UiPath (NYSE: PATH) reported quarterly results that exceeded analyst expectations on both earnings and revenue and issued fiscal 2027 revenue guidance above forecasts, though shares fell more than 5% intra-day Thursday.
The automation software company reported adjusted earnings of $0.30 per share on revenue of $481.11 million for fiscal fourth quarter 2026. Analysts had expected earnings of $0.26 per share on revenue of $464.88 million.
UiPath’s annualized renewal run-rate (ARR) reached $1.853 billion as of January 31, 2026, representing an 11% increase year over year. Net-new ARR rose 20% on a reported basis but declined 5% when measured in constant currency.
Management also disclosed for the first time that AI-related products generated $200 million in ARR. These offerings include the company’s AI agents, its Maestro orchestration platform, and Intelligent Document Processing solutions.
Looking ahead, UiPath expects fiscal first-quarter 2027 revenue to range between $395 million and $400 million.
For the full fiscal year 2027, the company projected revenue between $1.754 billion and $1.759 billion, exceeding the analyst consensus estimate of $1.74 billion.
