April 12, 2026 — The average one-year price target for automation software firm UiPath (BIT:1PATH) has been revised sharply lower. According to data from financial research platform Fintel, the new average target is €12.64 per share.
This marks a 15.42% reduction from the prior average estimate of €14.95, which was dated February 23, 2026. The latest targets from analysts range from a low of €10.90 to a high of €16.05 per share.
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What the Numbers Show
Despite the downward revision, the new average target still implies significant upside. It represents a potential 55.71% increase from UiPath’s last reported closing price of €8.12. The wide spread between the high and low targets suggests analysts hold divergent views on the company’s near-term prospects.
This could signal uncertainty about the pace of growth in the robotic process automation (RPA) market. Industry watchers note that enterprise software spending has become more selective.
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Institutional Moves Are Mixed
Fintel’s data also provides a snapshot of how major investors are positioning themselves. The total number of funds or institutions reporting positions in UiPath fell by 166, or 22.93%, in the last quarter. That brings the total to 558.
But the story is not uniformly negative. The average portfolio weight allocated to UiPath by invested funds actually increased by 20.92% to 0.32%. Total shares owned by institutions also rose by 2.40% to 325.6 million shares.
This suggests that while some smaller funds exited, remaining and new investors increased their stakes.
A Closer Look at Major Holders
Recent filings show notable activity among top shareholders. The moves were not coordinated, indicating varied strategies.
Polygon Management holds 17.45 million shares, a 3.80% stake. The firm increased its share count by 2.87% last quarter and boosted its portfolio allocation to UiPath by a substantial 98.80%.
Bank of America holds an 8.88 million share position, representing 1.93% ownership. Its filing shows a 16.11% decrease in shares owned. However, the bank still increased its portfolio allocation to the stock by 13.11%, likely due to price movements affecting the position’s value.
Senvest Management reduced its stake more decisively. It reported owning 8.67 million shares, down 25.33% from the prior quarter. The firm also decreased its portfolio allocation to UiPath by 5.63%.
Geode Capital Management and Point72 Asset Management were significant buyers. Geode increased its share count by 20.38% to 7.5 million shares. Point72 boosted its holdings by 66.68% to 7.4 million shares.
Context and Market View
UiPath is a leader in the RPA sector, helping businesses automate repetitive digital tasks. The company went public in 2021 and has since worked to expand its platform beyond core automation.
Analyst target revisions are a standard part of market analysis, reflecting new financial data, competitive shifts, or broader economic conditions. A lowered average target often follows quarterly results that miss expectations or guide future revenue lower.
For investors, the key takeaway is the split between analyst sentiment and institutional buying. While the consensus price target fell, several large funds used the period to build or significantly increase their positions. This divergence highlights the different time horizons and risk appetites at play.
What this means for investors is a need to focus on UiPath’s upcoming execution. The company’s ability to convert its platform vision into consistent, profitable growth will likely determine where the stock trades relative to these revised targets.
You can review UiPath’s official investor relations materials and latest SEC filings for more details. For broader market data, Borsa Italiana provides the stock’s listing information.
This article was produced with AI assistance and reviewed by our editorial team for accuracy and quality.
