TLDR
- UiPath reports Q2 fiscal 2027 results on Thursday, September 3, after market close
- Wall Street expects non-GAAP EPS of $0.15 on revenue of $397.85M, near the top of company guidance
- PATH stock is up nearly 40% over the past month, trading around $18.15
- Key metrics to watch: ARR growth, net retention rate, and agentic AI adoption
- UiPath has beaten EPS and revenue estimates in 7 of its last 8 quarters
UiPath (PATH) is set to report its second-quarter fiscal 2027 earnings on Thursday, September 3, after the U.S. market close. The stock is trading around $18.15, up nearly 40% over the past month.
Wall Street is expecting non-GAAP EPS of $0.15 on revenue of $397.85M. That puts revenue near the high end of management’s own guidance range of $395M to $400M.
Last quarter, UiPath posted revenue of $418.4M, up 17.3% year over year. ARR came in at $1.901B, up 12%, and dollar-based net retention hit 109%.
The company also logged its first-ever quarterly GAAP operating profit of $27.99M in Q1. That was a milestone investors took note of.
This quarter, analysts are modeling revenue growth of around 10% year over year. That would be a slowdown from the 14.4% growth recorded in the same period last year.
Management has guided for Q2 ARR of $1.929B to $1.934B and non-GAAP operating income of roughly $75M. These numbers will be closely watched.
UiPath has beaten both EPS and revenue estimates in 7 of the last 8 quarters. That track record gives bulls some confidence heading into Thursday.
Analyst Views Split
Not everyone is on the same page. SA analyst Investing Smart has a “Hold” rating, pointing to competitive pressure, a slower full-year growth outlook, and short interest of roughly one-third of the public float.
That level of short interest means there is real potential for a sharp move in either direction after the print. Worth keeping in mind.
On the other side, SA analyst Danil Sereda holds a “Buy” rating. He expects UiPath to beat Q2 revenue estimates and hit its $1.93B ARR guidance, citing the company’s cash position, profitability, and agentic AI opportunity.
The average analyst price target sits at $13.87, which is below the current trading price of $18.08. That gap is something investors should factor in.
What to Watch Beyond the Numbers
Revenue and EPS will matter, but they won’t tell the whole story. The real focus will be on ARR growth, net retention, and agentic AI adoption trends.
Management has flagged early signs of re-acceleration, including an 18% year-over-year increase in customers generating more than $1M in ARR. That customer expansion metric will be under the microscope.
Competition from Microsoft (MSFT), OpenAI, and other AI players remains an ongoing concern. Investors will want to hear how management plans to hold and grow its position.
Year-to-date, PATH is up 12.08%, just ahead of the S&P 500’s 11.48% gain. The stock is up only about 1% over the past week, suggesting the market is in a holding pattern ahead of the report.
Analysts covering the stock have largely held their estimates steady over the last 30 days, signaling they expect the business to deliver results broadly in line with expectations.
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