PATH

Automation software company UiPath (NYSE:PATH) reported Q1 CY2026 results topping the market’s revenue expectations , with sales up 17.3% year on year to $418.4 million. The company expects next quarter’s revenue to be around $397.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.15 per share was in line with analysts’ consensus estimates. Is now the time to buy PATH? Find out in our full research report (it’s free). Revenue: $418.4 million vs analyst estimates of $397.6 million (17.3% year-on-year growth, 5.2% beat) Adjusted EPS: $0.15 vs analyst estimates of $0.16 Adjusted Operating Income: $92.49 million vs analyst estimates of $79.93 million (22.1% margin, 15.7% beat) The company lifted its revenue guidance for the full year to $1.78 billion at the midpoint from $1.76 billion, a 1.3% increase Operating Margin: 6.7%, up from -4.6% in the same quarter last year Annual Recurring Revenue: $1.90 billion vs analyst estimates of $1.90 billion (12.3% year-on-year growth, in line) Billings: $369.3 million at quarter end, up 14.2% year on year Market Capitalization: $6.07 billion UiPath’s first quarter results saw mixed investor sentiment despite outpacing Wall Street’s revenue expectations, with management highlighting a strong push in enterprise automation and growing adoption of its AI-powered platforms. CEO Daniel Dines cited “continued momentum with our AI products,” emphasizing that 16 of the company’s top 20 deals included AI components and that these expansions were significantly larger than non-AI deals. Management also pointed to improved operational efficiency and the company’s first-ever GAAP profitable quarter, attributing these achievements to disciplined cost management and deeper customer engagement across verticals like healthcare and financial services. Looking forward, UiPath’s raised annual revenue outlook is shaped by ongoing investments in AI-driven workflow automation and deeper integration with enterprise partners. Management described a “measured and prudent” approach to guidance, factoring in macroeconomic variability and foreign currency headwinds. CFO Ashim Gupta reiterated the company’s focus on expanding vertical solutions and further leveraging its agentic automation capabilities, stating, “growth is our first priority,” while also maintaining a disciplined stance on operating expenses. UiPath expects these initiativ...

UiPath’s PATH first-quarter fiscal 2027 earnings matched the Zacks Consensus Estimate of 15 cents per share and increased 36.4% year over year, while revenues of $418.4 million topped the consensus mark by 5.3%. Revenues rose 17% year over year, supported by strong demand for AI-driven automation and orchestration offerings. UiPath, Inc. price-consensus-eps-surprise-chart | UiPath, Inc. Quote The company continued to benefit from expanding enterprise adoption of agentic artificial intelligence (AI) solutions. Annualized renewal run rate (ARR) rose 12% year over year to $1.901 billion, while the dollar-based net retention rate was 109%. UiPath generated $49 million in net new ARR during the quarter, reflecting steady customer expansion activity. Subscription services revenues were $252.9 million, while license revenues reached $149.3 million. Per management, 16 of the company’s top 20 deals included AI capabilities. AI-related expansion deals were six times larger than non-AI deals, highlighting rising enterprise demand for automation tied to generative AI workflows. UiPath continued investing in agentic automation and process-orchestration initiatives during the quarter. Management said adoption of its agentic products has shifted from pilot programs to production deployments over the past year. At its DevCon event, the company introduced UiPath for Coding Agents, enabling developers to connect coding agents with the UiPath platform to create, deploy and manage automations. Management believes the offering could reduce implementation timelines and maintenance burdens in complex enterprise environments. The company also launched industry-focused AI workflow solutions spanning finance, retail, manufacturing and financial services. New offerings address use cases including purchase-to-pay workflows, inventory management, loan origination and financial crime compliance. UiPath highlighted several large customer wins and expansions tied to process orchestration and AI automation deployments. A Fortune 500 energy company reportedly positioned UiPath at the center of a $70 million cost-reduction initiative. Management also cited a large healthcare distribution customer expected to achieve multi-million-dollar annual savings through workflows combining AI agents and deterministic automation. The deployment contributed to a seven-figure expansion during the quarter....

