UiPath NYSE: PATH reported second-quarter fiscal 2027 results that exceeded its guidance, with annualized recurring revenue, revenue and profitability all rising as the company emphasized demand for its automation, orchestration and artificial intelligence capabilities.
The headline numbers for UiPath (PATH) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
UiPath (PATH) came out with quarterly earnings of $0.15 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.15 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for UiPath (PATH), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2026.
Sell-side analysts are piling Holds on three high-flying software names while major institutions keep quietly building positions, and the gap between what the smart money owns and what analysts will endorse may tell you more about the next move than
Software's post-earnings bid is broadening past the names that actually reported. UiPath (NYSE:PATH | PATH Price Prediction) stock is up 9% to $18.20 in Thursday morning trading, and Pegasystems (NASDAQ:PEGA) stock is up 4% to $35.29.
In the most recent trading session, UiPath (PATH) closed at $16.57, indicating a +1.1% shift from the previous trading day.
UiPath, Inc. (PATH) is well positioned for continued operational momentum, driven by agentic AI opportunities and recent GAAP profitability. PATH's balance sheet is robust, featuring $1.3B in cash, minimal debt, and ongoing share repurchases, supporting shareholder returns and financial flexibility. Valuation has reset: PATH now trades at 18–21x forward earnings, with a modeled 31% upside over 12–16 months and a reiterated 'Buy' rating ahead of Q2 earnings.
PATH's ARR increases from $1.46 billion in Q4 fiscal 2024 to $1.9 billion in Q1 fiscal 2027, highlighting resilient demand for AI-powered automation.
UiPath remains a Buy as catalysts for its turnaround and growth story strengthen, despite a recent 44% rally. PATH trades at a 16% discount to sector median P/E and a 36% PEG discount, while delivering accelerating revenue and ARR growth. Sticky business dynamics are reinforced by rising large customer counts and robust ARR, supported by the WorkFusion acquisition.
PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.
In the latest trading session, UiPath (PATH) closed at $15.58, marking a -2.56% move from the previous day.