PATH stock forecast, quote, news & analysis
UiPath Inc offers an end-to-end cross-application enterprise automation platform principally with computer vision technology and user interface automations in its initial RPA offering, which remains the foundation of the platform... Show more
UiPath (PATH) Q4 Fiscal 2026 Earnings Recap: Revenue Beats, First Full-Year GAAP Profit
Key Takeaways
- UiPath reported Q4 fiscal 2026 revenue of $481 million, up 14% year-over-year and beating consensus estimates of $465 million.
- Non-GAAP diluted EPS came in at $0.30, surpassing expectations of $0.25, while GAAP EPS was $0.19.
- Annual Recurring Revenue (ARR) reached $1.853 billion, a 11% increase from $1.666 billion in Q4 FY2025.
- Achieved first full-year GAAP profitability with $1.611 billion in revenue, up 13% YoY, and GAAP operating income of $57 million.
- Customers with $100K+ ARR grew to 2,565 (up from 2,292); $1M+ ARR customers rose to 357 (from 317).
- Issued FY2027 guidance: revenue $1.754B–$1.759B; Q1 revenue $395M–$400M.
Earnings Context and Why It Matters
UiPath's Q4 fiscal 2026 earnings, covering the quarter ended January 31, 2026, mark a pivotal moment as the company achieved its first full-year GAAP profitability amid a challenging macroeconomic environment for enterprise software. With shares down significantly in 2026 prior to the release, investors scrutinized progress in agentic AI adoption, ARR growth stabilization, and margin expansion. This report underscores UiPath's transition from robotic process automation leader to AI-driven automation provider, amid competition from Microsoft and others. Strong results validate cost discipline and AI momentum, influencing valuation in a sector trading at premium multiples for growth and profitability.
Earnings Expectations or Reported Results
UiPath delivered Q4 fiscal 2026 revenue of $481.1 million, exceeding consensus estimates of approximately $464.8–$465 million and up 14% from $424 million in Q4 FY2025. Non-GAAP diluted EPS of $0.30 topped expectations of $0.25, reflecting robust operating leverage with non-GAAP operating income of $150.1 million (31% margin). GAAP EPS was $0.19, with GAAP operating income at $80.3 million (17% margin).
Key metrics included ARR of $1.853 billion (+11% YoY from $1.666 billion), net new ARR of $70 million, and dollar-based net retention rate of 107%. Customers with ≥$100K ARR increased 12% to 2,565; ≥$1M ARR rose 13% to 357. Full-year revenue hit $1.611 billion (+13% YoY), with GAAP net income of $282 million. Revenue beat driven by subscription strength; EPS aligned with beats in prior quarters.
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Market Reaction and Investor Sentiment
Post-earnings, UiPath shares rose about 6.8% in after-hours trading to around $12.38, reflecting optimism over the revenue beat, ARR growth, and FY GAAP profitability despite conservative FY2027 guidance implying ~9% growth. Sentiment focused on AI traction—90% of $1M+ customers adopting AI products—and $500 million buyback extension. However, some noted decelerating ARR growth (11% vs. prior 14%) and net retention dip to 107%, tempering enthusiasm amid macro caution. Pre-earnings, stock had declined ~29% YTD 2026.
Forward Outlook and Key Factors to Monitor
UiPath guided Q1 FY2027 revenue to $395–$400 million and non-GAAP operating income ~$80 million, with ARR at $1.894–$1.899 billion. Full-year FY2027 revenue outlook of $1.754–$1.759 billion implies ~9% growth, ARR targeting $2.051–$2.056 billion, and non-GAAP operating income ~$415 million. Management described guidance as conservative, assuming net new ARR stabilization and minimal FX impact.
Investors should track AI product adoption, with ~$200 million ARR from AI solutions and launches like healthcare agents and WorkFusion acquisition for financial services. Cloud ARR growth exceeding 20% YoY signals platform shift. Monitor customer expansion via net retention (107% in Q4) and large-deal wins, as $100K+ and $1M+ cohorts grew double-digits. Margin trends remain key, with non-GAAP gross margins at 86% and free cash flow of $372 million FY2026. Upcoming catalysts include Agentic AI Summit on March 25 and Q1 execution amid IT spending scrutiny. Broader enterprise AI demand, competition, and macroeconomic factors like interest rates will shape trajectory. Buyback completion ($1B done, $500M new) supports capital return.
Disclaimer
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PATH in -9.72% downward trend, declining for three consecutive days on April 10, 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 of 312 cases, the price declined further within the following month. The odds of a continued downward trend are .
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on March 24, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on PATH as a result. In of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .
The Aroon Indicator for PATH entered a downward trend on April 17, 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, of 34 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 71 cases where PATH's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for PATH just turned positive on April 17, 2026. Looking at past instances where PATH's MACD turned positive, the stock continued to rise in of 45 cases over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where PATH advanced for three days, in of 274 cases, the price rose further within the following month. The odds of a continued upward trend are .
PATH may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of (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 (2.619) is normal, around the industry mean (36.632). P/E Ratio (20.019) is within average values for comparable stocks, (134.411). Projected Growth (PEG Ratio) (0.358) is also within normal values, averaging (1.464). PATH has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.027). P/S Ratio (3.521) is also within normal values, averaging (167.580).
The Tickeron SMR rating for this company is (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 (best 1 - 100 worst), indicating fairly steady price growth. PATH’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is (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 (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 95, placing this stock worse than average.
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Industry ComputerCommunications