UiPath (NYSE:PATH) Issues Quarterly Earnings Results

UiPath (NYSE:PATH) announced its quarterly earnings results on Thursday. The company reported $0.15 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.15, FiscalAI reports. UiPath had a net margin of 17.53% and a return on equity of 5.69%. The company had revenue of $418.38 million for the quarter, compared to the consensus estimate of $397.54 million. During the same quarter in the prior year, the firm earned $0.11 earnings per share. The company’s revenue for the quarter was up 17.3% compared to the same quarter last year.

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

Shares of PATH opened at $11.60 on Friday. The stock has a 50-day moving average price of $10.74 and a 200 day moving average price of $12.91. UiPath has a one year low of $9.20 and a one year high of $19.84. The company has a market capitalization of $6.08 billion, a P/E ratio of 22.31, a P/E/G ratio of 1.83 and a beta of 0.91.

Analysts Set New Price Targets

A number of research firms recently commented on PATH. Royal Bank Of Canada set a $14.00 target price on shares of UiPath in a research note on Wednesday, February 11th. Weiss Ratings reiterated a “hold (c)” rating on shares of UiPath in a research report on Friday, March 27th. Needham & Company LLC raised shares of UiPath from a “hold” rating to a “buy” rating and set a $15.00 target price on the stock in a research report on Thursday, March 12th. Mizuho lowered their price objective on shares of UiPath from $15.00 to $12.00 and set a “neutral” rating for the company in a research note on Thursday, March 12th. Finally, BMO Capital Markets dropped 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. Three investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, UiPath currently has an average rating of “Hold” and a consensus price target of $14.07.

Key UiPath News

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath reported first-quarter fiscal 2027 revenue of about $418.4 million, above Wall Street expectations, and said annual recurring revenue rose 12% year over year to $1.901 billion, suggesting continued momentum in its automation and AI platform. UiPath Reports First Quarter Fiscal 2027 Financial Results
• Positive Sentiment: The company said agentic products are moving from pilot to production, and a new Deloitte partnership to integrate UiPath Test Cloud into Deloitte’s platform highlights growing enterprise adoption potential for its AI-driven automation tools. UiPath Deloitte Deal Highlights Agentic AI Testing And Adoption Potential
• Positive Sentiment: Traders bought unusually large volume of UiPath call options, which can signal bullish expectations heading into and following the earnings release. Traders Buy Large Volume of UiPath Call Options (NYSE:PATH)
• Neutral Sentiment: UiPath posted adjusted EPS of $0.15, matching estimates, but some headlines noted the stock slipped after hours because earnings were slightly below expectations even as guidance for Q2 and full year came in near or above forecasts. PATH Stock Slips After-Hours On Q1 Earnings Miss, But Q2 And Full-Year Guidance Beats Expectations
• Neutral Sentiment: Multiple transcript and earnings-snapshot articles echoed the same core message: solid revenue growth, in-line profit, and management commentary focused on accelerating growth and efficiency. UiPath (PATH) Q1 2027 Earnings Transcript

Institutional Investors Weigh In On UiPath

Institutional investors have recently modified their holdings of the stock. Invesco Ltd. lifted its holdings in UiPath by 32.1% during the 4th quarter. Invesco Ltd. now owns 1,202,277 shares of the company’s stock worth $19,705,000 after buying an additional 292,134 shares during the last quarter. Corient Private Wealth LLC boosted its stake in UiPath by 17.6% in the fourth quarter. Corient Private Wealth LLC now owns 30,361 shares of the company’s stock valued at $498,000 after acquiring an additional 4,533 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in shares of UiPath by 31.4% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 38,330 shares of the company’s stock worth $619,000 after purchasing an additional 9,151 shares during the last quarter. Skyview Financial Group LLC bought a new stake in UiPath in the fourth quarter valued at $2,794,000. Finally, State of Tennessee Department of Treasury bought a new position in shares of UiPath during the fourth quarter worth about $2,677,000. Institutional investors and hedge funds own 62.50% of the company’s stock.

About UiPath

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.