PATH

UiPath (NYSE:PATH), an agentic automation software platform, closed at $11.69, up 1.21%. The stock was tracking its automation story in premarket trading, and investors are watching the next earnings date as the near-term catalyst. S&P 500 (SNPINDEX:^GSPC) closed at 7,483.24, unchanged from the previous session. The Nasdaq Composite (NASDAQINDEX:^IXIC) finished at 25,832, down 0.80%. Among enterprise software and business process automation peers, Microsoft (NASDAQ:MSFT) closed at $390.49, up 1.62%, and Salesforce (NYSE:CRM) ended at $166.11, up 1.76%. UiPath’s gain kept investors focused on whether its agentic automation strategy can translate into stronger annual recurring revenue growth, customer expansion, and operating leverage. The company is trying to move beyond traditional robotic process automation and position itself as an orchestration layer for complex enterprise workflows, where AI agents, robots, people, applications, and data can work together inside governed business processes. The launch of UiPath’s Maestro Case supports its move toward agentic automation. The next earnings update should give investors a clearer read on whether this strategy is supporting durable growth and higher enterprise demand. Before you buy stock in UiPath, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and UiPath wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $400,101!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,212,683!* Now, it’s worth noting Stock Advisor’s total average return is 911% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of July 2, 2026. Eric Trie has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Salesforce, and UiPath. The Motley Fool has a disclosure policy. Stock Market Today, July 2: UiPath Gains as Agentic Automation Stra...

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how automation software stocks fared in Q1, starting with UiPath (NYSE:PATH). 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 Q1. As a group, revenues beat analysts’ consensus estimates by 1.5% 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 19.1% 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 $418.4 million, up 17.3% year on year. This print exceeded analysts’ expectations by 5.2%. Despite the top-line beat, it was still a mixed quarter for the company with full-year revenue guidance slightly topping analysts’ expectations but a significant miss of analysts’ billings estimates. UiPath delivered the weakest guidance update and weakest full-year guidance update of the whole group. The market seems disappointed with the results as the stock is down 14% since reporting and currently trades at $9.96. Read our full report on UiPath here, it’s free. Born from the idea that machines should understand human speech as naturally as people do, SoundHound AI (NASDAQ:SOUN) develops voice recognition and conversational intelligence technology that enables businesses to integrate voice assistants into their products and services. SoundHound AI reported revenues of $44.2 million, up 51.7% year on year, outperforming analysts’ expectations by 3.4%. The business had an exceptional quarter with an impressive beat of analysts’ billings estimates. SoundHound AI pulled off the fastest revenue growth among its peers. Although it had a fine quarter compared to its peers...

Investors might want to bet on UiPath (PATH), as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook. The upward trend in estimate revisions for this enterprise automation software developer reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. This insight is at the core of our stock rating tool -- the Zacks Rank. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For UiPath, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The company is expected to earn $0.15 per share for the current quarter, which represents a year-over-year change of 0.0%. The Zacks Consensus Estimate for UiPath has increased 74.24% over the last 30 days, as three estimates have gone higher compared to no negative revisions. For the full year, the company is expected to earn $0.79 per share, representing a year-over-year change of +9.7%. The revisions trend for the current year also appears quite promising for UiPath, with four estimates moving higher over the past month compared to two negative revisions. The consensus estimate has also received a boost over this time frame, increasing 18.42%. Thanks to promising estimate revisions, UiPath currently carries a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. Investors have been betting on UiPath because of its solid es...

UiPath Inc. (NYSE:PATH) is one of the 12 Best Mid-Cap AI Stocks to Buy According to Analysts. Raimo Lenschow from Barclays reaffirmed a Hold rating on UiPath Inc. (NYSE:PATH), along with the price target of $14 on June 1. The firm’s price target reflects an additional 33% upside from the current levels. This upside aligns with the median Wall Street analyst estimate of 15.7%, based on coverage from 23 analysts. UiPath Inc. (NYSE:PATH) reported its first-quarter fiscal 2027 earnings on May 29, posting revenue of $418 million. Annual Recurring Revenue ARR for the quarter came in at $1.901 billion. On the profitability side, GAAP operating income reached $28 million, with non-GAAP operating income of $92 million. Adjusted free cash flow totaled $130 million. CFO Ashim Gupta highlighted: Going forward, the company expects the second-quarter revenue to range from $395 million to $400 million. In addition, ARR is expected to be between $1.929 billion and $1.934 billion. Non-GAAP operating income is estimated at approximately $75 million. UiPath Inc. (NYSE:PATH) is a software infrastructure company that provides a range of robotic process automation (RPA) solutions. The company’s primary offering includes its UiPath platform. While we acknowledge the potential of PATH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Mid-Cap AI Stocks to Buy According to Analysts and 7 Best Data Centre GPU-as-a-Service Stocks To Buy. Disclosure: None. Follow Insider Monkey on Google News.

