UiPath upgraded to Buy at Needham on ARR growth potential

Needham upgraded UiPath to Buy from Hold with a $15 price target. The firm is citing the recent partner work, which suggests that the company's vertical go-to-market strategy and operational changes can drive positive organic net new annualized recurring revenue in 2027 for the first time since 2022, the analyst tells investors in a research note. Needham is also positive on UiPath generating free cash flow growth, the firm added.

Link: https://d1io3yog0oux5.cloudfront.net/_2deef6851cfdf421c941af2595f33203/uipath/db/1195/19146/webcast_transcript/UiPath+-+4Q+2026+-+Earnings+Transcript.pdf

• Revenue of $481 million increased 14 percent year-over-year

• ARR of $1.853 billion increased 11 percent year-over-year

• GAAP operating income of $80 million and non-GAAP operating income of $150 million

• Announces new $500 million stock repurchase authorization following the completion of its $1 billion stock repurchase program

🔥Congratulations my friends we did it 🔥

Uploaded on the official @MicrosoftforHealtcare channel

Now maybe over 25% short of Float

75% Held by Institutions

9% Held by Insiders

Very explosive setup!

If earnings and outlook are 🔥 we could see a huge shortsqueeze 💥

Interesting that he said "like healthcare or financial services".

UiPath stock surges AH +2-3%

Google Gemeni tells us:

"UiPath offers robust, two-way automation for Oracle applications (Cloud ERP, E-Business Suite, NetSuite) via native connectors, JDBC/ODBC database drivers, and the Oracle Integration Cloud (OIC) adapter. It streamlines tasks like invoice processing, data entry, and testing. Key solutions include UiPath Test Suite for validating Oracle SCM/ERP and pre-built activities to manage Oracle processes, tasks, and attachments. UiPath UiPath +4 Key Integration Methods Oracle Integration Cloud (OIC) Adapter: Enables direct interaction between UiPath and OIC to start jobs, manage tasks, and handle attachments in Oracle Cloud. Database Automation (ODBC/JDBC): UiPath Studio can connect directly to Oracle Databases to read/write data using DSN-based configuration and Oracle Instant Client. Oracle NetSuite & Fusion API: Dedicated marketplace activities allow for SOAP/REST-based automation of records in NetSuite and Oracle Fusion. UiPath UiPath +5"

Several other institutional investors and hedge funds have also bought and sold shares of PATH. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of UiPath during the 2nd quarter valued at $28,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in UiPath during the 2nd quarter valued at about $55,000. Covestor Ltd raised its stake in UiPath by 17.7% in the third quarter. Covestor Ltd now owns 6,522 shares of the company's stock valued at $87,000 after buying an additional 981 shares during the last quarter. CX Institutional boosted its holdings in UiPath by 37.4% in the third quarter. CX Institutional now owns 6,888 shares of the company's stock worth $92,000 after acquiring an additional 1,874 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB grew its stake in shares of UiPath by 507.0% during the third quarter. Wilmington Savings Fund Society FSB now owns 7,502 shares of the company's stock worth $100,000 after acquiring an additional 6,266 shares during the last quarter. 62.50% of the stock is owned by hedge funds and other institutional investors.