Report 17 Feb 2026

Artificial Intelligence - UiPath - Vendor Profile - Worldwide

This Vendor Profile on UiPath focuses on its AI-related capabilities and activities. The main findings include:

PAC’s view

UiPath has evolved from an RPA pioneer into a company repositioning around agentic orchestration. Strengths include deep workflow roots, a large partner ecosystem, and strong go-to-market capabilities. However, investor expectations, past hiring and go-to-market missteps, and intensified competition (from hyperscalers, ISVs, workflow specialists, and partner-turned-competitors) are putting significant pressure on the company. The core strategic challenge is defining differentiating IP in a noisy agentic AI market.

Strategy review

UiPath’s pivot centers on Maestro as an agentic orchestration layer with an AI Trust Layer that governs, observes, and controls agents, robots, and humans. Six pillars guide this: controlled agency, vendor‑agnostic integration, process actionability, holistic discovery, continuous optimization, and enterprise tools (e.g., IXP, test automation). Product moves include ScreenPlay (LLM‑driven UI interaction), process/task mining, Test Cloud/Manager (CI/CD‑embedded testing), and the Peak acquisition (vertical decision intelligence for pricing/inventory). The strategy is sensible but forces UiPath to evolve from a product/category leader into an ecosystem orchestrator that can capture and share new sources of business value amid fierce competition.

 

 

Recommended advisory: PAC Leadership Session – Agentic AI Adoption – Opportunities and Challenges