UiPath Shares Rally 10.95% to 2025 High on Earnings, AI Integration, Retail Momentum

UiPath Inc. (PATH) shares surged to their highest level since September 2025 on September 22, with an intraday gain of 10.95%. The rally reflects a confluence of factors, including analyst optimism, institutional activity, and social media-driven retail investor momentum, which have collectively reinvigorated interest in the automation software company.

A Truist Financial analyst’s note on September 22 highlighted UiPath’s operational execution and potential to exceed 2026 guidance, despite maintaining a “Hold” rating. This commentary, combined with increased stakes from investors like Jacobs Levy Equity Management, underscored confidence in the company’s long-term growth trajectory. Meanwhile, retail traders amplified the stock’s ascent through heightened activity on the Wall Street Bets subreddit, where mentions of UiPath spiked by 500% over a weekend, fueling short-term speculative buying.

UiPath’s Q2 2026 earnings report, released in early September, provided a critical catalyst. The company reported annual recurring revenue (ARR) of $1.7 billion and revenue of $447.6 million, surpassing expectations. These results, coupled with an upwardly revised FY26 revenue guidance, signaled resilience amid macroeconomic challenges. Analysts noted the company’s strategic integration of AI-driven tools, such as Generative AI for automation, as a key differentiator in the competitive hyper-automation market.

Despite facing pressure from tech giants and AI-focused rivals, UiPath’s valuation remains compelling. Trading at 4.3 times sales, the stock is significantly undervalued compared to peers, offering potential for re-rating if the company sustains its innovation momentum. Institutional investors and retail traders alike are betting on UiPath’s ability to capitalize on AI adoption trends, though mixed analyst ratings highlight ongoing debates about execution risks versus growth opportunities.