RBC Capital Maintains Sector Perform on UiPath, Raises Price Target to $15

Shares of enterprise application software are trading higher amid sympathy with Salesforce after the company reported Q2 financial results.

Dell Technologies vs. UiPath: Which Technology Stock Is a Better Buy in 2026?

The article compares Dell Technologies and UiPath as investment options in 2026. Dell dominates hardware infrastructure with $113.5B in FY2026 revenue and benefits from surging AI server demand, but carries $31.5B in debt. UiPath, a smaller AI automation software company with $1.6B revenue, recently achieved profitability with a 17.5% net margin and zero debt. The author concludes Dell is the better choice due to its massive scale, profitability, and explosive AI server growth projections of $60B+ in FY2027.

Shares of software companies are trading higher, possibly amid broader market strength as promising economic data and easing oil prices reduce rate-hike concerns. Reports suggesting Silver Lake is in talks to acquire Workday may be lifting related peers.