Brief: UiPath Q2 Revenue USD 362 Million Vs. IBES Estimate USD 347.3 Million

UiPath

04/09/2025 21:10

Overview

UiPath fiscal Q2 2026 revenue rises 14% yr/yr, beating analysts' expectations

Adjusted operating income for fiscal Q2 beats estimates, reaching $62 mln

Company's ARR grows 11% yr/yr to $1.723 bln

Outlook

UiPath expects Q3 fiscal 2026 revenue of $390 mln to $395 mln

Company forecasts Q3 fiscal 2026 ARR of $1.771 bln to $1.776 bln

UiPath anticipates Q3 fiscal 2026 non-GAAP operating income of $70 mln

Company projects full-year fiscal 2026 revenue of $1.571 bln to $1.576 bln

UiPath expects full-year fiscal 2026 ARR of $1.834 bln to $1.839 bln

Company forecasts full-year fiscal 2026 non-GAAP operating income of $340 mln

Result Drivers

AGENTIC AUTOMATION - CEO attributes 11% ARR growth to improved execution and momentum in agentic automation capabilities

CUSTOMER DEPLOYMENTS - Innovation and product quality enable transition from pilot projects to full production, driving revenue

OPERATIONAL EFFICIENCY - COO cites strong execution and focus on efficiency as reasons for exceeding financial guidance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$362 mln
$347.30 mln (15 Analysts)
Q2 Gross Margin
82.0%
Q2 Adjusted Operating Income
Beat
$62 mln
$40.10 mln (15 Analysts)
Q2 Adjusted Gross Margin
84.0%
Q2 ARR
$1.72 bln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 18 "hold" and 2 "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 $14.00, about 22.3% above its September 3 closing price of $10.88

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 23 three months ago

Press Release: ID:nBw9xjT58a

(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.)