New York, Feb 26, 2026, 08:01 EST — Premarket
- UiPath edged 0.2% higher before the bell, after finishing Wednesday’s session 1.6% lower.
- The company has become a Gold member of the Agentic AI Foundation, looking to push open standards for AI agents.
- March 11 results are on traders’ radar, with software stocks reacting sharply to any chatter about AI disruption.
UiPath edged up 0.2% to $9.96 before the bell Thursday, with the automation software company moving further into the emerging “agentic AI” standards space. (Public)
Timing is critical here. Investors have little patience left for software stocks touting automation—they want to see clear evidence that AI investments are hitting the top line. “Markets are now moving into a phase where they want to see tangible results of AI monetization,” said Raffi Boyadjian, lead market analyst at Trading Point. The S&P 500 software and services index has dropped almost 21% since January. (Reuters)
UiPath has signed on as a Gold member of the Agentic AI Foundation (AAIF), committing to collaborate on open protocols and tools designed to let “agents”—software that plans and acts across platforms—run more dependably inside companies. “Joining the Agentic AI Foundation reflects our commitment to advancing open, enterprise frameworks for agent development, governance, and orchestration,” Chief Technology Officer Raghu Malpani said in the company’s statement. (UiPath, Inc.)
The Linux Foundation now counts 146 members in AAIF, bringing on 18 more Gold members—UiPath, ServiceNow, and Workato among them—as firms look for ways to curb fragmentation in integrating AI agents with business software. “Agents are rapidly maturing from experimental prototypes to production-ready systems,” said David Nalley, AAIF governing board chair and director of developer experience at AWS. (Linuxfoundation)
Competition is heating up. On Wednesday, Anthropic announced it bought Vercept, aiming to bolster Claude’s “computer use” features—these are tools that let the AI handle software apps, hitting the heart of robotic process automation. (Anthropic)
This week kicked off with investors searching for any hint that the software slump might be slowing, especially in the wake of Anthropic announcing new business-focused AI partnerships. “We feel positive to see companies partnering with Anthropic,” Eric Kuby, chief investment officer at North Star Investment Management Corp, told Reuters on Tuesday. (Reuters)
UiPath shares slipped 1.58% to close at $9.94 on Wednesday, trading as low as $9.47 and reaching $10.17 at the high. Roughly 52.5 million shares changed hands. (Yahoo Finance)
The set-up remains messy. Premarket thin liquidity tends to amplify price swings, and renewed hints of enterprises pulling back on software buying could pressure shares further—particularly now, as AI tools keep getting pitched as replacements for legacy automation.
UiPath’s next major event: fourth-quarter and full-year fiscal 2026 earnings, coming up March 11 after the bell. The conference call starts at 5:00 p.m. ET. (UiPath, Inc.)
