Automation software maker UiPath's Q3 revenue beats expectations

UiPath

03/12/2025 21:19

Overview

UiPath fiscal Q3 revenue grows 16% yr/yr, beating analyst expectations

Adjusted EPS for fiscal Q3 beats consensus

Company achieved first GAAP profitable Q3

Outlook

UiPath expects Q4 fiscal 2026 revenue between $462 mln and $467 mln

Company anticipates Q4 fiscal 2026 ARR between $1.844 bln and $1.849 bln

UiPath forecasts Q4 fiscal 2026 non-GAAP operating income of about $140 mln

Result Drivers

AI AND AUTOMATION STRATEGIES - Enterprises are accelerating AI and automation strategies, driving demand for UiPath's unified platform

NEW PLATFORM CAPABILITIES - Introduction of new capabilities in UiPath Platform for agentic automation and orchestration contributed to growth

STRATEGIC COLLABORATIONS - Collaborations with Microsoft, OpenAI, and NVIDIA enhance platform capabilities and market reach

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$411 mln
$392.97 mln (17 Analysts)
Q3 Adjusted EPS
Beat
$0.16
$0.15 (18 Analysts)
Q3 EPS
$0.37
Q3 Gross Margin
83%
Q3 Adjusted Gross Margin
85%
Q3 Adjusted Operating Income
$88 mln
Q3 ARR
$1.78 bln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 18 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for UiPath Inc is $13.50, about 5.6% below its December 2 closing price of $14.30

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release: ID:nBw5klBpBa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)