In late September 2025, UiPath announced a series of collaborations with leading technology firms, including NVIDIA, OpenAI, Google, Microsoft, and Snowflake, introducing advanced AI capabilities and major upgrades to its automation platform targeting high-trust enterprise workflows and industry-specific solutions.
These developments highlight UiPath’s role in integrating frontier AI models and conversational agents into automation tools, making it easier for businesses to rapidly scale AI-driven process enhancements with stronger security, voice, and orchestration features.
We’ll consider how these expanded AI partnerships and platform capabilities could impact UiPath’s investment narrative, particularly the integration of OpenAI’s GPT-5.
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To own UiPath stock, you need to believe that their platform will play a critical role in the next era of AI-powered automation, capturing expanding enterprise demand for scalable, secure, AI-driven workflow solutions. The company’s new collaborations with global AI leaders in late September 2025 could accelerate innovation adoption, supporting short-term customer engagement, however, macroeconomic caution and delayed deal closures remain key risks, with no material change to near-term revenue predictability so far.
Among the recent announcements, UiPath’s partnership with OpenAI and integration of GPT-5 into enterprise workflows stands out. This move sharpens the focus on agentic automation, and offers a tangible route for customers to simplify AI agent deployment, which could prove meaningful for the company’s ongoing efforts to boost ARR and deepen client relationships.
By contrast, investors should be aware of the persistent risk that macroeconomic volatility and cautious customer budgets may…
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UiPath’s projections anticipate $1.9 billion in revenue and $243.6 million in earnings by 2028. This outlook assumes an 8.6% annual revenue growth rate and a $311 million increase in earnings from the current -$67.5 million.
Uncover how UiPath’s forecasts yield a $13.30 fair value, in line with its current price.
The Simply Wall St Community fair value estimates for UiPath range from US$12.61 to US$17.73, reflecting ten distinct analyses from private investors. While you weigh this spread, consider how delayed deal closures amid macroeconomic uncertainty could affect UiPath’s short-term revenue momentum and explore several viewpoints on what that means for its outlook.
