UiPath beats Q4 revenue estimates; announces $500 mln buyback

UiPath

11/03/2026 20:21

Overview

US agentic automation platform's fiscal Q4 revenue grew 14% yr/yr, beating analyst expectations

Company announced new $500 mln stock repurchase authorization after completing prior $1 bln program

Outlook

UiPath expects Q1 revenue between $395 mln and $400 mln

Company sees full-year revenue between $1.754 bln and $1.759 bln

UiPath expects full-year non-GAAP operating income of about $415 mln

Result Drivers

AI PLATFORM ADOPTION - Co said enterprise adoption of AI-driven automation contributed to revenue and ARR growth

Company press release: ID:nBw6TKP3Ga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$481 mln
$464.49 mln (18 Analysts)
Q4 EPS
$0.19
Q4 Gross Margin
85%
Q4 Adjusted Gross Margin
86%
Q4 Adjusted Operating Income
$150 mln
Q4 ARR
$1.85 bln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 17 "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 $16.00, about 38.1% above its March 10 closing price of $11.59

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 19 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)