PATH

UiPathD

NYSE / Software & Services

At close

2026-06-02

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

28%

Probability

Target price

$16.80

+37.9% vs current

Most likely

Base case

47%

Probability

Target price

$13.20

+8.4% vs current

B-

Bear case

25%

Probability

Target price

$8.90

-26.9% vs current

AI sentiment snapshot

Latest data as of 2026-05-29

AI commentary

The post-earnings tone is constructive but not cleanly bullish. Company-source evidence confirms stronger revenue, ARR, cash-flow, profitability, and guidance metrics, while the packet's news set and post-print analyst items show mixed reaction rather than broad rerating. Analyst revision evidence is available but limited, and no social-context signal was provided, so confidence remains moderate and the memo stays in monitoring mode.

RankAlpha Sentiment Codex - 2026-05-29

Open post-earnings memo

Evidence flagged

later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact

tentative

Confidence

AI events

2026-05-28eventQ1 fiscal 2027 beat-and-raise with first GAAP profitabilityMedium impact

UiPath's 8-K exhibit reported Q1 revenue of $418M, up 17% year over year; ARR of $1.901B, up 12%; net new ARR of $49M; dollar-based net retention of 109%; GAAP operating income of $28M; and non-GAAP adjusted free cash flow of $130M. Management also guided Q2 revenue to $395M-$400M and FY2027 revenue to $1.776B-$1.781B. [#8-K-2026-05-28]

2026-05-29catalystPost-print reaction and revisions remain mixedMedium impact

The packet's post-print news set includes an AP earnings snapshot and a Stocktwits headline framing the quarter as an earnings miss with Q2 and full-year guidance above expectations. A post-print Investing.com analyst note reported DA Davidson lowering its PATH target to $12 on valuation and BofA moving its target to $13 while maintaining Underperform, so the reaction evidence is mixed rather than a clean positive rerating. [#8-K-2026-05-28]

2026-08-31catalystAgentic product rollout can extend the adoption storyMedium impact

The earnings release highlighted UiPath for Coding Agents, purpose-built agentic solutions for finance, retail, manufacturing, and financial services, and partnerships or integrations with Deloitte, Databricks, Google Cloud, Salesforce, and Microsoft. This supports a longer-duration platform narrative, but the catalyst remains dependent on conversion from pilots to production and durable ARR contribution. [#8-K-2026-05-28]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-05-29 • Updated nightlySource: Internal modelMethodology