B.

UiPath Inc. (NYSE: PATH) shares rose 4.5% on September 30, 2026, driven by strong enterprise automation adoption and AI growth sentiment. The stock has been trading between $12.60 and $13.00, showing signs of stabilization. UiPath reported quarterly revenue of $410.3M, gross margin of 82.6%, and net income of $36.1M. The company is shifting focus to AI agents and orchestration, with aggressive long-term targets.

UiPath (PATH) shares rose 4.8% following an expanded partnership with Snowflake, adding two-way integration and marketplace listing. The company also announced a collaboration with BDO. Recent quarterly results showed $410M revenue and $1.938B ARR, with continued profitability.

UiPath (PATH) rose 5% to $12.90 after announcing expanded work with BDO USA and deeper integration with Snowflake (SNOW), which also gained 5% to $347.38. Salesforce (CRM) increased 3% to $232.68. The iShares Expanded Tech-Software Sector ETF (IGV) rose 2%. UiPath's updates focus on AI solutions for audit and compliance, and two-way data integration with Snowflake.

UiPath (NYSE:PATH) stock fell on Monday after DA Davidson downgraded it to Underperform with a $10 price target. Several other brokerages also cut their price forecasts. The stock is trading 17.3% below its 20-day SMA and 17.1% below its 50-day SMA. UiPath shares were down 1.89% at $12.23 at the time of publication.