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PATH vs ZETA
UiPath (PATH) vs Zeta Global (ZETA) Earnings Recap: UiPath Q4 Beats Drive AI Automation Momentum
Key Takeaways
- UiPath reported Q4 FY2026 revenue of $481 million, up 14% YoY, beating estimates; ARR reached $1.853 billion, up 11% YoY.
- UiPath achieved GAAP profitability for the full FY2026 with $57 million operating income; guides FY2027 revenue to $1.754-$1.759 billion.
- Zeta Global's Q4 2025 revenue hit $395 million, up 25% YoY (28% ex-acquisitions/political); full-year revenue $1.305 billion, up 30% YoY.
- Zeta posted first positive GAAP net income of $6.5 million in Q4 2025; raised 2026 revenue guidance to $1.749-$1.762 billion.
- Both companies emphasize AI innovations: UiPath in agentic automation, Zeta in AI marketing cloud, fueling growth amid enterprise adoption.
- PATH trades at ~$12.38 with $6.6B market cap; ZETA at ~$18.24 with $4.5B market cap, reflecting divergent growth profiles.
Earnings Context and Why This Comparison Matters
UiPath (PATH) and Zeta Global Holdings Corp. (ZETA) operate in the AI-driven software space, with UiPath focusing on robotic process automation (RPA) enhanced by agentic AI and Zeta powering AI-powered marketing platforms. Recent earnings highlight their competitive positioning in enterprise AI adoption. UiPath's Q4 FY2026 results, released March 11, 2026, underscore maturing profitability and steady ARR growth, while Zeta's Q4 2025 report on February 24, 2026, showcased explosive revenue acceleration and its 18th straight beat-and-raise. This comparison reveals contrasts in growth rates, margins, and AI strategies, aiding investors in assessing stability versus high-growth potential in a market favoring scalable AI solutions.
UiPath Focus
UiPath's fiscal fourth quarter ended January 31, 2026, delivered revenue of $481 million, surpassing expectations and reflecting 14% year-over-year growth. Annual Recurring Revenue (ARR) grew to $1.853 billion, up 11% YoY, with net new ARR of $70 million. The company marked its first full-year GAAP profitability, posting $57 million GAAP operating income on $1.611 billion in FY2026 revenue. Non-GAAP diluted EPS was $0.30 for the quarter. Key drivers included agentic AI advancements, such as new healthcare solutions and the acquisition of WorkFusion for financial compliance. Guidance for Q1 FY2027 projects revenue of $395-$400 million and ARR of $1.894-$1.899 billion, with full FY2027 revenue at $1.754-$1.759 billion, signaling disciplined expansion amid AI platform adoption.
Zeta Global Context
Zeta Global, on a calendar-year fiscal calendar, reported Q4 2025 revenue of $395 million on February 24, 2026, up 25% YoY and 28% excluding acquisitions and political revenue. Full-year 2025 revenue reached $1.305 billion, a 30% increase. Adjusted EBITDA hit $95.1 million in Q4 (24.1% margin), with full-year at $279 million (21.4% margin). The company achieved its first GAAP net income of $6.5 million in Q4, with GAAP EPS of $0.03; non-GAAP EPS was $0.28, beating estimates. Net revenue retention stood at 120%, and free cash flow was $165 million for the year. Guidance for Q1 2026 raised to $369-$371 million revenue (31-32% YoY growth), with full-year 2026 at $1.749-$1.762 billion, emphasizing AI marketing flywheel momentum and super-scaled customer growth.
Head-to-Head Earnings and Market Comparison
UiPath demonstrated superior profitability, with Q4 GAAP operating income of $80 million (17% margin) versus Zeta's emerging positivity, but Zeta outpaced in revenue growth (25-28% vs. UiPath's 14%). UiPath's ARR model provides subscription stability (107% NRR), while Zeta's 120% NRR signals stronger expansion in marketing tech. Both leverage AI—UiPath for agentic process automation, Zeta for consumer intelligence—but face macro risks in enterprise spending. UiPath's $6.6B market cap and FY2027 9% growth guide contrast Zeta's $4.5B cap and 34% projected growth, highlighting UiPath's scale and Zeta's momentum. Sentiment favors UiPath for stability, Zeta for upside in AI-driven personalization.
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Tickeron AI Verdict
Tickeron AI favors PATH with 65% probability over the next quarter, citing UiPath's proven GAAP profitability, robust ARR stability, and agentic AI leadership amid enterprise automation trends. Zeta's superior growth is compelling, but PATH edges on earnings quality and lower risk exposure.
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 Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PATH is a Hold and ZETA is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PATH’s FA Score shows that 0 FA rating(s) are green whileZETA’s FA Score has 0 green FA rating(s).
- PATH’s FA Score: 0 green, 5 red.
- ZETA’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PATH’s TA Score shows that 5 TA indicator(s) are bullish while ZETA’s TA Score has 5 bullish TA indicator(s).
- PATH’s TA Score: 5 bullish, 3 bearish.
- ZETA’s TA Score: 5 bullish, 5 bearish.
Price Growth
PATH (@Computer Communications) experienced а +10.98% price change this week, while ZETA (@Computer Communications) price change was +23.07% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +22.06%. For the same industry, the average monthly price growth was +9.95%, and the average quarterly price growth was +11.82%.
Reported Earning Dates
PATH is expected to report earnings on Jun 03, 2026.
ZETA is expected to report earnings on May 12, 2026.
Industries' Descriptions
@Computer Communications (+22.06% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| PATH | ZETA | PATH / ZETA | |
| Capitalization | 5.45B | 4.39B | 124% |
| EBITDA | 73.7M | 39.3M | 188% |
| Gain YTD | -36.486 | -11.646 | 313% |
| P/E Ratio | 20.02 | N/A | - |
| Revenue | 1.61B | 1.31B | 123% |
| Total Cash | 1.47B | 320M | 460% |
| Total Debt | 81.2M | 197M | 41% |
| PATH | ZETA | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 65% | 3 days ago 80% |
| Stochastic ODDS (%) | 3 days ago 72% | 3 days ago 90% |
| Momentum ODDS (%) | 3 days ago 79% | 3 days ago 90% |
| MACD ODDS (%) | 3 days ago 76% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 75% | 3 days ago 86% |
| TrendMonth ODDS (%) | 3 days ago 80% | 3 days ago 79% |
| Advances ODDS (%) | 20 days ago 75% | 3 days ago 86% |
| Declines ODDS (%) | 10 days ago 79% | 10 days ago 76% |
| BollingerBands ODDS (%) | 3 days ago 79% | 3 days ago 81% |
| Aroon ODDS (%) | 3 days ago 75% | 3 days ago 83% |
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