UiPath Shares Down 28.5% YTD Ahead of $464.8M Q4 Revenue, $0.20 EPS Forecast

PATHPATH

Analysts forecast Q4 revenue of $464.8 million, up from $423.7 million a year ago, and $0.20 EPS versus $0.26, with guidance of $462 million to $467 million. The company has delivered 16 straight EPS beats and saw net-new annual recurring revenue rise year-over-year, yet shares are down 28.5% YTD.

1. Q4 Revenue and EPS Estimates

Analysts expect UiPath to report fourth-quarter revenue of $464.8 million, up from $423.7 million a year ago, and earnings of $0.20 per share versus $0.26 a year earlier, with company guidance for revenue between $462 million and $467 million.

2. Consecutive EPS Beats and ARR Growth

The company has beaten earnings estimates in 16 straight quarters and surpassed revenue forecasts in nine of the last ten quarters, while net-new annual recurring revenue rose year-over-year for the first time in two years, marking a key growth milestone.

3. Share Price Performance

UiPath shares recently fell 3.2% to $11.59 and are down 28.5% year-to-date, trading within a 52-week range of $9.38 to $19.84 as investors weigh upcoming quarterly results and AI deployment progress.

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