NEW YORK, February 18, 2026, 09:16 (EST) — Premarket
- PATH barely budged in premarket, holding near $10.94.
- Westcon-Comstor has signed a distribution deal with UiPath covering all of Europe, the company said.
- UiPath’s results for the quarter and full year are due March 11, and investors are watching closely.
UiPath (PATH) was holding steady near $10.94 ahead of the bell Wednesday, after Westcon-Comstor announced it’s rolling out a Europe-wide distribution deal with the automation software firm. Madeleine Ellis, an executive at UiPath, called Europe “at an inflection point for AI-driven automation.” (Westconcomstor)
This deal’s a big one—UiPath relies on partners to push automation projects, especially in Europe, where software budgets are fiercely contested. The timing isn’t lost on investors, either: shares remain under strain, and there’s a real appetite for substance, not just product chatter or “agentic” roadmap promises.
UiPath plans to release its fiscal fourth quarter and full-year numbers for the period ended January 31 after Wednesday’s close on March 11. The company has scheduled a conference call for 5:00 p.m. ET. (UiPath, Inc.)
Shares ended Tuesday at $10.94, off 3.36% after dipping as low as $10.63 during the session, Stock Analysis data show. (StockAnalysis)
Westcon-Comstor is taking on the role of UiPath’s strategic distributor in Europe, aiming to boost channel partners’ deal sizes and pipelines. According to the company, partners can tap into white-labelled professional services—letting them resell under their own branding—as well as get access to presales support and financing choices for launching or scaling UiPath offerings.
UiPath keeps leaning into “agentic automation”—their term for AI-driven software that does more than just follow scripts, taking initiative to plan and launch automated workflows between different apps. That message is getting through. What’s less clear: Will renewal rates and fresh bookings back it up?
UiPath earlier this month announced the takeover of WorkFusion, an AI agent shop focused on financial crime compliance—think anti-money laundering and “know your customer” routines. “UiPath gives us the scale to grow faster,” WorkFusion chief Adam Famularo said. Daniel Dines, who heads UiPath, pointed to banks’ need for “intelligent solutions to combat sophisticated financial crimes.” No terms were disclosed. The deal wrapped up in UiPath’s fiscal 2027 first quarter. (UiPath, Inc.)
UiPath faces off with automation tools from much bigger software names—Microsoft’s Power Automate comes to mind—and a roster of private competitors. Sometimes, it’s not just the tech that counts. Distribution clout and partner incentives can weigh just as heavily, particularly when buyers expect implementation and managed services wrapped in the deal.
The risk boils down to this: if March numbers reveal softer demand, subscription growth losing momentum, or higher costs from integration efforts and changes in go-to-market strategy, the stock may have trouble finding support. If customers hold back on automation rollouts, that undercuts the pitch that “agentic” tools are actually accelerating spend.
