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    UiPath (PATH) Gets A Buy Rating, Is It Still A Bargain?

    Simply Wall St·10/25/2026 21:27:53
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    Investor interest in UiPath (PATH) has picked up after Zacks assigned the stock a Rank #2 Buy rating, pointing to an expected 18.8% year-over-year earnings increase and constructive revenue prospects.

    Recent trading has been supportive, with UiPath’s share price delivering a 21.6% 3 month return and a 13.4% 1 month share price gain, even though the 1 year total shareholder return is still down 14.3%. This suggests that momentum has improved in the short term while longer term holders remain underwater.

    Scan beyond UiPath and see how other automation and AI focused businesses with strong recent moves stack up using the hand picked 95 robotics and automation stocks for comparison.

    UiPath now has a stronger story and a recovering share price. The real work is figuring out whether that renewed optimism is already reflected in the US$14.13 quote or still leaves room on the table.

    Most Popular Narrative: 34% Undervalued

    UiPath is framed as materially undervalued in the most followed thesis, with a fair value of $21.54 set against the recent $14.13 close. This comparison puts the spotlight on whether that gap can be justified by its automation platform and AI positioning.

    UiPath already serves more than half of the Fortune 500, has recurring revenue and is expanding its partnerships with major cloud providers. The company recently launched collaborations with OpenAI and NVIDIA to enhance agentic automation in enterprise workflows. If it continues to execute well, it could become a key platform for how businesses use AI to get real work done.

    See why 46 investors see UiPath as 34% undervalued.

    Result: Fair Value of $21.54 (UNDERVALUED)

    Still, UiPath’s thesis can wobble if larger platforms more deeply bundle competing automation tools, or if recurring revenue growth remains in the low double digits for a longer period.

    Find out about the key risks to this UiPath narrative.

    Next Steps

    Sentiment around UiPath is clearly improving, and that makes this a good moment to review the underlying numbers yourself rather than follow the crowd. If you want a quick way to check what investors are excited about, start with the 4 key rewards.

    Looking for more investment ideas beyond UiPath?

    Do not stop your research with UiPath. Broaden your watchlist now and give yourself more options before the next wave of opportunities gets crowded.