DocuSign, Inc. has reported its first-quarter 2026 results, with revenue rising to US$830.24 million and net income reaching US$78.2 million, while also issuing guidance for up to US$869 million in second-quarter revenue and up to US$3.50 billion for the full fiscal year. At the same time, DocuSign is deepening its AI push by launching an app for OpenAI’s ChatGPT and Codex and appointing former UiPath and Microsoft product leader Graham Sheldon as Chief Product Officer to advance its Intelligent Agreement Management platform. We’ll now examine how DocuSign’s OpenAI-powered Intelligent Agreement Management expansion could influence its investment narrative and future growth assumptions. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own DocuSign, you need to believe its shift from a stand‑alone e‑signature tool to a broader AI‑powered Intelligent Agreement Management platform can offset slowing growth in its core business. The latest earnings beat and slightly higher revenue guidance support that thesis but do not materially change the key short term catalyst, which remains clear evidence of IAM adoption, nor the biggest risk, which is intensifying competition and possible commoditization of e‑signature and agreement tools. The announcement that DocuSign’s app is now embedded in OpenAI’s ChatGPT and Codex looks most relevant here, because it places IAM workflows directly inside widely used AI interfaces. For the investment story, this matters less as a headline partnership and more as a live test of whether DocuSign’s AI layer can deepen usage and differentiate the platform in a market where rivals are increasingly bundling similar agreement tools. Yet beneath the solid AI story, there is a risk investors should be aware of around... Read the full narrative on DocuSign (it's free!) DocuSign’s narrative projects $4.0 billion revenue and $482.3 million earnings by 2029. This implies 7.5% yearly revenue growth and a $173.2 million earnings increase from $309.1 million today. Uncover how DocuSign's forecasts yield a $60.16 fair value, a 27% upside to its current price. Some of the most optimistic analysts were already assuming DocuSign could reach about US$4.2 billion of revenue and roughly US$490 million of earnings by 2029, but this quarter’s measured gu...

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. 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 (in line) 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 While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Brian Bergen (TD Cowen) asked about changes in demand trends and pipeline conversion. CFO Ashim Gupta replied that the environment is “relatively stable” and that deal conversion rates are improving, describing the current situation as a “new normal.” Scott Berg (Needham) inquired about the significance of AI modules in top deals. Gupta confirmed that AI components are now a “material” part of major transactions, especially among large enterprise customers, but noted continued demand for traditional automation in mid-tier accounts. Sanjit Singh (Morgan Stanley) questioned the sustainability of license-driven revenue growth versus ARR....

UiPath (NYSE:PATH), an automation platform offering robotic process automation solutions, closed Monday’s session at $13.1, up 11.77%. The stock moved higher after investors reacted to fiscal Q1 2027 results that showed 17% revenue growth, the company’s positive GAAP operating income, and raised guidance. Investors are watching how improved profitability will supports its AI automation strategy. The company’s trading volume reached 65.5 million shares, coming in about 93% above compared with its three-month average of 34 million shares. UiPath IPO'd in 2021 and has fallen 81% since going public. S&P 500 (SNPINDEX:^GSPC) added 0.27% to finish near 7,599.96, while the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 0.42% to close around 27,086.81. Among software - infrastructure names, industry peers Microsoft (NASDAQ:MSFT) closed at $460.52 (+2.28%) and Oracle (NYSE:ORCL) finished at $248.15 (+9.91%), underscoring continued enthusiasm for large-scale AI and cloud infrastructure spending. UiPath shares increased following fiscal first-quarter results that demonstrated stronger revenue growth and improved profitability. The company reported $418 million in revenue, a 17% year-over-year increase, and annual recurring revenue of $1.901 billion, up 12%. UiPath also achieved positive GAAP operating income of $28 million and non-GAAP operating income of $92 million, which provided investors with clearer evidence that revenue growth is translating into operating leverage. The higher fiscal 2027 outlook shifted the market’s attention beyond a single strong quarter, though analysts remain cautious. Bank of America raised its price target to $13 from $12 but maintained an Underperform rating, indicating UiPath must continue to deliver recurring revenue growth following a prolonged post-IPO decline. Investors will be closely monitoring ARR growth, agentic automation adoption, and cost discipline to ensure they can continue to support the company’s operating income and free cash flow. Before you buy stock in UiPath, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and UiPath wasn’t one of them. The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you investe...

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example Elastic N.V. (ESTC), UiPath (PATH), and PagerDuty (PD) all reported results that largely met or exceeded expectations. Morgan Stanley maintained its Equal Weight rating on Elastic and cut its price target from $80 to $73 (current share price of $65), arguing that strong bookings and growing AI adoption are helping strengthen the company's growth outlook. Elastic delivered one of the more interesting quarters in the group because bookings growth significantly outpaced reported revenue growth. In the fourth quarter, current remaining performance obligations rose 20% to $1.2 billion, while total RPO climbed 27% to $1.98 billion, signaling that customer commitments are building faster than revenue recognition. AI adoption also continued to move in the right direction. The number of customers with annual contracts worth more than $100,000 using Elastic's AI capabilities climbed to more than1,720, up from roughly 1,660 in the prior quarter, while the company reported a record number of $1 million-plus deals. Morgan Stanley noted that bookings strength was broad-based across search, security, and observability. However, they expect investors will likely want proof that AI demand is translating into deployed workloads and recognized revenue before the stock trades at a higher multiple. Morgan Stanley maintained its Equal Weight rating on UiPath and lowered its price target to $15 from $17 (current share price of $12), arguing that AI momentum is improving but has yet to show up in recurring revenue growth. UiPath delivered solid first-quarter results, with revenue rising 17% year over year to $418 million and operating profit coming in ahead of expectations. Management said AI was included in 16 of the top 20 deals during the quarter, while AI-led expansion deals were materially larger than traditional expansion opportunities. Morgan Stanley noted that agentic automation appears to be moving from experimentation into production environments. Trending Stock News: Morgan Stanley resets MongoDB stock price target after earnings Analog Devices CEO drops bombshell message on explo...

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.