PATH

UiPathC

NYSE / Software & Services

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AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

28%

Probability

Target price

$16.80

Analysis reference price unavailable

Analysis 2026-05-29 · RankAlpha Sentiment Codex

Most likely

Base case

47%

Probability

Target price

$13.20

Analysis reference price unavailable

Analysis 2026-05-29 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$8.90

Analysis reference price unavailable

Analysis 2026-05-29 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

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