UiPath Q1 revenue beats analyst estimates

UiPath

28/05/2026 21:19

Overview
U.S. automation software firm's fiscal Q1 revenue rose 17%, beating analyst expectations
Adjusted operating income for fiscal Q1 reached $92 mln
Company attributed results to agentic product adoption and deeper platform integration

Outlook
UiPath sees Q2 revenue between $395 mln and $400 mln
Company expects Q2 ARR between $1.929 bln and $1.934 bln as of July 31, 2026
UiPath forecasts full-year revenue between $1.776 bln and $1.781 bln

Result Drivers
AGENTIC PRODUCT ADOPTION - Co said customers are moving agentic products from pilot to production, driving deeper platform adoption
CODING AGENTS LAUNCH - Launch of UiPath for Coding Agents accelerated time to value and reinforced platform adoption
OPERATIONAL DISCIPLINE - Co achieved first quarter GAAP profitability, citing continued operational discipline

Company press release: ID:nBw9Jl6yHa

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$418.4 mln
$397.81 mln (17 Analysts)
Q1 Gross Margin
 
82.00%
 
Q1 Adjusted Gross Margin
 
83.00%
 
Q1 Adjusted Operating Income
 
$92 mln
 

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 $13.00, about 16.5% above its May 27 closing price of $11.16
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 17 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.)