UiPath(US:PATH) ZACKS·2025-12-04 01:00Core Insights - UiPath reported revenue of $411.11 million for the quarter ended October 2025, marking a year-over-year increase of 15.9% and exceeding the Zacks Consensus Estimate by 4.71% [1] - The company achieved an EPS of $0.16, up from $0.11 a year ago, surpassing the consensus EPS estimate of $0.14 by 14.29% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $1.78 billion, slightly above the four-analyst average estimate of $1.77 billion [4] - Net New ARR was reported at $59 million, exceeding the average estimate of $50.57 million from three analysts [4] - The dollar-based net retention rate was 107%, compared to the estimated 108.4% [4] - Revenue from licenses was $150.04 million, surpassing the estimated $140.47 million and reflecting a 9.4% increase year-over-year [4] - Revenue from professional services and other was $13.5 million, exceeding the estimate of $10.89 million and showing a 27.9% increase year-over-year [4] - Subscription services revenue was $247.57 million, above the estimated $241.54 million, representing a 19.7% increase year-over-year [4] Stock Performance - UiPath shares returned +0.2% over the past month, while the Zacks S&P 500 composite experienced a -0.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]