UiPath (PATH) Q2 Earnings and Revenues Beat Estimates

Group 1: Earnings Performance - UiPath reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.08 per share, and up from $0.04 per share a year ago, representing an earnings surprise of +87.50% [1] - The company posted revenues of $361.73 million for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 4.00%, compared to $316.25 million in the same quarter last year [2] - Over the last four quarters, UiPath has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - UiPath shares have declined approximately 14.4% since the beginning of the year, while the S&P 500 has gained 9.6% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.13 on revenues of $386.36 million, and for the current fiscal year, it is $0.56 on revenues of $1.55 billion [7] Group 3: Industry Context - The Internet - Software industry, to which UiPath belongs, is currently ranked in the top 29% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]