Analyst Bryan Bergin from TD Cowen maintained a Hold rating on UiPath and keeping the price target at $13.00.
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New trading tool for PATH bullsBryan Bergin has given his Hold rating due to a combination of factors, including UiPath’s ongoing transition from more than a year of internal restructuring toward steadier execution and financial discipline. Management is prioritizing the stabilization of new annual recurring revenue and dollar-based net retention before pursuing faster growth, and the coming year is framed as a critical period to prove consistent performance amid macro and AI-related uncertainty.
At the same time, Bergin recognizes the company’s strengthening position in enterprise automation, where its AI and agentic capabilities are increasingly embedded in complex, regulated workflows and driving higher usage of the core platform rather than replacing existing bots. He also notes that guidance appears conservatively set, which helps account for variable demand conditions, and that a cleaner fiscal 2027 starting point could serve as a future catalyst, leading him to maintain a balanced, wait-and-see stance instead of moving to a more decisive rating.
In another report released on March 26, TipRanks – xAI also reiterated a Hold rating on the stock with a $11.50 price target.