This article first appeared on GuruFocus. Revenue: $418 million, up 17% year over year. Annual Recurring Revenue (ARR): $1.901 billion, up 12% year over year. Net New ARR: $49 million. Non-GAAP Operating Income: $92 million, representing a 22% margin. GAAP Operating Income: $28 million, first-time GAAP profitability in company history. Gross Margin: Overall gross margin of 83%; software gross margin of 90%. Non-GAAP Adjusted Free Cash Flow: $130 million. Cash and Marketable Securities: $1.4 billion, with no debt. Dollar-Based Gross Retention Rate: 97%. Dollar-Based Net Retention Rate: 109%. Customers with $100,000+ ARR: 2,624, up 11% year over year. Customers with $1 million+ ARR: 374, up 18% year over year. Remaining Performance Obligations (RPO): $1.413 billion, up 15%. Guidance for Q2 2027 Revenue: $395 million to $400 million. Guidance for FY 2027 Revenue: $1.776 billion to $1.781 billion. Warning! GuruFocus has detected 3 Warning Sign with PATH. Is PATH fairly valued? Test your thesis with our free DCF calculator. Release Date: May 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. UiPath Inc (NYSE:PATH) exceeded its guidance across all key financial metrics for the first quarter of fiscal 2027. The company reported a 17% year-over-year increase in revenue, reaching $418 million. First-quarter ARR reached $1.901 billion, up 12% year over year, driven by $49 million of net new ARR. UiPath Inc (NYSE:PATH) achieved first-quarter GAAP profitability for the first time in company history. The company is seeing strong momentum with its AI products, with 16 out of the top 20 deals including AI components. The macroeconomic environment remains variable, which could impact future performance. Attrition is concentrated among the smallest customers, which could affect overall customer growth. The dollar-based net retention rate was 109%, indicating some stabilization but still room for improvement. There is a potential FX headwind impacting ARR and revenue, which could affect financial results. The company faces challenges in maintaining operational efficiency while continuing to invest in R&D and customer-facing functions. Q: Can you provide insights into the current demand environment and any changes in pipeline conversion or sales cycles? A: The demand environment has remained stable compared to earlier...

This article first appeared on GuruFocus. UiPath (NYSE:PATH) fell about 3% in premarket trading on Friday after the automation software company posted fiscal first-quarter results that beat on revenue but missed on adjusted earnings. For the quarter ended April 30, UiPath said non-GAAP earnings were 15 cents a share, up about 36% from a year earlier, while revenue climbed about 17% to $418.4 million. Annualized recurring revenue rose 12% to $1.901 billion, and the company reported its first GAAP profit and an 82% GAAP gross margin. Warning! GuruFocus has detected 3 Warning Sign with PATH. Is PATH fairly valued? Test your thesis with our free DCF calculator. UiPath said it expects second-quarter revenue of $395 million to $400 million and full-year revenue of $1.776 billion to $1.781 billion. It also forecast ARR of $1.929 billion to $1.934 billion for July 31 and $2.058 billion to $2.063 billion for Jan. 31, 2027, while targeting non-GAAP operating income of about $75 million and $430 million, respectively. The company said net new ARR totaled $49 million and non-GAAP gross margin was 83%. UiPath has been pitching its agentic products as they move from pilot to production, but investors appeared more focused on the earnings miss than on the revenue beat.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at UiPath (NYSE:PATH) and the best and worst performers in the automation software industry. The whole purpose of software is to automate tasks to increase productivity. Today, innovative new software techniques, often involving AI and machine learning, are finally allowing automation that has graduated from simple one- or two-step workflows to more complex processes integral to enterprises. The result is surging demand for modern automation software. The 6 automation software stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.3% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.9% since the latest earnings results. Starting with robotic process automation (RPA) and evolving into a comprehensive automation powerhouse, UiPath (NYSE:PATH) provides an AI-powered business automation platform that enables organizations to create software robots that mimic human actions to streamline repetitive tasks and processes. UiPath reported revenues of $481.1 million, up 13.6% year on year. This print exceeded analysts’ expectations by 3.5%. Despite the top-line beat, it was still a mixed quarter for the company with a solid beat of analysts’ EBITDA estimates but a significant miss of analysts’ billings estimates. UiPath scored the highest full-year guidance raise of the whole group. Still, the market seems discontent with the results. The stock is down 5.1% since reporting and currently trades at $11.44. Is now the time to buy UiPath? Access our full analysis of the earnings results here, it’s free. Powering billions of transactions daily since its founding in 1999, Appian (NASDAQ:APPN) provides a low-code platform that helps businesses automate complex processes and operationalize artificial intelligence without extensive programming knowledge. Appian reported revenues of $202.2 million, up 21.5% year on year, outperforming analysts’ expectations by 5.6%. The business had a very strong quarter with a solid beat of analysts’ billings and EBITDA estimates. Appian achieved the biggest analyst estimate beat among its peers. Although it had a fine quarter compared to its...

