UiPath (NYSE:PATH) Posts Earnings Results, Hits Estimates

UiPath (NYSE:PATH) posted its earnings results on Thursday. The company reported $0.15 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.15, FiscalAI reports. The business had revenue of $418.38 million for the quarter, compared to analyst estimates of $397.54 million. UiPath had a return on equity of 7.94% and a net margin of 19.58%.The firm’s revenue was up 17.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.11 EPS.

Here are the key takeaways from UiPath’s conference call:

• UiPath said it had a strong start to fiscal 2027, with first-quarter ARR of $1.901 billion (+12% year over year) and revenue of $418 million (+17%), both above guidance.
• The company reported its first-ever GAAP profitable quarter, posting GAAP operating income of $28 million, while non-GAAP operating income rose to $92 million with a 22% margin.
• Management emphasized accelerating adoption of its agentic AI and process orchestration offerings, noting that 16 of the top 20 deals included AI and that AI expansion deals were six times larger than non-AI deals.
• Customer examples highlighted growing demand for UiPath’s platform, including multimillion-dollar savings from combined agentic and deterministic workflows, broader use of Maestro, and increasing traction for vertical solutions in healthcare, financial services, and manufacturing.
• UiPath raised full-year guidance despite a variable macro environment, calling for 2027 revenue of $1.776 billion-$1.781 billion and non-GAAP operating income of about $430 million, while continuing share repurchases and maintaining a strong cash position with no debt.

UiPath Stock Performance

NYSE:PATH opened at $11.69 on Friday. The stock has a fifty day moving average price of $10.73 and a 200-day moving average price of $12.91. The company has a market cap of $6.12 billion, a price-to-earnings ratio of 19.48, a PEG ratio of 1.90 and a beta of 0.91. UiPath has a fifty-two week low of $9.20 and a fifty-two week high of $19.84.

Trending Headlines about UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath reported first-quarter fiscal 2027 results that topped revenue expectations, with sales rising 17.3% year over year to $418.4 million and adjusted EPS matching estimates at $0.15. Management also said ARR increased 12% to $1.901 billion, signaling continued customer adoption of its automation and agentic AI products. UiPath Reports First Quarter Fiscal 2027 Financial Results
• Positive Sentiment: The company raised its outlook, guiding second-quarter revenue to $395 million-$400 million and full-year FY2027 revenue to about $1.776 billion-$1.781 billion, while lifting non-GAAP operating income guidance to roughly $430 million. That improved profitability view is likely a key driver of investor optimism. Seeking Alpha revenue and operating income outlook
• Positive Sentiment: Recent reports also noted first-time GAAP profitability and stronger AI-related demand, including growth in enterprise expansion deals and agentic automation use cases. That helps reinforce the view that UiPath is moving toward more durable earnings power. UiPath Inc (PATH) Q1 2027 Earnings Call Highlights

Institutional Trading of UiPath

A number of institutional investors have recently modified their holdings of the stock. State Street Corp lifted its position in shares of UiPath by 66.4% during the 4th quarter. State Street Corp now owns 13,004,786 shares of the company’s stock valued at $213,148,000 after acquiring an additional 5,189,438 shares during the period. AQR Capital Management LLC lifted its position in shares of UiPath by 76.0% during the 2nd quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock valued at $145,732,000 after acquiring an additional 4,926,341 shares during the period. Morgan Stanley lifted its position in shares of UiPath by 54.0% during the 4th quarter. Morgan Stanley now owns 9,310,304 shares of the company’s stock valued at $152,596,000 after acquiring an additional 3,262,930 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of UiPath by 8.5% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,710,035 shares of the company’s stock valued at $89,761,000 after acquiring an additional 526,416 shares during the period. Finally, Dimensional Fund Advisors LP lifted its position in shares of UiPath by 13.4% during the 3rd quarter. Dimensional Fund Advisors LP now owns 5,505,064 shares of the company’s stock valued at $73,627,000 after acquiring an additional 648,624 shares during the period. 62.50% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

PATH has been the subject of several recent research reports. Zacks Research downgraded UiPath from a “strong-buy” rating to a “hold” rating in a research note on Friday, February 6th. Wall Street Zen downgraded UiPath from a “buy” rating to a “hold” rating in a research note on Saturday. DA Davidson reduced their price target on UiPath from $13.00 to $12.00 and set a “neutral” rating for the company in a research note on Friday. BMO Capital Markets reduced their price target on UiPath from $17.00 to $14.00 and set a “market perform” rating for the company in a research note on Friday, March 13th. Finally, Needham & Company LLC restated a “buy” rating and issued a $15.00 price target on shares of UiPath in a research note on Friday. Two equities research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $14.00.

UiPath Company Profile

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.