UiPath Q2 revenue beats estimates amid automation platform momentum
PATH•Leadership changes and market context
The company announced executive leadership changes and a new board appointment.
The average analyst rating on the shares is "hold," with 4 "strong buy" or "buy," 17 "hold" and 1 "sell" or "strong sell."
Wall Street's median 12-month price target for UiPath Inc is $13.00, about 27.7% below its Sept. 2 closing price of $17.99. The stock recently traded at 21 times the next 12-month earnings, versus a P/E of 15 three months ago.
Quarterly results beat revenue estimates
UiPath said fiscal second-quarter revenue rose 13% and beat analyst expectations, while adjusted earnings per share met estimates.
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Revenue | Beat | $410 mln | $397.95 mln (18 Analysts) |
| Q2 Adjusted EPS | Meet | $0.15 | $0.15 (19 Analysts) |
| Q2 Gross Margin | 80.00% | ||
| Q2 Adjusted Gross Margin | 82.00% | ||
| Q2 Adjusted Operating Income | $89 mln | ||
| Q2 ARR | $1.94 bln |
Guidance for the next quarter and full year
UiPath sees third-quarter revenue between $440 mln and $445 mln.
The company expects third-quarter ARR between $1.992 bln and $1.997 bln as of Oct. 31, 2026.
UiPath forecasts full-year revenue between $1.789 bln and $1.794 bln.