UiPath (PATH) reported $418.38 million in revenue for the quarter ended April 2026, representing a year-over-year increase of 17.3%. EPS of $0.15 for the same period compares to $0.11 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $397.43 million, representing a surprise of +5.27%. The company delivered an EPS surprise of -2.79%, with the consensus EPS estimate being $0.15. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how UiPath performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: ARR: $1.9 billion compared to the $1.89 billion average estimate based on four analysts. Net New ARR: $49 million versus $43.45 million estimated by two analysts on average. Dollar based net retention rate: 109% versus 107% estimated by two analysts on average. Revenue- Licenses: $149.31 million versus the three-analyst average estimate of $132.18 million. The reported number represents a year-over-year change of +16.4%. Revenue- Professional Services and other: $16.17 million compared to the $11.47 million average estimate based on three analysts. The reported number represents a change of +46.5% year over year. Revenue- Subscription services: $252.9 million versus the three-analyst average estimate of $255.63 million. The reported number represents a year-over-year change of +16.4%. View all Key Company Metrics for UiPath here>>> Shares of UiPath have returned +7.5% over the past month versus the Zacks S&P 500 composite's +5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report UiPath, Inc. (PATH) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Adjusted earnings of $0.15 per share for the first quarter ended April 30, missed the analyst consensus of $0.16. UiPath sees FY 2027 revenue of $1.78 billion-$1.78 billion versus the analyst consensus of $1.76 billion. Q2 revenue outlook at $395 million to $400 million, beats expectations. UiPath (PATH) share price slipped around 3% after-hours on Thursday after the business automation firm’s Q1 earnings failed to meet analyst expectations. The company reported adjusted earnings of $0.15 per share for the first quarter ended April 30, missing the analyst consensus of $0.16, as per data from Fiscal.ai. However, revenue of $418 million beat estimates of $397.2 million and increased 17% year-on-year. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox "One year into general availability, our agentic products are moving from pilot to production, with customers standardizing on UiPath as the orchestration and automation execution layer for their enterprise AI transformation,” Daniel Dines, UiPath Founder and Chief Executive Officer said in an earnings statement. PATH enables organizations to build software robots and AI agents that interact with existing IT systems, mimic human actions, and execute end-to-end workflows across applications, a business sector gaining recent traction as investors look to raise allocation towards wider AI gameplay. UiPath provided a second-quarter revenue forecast ranging from $395 million to $400 million. With a midpoint of $397.5 million, the guidance aligns closely with the $396.9 million analyst consensus. Furthermore, the company anticipates an adjusted operating income of nearly $75 million for the same period. For the full fiscal year 2027, the company estimates revenue to fall between $1.77 billion and $1.78 billion, with the projected midpoint surpassing the $1.75 billion consensus estimate, as per Fiscal.ai. Additionally, full-year adjusted operating income is forecast at approximately $430 million. Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes. One user highlighted bullishness by saying the company’s AI revenues are yet to kick in as a reason to stick with the stock. PATH stock has lost about 11% over the past 12 months. Read More: S&P 500, Nasdaq And Dow Close At Record Highs Amid Positive Reports...

Image source: The Motley Fool. Thursday, May 28, 2026 at 5 p.m. ET Chief Executive Officer — Daniel Solomon Dines Chief Operating and Financial Officer — Ashim Gupta Vice President, Investor Relations — Allise Furlani Need a quote from a Motley Fool analyst? Email [email protected] Operator: Good day, everyone. My name is Megan, and I will be your conference operator today. At this time, I would like to welcome you to the UiPath first quarter 27 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. If you would like to ask a question during this time and if you have joined via the webinar, please use the raise hand icon, which can be found on the bottom of your webinar application. If you have dialed in by phone, please press 5 to raise your hand. Please note that all participants will be limited to 1 question and 1 follow-up. Allise Furlani: At this time, I would like to turn the call over to Allise Furlani, vice President of Investor Relations. Good afternoon, and thank you for joining us today to review UiPath's first quarter fiscal 27 financial results which we announced in our earnings press release issued after the close of the market today. On the call with me are Daniel Solomon Dines, founder and chief executive officer, and Ashim Gupta, chief operating and financial officer. To deliver our prepared comments and answer questions. Our earnings press release and financial supplemental materials are posted on the UiPath Investor Relations website. These materials include GAAP to non GAAP reconciliations. We will be discussing non GAAP metrics on today's call. This afternoon's call includes forward looking statements regarding our financial guidance for the second quarter and full year fiscal 2027, and our ability to drive and accelerate future growth and operational efficiency, and grow our platform, product offerings and market opportunity. Actual results may differ materially from those expressed in the forward looking statements due to many and therefore investors should not place undue reliance on these statements. For a discussion of the material risks and uncertainties that could affect our actual results, please refer to our annual report on Form 10 ks for year ended January 31, 2026, our subsequent reports filed with the SEC. Forward-looki...

