TLDR
- UiPath stock rose 7.70% in pre-market trading Thursday, reaching $16.79 after closing Wednesday at $15.58, up 5.13%.
- The company is transitioning from traditional automation to AI-powered agentic automation with partnerships including OpenAI, Microsoft, Google, and Nvidia.
- CEO Daniel Dines sold 736,399 shares between Oct. 1-8 at prices from $12.84 to $14.99 under a pre-arranged trading plan.
- The stock hit its highest close since May 2024 and is up 22.58% year-to-date with a market cap of $8.27 billion.
- Wall Street’s consensus price target of $13.44 suggests 14% downside despite retail traders showing extreme bullish sentiment.
UiPath shares jumped 7.70% in pre-market trading Thursday to $16.79. The automation software company added $1.12 per share after hours.
Wednesday’s regular session saw PATH close at $15.58, gaining 5.13%. Volume nearly doubled typical trading activity.
The stock reached its highest closing price since May 2024. Intraday trading took shares to levels not seen since December 10, 2024.
The rally reflects UiPath’s strategic pivot. The company is shifting from traditional Robotic Process Automation to “agentic” automation using AI agents for complex tasks.
This technology lets businesses deploy AI that executes and optimizes processes without human intervention. Think of it as automation that can actually think and adapt.
Major Tech Partnerships Boost Investor Confidence
UiPath secured deals with tech heavyweights in late September. Partners include OpenAI, Microsoft, Google, and Nvidia.
The OpenAI collaboration features a ChatGPT connector integration. These partnerships helped PATH break out of its previous trading range.
The broader AI market surge added fuel to the fire. Mega-cap tech companies announced major AI deals this week, pushing markets to record highs.
CEO Daniel Dines sold shares during the rally. He offloaded 736,399 shares between Oct. 1 and Oct. 8 under a Rule 10b5-1 trading plan.
Daily sales averaged around 122,733 shares. Prices ranged from $12.84 on Oct. 2 to $14.99 on Oct. 7.
After the transactions, Dines holds 29,918,585 shares directly. He maintains another 736,404 shares indirectly through Ice Vulcan Holding Limited, plus his spouse’s 240,000 shares.
Market Metrics and Investor Sentiment
PATH has climbed 22.58% in 2025. The yearly trading range spans $9.38 to $15.93.
Market capitalization stands at $8.27 billion. Daily volume averages 19.72 million shares.
The price-to-earnings ratio sits at 427.08. The company scores 86.68 on growth metrics.
Technical indicators flash warning signs. The 14-day RSI reads 76, placing the stock in overbought territory.
Retail traders remain enthusiastic. Stocktwits sentiment moved to “extremely bullish” with “extremely high” message volume.
One trader sees no end to the rally. Another values PATH at $45 per share, triple the current price.
Wall Street analysts disagree with retail optimism. The consensus price target of $13.44 implies 14% downside from Wednesday’s close.
The divergence between retail enthusiasm and analyst caution creates an interesting dynamic. Retail investors are betting on AI momentum while professional analysts remain skeptical about current valuations.
PATH has gained 22.58% year-to-date and reached its highest closing level since May 2024 with partnerships across OpenAI, Microsoft, Google, and Nvidia driving the AI-powered automation push.
