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's RSI Oscillator peaks and leaves overbought zone
The 10-day RSI Indicator for PATH moved out of overbought territory on September 04, 2026. This could be a sign that the stock is shifting from an upward trend to a downward trend. Traders may want to look at selling the stock or buying put options. Tickeron's A.I.dvisor looked at 19 instances where the indicator moved out of the overbought zone. In 17 of the 19 cases the stock moved lower in the days that followed. This puts the odds of a move down at 89%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on September 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on PATH as a result. In 72 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 87%.
The Moving Average Convergence Divergence Histogram (MACD) for PATH turned negative on September 04, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 44 similar instances when the indicator turned negative. In 38 of the 44 cases the stock turned lower in the days that followed. This puts the odds of success at 86%.
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 13 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 72%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where PATH declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 78%.
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 8 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
The 50-day moving average for PATH moved above the 200-day moving average on August 26, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Following a +10.02% 3-day Advance, the price is estimated to grow further. Considering data from situations where PATH advanced for three days, in 227 of 292 cases, the price rose further within the following month. The odds of a continued upward trend are 78%.
PATH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
The Aroon Indicator entered an Uptrend today. In 125 of 163 cases where PATH Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 77%.
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 (3.582) is normal, around the industry mean (19.972). P/E Ratio (19.985) is within average values for comparable stocks, (153.820). Projected Growth (PEG Ratio) (0.491) is also within normal values, averaging (3.697). 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 48 (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.
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