UiPath (PATH) reported fiscal Q1 adjusted earnings late Thursday of $0.15 per diluted share, up from

Interested in UiPath, Inc.? Here are five stocks we like better. UiPath delivered a strong Q1 fiscal 2027, beating guidance across key metrics. ARR rose 12% to $1.901 billion, revenue increased 17% to $418 million, and the company posted its first-ever GAAP-profitable first quarter with $28 million in GAAP operating income. AI and process orchestration are becoming central to the company’s sales strategy. Management said 16 of the top 20 deals included AI, and that customers are moving from experimentation to production deployment, especially around UiPath’s Maestro orchestration tools. UiPath’s customer base continued to deepen in large enterprise accounts, with 374 customers generating at least $1 million in ARR and net retention at 109%. The company also raised full-year guidance despite currency headwinds, projecting fiscal 2027 revenue of $1.776 billion to $1.781 billion and non-GAAP operating income of about $430 million. UiPath Fell on Good News—That Could Be the Opportunity UiPath (NYSE:PATH) reported a stronger-than-expected start to fiscal 2027, with management highlighting growth in annual recurring revenue, revenue and profitability, as well as increasing customer adoption of its artificial intelligence and process orchestration products. Founder and Chief Executive Officer Daniel Dines said the company “delivered a strong start to fiscal 2027, once again exceeding our guidance across all key financial metrics.” UiPath reported first-quarter annual recurring revenue, or ARR, of $1.901 billion, up 12% year over year, driven by $49 million of net new ARR. Revenue rose 17% year over year to $418 million. → Rocket Lab Keeps Making Headlines and Highs—Here's What's Driving the Latest Move 5 AI Stocks Positioned to Win, No Matter What The company also delivered $92 million in non-GAAP operating income, representing a 22% margin. Chief Operating and Financial Officer Ashim Gupta said UiPath delivered GAAP operating income of $28 million, compared with a GAAP operating loss of $16 million in the prior-year period. He said it marked the company’s first GAAP-profitable first quarter. Management emphasized that AI-related offerings are becoming a larger part of UiPath’s enterprise sales motion. Dines said 16 of the company’s top 20 deals in the quarter included AI, and that expansion deals involving AI were six times larger than those that did not. → Quantu...

UiPath (PATH) came out with quarterly earnings of $0.15 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -2.79%. A quarter ago, it was expected that this enterprise automation software developer would post earnings of $0.25 per share when it actually produced earnings of $0.3, delivering a surprise of +20%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. UiPath, which belongs to the Zacks Internet - Software industry, posted revenues of $418.38 million for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 5.27%. This compares to year-ago revenues of $356.62 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. UiPath shares have lost about 31.9% since the beginning of the year versus the S&P 500's gain of 9.9%. While UiPath has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for UiPath was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks h...

NEW YORK (AP) — NEW YORK (AP) — UiPath Inc. (PATH) on Thursday reported fiscal first-quarter earnings of $22.5 million. The New York-based company said it had net income of 4 cents per share. Earnings, adjusted for one-time gains and costs, were 15 cents per share. The results matched Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was also for earnings of 15 cents per share. The enterprise automation software developer posted revenue of $418.4 million in the period, surpassing Street forecasts. Five analysts surveyed by Zacks expected $397.4 million. For the current quarter ending in July, UiPath said it expects revenue in the range of $395 million to $400 million. The company expects full-year revenue of $1.78 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on PATH at https://www.zacks.com/ap/PATH