William Blair analyst Jake Roberge has maintained their neutral stance on PATH stock, giving a Hold rating today.
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Jake Roberge’s rating is based on a combination of factors, including UiPath’s mixed fourth-quarter results. The company reported revenue growth that fell slightly below expectations, primarily due to decision delays in the public sector and broader macroeconomic uncertainties affecting its commercial customer base. As a result, UiPath has adopted a more conservative approach to its fiscal 2026 guidance, projecting a 7% revenue growth at the midpoint, which is lower than the consensus estimate of 11%.
Despite these challenges, the company demonstrated strong operational performance, with operating margins significantly exceeding expectations. Additionally, there is robust demand for UiPath’s new AI solutions, evidenced by a substantial increase in Autopilot customers and a large waitlist for the Agent Builder solution. While the uncertain macro environment presents challenges, the early demand for these AI solutions and the stabilization of the company’s go-to-market strategies provide a balanced outlook, justifying the Hold rating.
In another report released today, Barclays also maintained a Hold rating on the stock with a $12.00 price target.