UiPath Inc. (PATH) PT Lowered to $12 at TD Cowen as 'Trump Turbulence Causes Bumpy Ride Into FY26'

TD Cowen analyst Bryan Bergin lowered the price target on UiPath Inc. (NYSE: PATH) to $12.00 (from $16.00) while maintaining a Hold rating.

The analyst commented: "Trump Turbulence Causes Bumpy Ride Into FY26; US administration change/DOGE dynamics & broader macro uncertainty weighed on 4Q results (light ARR/rev) and PATH's FY26 outlook (ARR/rev miss by 3%). Op rigor is driving healthy OM & FCF, but limited NT visibility & 2H recovery view is apt to be heavily scrutinized amid significant volatility, and PATH will likely remain a show-me/transition story post print pressure. Estimates cut & PT to $12."

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