Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
UiPath
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
New York, New York, USA
Website
Employees
4,200 (FY2026)
Founded
2005
Listing
PATH · NYSE
Market Cap
$6.02B
Revenue (TTM)
$1.67B
Price
USD11.62 (-4.44%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A leading robotic process automation company transitioning toward agentic AI automation, positioning its orchestration platform as the execution layer for enterprise AI agent deployments. UiPath reported fiscal 2026 revenue of $481 million (up 14% year-over-year) with ARR of $1.853 billion, marking its first full fiscal year of GAAP profitability with operating income of $57 million; it launched UiPath for Coding Agents in May 2026 as a governance layer above competing AI coding agents.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- Amazon Web Services: UiPath's cloud automation platform runs on public cloud infrastructure including AWS.
Competition / Other
- Appian: UiPath competes with Appian in low-code process automation and enterprise workflow software.
- Microsoft: UiPath competes with Microsoft's Power Automate in enterprise robotic process automation and agentic workflows.
- ServiceNow: UiPath competes with ServiceNow in enterprise workflow automation as both push into agentic AI.
Strategic Risks
- Legacy RPA business faces maturation pressure as the market shifts toward agentic automation
Future Outlook
- Continued transition of top enterprise deals toward agentic, AI-driven automation
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Mar 2026) — UiPath FY2026 Annual Report (Form 10-K), filed with the SEC
- UiPath investor relations / FY2026 earnings release (Mar 2026) — UiPath posts first full year of GAAP profitability as agentic automation scales
- Yahoo Finance (Jun 2026) — UiPath launches 'UiPath for Coding Agents' as agentic automation becomes control layer for enterprise AI code
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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