PATH Earnings

PATH reported its FY2026Q3 earnings on 2025-12-03, showcasing a revenue of 411.00M against an estimate of 393.00M, resulting in a 4.64% surprise. The EPS was 0.16, surpassing the expected 0.15 by 6.67% . The stock experienced a 24.36% price change on the earnings day and a 27.73% change over the next five days, reflecting market reactions to the results.

Following PATH's FY2026Q3 earnings announcement on 2025-12-03, the stock price moved by 24.36% on the day of the release. Over the subsequent five days, it saw a 27.73% change. Historically, PATH's stock price tends to shift by an average of -1.98% in the 10 days leading up to earnings and -1.37% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate PATH’s annual revenue to reach 465.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 1.29% and EPS estimates Revise Upward by 0.45% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between PATH's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 1.29%, while EPS estimates moved Revise Upward by 0.45% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PATH's stock price typically moves by -1.98% in the 10 days before its earnings and -1.37% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 465.00M.

The earnings call summary and Q&A reveal a mixed sentiment. While there are positive elements such as partnerships, AI integration, and improved execution, there are also concerns about unclear guidance on future OpEx investments and monetization strategies. The lack of significant pipeline build from partnerships and vague responses on automation balance add uncertainty. Despite optimistic guidance, the absence of strong catalysts like record high revenue or new partnerships with immediate impact tempers the outlook. Thus, the stock price is likely to remain stable, leading to a neutral sentiment.