CoreWeave's stock fell 7% to $37 on Monday, dipping below its IPO price of $40. The AI cloud provider raised $1.5 billion in its IPO, marking the largest tech listing since UiPath in 2021, despite initially aiming for $2.5 billion at a higher share price. This debut comes as the first AI-focused firm to go public in a sluggish IPO market.
insider trading activity at uipath highlights significant share sales and holdings
UiPath's chief accounting officer now holds 269,421 shares valued at $3.5 million after an 8.49% decrease, while CFO Ashim Gupta sold 47,227 shares for $616,784, reducing his holdings by 5.23%. Institutional investors own 62.50% of the stock, with a current average rating of "Hold" and a consensus price target of $14.53.
UiPath stock downgraded as government budget cuts impact revenue streams
UiPath (PATH) has seen a 15.85% drop in stock value since the start of 2025, following a downgrade by UBS, which cut its price target from $14 to $10 amid concerns over federal budget cuts impacting revenue. The company reported missed customer renewal targets and anticipates increased churn due to ongoing public sector layoffs. With at least seven federal contracts, including significant agreements with the Department of Defense and Homeland Security, UiPath faces potential revenue challenges, especially as its GSA contract expires in August.
uipath expands into agentic ai with peak ai acquisition
UiPath is pursuing growth in agentic AI through its acquisition of Peak.ai. The company emphasizes its commitment to ethical reporting and transparency, assuring readers that potential conflicts of interest will not compromise the integrity of its news coverage.
rising energy demands prompt oil giants to explore power solutions for ai data centers
UiPath faces a downgrade from UBS amid increasing competition in the AI sector and ongoing sales challenges. As demand for energy-intensive AI data centers surges, major U.S. oil companies like Chevron and Exxon are exploring natural gas-powered electricity solutions with carbon capture technologies to meet this growing need. Analysts warn of a potential power shortfall exceeding 30 gigawatts by 2028, highlighting the urgency for new energy infrastructure.
UiPath Faces Downgrade Amid AI Competition and Energy Supply Challenges
UiPath faces a downgrade from UBS amid increasing competition in the AI sector and sales challenges. As demand for energy-intensive AI data centers surges, solutions like converting crypto mining sites and utilizing nuclear power are being explored to address potential power shortages, with estimates of a 30-gigawatt shortfall by 2028. Major U.S. oil companies, including Chevron and Exxon, are also considering entering the electricity market to meet the rising energy demands of AI technologies through natural gas and carbon capture solutions.
UiPath is facing significant challenges, as UBS warns of weak growth and intense competition from tech giants like Microsoft and ServiceNow, which are integrating automation into their offerings. The company has struggled with customer acquisition and retention since the launch of ChatGPT, leading UBS to issue a "Sell" rating with a price target of USD 14, predicting that UiPath's annual recurring revenue will fall short of expectations until 2026.
ubs initiates sell rating on uipath amid competitive market pressures
UBS has initiated coverage on UiPath Inc with a "sell" rating, citing significant competitive pressures from tech giants like Microsoft and ServiceNow, as well as challenges from AI startups. Customer growth has stalled since late 2022, and UBS forecasts that UiPath's annual recurring revenue growth will fall below market expectations through 2026, setting a price target of $14.
UBS Initiates Sell Rating on UiPath Amid Rising Competitive Pressures
UBS has initiated coverage on UiPath Inc with a "sell" rating, citing significant competitive pressures from tech giants like Microsoft and ServiceNow, as well as challenges from AI startups. Customer growth has stagnated since late 2022, and there are concerns about the company's ability to attract new enterprise clients. UBS projects that UiPath's annual recurring revenue growth will fall below market expectations through 2026, setting a price target of $14, well below its current trading range.
analysts issue mixed ratings for uipath amid market fluctuations
UiPath (NYSE: PATH) has received a "sell" rating from UBS Group, while other analysts maintain a "hold" rating with a consensus price target of $17.71. The stock recently traded down 2.7% to $14.24, with a 12-month range of $10.37 to $27.87. Insider trading shows CFO Ashim Gupta sold shares, reducing his stake, while institutional investors have increased their positions in the company.
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