UiPath Inc.'s stock has shown resilience in late February 2026, closing at $10.10 on February 24 after a 0.69% decline, as the robotic process automation leader leverages its agentic AI advancements and partnerships to counter broader software sector pressures and position for growth in enterprise automation.

UiPath
UiPath

As of February 24, 2026, UiPath (NYSE: PATH) traded in a session range of $9.92 to $10.43 with volume of about 32 million shares. The shares have recovered modestly from recent lows but remain down significantly year-to-date in 2026, reflecting volatility in the automation and AI software space. The 52-week range spans a low near $9.38 to a high of $19.84, with the stock trading at a forward P/S ratio around 3.5 and a forward P/E below 15—levels some analysts view as attractive given the company's pivot to agentic AI orchestration.

The recent performance follows UiPath's emphasis on agentic AI, where autonomous agents handle complex workflows beyond traditional RPA bots. On February 23, 2026, UiPath joined the Agentic AI Foundation as a Gold Member, gaining influence in working groups on governance, security, and observability to help shape open standards for interoperable AI agents. This move complements earlier initiatives, including a partnership with OpenAI to integrate frontier models into enterprise workflows via a ChatGPT connector and launches of agentic solutions for healthcare administrative bottlenecks.

UiPath's latest quarterly results, for fiscal Q3 2026 ended October 31, 2025, reported December 3, 2025, showed revenue of $411.11 million—up 15.9% year-over-year—and EPS of $0.16, beating estimates of $0.15. Annualized recurring revenue reached $1.782 billion, growing 11%, with dollar-based net retention at 107%. The quarter marked UiPath's first GAAP operating income of $13 million, highlighting improving profitability amid investments in AI-enhanced automation.

Management highlighted alliances with Microsoft, Amazon, Salesforce, and others to expand reach and scalability. Recent recognitions include inclusion in G2's 2026 Best Software Awards across five categories, underscoring strong user adoption. The company also acquired WorkFusion to bolster capabilities in healthcare AI and other verticals.

Analysts remain divided but generally constructive on the long-term outlook. Consensus among 13-17 firms rates PATH a Hold to Moderate Buy, with average 12-month price targets around $15.62 to $15.77—implying 54-56% upside from current levels. High targets reach $19, while lows sit at $10-$14. RBC Capital recently lowered its target to $14 from $17 on February 23, 2026, maintaining Sector Perform amid software sector concerns and investor sentiment, though earlier adjustments reflected optimism around AI positioning.

Institutional interest persists, with Vanguard Group increasing its stake by 4.9% in Q3 2025, adding over 2.25 million shares to hold nearly 48 million—about 9% ownership valued around $641 million. This supports views of undervaluation, with some models suggesting PATH trades 38% below fair value estimates around $16.19.

Challenges include competition in RPA and AI automation from players like ServiceNow, as well as cautious enterprise spending in some segments. The software sector faces divergence in 2026, with AI leaders potentially gaining while others lag. UiPath's forward guidance and ARR trends will be key in proving sustained momentum.

The next major catalyst arrives March 11, 2026, when UiPath reports fiscal Q4 and full-year 2026 results after market close, followed by a 5:00 p.m. ET conference call. Consensus expects EPS around $0.20-$0.25 and revenue near $465 million, up about 10% year-over-year. Investors will scrutinize ARR growth, margin expansion, agentic AI adoption metrics, and full-year guidance amid the platform's evolution.

UiPath, a pioneer in RPA now transitioning to comprehensive agentic automation, benefits from its end-to-end platform and enterprise focus. With AI agents poised as a major 2026 trend for workflow orchestration, the company's scale, partnerships, and improving profitability position it to capture demand in digital transformation. While near-term volatility persists from sector dynamics, the low valuation and AI tailwinds offer potential for recovery if execution continues.

As the March earnings approach, UiPath's ability to demonstrate accelerating growth in agentic solutions and sustained enterprise traction will determine whether the current levels prove a buying opportunity or reflect ongoing caution in automation software.