PATH Earnings Prediction
The chart below shows how PATH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PATH sees a -2.79% change in stock price 10 days leading up to the earnings, and a -1.09% change 10 days following the report. On the earnings day itself, the stock moves by -0.13%. This data can give you a slight idea of what to expect for the next quarter's release.
PATH Key Earning Data
2024/Q4
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PATH Earnings Analysis
UiPath Inc Corporation (PATH.N) Earnings Conference Call
Positive
Earnings Beat Expectations: UiPath Inc. beats earnings expectations with reported EPS of $0.26, exceeding expectations of $0.19.
Q4 2025 Revenue Performance: Revenue for Q4 2025 reached $424 million, with a slight increase to $426 million when excluding a $2 million FX headwind.
ARR Growth Increase: Annual Recurring Revenue (ARR) grew to $1.666 billion, marking a 14% year-over-year increase.
Innovation Milestones Achieved: The company has made significant progress in innovation, launching groundbreaking products such as Autopilot, Agent Builder, and Agentic Orchestration.
Agentic Automation Growth: UiPath's agentic automation products are gaining traction, with strong customer engagement and approximately 3,000 agents creating mission-critical processes.
GAAP Profitability Achievement: The company achieved GAAP profitability for the second consecutive year, with GAAP operating income of $34 million in Q4.
Record Non-GAAP Operating Margin: Non-GAAP operating income for Q4 was $134 million, resulting in a record non-GAAP operating margin of 32%, an improvement of over 400 basis points year-over-year.
Cloud ARR Growth: UiPath's cloud ARR increased by over 50% year-over-year, reaching over $975 million, indicating strong growth in cloud adoption.
Customer Retention Success: The company has a dollar-based net retention rate of 110%, showcasing strong customer retention and expansion.
Financial Stability and Growth: UiPath's strong balance sheet includes $1.7 billion in cash and no debt, providing financial stability for future growth.
Negative
Q4 Revenue Growth Slowdown: Revenue growth of only 5% year-over-year in Q4 2025, indicating a slowdown compared to previous quarters.
ARR Growth Analysis: ARR growth of 14% year-over-year, which is lower than expected due to delays in deal closures in the public sector.
Geopolitical Impact on Revenue: Ongoing geopolitical climate impacting deal closures and overall revenue expectations, leading to a cautious outlook for fiscal 2026.
Macroeconomic Volatility Impact: Increased volatility in the macroeconomic environment has created uncertainty around customer budgets, affecting future revenue projections.
Customer Acquisition Stagnation: Customer count remained flat year-over-year when normalized for customer hierarchy changes, indicating potential stagnation in customer acquisition.
Lowered Q1 2026 Revenue Guidance: Guidance for Q1 2026 revenue is lower than expected, with projections between $330 million to $335 million, reflecting a cautious approach to future growth.
SaaS Revenue Growth Challenges: Expectations of SaaS offerings being a 2% headwind to full year revenue growth, indicating challenges in transitioning customers to cloud solutions.
PATH FAQs
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PATH Earning Call Sentiment
UiPath Inc. (NYSE:PATH) Q4 2025 Earnings Call Transcript
PATH.N
9.13%Positive
The earnings call presents a mixed outlook. Financial performance shows modest growth with strong cash flow and high gross margins, but there are concerns about volatility and public sector pressure. Share repurchases are positive, yet management's unclear responses in the Q&A and the uncertainty in customer investments temper enthusiasm. The guidance is stable, but no strong catalysts for significant stock movement are evident.
