Needham analyst Scott Berg has maintained their neutral stance on PATH stock, giving a Hold rating on January 12.
Claim 70% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Scott Berg has given his Hold rating due to a combination of factors related to both UiPath’s operational progress and its current risk‑reward profile. Following the company’s participation in Needham’s conference, he notes constructive developments such as the emerging role of agentic orchestration on top of UiPath’s automation platform, which supports broader, tool‑agnostic process automation. He also highlights that the company’s go‑to‑market execution has become more disciplined, with a particular emphasis on controlling customer downsell activity, which should help revenue stability. Moreover, UiPath’s federal segment continues to perform well, extending the strength seen in the latest reported quarter.
At the same time, these positives appear to be largely balanced by valuation and execution considerations that limit near‑term upside potential in the stock, justifying a Hold rather than a more aggressive rating. The improvements in GTM motion and platform capabilities, while encouraging, still require additional proof of durability and scale before warranting a more constructive stance. In Berg’s view, the current share price already reflects much of the optimism around UiPath’s federal momentum and platform innovation. As a result, he maintains a neutral posture, preferring to wait for clearer evidence of sustained growth acceleration or more attractive entry levels before revising his rating.
In another report released on January 12, Barclays also maintained a Hold rating on the stock with a $18.00 price target.