UiPath (PATH) Q2 Fiscal 2027 Earnings Preview: Key Metrics Investors Are Watching
Key Takeaways
- UiPath (PATH) is scheduled to report second quarter fiscal 2027 results after the market closes on Thursday, September 3, 2026.
- Wall Street consensus projects adjusted (non-GAAP) earnings per share (EPS) of about $0.15, roughly flat with $0.15 in the year-ago quarter.
- Consensus revenue estimates sit near $397.6 million, up about 10% from $362.0 million in the second quarter of fiscal 2026.
- Management has guided second quarter revenue to $395–$400 million, with annual recurring revenue (ARR) of $1.929–$1.934 billion and non-GAAP operating income of approximately $75 million.
- Investors will focus on ARR, net new ARR, and dollar-based net retention after first quarter ARR rose 12% year over year to $1.901 billion.
- AI adoption remains a central theme: 16 of UiPath's top 20 deals in the first quarter included AI components.
Why This Report Matters Right Now
This earnings update comes at an important juncture for UiPath (PATH), a leader in business orchestration and enterprise automation. The company finished its fiscal first quarter with revenue up 17% year over year, its first GAAP operating profit, and increasing AI-related deal activity. Shares pulled back afterward, however, as adjusted EPS fell short of some estimates despite the revenue beat. The second-quarter fiscal 2027 release will help clarify whether enterprise demand for automation and agentic AI is translating into sustained, accelerating recurring revenue growth. To get a broader view of how PATH compares with peers, I ran a quick check through Tickeron’s AI Screener.
What Analysts Expect
UiPath will report results for its second quarter of fiscal 2027, which ended July 31, 2026, after the market closes on September 3, 2026. Analysts expect adjusted EPS of approximately $0.15, essentially unchanged from the year-ago quarter. Consensus revenue estimates are around $397.6 million, representing growth of roughly 10% from $362.0 million in the prior-year period.
The company’s own guidance calls for second-quarter revenue of $395 million to $400 million, ARR of $1.929 billion to $1.934 billion, and non-GAAP operating income of about $75 million. For context, UiPath reported first-quarter fiscal 2027 revenue of $418.38 million, up 17.3% year over year, with adjusted EPS of $0.15. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry. Key metrics to watch include net new ARR, dollar-based net retention, customer counts at higher ARR thresholds, and whether AI-related products continue to expand within existing accounts.
Market Sentiment Heading Into the Print
Sentiment around UiPath remains measured. After the first-quarter fiscal 2027 release in May, PATH shares slipped in after-hours trading as a modest adjusted EPS shortfall overshadowed a revenue beat and solid full-year guidance. Since then, the stock has continued to face scrutiny as investors weigh slower ARR growth against improving profitability and the company’s AI narrative. Key risk factors include enterprise budget constraints, foreign exchange headwinds, and competition in automation and AI software. A better-than-expected ARR figure or commentary on AI-driven deal expansion could shape the market’s reaction.
What to Watch in the Outlook
For the full fiscal year 2027, UiPath expects revenue of $1.776 billion to $1.781 billion, ARR of $2.058 billion to $2.063 billion, and non-GAAP operating income of approximately $430 million. The second-quarter update will show whether management remains on track toward those targets.
Investors should monitor several signals. First, net new ARR and dollar-based net retention will indicate whether existing customers are expanding their usage. Second, commentary on AI-related products, including coding agents and Maestro Case, may provide insight into how new offerings are contributing to deal sizes. Third, non-GAAP operating margin will reveal how efficiently the company is scaling while investing in growth. Finally, any updates on foreign exchange effects, public sector demand, and enterprise spending trends will help frame the outlook for the remainder of the fiscal year.
My Take on Using Tickeron’s AI Screener
When I’m preparing for reports like this one, I often use Tickeron’s AI Screener to quickly filter automation and AI-related names by fundamentals, technical patterns, and performance metrics. It helps me build focused watchlists and compare emerging opportunities without spending hours on manual work. The tool has become a regular part of my process for identifying trade ideas and staying on top of sector trends.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
PATH in -1.95% downward trend, falling for three consecutive days on October 14, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where PATH declined for three days, in 237 of 302 cases, the price declined further within the following month. The odds of a continued downward trend are 78%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 45 of 60 cases where PATH's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 75%.
PATH moved below its 50-day moving average on September 15, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for PATH crossed bearishly below the 50-day moving average on September 18, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 14 of 18 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 78%.
The Aroon Indicator for PATH entered a downward trend on October 07, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where PATH's RSI Indicator exited the oversold zone, 27 of 31 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 87%.
The Momentum Indicator moved above the 0 level on October 07, 2026. You may want to consider a long position or call options on PATH as a result. In 61 of 81 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 75%.
The Moving Average Convergence Divergence (MACD) for PATH just turned positive on October 05, 2026. Looking at past instances where PATH's MACD turned positive, the stock continued to rise in 33 of 44 cases over the following month. The odds of a continued upward trend are 75%.
Following a +3.14% 3-day Advance, the price is estimated to grow further. Considering data from situations where PATH advanced for three days, in 238 of 301 cases, the price rose further within the following month. The odds of a continued upward trend are 79%.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 37 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.261) is normal, around the industry mean (17.765). P/E Ratio (18.194) is within average values for comparable stocks, (159.605). Projected Growth (PEG Ratio) (0.447) is also within normal values, averaging (3.648). Dividend Yield (0.000) settles around the average of (0.004) among similar stocks. P/S Ratio (4.248) is also within normal values, averaging (103.889).
The Tickeron SMR rating for this company is 46 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 54 (best 1 - 100 worst), indicating steady price growth. PATH’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 100 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PATH’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 91, placing this stock worse than average.
Notable companies
Industry description
Market Cap
High and low price notable news
Volume
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Advertisement
General Information
Industry ComputerCommunications
Advertisement