UiPath Stock Jumpers After Major Partnerships with Tech Giants

NEW YORK, NY – UiPath Inc. experienced a significant increase in stock price following its announcement of new partnerships with Nvidia, Alphabet, OpenAI, and Snowflake on October 3, 2025. As investors showed enthusiasm for these collaborations, shares surged by 23% in pre-market trading, marking a shift for a company that has been working through a multi-year turnaround.

These partnerships reflect UiPath’s transition from traditional robotic process automation (RPA) to more sophisticated agentic automation, where artificial intelligence agents work together with human employees and existing automation systems. ‘We are enabling the next generation of intelligent automation,’ said Manuvir Das, vice president of enterprise computing at Nvidia.

Nvidia will provide its Nemotron models and NIM microservices, which will allow UiPath to enhance processes in industries such as healthcare where data security is paramount. Under the collaboration with OpenAI, UiPath plans to integrate a ChatGPT connector into its platform, enabling users to create workflows using natural language.

Additionally, UiPath’s integration with Snowflake aims to facilitate real-time automation of data-driven tasks, significantly improving workflow efficiency. Rob Enslin, UiPath’s CEO, stated, ‘This unlocks a new class of intelligent workflows.’

The partnership with Alphabet will leverage the company’s Gemini models to allow for voice-command automation, enhancing the user experience by simplifying the coding process. ‘As AI agents become more prevalent, voice interaction will be a natural mode of communication,’ stated Graham Sheldon, chief product of UiPath.

UiPath’s recent quarterly earnings report showed promising results, with revenue climbing to $1.72 billion, a rise of 11% compared to the previous year. The company also crossed a significant milestone, with its cloud annual recurring revenue (ARR) exceeding $1 billion. This growth demonstrates a successful shift towards cloud services.

As a result of these developments, analysts believe that if the new partnerships can successfully drive further growth, UiPath’s stock could see more substantial gains ahead. The excitement surrounding the company could lead to a strong performance within the competitive AI market.

Investors remain cautious, however, understanding that while the potential for growth is there, this journey won’t be without challenges. As more and more businesses look for integrated automation solutions, UiPath appears well-positioned to capitalize on these trends.