Why UiPath’s Q3 Results Prompted Analysts to Recalibrate Without Upgrading

UIPath Inc. (NYSE:PATH) is one of the best agentic AI stocks to buy now.

The company sits at the crossroads of legacy RPA and emerging AI-driven automation, where execution and recurring revenue quality decide who compounds and who stalls.

Why UiPath’s Q3 Results Prompted Analysts to Recalibrate Without Upgrading

On December 10, 2025, RBC Capital’s Matthew Hedberg reiterated Sector Perform and lifted his price target for UiPath to $19 from $16 after what he called a “solid” Q3 print. He said execution remains critical, but left more confident that recent trends can continue, specifically, stabilization in net-new annual recurring revenue and improvement in profitability metrics. The firm’s takeaway was essentially that the model looks steadier than it did a quarter ago, which justifies a higher target while stopping short of an outright upgrade.

In other news, DA Davidson also covered PATH earlier on December 5. The firm kept a Neutral rating on PATH while raising its target to $15 from $12. The note credited “good” Q3 results, called out a larger-than-typical ARR beat, and pointed to a better-than-expected guide that pushed shares higher. The stance stays balanced: momentum is improving, but the firm is not ready to underwrite a higher conviction rating until consistency across quarters is clearer.

UIPath Inc. (NYSE:PATH) provides an enterprise automation platform spanning software robots, orchestration, and AI capabilities designed to streamline repetitive workflows, capture data across systems, and extend automation from the task level to end-to-end processes for global customers.

While we acknowledge the potential of PATH to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PATH and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.