UiPath Q2 revenue beats estimates amid automation platform momentum
UiPath Q2 revenue beats estimates amid automation platform momentum
Overview
US business automation software firm's fiscal Q2 revenue rose 13%, beating analyst expectations
Adjusted EPS for fiscal Q2 met analyst expectations
Company announced executive leadership changes and a new board appointment
Outlook
UiPath sees Q3 revenue between $440 mln and $445 mln
Company expects Q3 ARR between $1.992 bln and $1.997 bln as of Oct 31, 2026
UiPath forecasts full-year revenue between $1.789 bln and $1.794 bln
Result Drivers
CUSTOMER MOMENTUM - Co said results reflect momentum from customers and partners around its automation platform
PLATFORM TRANSFORMATION - Management cited two years of platform transformation and strengthened execution as supporting Q2 performance
AI-DRIVEN OPPORTUNITIES - Co said AI is expanding automation opportunities and increasing demand for orchestration and governance
Company press release: ID:nBw1ZsKHLa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $410 mln | $397.95 mln (18 Analysts) |
Q2 Adjusted EPS | Meet | $0.15 | $0.15 (19 Analysts) |
Q2 Gross Margin |
| 80.00% |
|
Q2 Adjusted Gross Margin |
| 82.00% |
|
Q2 Adjusted Operating Income |
| $89 mln |
|
Q2 ARR |
| $1.94 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 $13.00, about 27.7% below its September 2 closing price of $17.99
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 15 three months ago
Reuters Recommended Reads
Sept 1 - Dell raises FY27 revenue outlook by $25 billion on AI server momentum
Sept 2 - Snowflake lifts annual revenue forecast on cloud and AI demand, shares soar
Sept 2 - C3.ai Q1 revenue slightly beats estimates; bookings jump 73% sequentially
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.)