UiPath Guides FY Revenue to $1.754B–$1.759B After Q4 Beat, Stock Drops 7%
UiPath reported Q4 adjusted earnings of $0.30 per share, beating estimates by $0.05, and delivered revenue of $481.1 million, up 14% year over year, while ARR reached $1.853 billion. The company forecast full-year revenue of $1.754–1.759 billion, which sparked a roughly 7% stock decline.
1. Q4 Financial Results
In fiscal fourth quarter, UiPath delivered adjusted earnings of $0.30 per share, topping the $0.25 estimate. Revenue rose 14% year over year to $481.1 million, while net income climbed to $104.5 million from $51.8 million a year earlier.
2. ARR and Recurring Revenue
Annual recurring revenue reached $1.853 billion at quarter end, marking an 11% increase year over year. Net new recurring revenue totaled $70 million, underscoring continued subscription growth.
3. Guidance and Market Reaction
The company forecast first-quarter revenue between $395 million and $400 million and full-year revenue of $1.754–1.759 billion, roughly in line with expectations but signaling slower growth. Shares tumbled about 7% on the guidance, extending a year-to-date decline of over 24%.