William Blair analyst Jake Roberge has reiterated their neutral stance on PATH stock, giving a Hold rating today.
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Trade PATH with leverageJake Roberge has given his Hold rating due to a combination of factors tied to UiPath’s recent performance and outlook. He acknowledges that the company delivered a strong quarter, exceeding expectations on key metrics like ARR growth and showing meaningful traction in AI-driven products, with particularly broad adoption among larger customers. However, he also notes that investor reaction was negative, likely because billings signaled softer underlying trends, and the broader macro and geopolitical environment remains cautious.
Jake Roberge’s rating is based on the view that, while management’s fiscal 2027 guidance is slightly ahead of consensus on growth and profitability and underpinned by solid visibility, the company’s current share price already reflects these strengths. UiPath is executing well on its strategy to scale agentic AI and expand vertical solutions, but with revenue and ARR expected to grow at low-teens rates, he sees the valuation as appropriately calibrated rather than compelling. As a result, he views the risk/reward profile as balanced, supporting a Hold stance rather than a more aggressive rating.
According to TipRanks, Roberge is an analyst with an average return of -10.4% and a 32.51% success rate. Roberge covers the Technology sector, focusing on stocks such as Workday, Pegasystems, and Onestream, Inc. Class A.
In another report released today, Evercore ISI also maintained a Hold rating on the stock with a $13.00 price target.